0001827261-21-000006.txt : 20210211 0001827261-21-000006.hdr.sgml : 20210211 20210211162856 ACCESSION NUMBER: 0001827261-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 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: 21620118 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 12-31-2019 12-31-2019 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 0 435 153115 false INFORMATION TABLE 2 q4_2019iagwealthpartnersllc.xml ABBOTT LABORATORIES Common Stock 002824100 9 100 SH SOLE 0 0 100 ABBVIE INC Common Stock 00287Y109 27 299 SH SOLE 0 0 299 ACCENTURE PLC Common Stock G1151C101 4 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 14 63 SH SOLE 0 0 63 ALLSTATE CORP Common Stock 020002101 14 118 SH SOLE 0 0 118 ALPHABET INC Common Stock 02079K107 9 6 SH SOLE 0 0 6 ALPHABET INC Common Stock 02079K305 11 8 SH SOLE 0 0 8 ALPS ALERIAN MF Closed and MF Open 00162Q866 39 4500 SH SOLE 0 0 4500 ALTRIA GROUP Common Stock 02209S103 6 118 SH SOLE 0 0 118 AMARIN CORP Common Stock 023111206 11 470 SH SOLE 0 0 470 AMAZON COM Common Stock 023135106 87 47 SH SOLE 0 0 47 AMEDISYS INC Common Stock 023436108 3 13 SH SOLE 0 0 13 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SERIES MF Closed and MF Open 78464A201 653 10113 SH SOLE 0 0 10113 SPDR SERIES MF Closed and MF Open 78464A300 1083 16471 SH SOLE 0 0 16471 SPDR SERIES MF Closed and MF Open 78464A722 5 100 SH SOLE 0 0 100 SPDR SERIES MF Closed and MF Open 78464A748 10 1175 SH SOLE 0 0 1175 SPDR SERIES MF Closed and MF Open 78464A755 5 140 SH SOLE 0 0 140 SPDR SERIES MF Closed and MF Open 78464A763 112 1036 SH SOLE 0 0 1036 SPDR SSGA MF Closed and MF Open 78468R887 1137 11352 SH SOLE 0 0 11352 SPROTT PHYSICAL MF Closed and MF Open 85208R101 15 1000 SH SOLE 0 0 1000 STARBUCKS CORP Common Stock 855244109 3 29 SH SOLE 0 0 29 STATE STREET Common Stock 857477103 3 32 SH SOLE 0 0 32 STRYKER CORP Common Stock 863667101 13 59 SH SOLE 0 0 59 SYNCHRONY FINANCIAL Common Stock 87165B103 46 1256 SH SOLE 0 0 1256 SYNOPSYS INC Common Stock 871607107 2 12 SH SOLE 0 0 12 T-MOBILE US Common Stock 872590104 2 17 SH SOLE 0 0 17 TERADATA CORP Common Stock 88076W103 1 22 SH SOLE 0 0 22 TESLA INC Common Stock 88160R101 7 16 SH SOLE 0 0 16 TETRA TECH Common Stock 88162G103 2 12 SH SOLE 0 0 12 TEXAS INSTRUMENTS Common Stock 882508104 19 142 SH SOLE 0 0 142 TJX COS Common Stock 872540109 13 200 SH SOLE 0 0 200 TRADEWEB MARKETS Common Stock 892672106 14 302 SH SOLE 0 0 302 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 15 250 SH SOLE 0 0 250 UBER TECHNOLOGIES Common Stock 90353T100 5 152 SH SOLE 0 0 152 UNION PACIFIC CORP Common Stock 907818108 37 200 SH SOLE 0 0 200 UNITED AIRLINES Common Stock 910047109 20 222 SH SOLE 0 0 222 UNITED PARCEL Common Stock 911312106 79 667 SH SOLE 0 0 667 UNITED TECHNOLOGIES Common Stock 913017109 23 150 SH SOLE 0 0 150 UNITEDHEALTH GROUP Common Stock 91324P102 3 9 SH SOLE 0 0 9 VAIL RESORTS Common Stock 91879Q109 21 84 SH SOLE 0 0 84 VANECK VECTORS MF Closed and MF Open 92189F106 32 1086 SH SOLE 0 0 1086 VANECK VECTORS MF Closed and MF Open 92189F791 2 28 SH SOLE 0 0 28 VANECK VECTORS MF Closed and MF Open 92189F817 13 771 SH SOLE 0 0 771 VANGUARD DIVIDEND MF Closed and MF Open 921908844 6832 54804 SH SOLE 0 0 54804 VANGUARD FSTE MF Closed and MF Open 922042858 10 213 SH SOLE 0 0 213 VANGUARD FTSE MF Closed and MF Open 921943858 474 10742 SH SOLE 0 0 10742 VANGUARD FTSE MF Closed and MF Open 922042718 41 368 SH SOLE 