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| Name: |
IAG Wealth Partners LLC |
| City: |
WAUKESHA |
| State: |
WI |
| Zip: |
53188 |
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data |
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| Holdings
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47 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HTAB |
Hartford Schroders Tax-awar... |
34 |
New |
$0.00 |
$2,393,000 |
122,215 |
0.51% |
2,393,000 |
122,215 |
1.358 |
N/A |
|
|
GNR |
Spdr S&Amp;P Global Natural... |
62 |
New |
$59.53 |
$479,000 |
8,267 |
0.1% |
479,000 |
8,267 |
0.002 |
Closed - End Fund - E... |
|
|
DIA |
Diamonds Trust |
119 |
New |
$395.18 |
$103,000 |
260 |
0.02% |
103,000 |
260 |
0 |
Closed - End Fund - E... |
|
|
RACE |
Ferrari NV |
195 |
New |
$0.00 |
$33,000 |
75 |
0.01% |
33,000 |
75 |
0.001 |
N/A |
|
|
GXC |
Strk Spdr S&P Ch Etf |
200 |
New |
$73.82 |
$32,000 |
489 |
0.01% |
32,000 |
489 |
0 |
Closed - End Fund - E... |
|
|
HAL |
Halliburton Co |
207 |
New |
$37.07 |
$30,000 |
766 |
0.01% |
30,000 |
766 |
0 |
Oil & Gas Equipment &... |
|
|
IXUS |
Ishares Core Msci Total Int... |
205 |
New |
$68.68 |
$30,000 |
436 |
0.01% |
30,000 |
436 |
0.001 |
N/A |
|
|
ZION |
Zions Bancorporation |
255 |
New |
$44.32 |
$17,000 |
400 |
0% |
17,000 |
400 |
0 |
Domestic Regional Banks |
|
|
DVY |
iShares Dow Select Div |
266 |
New |
$124.24 |
$15,000 |
119 |
0% |
15,000 |
119 |
0.004 |
Closed - End Fund - E... |
|
|
NVS |
Novartis AG (ADR) |
267 |
New |
$102.10 |
$15,000 |
150 |
0% |
15,000 |
150 |
0 |
Drug Manufacturers - ... |
|
|
PSX |
Phillips 66 |
277 |
New |
$145.60 |
$14,000 |
85 |
0% |
14,000 |
85 |
0 |
Oil & Gas Refining, P... |
|
|
DVN |
Devon Energy Corp |
287 |
New |
$50.12 |
$13,000 |
250 |
0% |
13,000 |
250 |
0 |
Independent Oil & Gas |
|
|
KSS |
Kohls Corporation |
283 |
New |
$23.93 |
$13,000 |
452 |
0% |
13,000 |
452 |
0 |
Department Stores |
|
|
BAH |
Booz Allen Hamilton Holding... |
302 |
New |
$156.06 |
$11,000 |
72 |
0% |
11,000 |
72 |
0 |
Management Services |
|
|
NTR |
Nutrien Ltd |
313 |
New |
$58.17 |
$10,000 |
180 |
0% |
10,000 |
180 |
0 |
N/A |
|
|
DOOO |
BRP Inc |
316 |
New |
$70.38 |
$10,000 |
147 |
0% |
10,000 |
147 |
0 |
N/A |
|
|
AVXL |
Anavex Life Sciences Corp |
315 |
New |
$3.81 |
$10,000 |
1,880 |
0% |
10,000 |
1,880 |
0 |
N/A |
|
|
SPHD |
Invesco S&P 500 High Divide... |
323 |
New |
$44.82 |
$9,000 |
198 |
0% |
9,000 |
198 |
0 |
N/A |
|
|
BAC |
Bank of America Corp |
329 |
New |
$38.45 |
$9,000 |
250 |
0% |
9,000 |
250 |
0 |
Domestic Money Center... |
|
|
IWP |
iShares Tr Russell MidCap Gr |
326 |
New |
$110.32 |
$9,000 |
78 |
0% |
9,000 |
78 |
0 |
Closed - End Fund - E... |
|
|
JWN |
Nordstrom Inc |
324 |
New |
$20.58 |
$9,000 |
440 |
0% |
9,000 |
440 |
0 |
Apparel Stores |
|
|
IWO |
iShares Russell 2000 Growth |
337 |
New |
$259.92 |
$8,000 |
29 |
0% |
8,000 |
29 |
0 |
