Holdings
IAG Wealth Partners, LLC
As of Jun 30, 2026, IAG Wealth Partners, LLC reported 254 positions worth US$22.9M. Largest: Berkshire Hathaway Inc., Johnson & Johnson and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 4,812 | US$2.41M | −37 | Jun 30, 2026 |
| Johnson & Johnson | 6,814 | US$1.73M | −280 | Jun 30, 2026 |
| Apple Inc | 5,689 | US$1.65M | −173 | Jun 30, 2026 |
| Wec Energy Group, Inc. | 12,638 | US$1.48M | −553 | Jun 30, 2026 |
| Nvidia Corporation | 4,275 | US$855K | −200 | Jun 30, 2026 |
| Microsoft Corp. | 2,236 | US$834K | −29 | Jun 30, 2026 |
| Boeing Company (the) | 3,464 | US$750K | −17 | Jun 30, 2026 |
| Eli Lilly And Company | 612 | US$734K | +150 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,530 | US$547K | +69 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,922 | US$458K | +239 | Jun 30, 2026 |