0001104659-22-023273.txt : 20220214 0001104659-22-023273.hdr.sgml : 20220214 20220214173056 ACCESSION NUMBER: 0001104659-22-023273 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22635266 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 false false 0001827261 XXXXXXXX 12-31-2021 12-31-2021 false IAG Wealth Partners, LLC

N19w24200 Riverwood Drive Suite 150 Waukesha WI 53188

13F HOLDINGS REPORT 028-20688 N Jennifer Von Ruden 262-446-8150 /s Jennifer Von Ruden Waukesha WI 02-14-2022 0 412 311926 INFORMATION TABLE 2 infotable.xml 1895 BANCORP Common Stock 28253R105 17 1546 SH SOLE 0 0 1546 3M COMPANY Common Stock 88579Y101 88 496 SH SOLE 0 0 496 ABBOTT LABORATORIES Common Stock 002824100 52 371 SH SOLE 0 0 371 ABBVIE INC Common Stock 00287Y109 93 690 SH SOLE 0 0 690 ACCO BRANDS Common Stock 00081T108 0 18 SH SOLE 0 0 18 ADOBE INC Common Stock 00724F101 14 25 SH SOLE 0 0 25 ADVANCE AUTO Common Stock 00751Y106 12 50 SH SOLE 0 0 50 ADVANCED MICRO Common Stock 007903107 11 76 SH SOLE 0 0 76 AIRBNB INC Common Stock 009066101 10 60 SH SOLE 0 0 60 ALBEMARLE CORP Common Stock 012653101 7 28 SH SOLE 0 0 28 ALEXANDRIA REAL Common Stock 015271109 21 94 SH SOLE 0 0 94 ALIBABA GROUP Common Stock 01609W102 24 203 SH SOLE 0 0 203 ALPHABET INC Common Stock 02079K107 14 5 SH SOLE 0 0 5 ALPHABET INC Common Stock 02079K305 26 9 SH SOLE 0 0 9 ALTRIA GROUP Common Stock 02209S103 23 485 SH SOLE 0 0 485 AMAZON COM Common Stock 023135106 183 55 SH SOLE 0 0 55 AMEREN CORP Common Stock 023608102 71 793 SH SOLE 0 0 793 AMERICAN CENTURY MF Closed and MF Open 025072604 820 12944 SH SOLE 0 0 12944 AMERICAN TOWER Common Stock 03027X100 38 131 SH SOLE 0 0 131 AMGEN INC Common Stock 031162100 52 232 SH SOLE 0 0 232 ANTHEM INC Common Stock 036752103 48 104 SH SOLE 0 0 104 APPLE INC Common Stock 037833100 838 4720 SH SOLE 0 0 4720 APPLIED MATERIALS Common Stock 038222105 56 356 SH SOLE 0 0 356 ARCHER DANIELS Common Stock 039483102 14 200 SH SOLE 0 0 200 ARENA PHARMACEUTICALS Common Stock 040047607 9 92 SH SOLE 0 0 92 ARK AUTONOMOUS MF Closed and MF Open 00214Q203 61 797 SH SOLE 0 0 797 ARK GENOMIC MF Closed and MF Open 00214Q302 21 351 SH SOLE 0 0 351 ARK INNOVATION MF Closed and MF Open 00214Q104 50 527 SH SOLE 0 0 527 ARK NEXT MF Closed and MF Open 00214Q401 65 552 SH SOLE 0 0 552 ASML HOLDING Common Stock N07059210 8 10 SH SOLE 0 0 10 AT&T INC Common Stock 00206R102 47 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341 SPDR S&P MF Closed and MF Open 78464A581 22 189 SH SOLE 0 0 189 SPDR S&P MF Closed and MF Open 78467Y107 13 26 SH SOLE 0 0 26 SPDR S&P MF Closed and MF Open 78468R648 49 839 SH SOLE 0 0 839 SPDR SERIES MF Closed and MF Open 78464A102 26 155 SH SOLE 0 0 155 SPDR SERIES MF Closed and MF Open 78464A201 65 696 