StockDriftsStockDriftsTop 50 IAG Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | STATE STREET | 7.23% | 846.2K | $64.8M | +4.17%(+33.91K) | $50.61(+72.63%) | 2026-03-31 | |
| JBND | JPMORGAN ACTIVE | 6.66% | 1.11M | $59.7M | -7.60%(-91.22K) | $53.19(+0.26%) | 2026-03-31 | |
| MMIT | NYLI MACKAY | 5.13% | 1.91M | $45.9M | +3.64%(+66.88K) | $24.47(-0.89%) | 2026-03-31 | |
| AVIV | AVANTIS INTL | 4.85% | 580.5K | $43.4M | +7.21%(+39.02K) | $55.74(+42.65%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS | 4.55% | 325.5K | $40.7M | -0.73%(-2.40K) | $77.63(+81.06%) | 2026-03-31 | |
| DLN | WISDOMTREE U S | 3.98% | 399.2K | $35.7M | +2.21%(+8.62K) | $54.30(+74.60%) | 2026-03-31 | |
| DIVB | ISHARES CORE | 3.14% | 522.2K | $28.2M | -0.72%(-3.78K) | $49.22(+18.36%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS | 3.12% | 647.8K | $27.9M | +7.88%(+47.32K) | $30.50(+49.66%) | 2026-03-31 | |
| DON | WISDOMTREE U S | 2.94% | 500.7K | $26.3M | +1.52%(+7.50K) | $34.87(+56.37%) | 2026-03-31 | |
| IVV | ISHARES CORE | 2.79% | 38.3K | $25.0M | -0.21%(-82) | $332.57(+124.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.13% | +40.97% |
| Top 20 Holdings Unweighted | +12.40% | +41.99% |
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