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IAG Wealth Partners, LLC

All holdings · as of Dec 31, 2025

497 positions

CompanyClassValueShares% of portfolio
INVESCO WATER—$29.9K4250.0%
LPL Financial Holdings Inc.—$29.9K840.0%
STATE STREET—$29.9K6680.0%
Palantir Technologies Inc—$29.9K1680.0%
WISDOMTREE U S—$29.7K3500.0%
FIDELITY TOTAL—$29.5K6410.0%
AVANTIS U S—$29.2K4140.0%
INVESCO INDIA—$29.0K1,1950.0%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$29.0K9040.0%
DANAHER CORP /DE—$28.8K1260.0%
Becton Dickinson & Co—$28.7K1480.0%
ISHARES S&P—$28.4K1690.0%
FIDELITY ENHANCED—$27.6K6630.0%
CAMDEN PROPERTY TRUST—$27.5K2500.0%
Comcast Corp.—$27.2K9090.0%
Yum! Brands Inc—$26.9K1780.0%
Orion Energy Systems, Inc.—$26.1K1,7000.0%
O REILLY AUTOMOTIVE INC—$26.0K2850.0%
CANADIAN NATIONAL—$25.9K2620.0%
REGENERON PHARMACEUTICALS, INC.—$25.5K330.0%
ISHARES MSCI—$25.3K3260.0%
United Airlines Holdings Inc—$24.8K2220.0%
Iron Mountain Inc—$24.5K2950.0%
PROSHARES S&P—$24.5K2350.0%
Hewlett Packard Enterprise Co—$23.4K9750.0%
VANECK URANIUM—$23.1K1860.0%
CHURCH & DWIGHT CO INC /DE—$22.6K2700.0%
EMERSON ELECTRIC CO—$22.6K1700.0%
Cybin Inc.—$22.5K2,7500.0%
PPG INDUSTRIES INC—$22.2K2170.0%
UNITEDHEALTH GROUP INC—$21.5K650.0%
VANGUARD INTERNATIONAL—$21.4K2340.0%
DIMENSIONAL US—$21.2K4560.0%
ConocoPhillips—$21.1K2250.0%
Medical Properties Trust Inc—$21.0K4,2080.0%
Kratos Defense & Security Solutions Inc—$20.9K2750.0%
FIRST TRUST—$20.5K890.0%
ISHARES CORE—$20.5K2950.0%
HARLEY-DAVIDSON, INC.—$20.5K9990.0%
FORD MOTOR CO—$20.0K1,5270.0%
ROPER TECHNOLOGIES INC—$20.0K450.0%
DELTA AIR LINES, INC.—$19.9K2870.0%
NUVEEN ESG—$19.7K5050.0%
SHERWIN WILLIAMS CO—$19.4K600.0%
Williams Cos Inc/The—$19.3K3210.0%
TORO CO—$18.9K2400.0%
HARBOR LONG—$18.8K6050.0%
FIRST TRUST—$18.7K4200.0%
ISHARES U S—$18.7K3900.0%
INVESCO S&P—$18.6K2600.0%
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