0001104659-22-055442.txt : 20220504 0001104659-22-055442.hdr.sgml : 20220504 20220503200339 ACCESSION NUMBER: 0001104659-22-055442 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220504 DATE AS OF CHANGE: 20220503 EFFECTIVENESS DATE: 20220504 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: 22889351 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 03-31-2022 03-31-2022 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 05-03-2022 0 451 317839 INFORMATION TABLE 2 infotable.xml 3M COMPANY Common Stock 88579Y101 74 496 SH SOLE 0 0 496 ABBOTT LABORATORIES Common Stock 002824100 48 409 SH SOLE 0 0 409 ABBVIE INC Common Stock 00287Y109 118 731 SH SOLE 0 0 731 ACCENTURE PLC Common Stock G1151C101 5 16 SH SOLE 0 0 16 ACCO BRANDS Common Stock 00081T108 0 18 SH SOLE 0 0 18 ADOBE INC Common Stock 00724F101 16 36 SH SOLE 0 0 36 ADVANCE AUTO Common Stock 00751Y106 10 50 SH SOLE 0 0 50 ADVANCED MICRO Common Stock 007903107 17 158 SH SOLE 0 0 158 AFLAC INC Common Stock 001055102 2 35 SH SOLE 0 0 35 AGILENT TECHNOLOGIES Common Stock 00846U101 3 20 SH SOLE 0 0 20 AGNICO-EAGLE Common Stock 008474108 5 76 SH SOLE 0 0 76 AIRBNB INC Common Stock 009066101 13 76 SH SOLE 0 0 76 ALBEMARLE CORP Common Stock 012653101 6 28 SH SOLE 0 0 28 ALEXANDRIA REAL Common Stock 015271109 19 94 SH SOLE 0 0 94 ALIBABA GROUP Common Stock 01609W102 31 283 SH SOLE 0 0 283 ALPHABET INC Common Stock 02079K107 31 11 SH SOLE 0 0 11 ALPHABET INC Common Stock 02079K305 25 9 SH SOLE 0 0 9 ALTRIA GROUP Common Stock 02209S103 26 492 SH SOLE 0 0 492 AMAZON COM Common Stock 023135106 238 73 SH SOLE 0 0 73 AMEREN CORP Common Stock 023608102 74 793 SH SOLE 0 0 793 AMERICAN CENTURY MF Closed and MF Open 025072562 28 624 SH SOLE 0 0 624 AMERICAN CENTURY MF Closed and MF Open 025072604 1255 21172 SH SOLE 0 0 21172 AMERICAN EXPRESS Common Stock 025816109 5 29 SH SOLE 0 0 29 AMERICAN TOWER Common Stock 03027X100 37 147 SH SOLE 0 0 147 AMERIPRISE FINANCIAL Common Stock 03076C106 4 12 SH SOLE 0 0 12 AMGEN INC Common Stock 031162100 62 254 SH SOLE 0 0 254 ANALOG DEVICES Common Stock 032654105 3 18 SH SOLE 0 0 18 ANTHEM INC Common Stock 036752103 51 104 SH SOLE 0 0 104 APPLE INC Common Stock 037833100 914 5233 SH SOLE 0 0 5233 APPLIED MATERIALS Common Stock 038222105 49 373 SH SOLE 0 0 373 ARCHER DANIELS Common Stock 039483102 18 200 SH SOLE 0 0 200 ARK AUTONOMOUS MF Closed and MF Open 00214Q203 54 797 SH SOLE 0 0 797 ARK GENOMIC MF Closed and MF Open 00214Q302 16 351 SH SOLE 0 0 351 ARK INNOVATION MF Closed and MF Open 00214Q104 42 627 SH SOLE 0 0 627 ARK NEXT MF Closed and MF Open 00214Q401 48 552 SH SOLE 0 0 552 ASML HOLDING Common Stock N07059210 7 10 SH SOLE 0 0 10 AT&T INC Common