0 0 368 VANGUARD FTSE MF Closed and MF Open 922042775 1166 21692 SH SOLE 0 0 21692 VANGUARD FTSE MF Closed and MF Open 922042866 9 126 SH SOLE 0 0 126 VANGUARD FTSE MF Closed and MF Open 922042874 10 154 SH SOLE 0 0 154 VANGUARD HIGH MF Closed and MF Open 921946406 10 100 SH SOLE 0 0 100 VANGUARD INTERMEDIATE MF Closed and MF Open 92206C870 29 311 SH SOLE 0 0 311 VANGUARD MID MF Closed and MF Open 922908512 6 45 SH SOLE 0 0 45 VANGUARD MID MF Closed and MF Open 922908629 20 107 SH SOLE 0 0 107 VANGUARD REAL MF Closed and MF Open 922908553 27 283 SH SOLE 0 0 283 VANGUARD RUSSELL MF Closed and MF Open 92206C730 24 158 SH SOLE 0 0 158 VANGUARD S&P MF Closed and MF Open 922908363 165 557 SH SOLE 0 0 557 VANGUARD SMALL MF Closed and MF Open 922908751 574 3464 SH SOLE 0 0 3464 VANGUARD TOTAL MF Closed and MF Open 921937835 128 1523 SH SOLE 0 0 1523 VANGUARD TOTAL MF Closed and MF Open 922908769 2112 12903 SH SOLE 0 0 12903 VANGUARD VALUE MF Closed and MF Open 922908744 19 154 SH SOLE 0 0 154 VERISIGN INC Common Stock 92343E102 2 6 SH SOLE 0 0 6 VERIZON COMMUNICATIONS Common Stock 92343V104 72 1163 SH SOLE 0 0 1163 VERTEX PHARMACEUTICALS Common Stock 92532F100 2 5 SH SOLE 0 0 5 VIACOMCBS INC Common Stock 92556H206 4 80 SH SOLE 0 0 80 VISA INC Common Stock 92826C839 37 195 SH SOLE 0 0 195 W P CAREY Common Stock 92936U109 231 2882 SH SOLE 0 0 2882 WABTEC Common Stock 929740108 2 15 SH SOLE 0 0 15 WALGREENS BOOTS Common Stock 931427108 14 234 SH SOLE 0 0 234 WALMART INC Common Stock 931142103 8 59 SH SOLE 0 0 59 WALT DISNEY Common Stock 254687106 114 786 SH SOLE 0 0 786 WASTE MANAGEMENT Common Stock 94106L109 26 225 SH SOLE 0 0 225 WATERSTONE FINANCIAL Common Stock 94188P101 23 1207 SH SOLE 0 0 1207 WATTS WATER Common Stock 942749102 20 200 SH SOLE 0 0 200 WEC ENERGY Common Stock 92939U106 168 1819 SH SOLE 0 0 1819 WELLS FARGO Common Stock 949746101 15 275 SH SOLE 0 0 275 WENDYS CO Common Stock 95058W100 1 27 SH SOLE 0 0 27 WESTERN ALLIANCE Common Stock 957638109 1 14 SH SOLE 0 0 14 WHEATON PRECIOUS Common Stock 962879102 79 2650 SH SOLE 0 0 2650 WISDOMTREE DYNAMIC MF Closed and MF Open 97717X263 31 1011 SH SOLE 0 0 1011 WISDOMTREE EMERGING MF Closed and MF Open 97717W281 85 1766 SH SOLE 0 0 1766 WISDOMTREE EMERGING MF Closed and MF Open 97717X578 17 533 SH SOLE 0 0 533 WISDOMTREE INTL MF Closed and MF Open 97717W760 1353 19017 SH SOLE 0 0 19017 WISDOMTREE INTL MF Closed and MF Open 97717W794 65 1310 SH SOLE 0 0 1310 WISDOMTREE MANAGED MF Closed and MF Open 97717W125 1177 31727 SH SOLE 0 0 31727 WISDOMTREE U S MF Closed and MF Open 97717W307 1180 11132 SH SOLE 0 0 11132 WISDOMTREE U S MF Closed and MF Open 97717W505 10279 270208 SH SOLE 0 0 270208 WISDOMTREE U S MF Closed and MF Open 97717W570 21 485 SH SOLE 0 0 485 WISDOMTREE U S MF Closed and MF Open 97717W588 42 1134 SH SOLE 0 0 1134 WISDOMTREE U S MF Closed and MF Open 97717Y857 30 929 SH SOLE 0 0 929 WISDOMTREE YIELD MF Closed and MF Open 97717X511 1228 23499 SH SOLE 0 0 23499 WOODWARD INC Common Stock 980745103 2 11 SH SOLE 0 0 11 X TRACKERS MF Closed and MF Open 233051143 21 719 SH SOLE 0 0 719 X TRACKERS MF Closed and MF Open 233051200 90 2639 SH SOLE 0 0 2639 XILINX INC Common Stock 983919101 15 150 SH SOLE 0 0 150 XYLEM INC Common Stock 98419M100 2 13 SH SOLE 0 0 13 YUM BRANDS INC Common Stock 988498101 21 200 SH SOLE 0 0 200 ZIMMER BIOMET Common Stock 98956P102 6 40 SH SOLE 0 0 40 ZYNGA INC Common Stock 98986T108 2 300 SH SOLE 0 0 300