Lmg Wealth Partners, LLC Purchases in Q4 2024

Lmg Wealth Partners, LLC

  • $459 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XMMO
Invesco Exchange Traded Fd Tr

ETFs
51.1K
New
$119.61 - $136.3 $6.11M - $6.96M
51.1K $6.31B
TSLA
Tesla, Inc.

Consumer Cyclical
9.88K
New
$213.65 - $479.86 $2.11M - $4.74M
9.88K $3.99B
O
Realty Income Corp

Real Estate
74.2K
New
$51.76 - $64.71 $3.84M - $4.8M
74.2K $3.97B
BSM
Black Stone Minerals, L.P.

Energy
150K
New
$13.86 - $15.57 $2.08M - $2.34M
150K $2.19B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.11K
+ 0.33%
$94.43 - $105.47 $105K - $117K
342K $34.7B
WMT
Walmart Inc.

Consumer Defensive
1.45K
+ 0.82%
$79.1 - $95.7 $114K - $138K
177K $16B
TGT
Target Corp

Consumer Defensive
10.6K
New
$121.59 - $160.69 $1.29M - $1.71M
10.6K $1.44B
QTWO
Q2 Holdings, Inc.

Technology
14.3K
New
$77.81 - $110.85 $1.11M - $1.58M
14.3K $1.44B
Celestica Inc
696
+ 2.24%
N/A
31.8K $2.93B
ET
Energy Transfer LP

Energy
59.9K
New
$16.05 - $19.86 $961K - $1.19M
59.9K $1.17B
CAH
Cardinal Health Inc

Healthcare
756
+ 0.84%
$107.89 - $125.33 $81.6K - $94.7K
90.8K $10.7B
CRM
Salesforce, Inc.

Technology
368
+ 6.7%
$270.87 - $367.87 $99.7K - $135K
5.86K $1.96B
VFH
Vanguard Financial ETF

ETFs
775
+ 1.96%
$108.87 - $126.2 $84.4K - $97.8K
40.3K $4.76B
SKYW
Skywest Inc

Industrials
1.33K
+ 7.14%
$83.51 - $115.11 $111K - $153K
19.9K $1.99B
EAT
Brinker International, Inc

Consumer Cyclical
3.03K
New
$78.76 - $137.19 $238K - $415K
3.03K $400M
JPM
Jpmorgan Chase & CO

Financial Services
91
+ 0.7%
$205.18 - $250.29 $18.7K - $22.8K
13K $3.13B
GOOGL
Alphabet Inc.

Communication Services
569
+ 5.4%
$161.86 - $196.66 $92.1K - $112K
11.1K $2.1B
GOOG
Alphabet Inc.

Communication Services
64
+ 0.45%
$163.08 - $198.16 $10.4K - $12.7K
14.2K $2.7B
OKTA
Okta, Inc.

Technology
2.97K
+ 15.23%
$71.81 - $86.11 $214K - $256K
22.5K $1.77B
ADP
Automatic Data Processing Inc

Industrials
84
+ 0.45%
$280.08 - $307.97 $23.5K - $25.9K
18.6K $5.44B
USB
Us Bancorp \De\

Financial Services
857
+ 0.68%
$43.98 - $53.66 $37.7K - $46K
127K $6.09B
STRL
Sterling Construction CO Inc

Industrials
377
+ 3.67%
$142.94 - $199.03 $53.9K - $75K
10.6K $1.79B
PDCO
Patterson Companies, Inc.

Healthcare
9.19K
New
$19.57 - $31.4 $180K - $289K
9.19K $284M
BMY
Bristol Myers Squibb CO

Healthcare
923
+ 2.03%
$51.92 - $59.94 $47.9K - $55.3K
46.4K $2.63B
CSCO
Cisco Systems, Inc.

Technology
412
+ 1.11%
$52.45 - $60.02 $21.6K - $24.7K
37.6K $2.22B
SPG
Simon Property Group Inc

Real Estate
1.37K
New
$167.23 - $183.84 $228K - $251K
1.37K $235M
CAAP
Corporacion America Airports S.A.

Industrials
6.67K
+ 7.86%
$17.33 - $20.67 $116K - $138K
91.5K $1.71B
ANF
Abercrombie & Fitch CO

Consumer Cyclical
791
+ 7.47%
$131.26 - $163.78 $104K - $130K
11.4K $1.7B
META
Meta Platforms, Inc.

Communication Services
343
New
$554.08 - $632.68 $190K - $217K
343 $201M
GM
General Motors CO

Consumer Cyclical
3.76K
New
$44.82 - $60.2 $168K - $226K
3.76K $200M
BX
Blackstone Inc.

Financial Services
98
+ 1.04%
$148.45 - $199.05 $14.5K - $19.5K
9.49K $1.64B
HD
Home Depot, Inc.

Consumer Cyclical
556
+ 32.51%
$385.02 - $431.37 $214K - $240K
2.27K $881M
ETR
Entergy Corp

Utilities
8.86K
+ 100.0%
$73.19 - $156.4 $648K - $1.38M
17.7K $1.34B
MFC
Manulife Financial Corp

Financial Services
3.51K
+ 6.76%
$29.21 - $32.87 $102K - $115K
55.4K $1.7B
WFC
Wells Fargo & Company

Financial Services
44
+ 0.42%
$54.98 - $77.35 $2.42K - $3.4K
10.6K $743M
RGA
Reinsurance Group Of America Inc

Financial Services
799
+ 12.33%
$201.26 - $231.95 $161K - $185K
7.28K $1.55B
ABNB
Airbnb, Inc.

Consumer Cyclical
380
+ 1.93%
$125.36 - $147.37 $47.6K - $56K
20.1K $2.64B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
334
+ 28.14%
$173.13 - $258.09 $57.8K - $86.2K
1.52K $351M
NTLA
Intellia Therapeutics, Inc.

Healthcare
11.1K
New
$11.41 - $21.09 $127K - $235K
11.1K $130M
PKG
Packaging Corp Of America

Consumer Cyclical
138
+ 1.46%
$211.98 - $248.85 $29.3K - $34.3K
9.62K $2.17B
CVX
Chevron Corp

Energy
1.94K
+ 2.85%
$141.15 - $162.53 $274K - $316K
70K $10.1B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
118
+ 0.2%
$121.89 - $135.52 $14.4K - $16K
57.8K $7.23B
PAYX
Paychex Inc

Industrials
51
+ 0.41%
$135.86 - $148.73 $6.93K - $7.59K
12.5K $1.75B
T
At&T Inc.

Communication Services
490
+ 0.59%
$21.22 - $23.88 $10.4K - $11.7K
83.8K $1.91B
AEP
American Electric Power CO Inc

Utilities
1.1K
+ 36.53%
$90.91 - $102.21 $99.6K - $112K
4.1K $378M
BAC
Bank Of America Corp

Financial Services
140
+ 1.22%
$39.22 - $47.77 $5.49K - $6.69K
11.6K $511M
CB
Chubb LTD

Financial Services
652
+ 5.67%
$271.57 - $301.89 $177K - $197K
12.2K $3.36B
GIS
General Mills Inc

Consumer Defensive
1.33K
+ 27.07%
$62.78 - $74.62 $83.7K - $99.5K
6.26K $399M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 2.25%
$481.22 - $538.17 $4.81K - $5.38K
454 $232M
Activity Summary
Buys All Purchases 93 New Holdings 13 Increased Positions 80 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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