0001104659-23-049357.txt : 20230425 0001104659-23-049357.hdr.sgml : 20230425 20230425091925 ACCESSION NUMBER: 0001104659-23-049357 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230425 DATE AS OF CHANGE: 20230425 EFFECTIVENESS DATE: 20230425 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: 23841954 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 X0202 13F-HR LIVE false false false 0001827261 XXXXXXXX 03-31-2023 03-31-2023 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 04-25-2023 0 451 360426551 INFORMATION TABLE 2 infotable.xml 1895 BANCORP Common Stock 28253R105 12430 1546 SH SOLE 0 0 1546 3M COMPANY Common Stock 88579Y101 50033 476 SH SOLE 0 0 476 ABBOTT LABORATORIES Common Stock 002824100 39347 389 SH SOLE 0 0 389 ABBVIE INC Common Stock 00287Y109 122017 766 SH SOLE 0 0 766 ACCO BRANDS Common Stock 00081T108 96 18 SH SOLE 0 0 18 ADOBE INC Common Stock 00724F101 9634 25 SH SOLE 0 0 25 ADVANCE AUTO Common Stock 00751Y106 6081 50 SH SOLE 0 0 50 ADVANCED MICRO Common Stock 007903107 15486 158 SH SOLE 0 0 158 AGNICO-EAGLE Common Stock 008474108 3874 76 SH SOLE 0 0 76 AGREE REALTY Common Stock 008492100 7341 107 SH SOLE 0 0 107 AIRBNB INC Common Stock 009066101 19904 160 SH SOLE 0 0 160 ALBEMARLE CORP Common Stock 012653101 6189 28 SH SOLE 0 0 28 ALEXANDRIA REAL Common Stock 015271109 11931 95 SH SOLE 0 0 95 ALIBABA GROUP Common Stock 01609W102 24830 243 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SECTOR HEALTHCARE MF Closed and MF Open 81369Y209 27834 215 SH SOLE 0 0 215 SELECT SECTOR MF Closed and MF Open 81369Y860 53528 1432 SH SOLE 0 0 1432 SHERWIN WILLIAMS Common Stock 824348106 13486 60 SH SOLE 0 0 60 SHOPIFY INC Common Stock 82509L107 11026 230 SH SOLE 0 0 230 SIREN NASDAQ MF Closed and MF Open 829658202 11305 527 SH SOLE 0 0 527 SOCIEDAD QUIMICA Common Stock 833635105 8754 108 SH SOLE 0 0 108 SOUTHERN COMPANY Common Stock 842587107 14395 207 SH SOLE 0 0 207 SOUTHERN COPPER Common Stock 84265V105 6405 84 SH SOLE 0 0 84 SOUTHWEST AIRLINES Common Stock 844741108 3254 100 SH SOLE 0 0 100 SPDR BLOOMBERG MF Closed and MF Open 78468R622 371 4 SH SOLE 0 0 4 SPDR GOLD Common Stock 78463V107 102970 562 SH SOLE 0 0 562 SPDR MSCI MF Closed and MF Open 78463X475 303757 6091 SH SOLE 0 0 6091 SPDR MSCI MF Closed and MF Open 78463X848 8261798 321096 SH SOLE 0 0 321096 SPDR PORTFOLIO MF Closed and MF Open 78463X509 658572 19296 SH SOLE 0 0 19296 SPDR PORTFOLIO MF Closed and MF Open 78463X889 29816247 928277 SH SOLE 0 0 928277 SPDR PORTFOLIO MF Closed and MF Open 78464A409 5926663 107057 SH SOLE 0 0 107057 SPDR PORTFOLIO MF Closed and MF Open 78464A474 261249 8817 SH SOLE 0 0 8817 SPDR PORTFOLIO MF Closed and MF Open 78464A508 3288917 80769 SH SOLE 0 0 80769 SPDR PORTFOLIO MF Closed and MF Open 78464A649 1936415 75084 SH SOLE 0 0 75084 SPDR PORTFOLIO MF Closed and MF Open 78464A805 10440414 207027 SH SOLE 0 0 207027 SPDR PORTFOLIO MF Closed and MF Open 78464A847 5919065 134708 SH SOLE 0 0 134708 SPDR PORTFOLIO MF Closed and MF Open 78464A854 46302228 961624 SH SOLE 0 0 961624 SPDR PORTFOLIO MF Closed and MF Open 78468R853 2752777 72883 SH SOLE 0 0 72883 SPDR S&P MF Closed and MF Open 78462F103 200191 489 SH SOLE 0 0 489 SPDR S&P MF Closed and MF Open 78467Y107 11919 26 SH SOLE 0 0 26 SPDR SERIES MF Closed and MF Open 78464A102 18787 155 SH SOLE 0 0 155 SPDR SERIES