Closed - End Fund - E... |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
336 |
New |
$123.38 |
$8,000 |
65 |
0% |
8,000 |
65 |
0.001 |
Closed - End Fund - E... |
|
|
IWN |
iShares Russell 2000 Value |
339 |
New |
$156.19 |
$8,000 |
50 |
0% |
8,000 |
50 |
0 |
Closed - End Fund - E... |
|
|
PATH |
Uipath, Inc. |
349 |
New |
$19.22 |
$8,000 |
350 |
0% |
8,000 |
350 |
0 |
N/A |
|
|
FAST |
Fastenal Co |
344 |
New |
$67.88 |
$8,000 |
107 |
0% |
8,000 |
107 |
0 |
Home Improvement Stores |
|
|
HBAN |
Huntington Bancshares Inc |
358 |
New |
$14.06 |
$7,000 |
516 |
0% |
7,000 |
516 |
0 |
Domestic Regional Banks |
|
|
APA |
Apache Corp |
367 |
New |
$30.38 |
$6,000 |
160 |
0% |
6,000 |
160 |
0 |
Independent Oil & Gas |
|
|
IQI |
Invesco Quality Muni Inc T |
365 |
New |
$9.57 |
$6,000 |
571 |
0% |
6,000 |
571 |
0 |
Closed - End Fund - Debt |
|
|
ADI |
Analog Devices Inc |
366 |
New |
$207.19 |
$6,000 |
32 |
0% |
6,000 |
32 |
0 |
Semiconductor- Broad... |
|
|
LAC |
Lithium Americas Corp |
364 |
New |
$4.36 |
$6,000 |
850 |
0% |
6,000 |
850 |
0 |
N/A |
|
|
GH |
Guardant Health, Inc. |
379 |
New |
$0.00 |
$5,000 |
230 |
0% |
5,000 |
230 |
0 |
N/A |
|
|
SCJ |
iShares MSCI Japan Small Ca... |
371 |
New |
$73.41 |
$5,000 |
65 |
0% |
5,000 |
65 |
0.007 |
Closed - End Fund - Debt |
|
|
SDVY |
First Trust Smid Cap Rising... |
378 |
New |
$0.00 |
$5,000 |
150 |
0% |
5,000 |
150 |
0 |
N/A |
|
|
JKJ |
IShares Trust Small Core In... |
390 |
New |
$54.75 |
$3,000 |
47 |
0% |
3,000 |
47 |
0 |
Closed - End Fund - E... |
|
|
ALTM |
Arcadium Lithium Plc |
406 |
New |
$4.65 |
$2,000 |
500 |
0% |
2,000 |
500 |
0 |
N/A |
|
|
TCAF |
T Rowe Price Capital Apprec... |
411 |
New |
$0.00 |
$2,000 |
52 |
0% |
2,000 |
52 |
0 |
N/A |
|
|
EP.PC |
El Paso Energy Capital Trus... |
424 |
New |
$46.33 |
$1,000 |
13 |
0% |
1,000 |
13 |
0 |
Oil & Gas Pipelines &... |
|
|
ETO |
Eaton Vance Tax Advantaged ... |
423 |
New |
$25.03 |
$1,000 |
20 |
0% |
1,000 |
20 |
0 |
Closed - End Fund - Debt |
|
|
PHYS |
Sprott Physical Goldtr Units |
429 |
New |
$18.33 |
$1,000 |
36 |
0% |
1,000 |
36 |
0 |
Closed - End Fund - Debt |
|
|
TRV |
Travelers Companies Inc |
430 |
New |
$218.50 |
$1,000 |
6 |
0% |
1,000 |
6 |
0 |
Property & Casualty I... |
|
|
XMLV |
Invesco S&P MidCap Low Vola... |
466 |
New |
$56.69 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
IEFA |
Ishares Core Msci Eafe |
465 |
New |
$0.00 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
BSV |
Vanguard Short-Term Bond |
441 |
New |
$76.21 |
$0 |
0 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
NFJ |
Allianzgi Nfj Div Interest |
438 |
New |
$13.28 |
$0 |
19 |
0% |
0 |
19 |
0 |
Closed - End Fund - E... |
|
|
XSLV |
Invesco S&P SmallCap ETF |
479 |
New |
$44.30 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
|
|
BTT |
Blackrock Municipal Target ... |
462 |
New |
$20.76 |
$0 |
0 |
0% |
0 |
0 |
0 |
N/A |
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