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Jennifer Von Ruden

@Iag Wealth Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$540.975MTotal holdings490
Assets growth rate8.71%Assets growth rate (2-Q avg)7.8%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Iag Wealth Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 490 positions.

Assets under management

The assets under management (AUM) of Iag Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 540.975M in assets, with a quarterly growth rate of 8.71% and a 2-quarter average growth rate of 7.8%. The portfolio is managed by Jennifer Von Ruden, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Portfolio
Recent Activity
Decreased -0.2%
8.98%
$48.557M
719,253 shares@ $67.51 avg price
IVVIshares Core
Recent Activity
Decreased -2.34%
4.54%
$24.544M
42,551 shares@ $576.82 avg price
GSIEGoldman Sachs
Recent Activity
Decreased -1%
3.68%
$19.892M
549,948 shares@ $36.17 avg price
VUGVanguard Growth
Recent Activity
Decreased -6.41%
3.07%
$16.576M
43,173 shares@ $383.94 avg price
JMUBJp Morgan
Recent Activity
Decreased -0.6%
2.81%
$15.192M
296,315 shares@ $51.28 avg price
SPTMSpdr Portfolio
Recent Activity
Decreased -5.26%
2.26%
$12.194M
174,050 shares@ $70.06 avg price
CWISpdr Msci
Recent Activity
Decreased -1.65%
1.92%
$10.36M
340,329 shares@ $30.44 avg price
VIGVanguard Dividend
Recent Activity
Decreased -5.11%
1.38%
$7.451M
37,621 shares@ $198.07 avg price
SPHQInvesco Exchange
Recent Activity
Decreased -5.9%
1.29%
$6.976M
103,698 shares@ $67.28 avg price
SPYGSpdr Portfolio
Recent Activity
Decreased -7.83%
1.18%
$6.35M
76,559 shares@ $82.94 avg price