Stock 00206R102 45 1924 SH SOLE 0 0 1924 AURORA CANNABIS Common Stock 05156X884 3 710 SH SOLE 0 0 710 AUTOMATIC DATA Common Stock 053015103 38 166 SH SOLE 0 0 166 AVANOS MEDICAL Common Stock 05350V106 0 2 SH SOLE 0 0 2 AVANTIS INTL MF Closed and MF Open 025072802 1524 24347 SH SOLE 0 0 24347 AVERY DENNISON CORP Common Stock 053611109 2 14 SH SOLE 0 0 14 B2GOLD CORP Common Stock 11777Q209 5 1000 SH SOLE 0 0 1000 BANK AMERICA Common Stock 060505104 13 322 SH SOLE 0 0 322 BANK MONTREAL Common Stock 063671101 34 289 SH SOLE 0 0 289 BCE INC Common Stock 05534B760 47 842 SH SOLE 0 0 842 BECTON DICKINSON Common Stock 075887109 39 148 SH SOLE 0 0 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SH SOLE 0 0 62 CHEVRON CORP Common Stock 166764100 235 1446 SH SOLE 0 0 1446 CHUBB LTD Common Stock H1467J104 3 15 SH SOLE 0 0 15 CHURCH & DWIGHT Common Stock 171340102 14 140 SH SOLE 0 0 140 CINTAS CORP Common Stock 172908105 8 19 SH SOLE 0 0 19 CISCO SYSTEMS Common Stock 17275R102 41 740 SH SOLE 0 0 740 CITIGROUP INC Common Stock 172967424 2 42 SH SOLE 0 0 42 CLOROX COMPANY Common Stock 189054109 1 8 SH SOLE 0 0 8 CMS ENERGY Common Stock 125896100 2 34 SH SOLE 0 0 34 CNH INDUSTRIAL Common Stock N20944109 2 100 SH SOLE 0 0 100 COCA COLA COMPANY Common Stock 191216100 9 141 SH SOLE 0 0 141 COLUMBIA DIVERSIFIED MF Closed and MF Open 19761L508 8 425 SH SOLE 0 0 425 COLUMBIA MULTI MF Closed and MF Open 19761L607 23 1110 SH SOLE 0 0 1110 COMCAST CORP Common Stock 20030N101 22 472 SH SOLE 0 0 472 CONOCOPHILLIPS Common Stock 20825C104 4 36 SH SOLE 0 0 36 CONSTELLATION BRANDS Common Stock 21036P108 6 25 SH SOLE 0 0 25 CONTINENTAL RESOURCES Common Stock 212015101 7 120 SH SOLE 0 0 120 COSTCO 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808524755 21 656 SH SOLE 0 0 656 SCHWAB FUNDAMENTAL MF Closed and MF Open 808524763 5 99 SH SOLE 0 0 99 SCHWAB FUNDAMENTAL MF Closed and MF Open 808524771 25 424 SH SOLE 0 0 424 SCHWAB INTL MF Closed and MF Open 808524805 11 310 SH SOLE 0 0 310 SCHWAB INTL MF Closed and MF Open 808524888 2 63 SH SOLE 0 0 63 SCHWAB US MF Closed and MF Open 808524201 156 2900 SH SOLE 0 0 2900 SCHWAB US MF Closed and MF Open 808524409 252 3535 SH SOLE 0 0 3535 SCHWAB US MF Closed and MF Open 808524508 1432 18874 SH SOLE 0 0 18874 SCHWAB US MF Closed and MF Open 808524607 6 132 SH SOLE 0 0 132 SCHWAB US MF Closed and MF Open 808524797 5 66 SH SOLE 0 0 66 SCHWAB US MF Closed and MF Open 808524847 6 246 SH SOLE 0 0 246 SCHWAB US MF Closed and MF Open 808524870 17 288 SH SOLE 0 0 288 SCRIPPS E W Common Stock 811054402 52 2500 SH SOLE 0 0 2500 SECTOR CONSUMER MF Closed and MF Open 81369Y308 29 385 SH SOLE 0 0 385 SECTOR ENERGY MF Closed and MF Open 