0001104659-22-111559.txt : 20221026 0001104659-22-111559.hdr.sgml : 20221026 20221026163501 ACCESSION NUMBER: 0001104659-22-111559 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221026 DATE AS OF CHANGE: 20221026 EFFECTIVENESS DATE: 20221026 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: 221333674 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 false false 0001827261 XXXXXXXX 09-30-2022 09-30-2022 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 10-26-2022 0 450 301059 INFORMATION TABLE 2 infotable.xml 1895 BANCORP Common Stock 28253R105 16 1546 SH SOLE 0 0 1546 3M COMPANY Common Stock 88579Y101 55 496 SH SOLE 0 0 496 ABBOTT LABORATORIES Common Stock 002824100 38 389 SH SOLE 0 0 389 ABBVIE INC Common Stock 00287Y109 113 841 SH SOLE 0 0 841 ACCENTURE PLC Common Stock G1151C101 4 16 SH SOLE 0 0 16 ACCO BRANDS Common Stock 00081T108 0 18 SH SOLE 0 0 18 ADOBE INC Common Stock 00724F101 10 36 SH SOLE 0 0 36 ADVANCE AUTO Common Stock 00751Y106 8 50 SH SOLE 0 0 50 ADVANCED MICRO Common Stock 007903107 29 458 SH SOLE 0 0 458 AFLAC INC Common Stock 001055102 2 35 SH SOLE 0 0 35 AGILENT TECHNOLOGIES Common Stock 00846U101 2 20 SH SOLE 0 0 20 AGNICO-EAGLE Common Stock 008474108 3 76 SH SOLE 0 0 76 AIRBNB INC Common Stock 009066101 6 60 SH SOLE 0 0 60 ALBEMARLE CORP Common Stock 012653101 7 28 SH SOLE 0 0 28 ALIBABA GROUP Common Stock 01609W102 11 143 SH SOLE 0 0 143 ALLIANT ENERGY Common Stock 018802108 42 800 SH SOLE 0 0 800 ALPHABET INC Common Stock 02079K107 47 490 SH SOLE 0 0 490 ALPHABET INC Common Stock 02079K305 26 270 SH SOLE 0 0 270 ALTRIA GROUP Common Stock 02209S103 16 407 SH SOLE 0 0 407 AMAZON COM Common Stock 023135106 166 1468 SH SOLE 0 0 1468 AMEREN CORP Common Stock 023608102 64 793 SH SOLE 0 0 793 AMERICAN CENTURY MF Closed and MF Open 025072604 1584 34485 SH SOLE 0 0 34485 AMERICAN EXPRESS Common Stock 025816109 4 29 SH SOLE 0 0 29 AMERICAN TOWER Common Stock 03027X100 17 80 SH SOLE 0 0 80 AMERIPRISE FINANCIAL Common Stock 03076C106 3 12 SH SOLE 0 0 12 AMGEN INC Common Stock 031162100 57 251 SH SOLE 0 0 251 ANALOG DEVICES Common Stock 032654105 3 18 SH SOLE 0 0 18 APPLE INC Common Stock 037833100 821 5943 SH SOLE 0 0 5943 APPLIED MATERIALS Common Stock 038222105 37 450 SH SOLE 0 0 450 ARCHER DANIELS Common Stock 039483102 16 200 SH SOLE 0 0 200 ARK AUTONOMOUS MF Closed and MF Open 00214Q203 36 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SH SOLE 0 0 127 SALESFORCE INC Common Stock 79466L302 11 78 SH SOLE 0 0 78 SANDSTORM GOLD Common Stock 80013R206 5 1000 SH SOLE 0 0 1000 SCHWAB CHARLES Common Stock 808513105 36 495 SH SOLE 0 0 495 SCHWAB EMERGING MF Closed and MF Open 808524706 3 127 SH SOLE 0 0 127 SCHWAB FUNDAMENTAL MF Closed and MF Open 808524730 5 211 SH SOLE 0 0 211 SCHWAB FUNDAMENTAL MF Closed and MF Open 808524748 3 102 SH SOLE 0 0 102 SCHWAB FUNDAMENTAL MF Closed and