0001827261-21-000005.txt : 20210211 0001827261-21-000005.hdr.sgml : 20210211 20210211162125 ACCESSION NUMBER: 0001827261-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 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: 21619959 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 03-31-2020 03-31-2020 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 0 421 149881 false INFORMATION TABLE 2 q1_2020iagwealthpartnersllc.xml ABBOTT LABORATORIES Common Stock 002824100 8 100 SH SOLE 0 0 100 ABBVIE INC Common Stock 00287Y109 23 301 SH SOLE 0 0 301 ACCENTURE PLC Common Stock G1151C101 3 17 SH SOLE 0 0 17 ACCO BRANDS Common Stock 00081T108 1 18 SH SOLE 0 0 18 ADVANCED MICRO Common Stock 007903107 4 76 SH SOLE 0 0 76 ALIBABA GROUP Common Stock 01609W102 13 63 SH SOLE 0 0 63 ALPHABET INC Common Stock 02079K107 7 6 SH SOLE 0 0 6 ALPHABET INC Common Stock 02079K305 23 19 SH SOLE 0 0 19 ALTRIA GROUP Common Stock 02209S103 5 118 SH SOLE 0 0 118 AMAZON COM Common Stock 023135106 108 55 SH SOLE 0 0 55 AMEDISYS INC Common Stock 023436108 3 13 SH SOLE 0 0 13 AMEREN CORP Common Stock 023608102 13 166 SH SOLE 0 0 166 AMERICAN ELECTRIC Common Stock 025537101 2 25 SH SOLE 0 0 25 AMERICAN EXPRESS Common Stock 025816109 3 35 SH SOLE 0 0 35 AMERICAN 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SOLE 0 0 7 SYNOPSYS INC Common Stock 871607107 2 12 SH SOLE 0 0 12 SYSCO CORP Common Stock 871829107 2 35 SH SOLE 0 0 35 T-MOBILE US Common Stock 872590104 2 17 SH SOLE 0 0 17 TESLA INC Common Stock 88160R101 9 16 SH SOLE 0 0 16 TETRA TECH Common Stock 88162G103 1 12 SH SOLE 0 0 12 TEXAS INSTRUMENTS Common Stock 882508104 13 121 SH SOLE 0 0 121 TJX COS Common Stock 872540109 10 200 SH SOLE 0 0 200 TRAVELERS COS Common Stock 89417E109 2 14 SH SOLE 0 0 14 TWIN DISC Common Stock 901476101 1 66 SH SOLE 0 0 66 U S BANCORP DE Common Stock 902973304 9 250 SH SOLE 0 0 250 UNION PACIFIC CORP Common Stock 907818108 29 200 SH SOLE 0 0 200 UNITED AIRLINES Common Stock 910047109 8 222 SH SOLE 0 0 222 UNITED PARCEL Common Stock 911312106 63 667 SH SOLE 0 0 667 UNITEDHEALTH GROUP Common Stock 91324P102 12 46 SH SOLE 0 0 46 US FOODS Common Stock 912008109 5 250 SH SOLE 0 0 250 VAIL RESORTS Common Stock 91879Q109 13 84 SH SOLE 0 0 84 VANECK VECTORS MF Closed and MF Open 92189F106 7 286 SH SOLE 0 0 286 VANECK VECTORS MF Closed and MF Open 92189F791 1 28 SH SOLE 0 0 28 VANECK VECTORS MF Closed and MF Open 92189F817 9 771 SH SOLE 0 0 771 VANGUARD DIVIDEND MF Closed and MF Open 921908844 7131 68966 SH SOLE 0 0 68966 VANGUARD ENERGY MF Closed and MF Open 92204A306 11 275 SH SOLE 0 0 275 VANGUARD FSTE MF Closed and MF Open 922042858 7 193 SH SOLE 0 0 193 VANGUARD FTSE MF Closed and MF Open 921943858 266 7965 SH SOLE 0 0 7965 VANGUARD FTSE MF Closed and MF Open 922042718 670 8554 SH SOLE 0 0 8554 VANGUARD FTSE MF Closed and MF Open 922042775 247 6018 SH SOLE 0 0 6018 VANGUARD FTSE MF Closed and MF Open 922042866 7 126 SH SOLE 0 0 126 VANGUARD FTSE MF Closed and MF Open 922042874 7 154 SH SOLE 0 0 154 VANGUARD HIGH MF Closed and MF Open 921946406 8 100 SH SOLE 0 0 100 VANGUARD INTERMEDIATE MF Closed and MF Open 92206C870 28 311 SH SOLE 0 0 311 VANGUARD MID MF Closed and MF Open 922908512 4 45 SH SOLE 0 0 45 VANGUARD MID MF Closed and MF Open 922908629 22 166 SH SOLE 0 0 166 VANGUARD 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Stock 931427108 7 150 SH SOLE 0 0 150 WALMART INC Common Stock 931142103 7 59 SH SOLE 0 0 59 WALT DISNEY Common Stock 254687106 19 193 SH SOLE 0 0 193 WASTE MANAGEMENT Common Stock 94106L109 21 225 SH SOLE 0 0 225 WATERSTONE FINANCIAL Common Stock 94188P101 18 1207 SH SOLE 0 0 1207 WATTS WATER Common Stock 942749102 17 200 SH SOLE 0 0 200 WEC ENERGY Common Stock 92939U106 161 1819 SH SOLE 0 0 1819 WENDYS CO Common Stock 95058W100 1 27 SH SOLE 0 0 27 WESTERN ALLIANCE Common Stock 957638109 1 14 SH SOLE 0 0 14 WESTERN ASSET MF Closed and MF Open 95766J102 8 1432 SH SOLE 0 0 1432 WHEATON PRECIOUS Common Stock 962879102 46 1650 SH SOLE 0 0 1650 WISDOMTREE INTL MF Closed and MF Open 97717W760 514 10693 SH SOLE 0 0 10693 WISDOMTREE INTL MF Closed and MF Open 97717W794 49 1310 SH SOLE 0 0 1310 WISDOMTREE MANAGED MF Closed and MF Open 97717W125 942 25970 SH SOLE 0 0 25970 WISDOMTREE U S MF Closed and MF Open 97717W109 30 372 SH SOLE 0 0 372 WISDOMTREE U S MF Closed and MF Open 97717W307 5243 64774 SH SOLE 0 0 64774 WISDOMTREE U S MF Closed and MF Open 97717W505 5680 235097 SH SOLE 0 0 235097 WISDOMTREE U S MF Closed and MF Open 97717W604 521 28908 SH SOLE 0 0 28908 WISDOMTREE YIELD MF Closed and MF Open 97717X511 1185 22936 SH SOLE 0 0 22936 WOODWARD INC Common Stock 980745103 1 11 SH SOLE 0 0 11 X TRACKERS MF Closed and MF Open 233051143 14 586 SH SOLE 0 0 586 X TRACKERS MF Closed and MF Open 233051200 232 8629 SH SOLE 0 0 8629 XILINX INC Common Stock 983919101 12 148 SH SOLE 0 0 148 XYLEM INC Common Stock 98419M100 10 153 SH SOLE 0 0 153 YUM BRANDS INC Common Stock 988498101 14 200 SH SOLE 0 0 200 ZIMMER BIOMET Common Stock 98956P102 5 40 SH SOLE 0 0 40 ZOOM VIDEO Common Stock 98980L101 3 20 SH SOLE 0 0 20 ZYNGA INC Common Stock 98986T108 3 300 SH SOLE 0 0 300