0001104659-23-012470.txt : 20230208 0001104659-23-012470.hdr.sgml : 20230208 20230208113636 ACCESSION NUMBER: 0001104659-23-012470 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230208 DATE AS OF CHANGE: 20230208 EFFECTIVENESS DATE: 20230208 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: 23597807 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 X0202 13F-HR LIVE false false false 0001827261 XXXXXXXX 12-31-2022 12-31-2022 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 02-08-2023 0 434 339439460 INFORMATION TABLE 2 infotable.xml 1895 BANCORP Common Stock 28253R105 15460 1546 SH SOLE 0 0 1546 3M COMPANY Common Stock 88579Y101 59564 497 SH SOLE 0 0 497 ABBOTT LABORATORIES Common Stock 002824100 42661 389 SH SOLE 0 0 389 ABBVIE INC Common Stock 00287Y109 129052 799 SH SOLE 0 0 799 ACCENTURE PLC Common Stock G1151C101 10407 39 SH SOLE 0 0 39 ACCO BRANDS Common Stock 00081T108 101 18 SH SOLE 0 0 18 ADOBE INC Common Stock 00724F101 8413 25 SH SOLE 0 0 25 ADVANCE AUTO Common Stock 00751Y106 7352 50 SH SOLE 0 0 50 ADVANCED MICRO Common Stock 007903107 10234 158 SH SOLE 0 0 158 AFLAC INC Common Stock 001055102 23884 332 SH SOLE 0 0 332 AGNICO-EAGLE Common Stock 008474108 3951 76 SH SOLE 0 0 76 AIRBNB INC Common Stock 009066101 5130 60 SH SOLE 0 0 60 ALBEMARLE CORP Common Stock 012653101 6072 28 SH SOLE 0 0 28 ALIBABA GROUP Common Stock 01609W102 12597 143 SH 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0 117178 SPDR PORTFOLIO MF Closed and MF Open 78464A474 212182 7222 SH SOLE 0 0 7222 SPDR PORTFOLIO MF Closed and MF Open 78464A508 3407970 87631 SH SOLE 0 0 87631 SPDR PORTFOLIO MF Closed and MF Open 78464A649 1622996 64584 SH SOLE 0 0 64584 SPDR PORTFOLIO MF Closed and MF Open 78464A805 9678559 204664 SH SOLE 0 0 204664 SPDR PORTFOLIO MF Closed and MF Open 78464A847 5733766 134912 SH SOLE 0 0 134912 SPDR PORTFOLIO MF Closed and MF Open 78464A854 41409581 920622 SH SOLE 0 0 920622 SPDR PORTFOLIO MF Closed and MF Open 78468R853 2782978 75277 SH SOLE 0 0 75277 SPDR S&P MF Closed and MF Open 78462F103 187008 489 SH SOLE 0 0 489 SPDR S&P MF Closed and MF Open 78467Y107 11513 26 SH SOLE 0 0 26 SPDR S&P MF Closed and MF Open 78468R705 54160 324 SH SOLE 0 0 324 SPDR SERIES MF Closed and MF Open 78464A102 15015 155 SH SOLE 0 0 155 SPDR SERIES MF Closed and MF Open 78464A201 167308 2316 SH SOLE 0 0 2316 SPDR SERIES MF Closed and MF Open 78464A300 387057 5215 SH SOLE 0 0 5215 SPDR SERIES MF Closed and MF Open 78464A763 101965 815 SH SOLE 0 0 815 SPDR SERIES MF Closed and MF Open 78464A821 3512221 53753 SH SOLE 0 0 53753 SPDR SERIES MF Closed and MF Open 78464A839 3784778 58479 SH SOLE 0 0 58479 SPDR SSGA MF Closed and MF Open 78468R887 2380805 22116 SH SOLE 0 0 22116 SPROTT PHYSICAL MF Closed and MF Open 85208R101 17930 1000 SH SOLE 0 0 1000 STEM INC Common Stock 85859N102 6258 700 SH SOLE 0 0 700 SUNCOR ENERGY Common Stock 867224107 9075 286 SH SOLE 0 0 286 SYSCO CORP Common Stock 871829107 