SH SOLE 0 0 696 SPDR SERIES MF Closed and MF Open 78464A300 205 2423 SH SOLE 0 0 2423 SPDR SERIES MF Closed and MF Open 78464A763 118 914 SH SOLE 0 0 914 SPDR SERIES MF Closed and MF Open 78464A821 1271 15592 SH SOLE 0 0 15592 SPDR SERIES MF Closed and MF Open 78464A839 3695 51971 SH SOLE 0 0 51971 SPDR SSGA MF Closed and MF Open 78468R887 3017 25251 SH SOLE 0 0 25251 SPLUNK INC Common Stock 848637104 5 43 SH SOLE 0 0 43 SPROTT PHYSICAL MF Closed and MF Open 85208R101 18 1000 SH SOLE 0 0 1000 TARGET CORP Common Stock 87612E106 7 30 SH SOLE 0 0 30 TENNECO INC Common Stock 880349105 3 300 SH SOLE 0 0 300 TESLA INC Common Stock 88160R101 129 122 SH SOLE 0 0 122 TEXAS INSTRUMENTS Common Stock 882508104 37 196 SH SOLE 0 0 196 THERMO FISHER Common Stock 883556102 86 129 SH SOLE 0 0 129 TJX COS Common Stock 872540109 15 200 SH SOLE 0 0 200 TWIN DISC Common Stock 901476101 1 66 SH SOLE 0 0 66 U S BANCORP DE Common Stock 902973304 7 133 SH SOLE 0 0 133 UNILEVER PLC Common Stock 904767704 22 400 SH SOLE 0 0 400 UNION PACIFIC CORP Common Stock 907818108 50 200 SH SOLE 0 0 200 UNITED AIRLINES Common Stock 910047109 10 222 SH SOLE 0 0 222 UNITED PARCEL Common Stock 911312106 137 640 SH SOLE 0 0 640 VAIL RESORTS Common Stock 91879Q109 20 60 SH SOLE 0 0 60 VANECK BRAZIL MF Closed and MF Open 92189F825 8 480 SH SOLE 0 0 480 VANECK GOLD MF Closed and MF Open 92189F106 7 231 SH SOLE 0 0 231 VANECK JR MF Closed and MF Open 92189F791 1 28 SH SOLE 0 0 28 VANECK VIETNAM MF Closed and MF Open 92189F817 17 778 SH SOLE 0 0 778 VANGUARD DIVIDEND MF Closed and MF Open 921908844 11973 69712 SH SOLE 0 0 69712 VANGUARD FSTE MF Closed and MF Open 922042858 10 193 SH SOLE 0 0 193 VANGUARD FTSE MF Closed and MF Open 921943858 26 513 SH SOLE 0 0 513 VANGUARD FTSE MF Closed and MF Open 922042718 1474 11001 SH SOLE 0 0 11001 VANGUARD FTSE MF Closed and MF Open 922042775 39 632 SH SOLE 0 0 632 VANGUARD FTSE MF Closed and MF Open 922042866 10 123 SH SOLE 0 0 123 VANGUARD FTSE MF Closed and MF Open 922042874 11 160 SH SOLE 0 0 160 VANGUARD GROWTH MF Closed and MF Open 922908736 113 352 SH SOLE 0 0 352 VANGUARD MID MF Closed and MF Open 922908538 13 52 SH SOLE 0 0 52 VANGUARD MID MF Closed and MF Open 922908629 34 134 SH SOLE 0 0 134 VANGUARD REAL MF Closed and MF Open 922908553 30 260 SH SOLE 0 0 260 VANGUARD RUSSELL MF Closed and MF Open 92206C730 35 158 SH SOLE 0 0 158 VANGUARD S&P MF Closed and MF Open 922908363 91 209 SH SOLE 0 0 209 VANGUARD SMALL MF Closed and MF Open 922908595 23 80 SH SOLE 0 0 80 VANGUARD SMALL MF Closed and MF Open 922908611 30 168 SH SOLE 0 0 168 VANGUARD SMALL MF Closed and MF Open 922908751 127 562 SH SOLE 0 0 562 VANGUARD TOTAL MF Closed and MF Open 921937835 9 111 SH SOLE 0 0 111 VANGUARD TOTAL MF Closed and