0001827261-21-000008.txt : 20210429 0001827261-21-000008.hdr.sgml : 20210429 20210429100438 ACCESSION NUMBER: 0001827261-21-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210429 DATE AS OF CHANGE: 20210429 EFFECTIVENESS DATE: 20210429 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: 21867651 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 03-31-2021 03-31-2021 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 04-29-2021 0 372 262268 false INFORMATION TABLE 2 q12021iagwealthpartners.xml IAG WEALTH PARTNERS Q1 2021 3M COMPANY Common Stock 88579Y101 63 326 SH SOLE 0 0 326 ABBOTT LABORATORIES Common Stock 002824100 33 271 SH SOLE 0 0 271 ABBVIE INC Common Stock 00287Y109 53 482 SH SOLE 0 0 482 ACCO BRANDS Common Stock 00081T108 1 18 SH SOLE 0 0 18 ADOBE INC Common Stock 00724F101 12 25 SH SOLE 0 0 25 ADVANCE AUTO Common Stock 00751Y106 10 50 SH SOLE 0 0 50 ADVANCED MICRO Common Stock 007903107 6 76 SH SOLE 0 0 76 AIRBNB INC Common Stock 009066101 12 60 SH SOLE 0 0 60 ALIBABA GROUP Common Stock 01609W102 47 203 SH SOLE 0 0 203 ALIGN TECHNOLOGY Common Stock 016255101 0 0 SH SOLE 0 0 0 ALLISON TRANSMISSION Common Stock 01973R101 7 150 SH SOLE 0 0 150 ALPHABET INC Common Stock 02079K107 11 5 SH SOLE 0 0 5 ALPHABET INC Common Stock 02079K305 19 9 SH SOLE 0 0 9 ALTRIA GROUP Common Stock 02209S103 24 465 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89147L886 1 6 SH SOLE 0 0 6 TWIN DISC Common Stock 901476101 1 66 SH SOLE 0 0 66 U S BANCORP DE Common Stock 902973304 14 250 SH SOLE 0 0 250 UNILEVER PLC Common Stock 904767704 23 400 SH SOLE 0 0 400 UNION PACIFIC CORP Common Stock 907818108 45 200 SH SOLE 0 0 200 UNITED AIRLINES Common Stock 910047109 13 222 SH SOLE 0 0 222 UNITED PARCEL Common Stock 911312106 114 667 SH SOLE 0 0 667 US FOODS Common Stock 912008109 12 290 SH SOLE 0 0 290 VAIL RESORTS Common Stock 91879Q109 24 80 SH SOLE 0 0 80 VANECK VECTORS MF Closed and MF Open 92189F106 8 231 SH SOLE 0 0 231 VANECK VECTORS MF Closed and MF Open 92189F791 2 28 SH SOLE 0 0 28 VANECK VECTORS MF Closed and MF Open 92189F817 15 775 SH SOLE 0 0 775 VANGUARD DIVIDEND MF Closed and MF Open 921908844 10520 71521 SH SOLE 0 0 71521 VANGUARD ENERGY MF Closed and MF Open 92204A306 26 375 SH SOLE 0 0 375 VANGUARD FSTE MF Closed and MF Open 922042858 11 193 SH SOLE 0 0 193 VANGUARD FTSE MF Closed and MF Open 922042718 1442 11228 SH SOLE 0 0 11228 VANGUARD FTSE MF Closed and MF Open 922042775 54 887 SH SOLE 0 0 887 VANGUARD FTSE MF Closed and MF Open 922042866 11 123 SH SOLE 0 0 123 VANGUARD FTSE MF Closed and MF Open 922042874 11 160 SH SOLE 0 0 160 VANGUARD HIGH MF Closed and MF Open 921946406 11 100 SH SOLE 0 0 100 VANGUARD MID MF Closed and MF Open 922908538 12 52 SH SOLE 0 0 52 VANGUARD MID MF Closed and MF Open 