MF Open 808524755 16 656 SH SOLE 0 0 656 SCHWAB FUNDAMENTAL MF Closed and MF Open 808524763 4 99 SH SOLE 0 0 99 SCHWAB FUNDAMENTAL MF Closed and MF Open 808524771 20 424 SH SOLE 0 0 424 SCHWAB INTL MF Closed and MF Open 808524805 9 310 SH SOLE 0 0 310 SCHWAB INTL MF Closed and MF Open 808524888 2 63 SH SOLE 0 0 63 SCHWAB US MF Closed and MF Open 808524201 123 2900 SH SOLE 0 0 2900 SCHWAB US MF Closed and MF Open 808524409 195 3325 SH SOLE 0 0 3325 SCHWAB US MF Closed and MF Open 808524508 1429 23607 SH SOLE 0 0 23607 SCHWAB US MF Closed and MF Open 808524607 5 132 SH SOLE 0 0 132 SCHWAB US MF Closed and MF Open 808524797 4 66 SH SOLE 0 0 66 SCHWAB US MF Closed and MF Open 808524847 5 246 SH SOLE 0 0 246 SCRIPPS E W Common Stock 811054402 28 2500 SH SOLE 0 0 2500 SECTOR ENERGY MF Closed and MF Open 81369Y506 1 9 SH SOLE 0 0 9 SECTOR HEALTHCARE MF Closed and MF Open 81369Y209 26 215 SH SOLE 0 0 215 SELECT SECTOR MF Closed and MF Open 81369Y860 69 1906 SH SOLE 0 0 1906 SHERWIN WILLIAMS Common Stock 824348106 15 71 SH SOLE 0 0 71 SHOPIFY INC Common Stock 82509L107 4 130 SH SOLE 0 0 130 SIREN NASDAQ MF Closed and MF Open 829658202 12 527 SH SOLE 0 0 527 SOCIEDAD QUIMICA Common Stock 833635105 10 108 SH SOLE 0 0 108 SOUTHERN COMPANY Common Stock 842587107 72 1060 SH SOLE 0 0 1060 SOUTHERN COPPER Common Stock 84265V105 4 84 SH SOLE 0 0 84 SOUTHWEST AIRLINES Common Stock 844741108 3 100 SH SOLE 0 0 100 SPDR GOLD Common Stock 78463V107 118 761 SH SOLE 0 0 761 SPDR MSCI MF Closed and MF Open 78463X475 124 2891 SH SOLE 0 0 2891 SPDR MSCI MF Closed and MF Open 78463X848 5071 239077 SH SOLE 0 0 239077 SPDR PORTFOLIO MF Closed and MF Open 78463X509 510 16429 SH SOLE 0 0 16429 SPDR PORTFOLIO MF Closed and MF Open 78463X889 32141 1245791 SH SOLE 0 0 1245791 SPDR PORTFOLIO MF Closed and MF Open 78464A409 4815 96106 SH SOLE 0 0 96106 SPDR PORTFOLIO MF Closed and MF Open 78464A474 182 6228 SH SOLE 0 0 6228 SPDR PORTFOLIO MF Closed and MF Open 78464A508 2294 66508 SH SOLE 0 0 66508 SPDR PORTFOLIO MF Closed and MF Open 78464A649 1532 61413 SH SOLE 0 0 61413 SPDR PORTFOLIO MF Closed and MF Open 78464A805 8684 196862 SH SOLE 0 0 196862 SPDR PORTFOLIO MF Closed and MF Open 78464A847 4865 126170 SH SOLE 0 0 126170 SPDR PORTFOLIO MF Closed and MF Open 78464A854 35513 845744 SH SOLE 0 0 845744 SPDR PORTFOLIO MF Closed and MF Open 78468R853 2705 79431 SH SOLE 0 0 79431 SPDR S&P MF Closed and MF Open 78462F103 141 395 SH SOLE 0 0 395 SPDR S&P MF Closed and MF Open 78467Y107 10 26 SH SOLE 0 0 26 SPDR S&P MF Closed and MF Open 78468R705 25 159 SH SOLE 0 0 159 SPDR SERIES MF Closed and MF Open 78464A102 15 155 SH SOLE 0 0 155 SPDR SERIES MF Closed and MF Open 78464A201 290 4264 SH SOLE 0 0 4264 SPDR SERIES MF Closed and MF Open 78464A300 245 3653 SH SOLE 0 0 3653 SPDR SERIES MF Closed and MF Open 78464A763 91 815 SH SOLE 0 0 815 SPDR SERIES MF