7645 100 SH SOLE 0 0 100 TAKE-TWO INTERACTIVE Common Stock 874054109 1250 12 SH SOLE 0 0 12 TARGET CORP Common Stock 87612E106 14457 97 SH SOLE 0 0 97 TERADYNE INC Common Stock 880770102 7425 85 SH SOLE 0 0 85 TESLA INC Common Stock 88160R101 56540 459 SH SOLE 0 0 459 TEXAS INSTRUMENTS Common Stock 882508104 32383 196 SH SOLE 0 0 196 THE REALREAL Common Stock 88339P101 4375 3500 SH SOLE 0 0 3500 THERMO FISHER Common Stock 883556102 71039 129 SH SOLE 0 0 129 TJX COS Common Stock 872540109 15920 200 SH SOLE 0 0 200 TWIN DISC Common Stock 901476101 642 66 SH SOLE 0 0 66 UNILEVER PLC Common Stock 904767704 20140 400 SH SOLE 0 0 400 UNION PACIFIC CORP Common Stock 907818108 41414 200 SH SOLE 0 0 200 UNITED AIRLINES Common Stock 910047109 8369 222 SH SOLE 0 0 222 UNITED PARCEL Common Stock 911312106 111258 640 SH SOLE 0 0 640 UNITEDHEALTH GROUP Common Stock 91324P102 45595 86 SH SOLE 0 0 86 VAIL RESORTS Common Stock 91879Q109 11918 50 SH SOLE 0 0 50 VALERO ENERGY Common Stock 91913Y100 23089 182 SH SOLE 0 0 182 VANECK GOLD MF Closed and MF Open 92189F106 7423 259 SH SOLE 0 0 259 VANECK JR MF Closed and MF Open 92189F791 998 28 SH SOLE 0 0 28 VANECK RUSSIA MF Closed and MF Open 92189F403 9605 1700 SH SOLE 0 0 1700 VANECK VIETNAM MF Closed and MF Open 92189F817 9298 785 SH SOLE 0 0 785 VANGUARD DIVIDEND MF Closed and MF Open 921908844 10943893 72070 SH SOLE 0 0 72070 VANGUARD EXTENDED MF Closed and MF Open 922908652 10230 77 SH SOLE 0 0 77 VANGUARD FSTE MF Closed and MF Open 922042858 59055 1515 SH SOLE 0 0 1515 VANGUARD FTSE MF Closed and MF Open 921943858 185885 4429 SH SOLE 0 0 4429 VANGUARD FTSE MF Closed and MF Open 922042718 864838 8412 SH SOLE 0 0 8412 VANGUARD FTSE MF Closed and MF Open 922042775 7521 150 SH SOLE 0 0 150 VANGUARD FTSE MF Closed and MF Open 922042866 8301 129 SH SOLE 0 0 129 VANGUARD FTSE MF Closed and MF Open 922042874 8205 148 SH SOLE 0 0 148 VANGUARD GROWTH MF Closed and MF Open 922908736 6207156 29127 SH SOLE 0 0 29127 VANGUARD HIGH MF Closed and MF Open 921946406 66549 615 SH SOLE 0 0 615 VANGUARD INFORMATION MF Closed and MF Open 92204A702 14054 44 SH SOLE 0 0 44 VANGUARD INTERMEDIATE MF Closed and MF Open 921937819 35302 475 SH SOLE 0 0 475 VANGUARD INTERMEDIATE MF Closed and MF Open 92206C870 775 10 SH SOLE 0 0 10 VANGUARD MID MF Closed and MF Open 922908629 27373 134 SH SOLE 0 0 134 VANGUARD REAL MF Closed and MF Open 922908553 3877 47 SH SOLE 0 0 47 VANGUARD RUSSELL MF Closed and MF Open 92206C730 27533 158 SH SOLE 0 0 158 VANGUARD S&P MF Closed and MF Open 922908363 121915 347 SH SOLE 0 0 347 VANGUARD SHORT MF Closed and MF Open 921937827 78291 1040 SH SOLE 0 0 1040 VANGUARD SHORT MF Closed and MF Open 92206C409 57144 760 SH SOLE 0 0 760 VANGUARD SMALL MF Closed and MF Open 922908595 16043 80 SH SOLE 0 0 80 VANGUARD SMALL MF Closed and MF Open 922908611 26678 168 SH SOLE 0 0 168 VANGUARD SMALL MF Closed and MF Open 922908751 211989 1155 SH SOLE 0 0 1155 VANGUARD TOTAL MF