81369Y506 1 9 SH SOLE 0 0 9 SECTOR HEALTHCARE MF Closed and MF Open 81369Y209 55 403 SH SOLE 0 0 403 SELECT SECTOR MF Closed and MF Open 81369Y860 293 6074 SH SOLE 0 0 6074 SHERWIN WILLIAMS Common Stock 824348106 18 71 SH SOLE 0 0 71 SHOPIFY INC Common Stock 82509L107 22 33 SH SOLE 0 0 33 SIREN NASDAQ MF Closed and MF Open 829658202 20 527 SH SOLE 0 0 527 SOCIEDAD QUIMICA Common Stock 833635105 9 108 SH SOLE 0 0 108 SOUTHERN COMPANY Common Stock 842587107 249 3433 SH SOLE 0 0 3433 SOUTHERN COPPER Common Stock 84265V105 6 84 SH SOLE 0 0 84 SOUTHWEST AIRLINES Common Stock 844741108 6 125 SH SOLE 0 0 125 SPDR BLOOMBERG MF Closed and MF Open 78464A391 1 63 SH SOLE 0 0 63 SPDR GOLD Common Stock 78463V107 81 447 SH SOLE 0 0 447 SPDR MSCI MF Closed and MF Open 78463X848 2595 94293 SH SOLE 0 0 94293 SPDR PORTFOLIO MF Closed and MF Open 78463X509 780 20181 SH SOLE 0 0 20181 SPDR PORTFOLIO MF Closed and MF Open 78463X889 38818 1132384 SH SOLE 0 0 1132384 SPDR PORTFOLIO MF Closed and MF Open 78464A409 2937 44360 SH SOLE 0 0 44360 SPDR PORTFOLIO MF Closed and MF Open 78464A474 209 6953 SH SOLE 0 0 6953 SPDR PORTFOLIO MF Closed and MF Open 78464A508 2284 54713 SH SOLE 0 0 54713 SPDR PORTFOLIO MF Closed and MF Open 78464A649 1455 52371 SH SOLE 0 0 52371 SPDR PORTFOLIO MF Closed and MF Open 78464A805 9348 168195 SH SOLE 0 0 168195 SPDR PORTFOLIO MF Closed and MF Open 78464A847 5537 117405 SH SOLE 0 0 117405 SPDR PORTFOLIO MF Closed and MF Open 78464A854 34369 646889 SH SOLE 0 0 646889 SPDR PORTFOLIO MF Closed and MF Open 78468R853 3008 71506 SH SOLE 0 0 71506 SPDR S&P MF Closed and MF Open 78462F103 154 341 SH SOLE 0 0 341 SPDR S&P MF Closed and MF Open 78464A581 21 189 SH SOLE 0 0 189 SPDR S&P MF Closed and MF Open 78467Y107 13 26 SH SOLE 0 0 26 SPDR SERIES MF Closed and MF Open 78464A102 22 155 SH SOLE 0 0 155 SPDR SERIES MF Closed and MF Open 78464A201 251 2990 SH SOLE 0 0 2990 SPDR SERIES MF Closed and MF Open 78464A300 202 2423 SH SOLE 0 0 2423 SPDR SERIES MF Closed and MF Open 78464A763 117 914 SH SOLE 0 0 914 SPDR SERIES MF Closed and MF Open 78464A821 1134 15286 SH SOLE 0 0 15286 SPDR SERIES MF Closed and MF Open 78464A839 3643 51765 SH SOLE 0 0 51765 SPDR SSGA MF Closed and MF Open 78468R887 2777 24324 SH SOLE 0 0 24324 SPLUNK INC Common Stock 848637104 6 43 SH SOLE 0 0 43 SPROTT PHYSICAL MF Closed and MF Open 85208R101 19 1000 SH SOLE 0 0 1000 STARBUCKS CORP Common Stock 855244109 3 36 SH SOLE 0 0 36 STRYKER CORP Common Stock 863667101 2 6 SH SOLE 0 0 6 SYSCO CORP Common Stock 871829107 1 10 SH SOLE 0 0 10 TARGET CORP Common Stock 87612E106 6 30 SH SOLE 0 0 30 TELADOC HEALTH Common Stock 87918A105 10 145 SH SOLE 0 0 145 TENNECO INC Common Stock 