MF Open 922908769 1458 6040 SH SOLE 0 0 6040 VANGUARD VALUE MF Closed and MF Open 922908744 116 789 SH SOLE 0 0 789 VERIZON COMMUNICATIONS Common Stock 92343V104 53 1022 SH SOLE 0 0 1022 VERTEX PHARMACEUTICALS Common Stock 92532F100 11 50 SH SOLE 0 0 50 VIATRIS INC Common Stock 92556V106 1 43 SH SOLE 0 0 43 VICTORYSHARES US MF Closed and MF Open 92647N873 415 6760 SH SOLE 0 0 6760 VISA INC Common Stock 92826C839 42 192 SH SOLE 0 0 192 VMWARE INC Common Stock 928563402 1 8 SH SOLE 0 0 8 W P CAREY Common Stock 92936U109 174 2118 SH SOLE 0 0 2118 WALGREENS BOOTS Common Stock 931427108 3 50 SH SOLE 0 0 50 WALMART INC Common Stock 931142103 14 94 SH SOLE 0 0 94 WALT DISNEY Common Stock 254687106 24 157 SH SOLE 0 0 157 WASTE CONNECTIONS Common Stock 94106B101 7 50 SH SOLE 0 0 50 WASTE MANAGEMENT Common Stock 94106L109 39 235 SH SOLE 0 0 235 WATERSTONE FINANCIAL Common Stock 94188P101 12 549 SH SOLE 0 0 549 WATTS WATER Common Stock 942749102 19 100 SH SOLE 0 0 100 WEC ENERGY Common Stock 92939U106 208 2146 SH SOLE 0 0 2146 WELLS FARGO Common Stock 949746101 0 0 SH SOLE 0 0 0 WELLTOWER INC Common Stock 95040Q104 60 700 SH SOLE 0 0 700 WENDYS CO Common Stock 95058W100 1 27 SH SOLE 0 0 27 WESTERN ASSET MF Closed and MF Open 95766M105 41 3143 SH SOLE 0 0 3143 WHEATON PRECIOUS Common Stock 962879102 60 1395 SH SOLE 0 0 1395 WISDOMTREE EMERGING MF Closed and MF Open 97717X578 293 7963 SH SOLE 0 0 7963 WISDOMTREE INTL MF Closed and MF Open 97717W760 946 12850 SH SOLE 0 0 12850 WISDOMTREE TRUST MF Closed and MF Open 97717X594 86 1871 SH SOLE 0 0 1871 WISDOMTREE U S MF Closed and MF Open 97717W109 39 596 SH SOLE 0 0 596 WISDOMTREE U S MF Closed and MF Open 97717W307 20211 306042 SH SOLE 0 0 306042 WISDOMTREE U S MF Closed and MF Open 97717W505 15952 359602 SH SOLE 0 0 359602 WISDOMTREE U S MF Closed and MF Open 97717W562 26 505 SH SOLE 0 0 505 WISDOMTREE U S MF Closed and MF Open 97717W604 2075 63144 SH SOLE 0 0 63144 WISDOMTREE US MF Closed and MF Open 97717X651 26 546 SH SOLE 0 0 546 WISDOMTREE YIELD MF Closed and MF Open 97717X511 485 9390 SH SOLE 0 0 9390 WISDOMTREE YIELD MF Closed and MF Open 97717Y808 25 495 SH SOLE 0 0 495 WORLD WRESTLING Common Stock 98156Q108 10 200 SH SOLE 0 0 200 X TRACKERS MF Closed and MF Open 233051143 25 586 SH SOLE 0 0 586 X TRACKERS MF Closed and MF Open 233051200 546 13916 SH SOLE 0 0 13916 X TRACKERS MF Closed and MF Open 233051432 25 632 SH SOLE 0 0 632 XILINX INC Common Stock 983919101 10 48 SH SOLE 0 0 48 YUM BRANDS INC Common Stock 988498101 25 178 SH SOLE 0 0 178 ZEDGE INC Common Stock 98923T104 1 62 SH SOLE 0 0 62 ZIMMER BIOMET Common Stock 98956P102 5 40 SH SOLE 0 0 40 ZOOM VIDEO Common Stock 98980L101 4 20 SH SOLE 0 0 20 ZYNGA INC Common Stock 98986T108 2 300 SH SOLE 0 0 300