IAG Wealth Partners, LLC
Top Portfolio Positions
286 positions ·
$24,398,502 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,849 | $2,323,640 | 9.52% | |
| JNJ |
Johnson & Johnson
Healthcare
|
7,094 | $1,734,057 | 7.11% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
13,191 | $1,527,122 | 6.26% | |
| AAPL |
Apple Inc.
Technology
|
5,862 | $1,487,716 | 6.10% | |
| MSFT |
Microsoft Corp
Technology
|
2,265 | $838,435 | 3.44% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,373 | $792,468 | 3.25% | |
| NVDA |
Nvidia Corp
Technology
|
4,475 | $780,440 | 3.20% | |
| BA |
Boeing Co
Industrials
|
3,481 | $692,823 | 2.84% | |
| LLY |
ELI LILLY & Co
Healthcare
|
462 | $424,933 | 1.74% | |
| JCI |
Johnson Controls International plc
Industrials
|
3,154 | $413,016 | 1.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OESX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,858 | 1,700 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $26,146 | 1,700 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,016 | 1,600 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||