880349105 13 685 SH SOLE 0 0 685 TESLA INC Common Stock 88160R101 131 122 SH SOLE 0 0 122 TEXAS INSTRUMENTS Common Stock 882508104 43 232 SH SOLE 0 0 232 THERMO FISHER Common Stock 883556102 81 137 SH SOLE 0 0 137 TJX COS Common Stock 872540109 12 200 SH SOLE 0 0 200 TWIN DISC Common Stock 901476101 1 66 SH SOLE 0 0 66 U S BANCORP DE Common Stock 902973304 10 179 SH SOLE 0 0 179 UNILEVER PLC Common Stock 904767704 18 400 SH SOLE 0 0 400 UNION PACIFIC CORP Common Stock 907818108 64 233 SH SOLE 0 0 233 UNITED AIRLINES Common Stock 910047109 10 222 SH SOLE 0 0 222 UNITED PARCEL Common Stock 911312106 143 665 SH SOLE 0 0 665 UNITEDHEALTH GROUP Common Stock 91324P102 2 4 SH SOLE 0 0 4 VAIL RESORTS Common Stock 91879Q109 13 50 SH SOLE 0 0 50 VANECK GOLD MF Closed and MF Open 92189F106 10 259 SH SOLE 0 0 259 VANECK JR MF Closed and MF Open 92189F791 1 28 SH SOLE 0 0 28 VANECK RUSSIA MF Closed and MF Open 92189F403 9 1700 SH SOLE 0 0 1700 VANECK VIETNAM MF Closed and MF Open 92189F817 15 778 SH SOLE 0 0 778 VANGUARD DIVIDEND MF Closed and MF Open 921908844 11509 70974 SH SOLE 0 0 70974 VANGUARD EXTENDED MF Closed and MF Open 922908652 12 70 SH SOLE 0 0 70 VANGUARD FSTE MF Closed and MF Open 922042858 20 439 SH SOLE 0 0 439 VANGUARD FTSE MF Closed and MF Open 921943858 59 1230 SH SOLE 0 0 1230 VANGUARD FTSE MF Closed and MF Open 922042718 1351 10908 SH SOLE 0 0 10908 VANGUARD FTSE MF Closed and MF Open 922042775 29 510 SH SOLE 0 0 510 VANGUARD FTSE MF Closed and MF Open 922042866 10 129 SH SOLE 0 0 129 VANGUARD FTSE MF Closed and MF Open 922042874 9 148 SH SOLE 0 0 148 VANGUARD GROWTH MF Closed and MF Open 922908736 91 317 SH SOLE 0 0 317 VANGUARD INTERMEDIATE MF Closed and MF Open 92206C870 1 16 SH SOLE 0 0 16 VANGUARD MID MF Closed and MF Open 922908512 1 10 SH SOLE 0 0 10 VANGUARD MID MF Closed and MF Open 922908629 36 151 SH SOLE 0 0 151 VANGUARD REAL MF Closed and MF Open 922908553 27 247 SH SOLE 0 0 247 VANGUARD RUSSELL MF Closed and MF Open 92206C730 33 158 SH SOLE 0 0 158 VANGUARD S&P MF Closed and MF Open 922908363 149 359 SH SOLE 0 0 359 VANGUARD SMALL MF Closed and MF Open 922908595 20 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 118 557 SH SOLE 0 0 557 VANGUARD TOTAL MF Closed and MF Open 921937835 9 118 SH SOLE 0 0 118 VANGUARD TOTAL MF Closed and MF Open 922908769 1309 5749 SH SOLE 0 0 5749 VANGUARD VALUE MF Closed and MF Open 922908744 108 734 SH SOLE 0 0 734 VERIZON COMMUNICATIONS Common Stock 92343V104 52 1022 SH SOLE 0 0 1022 VERTEX PHARMACEUTICALS Common Stock 92532F100 13 50 SH SOLE 0 0 50 VIATRIS INC Common Stock 92556V106 0 3 SH SOLE 0 0 3 VICTORYSHARES US MF Closed and MF Open 92647N873 655 11209 SH SOLE 0 0 11209 VISA INC