Instuitional Investor - Iag Wealth Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Iag Wealth Partners, Llc |
| Portfolio Value | $755,681,029 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,046,071 | $76,038,894 | 10.06% | |
| 2. | Jpmorgan Active | 991,378 | $53,127,964 | 7.03% | |
| 3. | Goldman Sachs | 360,800 | $43,793,887 | 5.8% | |
| 4. | Avantis Intl | 539,447 | $33,572,495 | 4.44% | |
| 5. | Wisdomtree Trust | 398,151 | $32,704,166 | 4.33% |