Closed and MF Open 78464A821 2221 36808 SH SOLE 0 0 36808 SPDR SERIES MF Closed and MF Open 78464A839 3299 57062 SH SOLE 0 0 57062 SPDR SSGA MF Closed and MF Open 78468R887 2227 22556 SH SOLE 0 0 22556 SPROTT PHYSICAL MF Closed and MF Open 85208R101 16 1000 SH SOLE 0 0 1000 STRYKER CORP Common Stock 863667101 1 7 SH SOLE 0 0 7 SYSCO CORP Common Stock 871829107 7 100 SH SOLE 0 0 100 TAKE-TWO INTERACTIVE Common Stock 874054109 1 12 SH SOLE 0 0 12 TARGET CORP Common Stock 87612E106 19 127 SH SOLE 0 0 127 TENNECO INC Common Stock 880349105 12 685 SH SOLE 0 0 685 TESLA INC Common Stock 88160R101 153 576 SH SOLE 0 0 576 TEXAS INSTRUMENTS Common Stock 882508104 35 224 SH SOLE 0 0 224 THERMO FISHER Common Stock 883556102 73 143 SH SOLE 0 0 143 TJX COS Common Stock 872540109 12 200 SH SOLE 0 0 200 TRANE TECHNOLOGIES Common Stock G8994E103 0 3 SH SOLE 0 0 3 TWIN DISC Common Stock 901476101 1 66 SH SOLE 0 0 66 U S BANCORP DE Common Stock 902973304 12 305 SH SOLE 0 0 305 UNILEVER PLC Common Stock 904767704 18 400 SH SOLE 0 0 400 UNION PACIFIC CORP Common Stock 907818108 44 225 SH SOLE 0 0 225 UNITED AIRLINES Common Stock 910047109 7 222 SH SOLE 0 0 222 UNITED PARCEL Common Stock 911312106 106 655 SH SOLE 0 0 655 UNITEDHEALTH GROUP Common Stock 91324P102 22 44 SH SOLE 0 0 44 VAIL RESORTS Common Stock 91879Q109 11 50 SH SOLE 0 0 50 VALERO ENERGY Common Stock 91913Y100 31 293 SH SOLE 0 0 293 VANECK GOLD MF Closed and MF Open 92189F106 13 538 SH SOLE 0 0 538 VANECK JR MF Closed and MF Open 92189F791 1 28 SH SOLE 0 0 28 VANECK RUSSIA MF Closed and MF Open 92189F403 0 1700 SH SOLE 0 0 1700 VANECK VIETNAM MF Closed and MF Open 92189F817 10 778 SH SOLE 0 0 778 VANGUARD DIVIDEND MF Closed and MF Open 921908844 9508 70345 SH SOLE 0 0 70345 VANGUARD FSTE MF Closed and MF Open 922042858 7 197 SH SOLE 0 0 197 VANGUARD FTSE MF Closed and MF Open 922042718 927 9987 SH SOLE 0 0 9987 VANGUARD FTSE MF Closed and MF Open 922042775 6 125 SH SOLE 0 0 125 VANGUARD FTSE MF Closed and MF Open 922042866 7 129 SH SOLE 0 0 129 VANGUARD FTSE MF Closed and MF Open 922042874 7 148 SH SOLE 0 0 148 VANGUARD GROWTH MF Closed and MF Open 922908736 3505 16383 SH SOLE 0 0 16383 VANGUARD INFORMATION MF Closed and MF Open 92204A702 14 44 SH SOLE 0 0 44 VANGUARD INTERMEDIATE MF Closed and MF Open 92206C870 1 16 SH SOLE 0 0 16 VANGUARD MID MF Closed and MF Open 922908512 1 10 SH SOLE 0 0 10 VANGUARD MID MF Closed and MF Open 922908629 31 163 SH SOLE 0 0 163 VANGUARD REAL MF Closed and MF Open 922908553 4 47 SH SOLE 0 0 47 VANGUARD RUSSELL MF Closed and MF Open 92206C730 26 158 SH SOLE 0 0 158 VANGUARD S&P MF Closed and MF Open 922908363 124 377 SH SOLE 0 0 377 VANGUARD SMALL MF Closed and MF Open 922908595 16 80 SH SOLE 0 0 80 VANGUARD SMALL MF Closed and MF Open 922908611 24 168 SH SOLE 0 0 168 VANGUARD SMALL MF Closed and MF Open 922908751 204 1192 SH SOLE 0 0 1192 