Lmg Wealth Partners, LLC Portfolio Holdings

Lmg Wealth Partners, LLC

  • $459 Billion
  • Q4 2024

Lmg Wealth Partners, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $459 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $34.7B, Apple Inc. with a value of $18.4B, Walmart Inc. with a value of $16B, Vanguard Small Cap Value ETF with a value of $14.9B, and Microsoft Corp with a value of $14.4B.

Examining the 13F form we can see an increase of $22B in the current position value, from $437B to 459B.

Lmg Wealth Partners, LLC is based out at Shreveport, LA

Below you can find more details about Lmg Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $459 Billion
ETFs: $174 Billion
Financial Services: $45.2 Billion
Technology: $45.1 Billion
Industrials: $45.1 Billion
Consumer Defensive: $38.6 Billion
Consumer Cyclical: $35.5 Billion
Healthcare: $25.1 Billion
Energy: $21 Billion
Other: $26.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.7 Billion 7.56% of portfolio
341,616
Q4 2024 Added 0.33%
$3.94T
$18.4 Billion 4.01% of portfolio
73,463
Q4 2024 Reduced 0.18%
$282B
$16 Billion 3.48% of portfolio
176,887
Q4 2024 Added 0.82%
$0
$14.9 Billion 3.25% of portfolio
75,176
Q4 2024 Reduced 0.5%
$3.09T
$14.4 Billion 3.14% of portfolio
34,209
Q4 2024 Added 1.23%
$0
$12.9 Billion 2.82% of portfolio
44,928
Q4 2024 Reduced -0.0%
$0
$12.8 Billion 2.8% of portfolio
101,232
Q4 2024 Reduced 0.42%
$0
$11.3 Billion 2.47% of portfolio
116,781
Q4 2024 Reduced 0.64%
$33.2B
$10.7 Billion 2.34% of portfolio
90,807
Q4 2024 Added 0.84%
$308B
$10.1 Billion 2.21% of portfolio
70,047
Q4 2024 Added 2.85%
$0
$9.71 Billion 2.12% of portfolio
16,568
Q2 2024 Added 0.05%
$2.31T
$8.67 Billion 1.89% of portfolio
39,533
Q4 2024 Reduced 0.01%
$0
$8.66 Billion 1.89% of portfolio
45,382
Q4 2024 Added 0.18%
$41.5B
$8.54 Billion 1.86% of portfolio
72,024
Q4 2024 Added 1.52%
$184B
$7.79 Billion 1.7% of portfolio
67,358
Q4 2024 Added 0.12%
$0
$7.63 Billion 1.66% of portfolio
65,607
Q4 2024 Added 0.53%
$0
$7.23 Billion 1.58% of portfolio
57,830
Q4 2024 Added 0.2%
$0
$7.15 Billion 1.56% of portfolio
238,152
Q4 2024 Added 2.05%
$201B
$7.17 Billion 1.56% of portfolio
47,164
Q4 2024 Added 3.31%
$460B
$7.07 Billion 1.54% of portfolio
65,704
Q4 2024 Added 0.83%
$73.6B
$6.91 Billion 1.51% of portfolio
55,734
Q4 2024 Added 0.22%
$0
$6.31 Billion 1.38% of portfolio
51,081
Q4 2024 New
$34.3B
$6.18 Billion 1.35% of portfolio
39,781
Q3 2024 Reduced 0.33%
$70B
$6.09 Billion 1.33% of portfolio
127,287
Q4 2024 Added 0.68%
$66B
$5.97 Billion 1.3% of portfolio
57,726
Q4 2024 Added 0.2%
$153B
$5.97 Billion 1.3% of portfolio
24,191
Q4 2024 Added 1.1%
$0
$5.76 Billion 1.26% of portfolio
64,702
Q4 2024 Added 1.19%
$628B
$5.49 Billion 1.2% of portfolio
12,121
Q4 2024 Added 0.12%
$130B
$5.44 Billion 1.19% of portfolio
18,586
Q4 2024 Added 0.45%
$0
$5.43 Billion 1.18% of portfolio
110,672
Q4 2024 Reduced 2.6%
$222B
$5.36 Billion 1.17% of portfolio
18,479
Q4 2024 Added 2.22%
$0
$5.02 Billion 1.09% of portfolio
38,207
Q4 2024 Reduced 0.16%
$0
$4.76 Billion 1.04% of portfolio
40,312
Q4 2024 Added 1.96%
$41.7B
$4.74 Billion 1.03% of portfolio
78,319
Q3 2024 Added 0.05%
$69.4B
$4.63 Billion 1.01% of portfolio
16,464
Q3 2024 Reduced 23.67%
$35.8B
$4.46 Billion 0.97% of portfolio
58,330
Q4 2024 Added 1.74%
$413B
$4.03 Billion 0.88% of portfolio
27,869
Q4 2024 Added 2.35%
$1.14T
$3.99 Billion 0.87% of portfolio
9,875
Q4 2024 New
$34.4B
$3.97 Billion 0.86% of portfolio
74,245
Q4 2024 New
$349B
$3.86 Billion 0.84% of portfolio
21,741
Q4 2024 Added 3.92%
$186B
$3.59 Billion 0.78% of portfolio
9,892
Q4 2024 Added 0.69%
$0
$3.55 Billion 0.77% of portfolio
61,192
Q4 2024 Added 0.22%
$111B
$3.36 Billion 0.73% of portfolio
12,157
Q4 2024 Added 5.67%
$0
$3.14 Billion 0.69% of portfolio
38,966
Q4 2024 Reduced 61.41%
$819B
$3.13 Billion 0.68% of portfolio
13,045
Q4 2024 Added 0.7%
$395B
$2.99 Billion 0.65% of portfolio
17,857
Q4 2024 Added 3.71%
Celestica Inc
-
$2.93 Billion 0.64% of portfolio
-
Q4 2024 Added 2.24%
$25.3B
$2.9 Billion 0.63% of portfolio
57,457
Q4 2024 Added 9.58%
$123B
$2.85 Billion 0.62% of portfolio
8,586
Q4 2024 Reduced 4.24%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $459 Billion
  • Prior Value $437 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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