922908629 35 157 SH SOLE 0 0 157 VANGUARD MUNICIPAL MF Closed and MF Open 922907746 15 263 SH SOLE 0 0 263 VANGUARD REAL MF Closed and MF Open 922908553 31 329 SH SOLE 0 0 329 VANGUARD RUSSELL MF Closed and MF Open 92206C730 30 158 SH SOLE 0 0 158 VANGUARD S&P MF Closed and MF Open 922908363 69 188 SH SOLE 0 0 188 VANGUARD SMALL MF Closed and MF Open 922908751 214 999 SH SOLE 0 0 999 VANGUARD TOTAL MF Closed and MF Open 921937835 13 144 SH SOLE 0 0 144 VANGUARD TOTAL MF Closed and MF Open 922908769 1656 8010 SH SOLE 0 0 8010 VANGUARD VALUE MF Closed and MF Open 922908744 16 120 SH SOLE 0 0 120 VERIZON COMMUNICATIONS Common Stock 92343V104 83 1422 SH SOLE 0 0 1422 VERTEX PHARMACEUTICALS Common Stock 92532F100 0 0 SH SOLE 0 0 0 VIATRIS INC Common Stock 92556V106 2 80 SH SOLE 0 0 80 VIRGIN GALACTIC Common Stock 92766K106 7 200 SH SOLE 0 0 200 VISA INC Common Stock 92826C839 40 185 SH SOLE 0 0 185 W P CAREY Common Stock 92936U109 210 2964 SH SOLE 0 0 2964 WALGREENS BOOTS Common Stock 931427108 9 150 SH SOLE 0 0 150 WALMART INC Common Stock 931142103 13 94 SH SOLE 0 0 94 WALT DISNEY Common Stock 254687106 32 173 SH SOLE 0 0 173 WASTE MANAGEMENT Common Stock 94106L109 30 225 SH SOLE 0 0 225 WATTS WATER Common Stock 942749102 18 150 SH SOLE 0 0 150 WEC ENERGY Common Stock 92939U106 186 1978 SH SOLE 0 0 1978 WELLS FARGO Common Stock 949746101 21 529 SH SOLE 0 0 529 WELLTOWER INC Common Stock 95040Q104 49 673 SH SOLE 0 0 673 WENDYS CO Common Stock 95058W100 1 27 SH SOLE 0 0 27 WHEATON PRECIOUS Common Stock 962879102 67 1745 SH SOLE 0 0 1745 WISDOMTREE DEFA MF Closed and MF Open 97717W703 76 1445 SH SOLE 0 0 1445 WISDOMTREE INTL MF Closed and MF Open 97717W760 1012 14008 SH SOLE 0 0 14008 WISDOMTREE JAPAN MF Closed and MF Open 97717W836 8 95 SH SOLE 0 0 95 WISDOMTREE TRUST MF Closed and MF Open 97717X594 78 1871 SH SOLE 0 0 1871 WISDOMTREE U S MF Closed and MF Open 97717W109 51 450 SH SOLE 0 0 450 WISDOMTREE U S MF Closed and MF Open 97717W307 15013 130910 SH SOLE 0 0 130910 WISDOMTREE U S MF Closed and MF Open 97717W505 13817 341819 SH SOLE 0 0 341819 WISDOMTREE U S MF Closed and MF Open 97717W604 2222 71325 SH SOLE 0 0 71325 WISDOMTREE YIELD MF Closed and MF Open 97717X511 751 14665 SH SOLE 0 0 14665 WORLD WRESTLING Common Stock 98156Q108 11 200 SH SOLE 0 0 200 X TRACKERS MF Closed and MF Open 233051143 21 586 SH SOLE 0 0 586 X TRACKERS MF Closed and MF Open 233051200 462 12697 SH SOLE 0 0 12697 XILINX INC Common Stock 983919101 6 48 SH SOLE 0 0 48 YUM BRANDS INC Common Stock 988498101 20 178 SH SOLE 0 0 178 ZIMMER BIOMET Common Stock 98956P102 7 40 SH SOLE 0 0 40 ZOOM VIDEO Common Stock 98980L101 7 20 SH SOLE 0 0 20 ZTO EXPRESS Common Stock 98980A105 5 150 SH SOLE 0 0 150 ZYNGA INC Common Stock 98986T108 4 300 SH SOLE 0 0 300