0001827261-21-000003.txt : 20210211 0001827261-21-000003.hdr.sgml : 20210211 20210211150915 ACCESSION NUMBER: 0001827261-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210211 EFFECTIVENESS DATE: 20210211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IAG Wealth Partners, LLC CENTRAL INDEX KEY: 0001827261 IRS NUMBER: 271506963 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20688 FILM NUMBER: 21619058 BUSINESS ADDRESS: STREET 1: N19W24200 RIVERWOOD DRIVE STREET 2: SUITE 150 CITY: WAUKESHA STATE: WI ZIP: 53188 BUSINESS PHONE: 262-446-8150 MAIL ADDRESS: STREET 1: N19W24200 RIVERWOOD DRIVE STREET 2: SUITE 150 CITY: WAUKESHA STATE: WI ZIP: 53188 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001827261 XXXXXXXX 09-30-2020 09-30-2020 IAG Wealth Partners, LLC

N19W24200 RIVERWOOD DRIVE SUITE 150 WAUKESHA WI 53188

13F HOLDINGS REPORT 028-20688 N Jennifer Von Ruden (262) 446-8150 Jennifer Von Ruden Waukesha WI 02-11-2021 0 352 216719 false INFORMATION TABLE 2 q3_2020iagwealthpartnersllc.xml ABBOTT LABORATORIES Common Stock 002824100 30 271 SH SOLE 0 0 271 ABBVIE INC Common Stock 00287Y109 42 478 SH SOLE 0 0 478 ACCO BRANDS Common Stock 00081T108 1 18 SH SOLE 0 0 18 ADOBE INC Common Stock 00724F101 13 25 SH SOLE 0 0 25 ADVANCE AUTO Common Stock 00751Y106 8 50 SH SOLE 0 0 50 ADVANCED MICRO Common Stock 007903107 7 76 SH SOLE 0 0 76 ALIBABA GROUP Common Stock 01609W102 19 63 SH SOLE 0 0 63 ALLISON TRANSMISSION Common Stock 01973R101 6 150 SH SOLE 0 0 150 ALPHABET INC Common Stock 02079K107 8 5 SH SOLE 0 0 5 ALPHABET INC Common Stock 02079K305 25 17 SH SOLE 0 0 17 ALTRIA GROUP Common Stock 02209S103 18 450 SH SOLE 0 0 450 AMAZON COM Common Stock 023135106 205 65 SH SOLE 0 0 65 AMEREN CORP Common Stock 023608102 14 166 SH SOLE 0 0 166 AMERICAN TOWER Common Stock 03027X100 18 71 SH SOLE 0 0 71 AMGEN 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SOLE 0 0 27 VANGUARD MID MF Closed and MF Open 922908538 19 100 SH SOLE 0 0 100 VANGUARD MID MF Closed and MF Open 922908629 30 166 SH SOLE 0 0 166 VANGUARD MUNICIPAL MF Closed and MF Open 922907746 15 263 SH SOLE 0 0 263 VANGUARD REAL MF Closed and MF Open 922908553 4 48 SH SOLE 0 0 48 VANGUARD RUSSELL MF Closed and MF Open 92206C730 25 158 SH SOLE 0 0 158 VANGUARD S&P MF Closed and MF Open 922908363 66 212 SH SOLE 0 0 212 VANGUARD SMALL MF Closed and MF Open 922908751 212 1378 SH SOLE 0 0 1378 VANGUARD TOTAL MF Closed and MF Open 921937835 129 1459 SH SOLE 0 0 1459 VANGUARD TOTAL MF Closed and MF Open 922908769 1799 10559 SH SOLE 0 0 10559 VANGUARD VALUE MF Closed and MF Open 922908744 13 120 SH SOLE 0 0 120 VERIZON COMMUNICATIONS Common Stock 92343V104 66 1106 SH SOLE 0 0 1106 VIACOMCBS INC Common Stock 92556H206 10 335 SH SOLE 0 0 335 VIRGIN GALACTIC Common Stock 92766K106 4 200 SH SOLE 0 0 200 VISA INC Common Stock 92826C839 39 195 SH SOLE 0 0 195 W P CAREY Common Stock 92936U109 215 3297 SH SOLE 0 0 3297 WALGREENS BOOTS Common Stock 931427108 9 234 SH SOLE 0 0 234 WALMART INC Common Stock 931142103 14 94 SH SOLE 0 0 94 WALT DISNEY Common Stock 254687106 23 181 SH SOLE 0 0 181 WASTE MANAGEMENT Common Stock 94106L109 26 225 SH SOLE 0 0 225 WATTS WATER Common Stock 942749102 16 150 SH SOLE 0 0 150 WEC ENERGY Common Stock 92939U106 201 2068 SH SOLE 0 0 2068 WENDYS CO Common Stock 95058W100 1 27 SH SOLE 0 0 27 WHEATON PRECIOUS Common Stock 962879102 86 1745 SH SOLE 0 0 1745 WISDOMTREE DEFA MF Closed and MF Open 97717W703 66 1445 SH SOLE 0 0 1445 WISDOMTREE INTL MF Closed and MF Open 97717W760 631 10519 SH SOLE 0 0 10519 WISDOMTREE MANAGED MF Closed and MF Open 97717W125 909 25947 SH SOLE 0 0 25947 WISDOMTREE TRUST MF Closed and MF Open 97717X594 69 1871 SH SOLE 0 0 1871 WISDOMTREE U S MF Closed and MF Open 97717W109 35 372 SH SOLE 0 0 372 WISDOMTREE U S MF Closed and MF Open 97717W307 11180 115201 SH SOLE 0 0 115201 WISDOMTREE U S MF Closed and MF Open 97717W505 9580 331248 SH SOLE 0 0 331248 WISDOMTREE U S MF Closed and MF Open 97717W604 1328 62977 SH SOLE 0 0 62977 WISDOMTREE YIELD MF Closed and MF Open 97717X511 1052 19534 SH SOLE 0 0 19534 WORLD WRESTLING Common Stock 98156Q108 9 200 SH SOLE 0 0 200 X TRACKERS MF Closed and MF Open 233051143 18 586 SH SOLE 0 0 586 X TRACKERS MF Closed and MF Open 233051200 355 11591 SH SOLE 0 0 11591 XILINX INC Common Stock 983919101 6 48 SH SOLE 0 0 48 XYLEM INC Common Stock 98419M100 12 140 SH SOLE 0 0 140 YUM BRANDS INC Common Stock 988498101 19 200 SH SOLE 0 0 200 ZIMMER BIOMET Common Stock 98956P102 6 40 SH SOLE 0 0 40 ZOOM VIDEO Common Stock 98980L101 10 20 SH SOLE 0 0 20 ZTO EXPRESS Common Stock 98980A105 5 150 SH SOLE 0 0 150 ZYNGA INC Common Stock 98986T108 3 300 SH SOLE 0 0 300