13F-HR filed by IAG Wealth Partners, LLC
IAG Wealth Partners, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-12, with 526 holding rows worth $832,521,212.
- Accession
- 0001104659-25-109701
- Filer
- CIK 1827261
- Filed
- 2025-11-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 526 entries on the cover page, a total value of $832,521,212 stated on the cover page (in dollars after the unit check, H1), rows summing to $832,521,212 with VALUE read as dollars as filed, 13F file number 028-20688. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PINNACLE WEST CAP CORP | 723484101 | COM | 5 | $448 | dollars as filed | |
| HONEST CO INC | 438333106 | COM | 120 | $442 | dollars as filed | |
| URANIUM ENERGY CORP COM | 916896103 | Stock | 33 | $440 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 6 | $418 | dollars as filed | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 67 | $410 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 4 | $406 | dollars as filed | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 6 | $385 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 4 | $359 | dollars as filed | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 100 | $314 | dollars as filed | |
| WENDYS CO COM | 95058W100 | Stock | 27 | $247 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 2 | $169 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 29 | $139 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 1 | $112 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 4 | $76 | dollars as filed | |
| ACCO BRANDS CORP COM | 00081T108 | Stock | 18 | $72 | dollars as filed | |
| AVANOS MED INC | 05350V106 | COM | 2 | $23 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| Honeywell Technologies | 438516106 | COM | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| Raytheon Technologies Corporation | 75513E101 | COM | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| Uber Technologies | 90353T100 | COM | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| SYNOPSYS INC COM | 871607107 | Stock | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-25-109701 | this filing | 2025-11-12 | acceptance time not in the bulk data set |