Common Stock 92826C839 55 246 SH SOLE 0 0 246 VMWARE INC Common Stock 928563402 1 8 SH SOLE 0 0 8 VULCAN MATERIALS Common Stock 929160109 2 11 SH SOLE 0 0 11 W P CAREY Common Stock 92936U109 171 2118 SH SOLE 0 0 2118 WALGREENS BOOTS Common Stock 931427108 2 50 SH SOLE 0 0 50 WALMART INC Common Stock 931142103 20 134 SH SOLE 0 0 134 WALT DISNEY Common Stock 254687106 28 207 SH SOLE 0 0 207 WASTE MANAGEMENT Common Stock 94106L109 42 266 SH SOLE 0 0 266 WATERS CORP Common Stock 941848103 1 3 SH SOLE 0 0 3 WATERSTONE FINANCIAL Common Stock 94188P101 11 549 SH SOLE 0 0 549 WATTS WATER Common Stock 942749102 14 100 SH SOLE 0 0 100 WEC ENERGY Common Stock 92939U106 203 2033 SH SOLE 0 0 2033 WELLTOWER INC Common Stock 95040Q104 67 700 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 37 3143 SH SOLE 0 0 3143 WEYERHAEUSER CO Common Stock 962166104 0 3 SH SOLE 0 0 3 WHEATON PRECIOUS Common Stock 962879102 66 1395 SH SOLE 0 0 1395 WISDOMTREE EMERGING MF Closed and MF Open 97717W315 107 2440 SH SOLE 0 0 2440 WISDOMTREE EMERGING MF Closed and MF Open 97717X578 86 2622 SH SOLE 0 0 2622 WISDOMTREE INTL MF Closed and MF Open 97717W760 742 10803 SH SOLE 0 0 10803 WISDOMTREE INTL MF Closed and MF Open 97717X131 73 1996 SH SOLE 0 0 1996 WISDOMTREE TRUST MF Closed and MF Open 97717X594 80 1871 SH SOLE 0 0 1871 WISDOMTREE TRUST MF Closed and MF Open 97717X669 30 476 SH SOLE 0 0 476 WISDOMTREE U S MF Closed and MF Open 97717W109 38 596 SH SOLE 0 0 596 WISDOMTREE U S MF Closed and MF Open 97717W307 21387 325432 SH SOLE 0 0 325432 WISDOMTREE U S MF Closed and MF Open 97717W505 16481 371030 SH SOLE 0 0 371030 WISDOMTREE U S MF Closed and MF Open 97717W562 24 505 SH SOLE 0 0 505 WISDOMTREE U S MF Closed and MF Open 97717W604 1973 61909 SH SOLE 0 0 61909 WISDOMTREE US MF Closed and MF Open 97717X651 24 546 SH SOLE 0 0 546 WISDOMTREE YIELD MF Closed and MF Open 97717X511 285 5963 SH SOLE 0 0 5963 WISDOMTREE YIELD MF Closed and MF Open 97717Y808 24 495 SH SOLE 0 0 495 WORLD WRESTLING Common Stock 98156Q108 12 200 SH SOLE 0 0 200 X TRACKERS MF Closed and MF Open 233051143 24 586 SH SOLE 0 0 586 X TRACKERS MF Closed and MF Open 233051200 525 13916 SH SOLE 0 0 13916 X TRACKERS MF Closed and MF Open 233051432 24 632 SH SOLE 0 0 632 X TRACKERS MF Closed and MF Open 233051846 1 42 SH SOLE 0 0 42 XYLEM INC Common Stock 98419M100 1 13 SH SOLE 0 0 13 YUM BRANDS INC Common Stock 988498101 21 178 SH SOLE 0 0 178 ZEDGE INC Common Stock 98923T104 0 62 SH SOLE 0 0 62 ZIMMER BIOMET Common Stock 98956P102 5 40 SH SOLE 0 0 40 ZOETIS INC Common Stock 98978V103 1 5 SH SOLE 0 0 5 ZOOM VIDEO Common Stock 98980L101 2 20 SH SOLE 0 0 20 ZYNGA INC Common Stock 98986T108 3 300 SH SOLE 0 0 300