MF Closed and MF Open 78464A201 29352 398 SH SOLE 0 0 398 SPDR SERIES MF Closed and MF Open 78464A300 246062 3230 SH SOLE 0 0 3230 SPDR SERIES MF Closed and MF Open 78464A763 100824 815 SH SOLE 0 0 815 SPDR SERIES MF Closed and MF Open 78464A821 2377607 34740 SH SOLE 0 0 34740 SPDR SERIES MF Closed and MF Open 78464A839 3833314 58010 SH SOLE 0 0 58010 SPDR SSGA MF Closed and MF Open 78468R887 2245718 21362 SH SOLE 0 0 21362 SPOTIFY TECHNOLOGY Common Stock L8681T102 6681 50 SH SOLE 0 0 50 SPROTT PHYSICAL MF Closed and MF Open 85208R101 18910 1000 SH SOLE 0 0 1000 STARBUCKS CORP Common Stock 855244109 10413 100 SH SOLE 0 0 100 STEM INC Common Stock 85859N102 3969 700 SH SOLE 0 0 700 SYSCO CORP Common Stock 871829107 7723 100 SH SOLE 0 0 100 TAKE-TWO INTERACTIVE Common Stock 874054109 1432 12 SH SOLE 0 0 12 TARGET CORP Common Stock 87612E106 13085 79 SH SOLE 0 0 79 TERADYNE INC Common Stock 880770102 9138 85 SH SOLE 0 0 85 TESLA INC Common Stock 88160R101 56429 272 SH SOLE 0 0 272 TEXAS INSTRUMENTS Common Stock 882508104 36458 196 SH SOLE 0 0 196 THE REALREAL Common Stock 88339P101 4410 3500 SH SOLE 0 0 3500 THERMO FISHER Common Stock 883556102 74351 129 SH SOLE 0 0 129 TJX COS Common Stock 872540109 15672 200 SH SOLE 0 0 200 TWIN DISC Common Stock 901476101 629 66 SH SOLE 0 0 66 UNILEVER PLC Common Stock 904767704 20772 400 SH SOLE 0 0 400 UNION PACIFIC CORP Common Stock 907818108 40252 200 SH SOLE 0 0 200 UNITED AIRLINES Common Stock 910047109 9824 222 SH SOLE 0 0 222 UNITED PARCEL Common Stock 911312106 124154 640 SH SOLE 0 0 640 UNITED RENTALS Common Stock 911363109 29682 75 SH SOLE 0 0 75 UNITEDHEALTH GROUP Common Stock 91324P102 92155 195 SH SOLE 0 0 195 VAIL RESORTS Common Stock 91879Q109 11684 50 SH SOLE 0 0 50 VALERO ENERGY Common Stock 91913Y100 25407 182 SH SOLE 0 0 182 VANECK GOLD MF Closed and MF Open 92189F106 22581 698 SH SOLE 0 0 698 VANECK GREEN MF Closed and MF Open 92189F171 8252 351 SH SOLE 0 0 351 VANECK JR MF Closed and MF Open 92189F791 1106 28 SH SOLE 0 0 28 VANECK MORNINGSTAR MF Closed and MF Open 92189F643 80106 1085 SH SOLE 0 0 1085 VANECK VIETNAM MF Closed and MF Open 92189F817 9565 785 SH SOLE 0 0 785 VANGUARD DIVIDEND MF Closed and MF Open 921908844 7863651 51059 SH SOLE 0 0 51059 VANGUARD EXTENDED MF Closed and MF Open 922908652 10795 77 SH SOLE 0 0 77 VANGUARD FSTE MF Closed and MF Open 922042858 12968 321 SH SOLE 0 0 321 VANGUARD FTSE MF Closed and MF Open 921943858 179054 3964 SH SOLE 0 0 3964 VANGUARD FTSE MF Closed and MF Open 922042718 903960 8275 SH SOLE 0 0 8275 VANGUARD FTSE MF Closed and MF Open 922042775 6684 125 SH SOLE 0 0 125 VANGUARD FTSE MF Closed and MF Open 922042866 8613 127 SH SOLE 0 0 127 VANGUARD FTSE MF Closed and MF Open 922042874 8777 144 SH SOLE 0 0 144 VANGUARD GROWTH MF Closed and MF Open 922908736 11254155 45118 SH SOLE 0 0 45118 VANGUARD HIGH MF Closed and MF Open 921946406 64883 615 SH SOLE 0 0 615 VANGUARD INFORMATION MF Closed and MF Open 92204A702 44715 116 SH SOLE 0 0 116 VANGUARD INTERMEDIATE MF Closed and MF Open 92206C706 8394 140 SH SOLE 0 0 140 VANGUARD INTERMEDIATE MF Closed and MF Open 92206C870 802 10 SH SOLE 0 0 10 VANGUARD MID MF Closed and MF Open 922908629 28328 134 SH SOLE 0 0 134 VANGUARD REAL MF Closed and MF Open 922908553 4069 49 SH SOLE 0 0 49 VANGUARD RUSSELL MF Closed and MF Open 92206C730 29440 158 SH