$245 Million is the total value of IAG Wealth Partners, LLC's 353 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FDIV | Exit | FIRST TRUSTmf closed and mf open | $0 | – | -21 | -100.0% | 0.00% | – |
| Exit | ORGANIGRAM HOLDINGS | $0 | – | -1,000 | -100.0% | -0.00% | – | |
| SH | Exit | PROSHARES SHORTmf closed and mf open | $0 | – | -96 | -100.0% | -0.00% | – |
| RDVY | Exit | FIRST TRUSTmf closed and mf open | $0 | – | -58 | -100.0% | -0.00% | – |
| NKLA | Exit | NIKOLA CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| MYL | Exit | MYLAN N V | $0 | – | -245 | -100.0% | -0.00% | – |
| EFA | Exit | ISHARES MSCImf closed and mf open | $0 | – | -56 | -100.0% | -0.00% | – |
| CLNC | Exit | COLONY CREDIT | $0 | – | -1,200 | -100.0% | -0.00% | – |
| HNGR | Exit | HANGER INC | $0 | – | -382 | -100.0% | -0.00% | – |
| VGT | Exit | VANGUARD INFORMATIONmf closed and mf open | $0 | – | -27 | -100.0% | -0.00% | – |
| MPC | Exit | MARATHON PETROLEUM | $0 | – | -400 | -100.0% | -0.01% | – |
| IDU | Exit | ISHARES U Smf closed and mf open | $0 | – | -100 | -100.0% | -0.01% | – |
| UN | Exit | UNILEVER N V | $0 | – | -400 | -100.0% | -0.01% | – |
| BDJ | Exit | BLACKROCK ENHANCEDmf closed and mf open | $0 | – | -3,501 | -100.0% | -0.01% | – |
| NUEM | Exit | NUVEEN ESGmf closed and mf open | $0 | – | -1,326 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR PORTFOLIO | 16 | Q3 2023 | 12.8% |
| SPDR PORTFOLIO | 16 | Q3 2023 | 12.2% |
| ISHARES CORE | 16 | Q3 2023 | 16.6% |
| GOLDMAN SACHS | 16 | Q3 2023 | 8.5% |
| GOLDMAN SACHS | 16 | Q3 2023 | 6.8% |
| WISDOMTREE U S | 16 | Q3 2023 | 6.7% |
| WISDOMTREE U S | 16 | Q3 2023 | 6.7% |
| SPDR PORTFOLIO | 16 | Q3 2023 | 7.1% |
| VANGUARD DIVIDEND | 16 | Q3 2023 | 4.8% |
| ISHARES MSCI | 16 | Q3 2023 | 3.1% |
View IAG Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-14 |
View IAG Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.