VANGUARD TOTAL MF Closed and MF Open 921937835 8 118 SH SOLE 0 0 118 VANGUARD TOTAL MF Closed and MF Open 922908769 999 5567 SH SOLE 0 0 5567 VANGUARD VALUE MF Closed and MF Open 922908744 91 734 SH SOLE 0 0 734 VERIZON COMMUNICATIONS Common Stock 92343V104 83 2184 SH SOLE 0 0 2184 VERTEX PHARMACEUTICALS Common Stock 92532F100 14 50 SH SOLE 0 0 50 VICTORYSHARES US MF Closed and MF Open 92647N873 978 21112 SH SOLE 0 0 21112 VISA INC Common Stock 92826C839 68 380 SH SOLE 0 0 380 VMWARE INC Common Stock 928563402 1 8 SH SOLE 0 0 8 W P CAREY Common Stock 92936U109 685 9814 SH SOLE 0 0 9814 WALGREENS BOOTS Common Stock 931427108 2 50 SH SOLE 0 0 50 WALMART INC Common Stock 931142103 19 147 SH SOLE 0 0 147 WALT DISNEY Common Stock 254687106 39 412 SH SOLE 0 0 412 WARNER BROS Common Stock 934423104 10 835 SH SOLE 0 0 835 WASTE MANAGEMENT Common Stock 94106L109 58 365 SH SOLE 0 0 365 WATTS WATER Common Stock 942749102 13 100 SH SOLE 0 0 100 WEC ENERGY Common Stock 92939U106 182 2032 SH SOLE 0 0 2032 WELLTOWER INC Common Stock 95040Q104 45 700 SH SOLE 0 0 700 WENDYS CO Common Stock 95058W100 1 27 SH SOLE 0 0 27 WHEATON PRECIOUS Common Stock 962879102 31 945 SH SOLE 0 0 945 WHIRLPOOL CORP Common Stock 963320106 6 43 SH SOLE 0 0 43 WISDOMTREE EMERGING MF Closed and MF Open 97717W315 79 2440 SH SOLE 0 0 2440 WISDOMTREE EMERGING MF Closed and MF Open 97717X578 523 21247 SH SOLE 0 0 21247 WISDOMTREE INTL MF Closed and MF Open 97717W760 884 17185 SH SOLE 0 0 17185 WISDOMTREE TRUST MF Closed and MF Open 97717X594 76 2121 SH SOLE 0 0 2121 WISDOMTREE TRUST MF Closed and MF Open 97717X669 26 476 SH SOLE 0 0 476 WISDOMTREE U S MF Closed and MF Open 97717W109 32 596 SH SOLE 0 0 596 WISDOMTREE U S MF Closed and MF Open 97717W307 19744 357289 SH SOLE 0 0 357289 WISDOMTREE U S MF Closed and MF Open 97717W505 16381 434847 SH SOLE 0 0 434847 WISDOMTREE U S MF Closed and MF Open 97717W562 20 505 SH SOLE 0 0 505 WISDOMTREE U S MF Closed and MF Open 97717W604 1526 59269 SH SOLE 0 0 59269 WISDOMTREE US MF Closed and MF Open 97717X651 20 546 SH SOLE 0 0 546 WISDOMTREE YIELD MF Closed and MF Open 97717Y808 23 495 SH SOLE 0 0 495 WORLD WRESTLING Common Stock 98156Q108 14 200 SH SOLE 0 0 200 WRAP TECHNOLOGIES Common Stock 98212N107 5 3000 SH SOLE 0 0 3000 X TRACKERS MF Closed and MF Open 233051143 19 586 SH SOLE 0 0 586 X TRACKERS MF Closed and MF Open 233051200 1846 55128 SH SOLE 0 0 55128 X TRACKERS MF Closed and MF Open 233051432 21 632 SH SOLE 0 0 632 X TRACKERS MF Closed and MF Open 233051846 1 42 SH SOLE 0 0 42 YUM BRANDS INC Common Stock 988498101 19 178 SH SOLE 0 0 178 ZEDGE INC Common Stock 98923T104 0 62 SH SOLE 0 0 62 ZIM INTEGRATED Common Stock M9T951109 4 176 SH SOLE 0 0 176 ZIMMER BIOMET Common Stock 98956P102 4 40 SH SOLE 0 0 40 ZIMVIE INC Common Stock 98888T107 0 4 SH SOLE 0 0 4 ZOOM VIDEO Common Stock 98980L101 1 20 SH SOLE 0 0 20