IAG Wealth Partners, LLC [Rocket]

Holdings

IAG Wealth Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	STIP	Common	0	-850	0	-82,416,000	0.00	0.00	Hist	06/30/2023
Vanguard BD Index Fund Inc Sho	BSV	COM	0	-1,040	0	-78,291,000	0.00	0.00	Hist	06/30/2023
iSHARES TRUST	LQD	OPTIONS	0	-685	0	-72,220,000	0.00	0.00	Hist	06/30/2023
EVEREST RE GROUP LTD	RE	Common	0	-208	0	-68,959,000	0.00	0.00	Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VCSH	Common	0	-760	0	-57,144,000	0.00	0.00	Hist	06/30/2023
SPDR SERIES TRUST	MMTM	Common	0	-324	0	-54,160,000	0.00	0.00	Hist	06/30/2023
iSHARES TRUST	FTY	Common	0	-1,034	0	-51,131,000	0.00	0.00	Hist	06/30/2023
LOCKHEED MARTIN CORP	LMT	Common	0	-105	0	-51,043,000	0.00	0.00	Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHP	Common	0	-970	0	-50,236,000	0.00	0.00	Hist	06/30/2023
iSHARES TRUST	IXUS	Common	0	-625	0	-36,175,000	0.00	0.00	Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BIV	Common	0	-475	0	-35,302,000	0.00	0.00	Hist	06/30/2023
Global X Funds	EMFM	Common	0	-1,530	0	-27,979,000	0.00	0.00	Hist	06/30/2023
iSHARES TRUST	PFF	OPTIONS	0	-835	0	-25,493,000	0.00	0.00	Hist	06/30/2023
AFLAC INC	AFL	Common	0	-332	0	-23,884,000	0.00	0.00	Hist	06/30/2023
Wisdom Tree Asset Management Inc	EES	Common	0	-505	0	-21,508,000	0.00	0.00	Hist	06/30/2023
DBX ETF TRUST	HYLB	Common	0	-632	0	-21,305,000	0.00	0.00	Hist	06/30/2023
iSHARES TRUST	EEM	Common	0	-522	0	-19,784,000	0.00	0.00	Hist	06/30/2023
NUVEEN PFD INCOME OPPRTNY FD	JPC	COM	0	-2,711	0	-19,736,000	0.00	0.00	Hist	06/30/2023
GILEAD SCIENCES, INC.	GILD	Common	0	-196	0	-16,827,000	0.00	0.00	Hist	06/30/2023
ICICI BANK LTD	IBN	ADR	0	-710	0	-15,542,000	0.00	0.00	Hist	06/30/2023
Aon plc	AON	Common Stock	0	-40	0	-12,006,000	0.00	0.00	Hist	06/30/2023
HERSHEY CO	HSY	Common	0	-50	0	-11,579,000	0.00	0.00	Hist	06/30/2023
MARSH & MCLENNAN COMPANIES, INC.	MMC	Common	0	-65	0	-10,756,000	0.00	0.00	Hist	06/30/2023
Accenture plc	ACN	COM	0	-39	0	-10,407,000	0.00	0.00	Hist	06/30/2023
iSHARES TRUST	EFG	MSCI GRW IDX	0	-120	0	-10,051,000	0.00	0.00	Hist	06/30/2023
VANECK VECTORS ETF TR RUSSIA	RSX	STOCK	0	-1,700	0	-9,605,000	0.00	0.00	Hist	06/30/2023
DEVON ENERGY CORP/DE	DVN	Common	0	-150	0	-9,227,000	0.00	0.00	Hist	06/30/2023
SUNCOR ENERGY INC	SU	COM	0	-286	0	-9,075,000	0.00	0.00	Hist	06/30/2023
Lyft, Inc.	LYFT	CL A COM	0	-600	0	-6,612,000	0.00	0.00	Hist	06/30/2023
iSHARES TRUST	HEFA	Common	0	-238	0	-6,426,000	0.00	0.00	Hist	06/30/2023
MOLINA HEALTHCARE, INC.	MOH	COM	0	-18	0	-5,944,000	0.00	0.00	Hist	06/30/2023
Artisan Partners Asset Management Inc.	APAM	Common	0	-200	0	-5,940,000	0.00	0.00	Hist	06/30/2023
Fortinet, Inc.	FTNT	COM	0	-107	0	-5,231,000	0.00	0.00	Hist	06/30/2023
LIN Media LLC	LIN	COMMON STOCK	0	-16	0	-5,219,000	0.00	0.00	Hist	06/30/2023
CADENCE DESIGN SYSTEMS INC	CDNS	Common	0	-32	0	-5,140,000	0.00	0.00	Hist	06/30/2023
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