Closed and MF Open 921937835 10776 150 SH SOLE 0 0 150 VANGUARD TOTAL MF Closed and MF Open 922908769 1072194 5608 SH SOLE 0 0 5608 VANGUARD VALUE MF Closed and MF Open 922908744 183397 1307 SH SOLE 0 0 1307 VERIZON COMMUNICATIONS Common Stock 92343V104 76554 1943 SH SOLE 0 0 1943 VICTORYSHARES US MF Closed and MF Open 92647N873 1074411 20830 SH SOLE 0 0 20830 VICTORYSHARES USAA MF Closed and MF Open 92647N527 121062 2661 SH SOLE 0 0 2661 VISA INC Common Stock 92826C839 78949 380 SH SOLE 0 0 380 VMWARE INC Common Stock 928563402 982 8 SH SOLE 0 0 8 W P CAREY Common Stock 92936U109 286478 3666 SH SOLE 0 0 3666 WALGREENS BOOTS Common Stock 931427108 232192 6215 SH SOLE 0 0 6215 WALMART INC Common Stock 931142103 20779 147 SH SOLE 0 0 147 WALT DISNEY Common Stock 254687106 170901 1967 SH SOLE 0 0 1967 WARNER BROS Common Stock 934423104 1005 106 SH SOLE 0 0 106 WASTE MANAGEMENT Common Stock 94106L109 57261 365 SH SOLE 0 0 365 WATTS WATER Common Stock 942749102 14623 100 SH SOLE 0 0 100 WEC ENERGY Common Stock 92939U106 338131 3606 SH SOLE 0 0 3606 WELLTOWER INC Common Stock 95040Q104 45885 700 SH SOLE 0 0 700 WENDYS CO Common Stock 95058W100 611 27 SH SOLE 0 0 27 WHEATON PRECIOUS Common Stock 962879102 13483 345 SH SOLE 0 0 345 WISDOMTREE EMERGING MF Closed and MF Open 97717W315 86962 2440 SH SOLE 0 0 2440 WISDOMTREE EMERGING MF Closed and MF Open 97717X578 991322 37156 SH SOLE 0 0 37156 WISDOMTREE FLOATING MF Closed and MF Open 97717Y527 39814 792 SH SOLE 0 0 792 WISDOMTREE INTL MF Closed and MF Open 97717W760 875022 15097 SH SOLE 0 0 15097 WISDOMTREE INTL MF Closed and MF Open 97717X131 57853 1890 SH SOLE 0 0 1890 WISDOMTREE TRUST MF Closed and MF Open 97717X594 75571 2121 SH SOLE 0 0 2121 WISDOMTREE TRUST MF Closed and MF Open 97717X669 28731 476 SH SOLE 0 0 476 WISDOMTREE U S MF Closed and MF Open 97717W109 36147 596 SH SOLE 0 0 596 WISDOMTREE U S MF Closed and MF Open 97717W307 22034198 355677 SH SOLE 0 0 355677 WISDOMTREE U S MF Closed and MF Open 97717W505 19194105 466556 SH SOLE 0 0 466556 WISDOMTREE U S MF Closed and MF Open 97717W562 21508 505 SH SOLE 0 0 505 WISDOMTREE U S MF Closed and MF Open 97717W604 1653268 58132 SH SOLE 0 0 58132 WISDOMTREE US MF Closed and MF Open 97717X651 21955 546 SH SOLE 0 0 546 WORLD WRESTLING Common Stock 98156Q108 13704 200 SH SOLE 0 0 200 WRAP TECHNOLOGIES Common Stock 98212N107 5070 3000 SH SOLE 0 0 3000 X TRACKERS MF Closed and MF Open 233051143 20252 586 SH SOLE 0 0 586 X TRACKERS MF Closed and MF Open 233051200 551101 17099 SH SOLE 0 0 17099 X TRACKERS MF Closed and MF Open 233051432 21305 632 SH SOLE 0 0 632 YUM BRANDS INC Common Stock 988498101 22798 178 SH SOLE 0 0 178 ZIM INTEGRATED Common Stock M9T951109 3025 176 SH SOLE 0 0 176 ZIMMER BIOMET Common Stock 98956P102 5100 40 SH SOLE 0 0 40 ZIMVIE INC Common Stock 98888T107 37 4 SH SOLE 0 0 4 ZOETIS INC Common Stock 98978V103 29310 200 SH SOLE 0 0 200 ZOOM VIDEO Common Stock 98980L101 1355 20 SH SOLE 0 0 20