Instuitional Investor - Iag Wealth Partners, Llc
Fund Profile
Filing Period:
Fund Name: | Iag Wealth Partners, Llc |
Portfolio Value | $566,916,700 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 755,471 | $52,082,190 | 9.18% | |
2. | Spdr Portfolio | 1,203,375 | $41,071,209 | 7.24% | |
3. | Wisdomtree Trust | 412,385 | $32,079,453 | 5.65% | |
4. | Goldman Sachs | 270,170 | $31,118,199 | 5.48% | |
5. | New York Life | 1,110,681 | $26,667,448 | 4.7% |