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IAG Wealth Partners, LLC

All holdings · as of Dec 31, 2025

497 positions

CompanyClassValueShares% of portfolio
ORACLE CORP$314.0K1,6110.0%
ISHARES FUTURE$313.6K6,5080.0%
Alphabet Inc.$309.1K9850.0%
COSTCO WHOLESALE CORP /NEW$282.8K3280.0%
SPDR GOLD$280.6K7080.0%
ISHARES ESG$273.7K1,9640.0%
SCHWAB US$266.5K9,0000.0%
COCA COLA CO$266.1K3,8060.0%
WISDOMTREE INTL$264.6K3,2660.0%
NEXTERA ENERGY INC$256.9K3,2000.0%
Broadcom Inc.$254.4K7350.0%
XTRACKERS MSCI$248.2K5,1580.0%
SCHWAB US$246.0K9,1410.0%
SPDR S&P$236.5K3920.0%
CATERPILLAR INC$230.9K4030.0%
DEERE & CO$230.5K4950.0%
FIRST TRUST$227.4K1,9170.0%
Energy Transfer LPETMLP$204.7K12,4160.0%
Tesla Inc$204.2K4540.0%
CHEVRON CORP$204.2K1,3400.0%
DONEGAL GROUP INCDGICACommon Stock$197.6K9,8920.0%
ISHARES TECHNOLOGY$195.3K9780.0%
ISHARES RUSSELL$185.9K8840.0%
GLOBAL X$175.7K2,9020.0%
MCDONALD'S CORP$167.6K5490.0%
AbbVie Inc.$167.0K7310.0%
EXXON MOBIL CORP$164.5K1,3670.0%
Northrop Grumman Corp$154.5K2710.0%
WP Carey Inc$153.3K2,3820.0%
THE GOLDMAN SACHS GROUP, INC.$152.9K1740.0%
Visa Inc$149.1K4250.0%
Meta Platforms Inc$146.5K2220.0%
Alphabet Inc.$145.4K4650.0%
AT&T INC.$143.1K5,7620.0%
VANGUARD FTSE$140.7K2,2530.0%
DIMENSIONAL US$139.4K1,8800.0%
NUVEEN ESG$138.3K3,8200.0%
NUVEEN ESG$135.0K6,0390.0%
ISHARES SEMICONDUCTOR$131.7K4370.0%
INVESCO FTSE$125.5K2,6740.0%
ISHARES MSCI$123.8K8750.0%
NICOLET BANKSHARES INC$123.4K1,0170.0%
ISHARES CORE$120.3K1,1730.0%
United Parcel Service Inc$115.7K1,1670.0%
STATE STREET$115.5K1,4870.0%
APPLIED MATERIALS INC /DE$114.2K4440.0%
STATE STREET$113.4K8150.0%
AMGEN INC$111.3K3400.0%
FIRST TRUST$111.2K1,6000.0%
ALLIANT ENERGY CORP$110.0K1,6920.0%
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