IAG Wealth Partners, LLC
Top Portfolio Positions
285 positions ·
$24,392,135 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 | 9.53% | |
| 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 TWIN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $994 | 66 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,100 | 66 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $920 | 66 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $582 | 66 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $499 | 66 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $775 | 66 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $824 | 66 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $777 | 66 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,090 | 66 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,066 | 66 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $905 | 66 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $743 | 66 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $628 | 66 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $641 | 66 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $757 | 66 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $597 | 66 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,098 | 66 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $723 | 66 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $703 | 66 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $939 | 66 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $630 | 66 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $518 | 66 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $333 | 66 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $365 | 66 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $460 | 66 | Shares | Sole | 2021-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||