SOLE 0 0 158 VANGUARD S&P MF Closed and MF Open 922908363 67693 180 SH SOLE 0 0 180 VANGUARD SHORT MF Closed and MF Open 921937827 21035 275 SH SOLE 0 0 275 VANGUARD SMALL MF Closed and MF Open 922908595 17313 80 SH SOLE 0 0 80 VANGUARD SMALL MF Closed and MF Open 922908611 26672 168 SH SOLE 0 0 168 VANGUARD SMALL MF Closed and MF Open 922908751 231074 1219 SH SOLE 0 0 1219 VANGUARD TOTAL MF Closed and MF Open 921937835 11075 150 SH SOLE 0 0 150 VANGUARD TOTAL MF Closed and MF Open 922908769 1141332 5592 SH SOLE 0 0 5592 VANGUARD VALUE MF Closed and MF Open 922908744 180444 1307 SH SOLE 0 0 1307 VERIZON COMMUNICATIONS Common Stock 92343V104 66112 1700 SH SOLE 0 0 1700 VICTORYSHARES US MF Closed and MF Open 92647N873 1317792 25391 SH SOLE 0 0 25391 VICTORYSHARES USAA MF Closed and MF Open 92647N527 100521 2154 SH SOLE 0 0 2154 VISA INC Common Stock 92826C839 96948 430 SH SOLE 0 0 430 VMWARE INC Common Stock 928563402 999 8 SH SOLE 0 0 8 W P CAREY Common Stock 92936U109 239766 3096 SH SOLE 0 0 3096 WALGREENS BOOTS Common Stock 931427108 214915 6215 SH SOLE 0 0 6215 WALMART INC Common Stock 931142103 65843 447 SH SOLE 0 0 447 WALT DISNEY Common Stock 254687106 192760 1925 SH SOLE 0 0 1925 WARNER BROS Common Stock 934423104 1600 106 SH SOLE 0 0 106 WASTE MANAGEMENT Common Stock 94106L109 59557 365 SH SOLE 0 0 365 WATTS WATER Common Stock 942749102 16832 100 SH SOLE 0 0 100 WEC ENERGY Common Stock 92939U106 333693 3520 SH SOLE 0 0 3520 WELLTOWER INC Common Stock 95040Q104 50183 700 SH SOLE 0 0 700 WENDYS CO Common Stock 95058W100 588 27 SH SOLE 0 0 27 WHEATON PRECIOUS Common Stock 962879102 16615 345 SH SOLE 0 0 345 WISDOMTREE EMERGING MF Closed and MF Open 97717W315 92378 2440 SH SOLE 0 0 2440 WISDOMTREE EMERGING MF Closed and MF Open 97717X578 775875 27869 SH SOLE 0 0 27869 WISDOMTREE FLOATING MF Closed and MF Open 97717Y527 2834422 56384 SH SOLE 0 0 56384 WISDOMTREE INTL MF Closed and MF Open 97717W760 553151 9077 SH SOLE 0 0 9077 WISDOMTREE INTL MF Closed and MF Open 97717X131 64014 1890 SH SOLE 0 0 1890 WISDOMTREE TRUST MF Closed and MF Open 97717X594 73755 1871 SH SOLE 0 0 1871 WISDOMTREE TRUST MF Closed and MF Open 97717X669 3592851 57633 SH SOLE 0 0 57633 WISDOMTREE U S MF Closed and MF Open 97717W109 22782 376 SH SOLE 0 0 376 WISDOMTREE U S MF Closed and MF Open 97717W307 23109418 373576 SH SOLE 0 0 373576 WISDOMTREE U S MF Closed and MF Open 97717W505 19592904 478109 SH SOLE 0 0 478109 WISDOMTREE U S MF Closed and MF Open 97717W604 1560543 54641 SH SOLE 0 0 54641 WISDOMTREE US MF Closed and MF Open 97717X651 27353 658 SH SOLE 0 0 658 WORLD WRESTLING Common Stock 98156Q108 18252 200 SH SOLE 0 0 200 WRAP TECHNOLOGIES Common Stock 98212N107 5160 3000 SH SOLE 0 0 3000 WYNN RESORTS Common Stock 983134107 11191 100 SH SOLE 0 0 100 X TRACKERS MF Closed and MF Open 233051143 21793 586 SH SOLE 0 0 586 X TRACKERS MF Closed and MF Open 233051200 522157 14834 SH SOLE 0 0 14834 XEROX HOLDINGS Common Stock 98421M106 77 5 SH SOLE 0 0 5 YUM BRANDS INC Common Stock 988498101 23510 178 SH SOLE 0 0 178 ZIM INTEGRATED Common Stock M9T951109 2287 97 SH SOLE 0 0 97 ZIMMER BIOMET Common Stock 98956P102 5168 40 SH SOLE 0 0 40 ZIMVIE INC Common Stock 98888T107 29 4 SH SOLE 0 0 4 ZIONS BANCORPORATION Common Stock 989701107 26159 874 SH SOLE 0 0 874 ZOETIS INC Common Stock 98978V103 33288 200 SH SOLE 0 0 200