Lmg Wealth Partners, LLC Incresed Positions in Q3 2025

Lmg Wealth Partners, LLC

  • $538 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
27
+ 0.04%
$202.38 - $256.87 $5.46K - $6.94K
73K $18.6B
IWN
Ishares Russell2000 Val ETF

ETFs
11.7K
+ 487.33%
$157.1 - $178.94 $1.83M - $2.09M
14K $2.48B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
519
+ 1.16%
$284.45 - $324.95 $148K - $169K
45.2K $14.5B
TSLA
Tesla, Inc.

Consumer Cyclical
206
+ 1.65%
$293.94 - $444.72 $60.6K - $91.6K
12.7K $5.63B
CVX
Chevron Corp

Energy
4.28K
+ 5.9%
$145.57 - $161.83 $623K - $692K
76.8K $11.9B
VBR
Vanguard Small Cap Value ETF

ETFs
108
+ 0.14%
$195.41 - $212.37 $21.1K - $22.9K
75.6K $15.8B
JNJ
Johnson & Johnson

Healthcare
543
+ 1.93%
$155.17 - $185.42 $84.3K - $101K
28.7K $5.32B
ABBV
Abb Vie Inc.

Healthcare
26
+ 0.12%
$184.85 - $231.54 $4.81K - $6.02K
21.7K $5.04B
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.06%
$617.65 - $666.84 $6.18K - $6.67K
17.9K $11.9B
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.02%
$215.01 - $273.02 $1.08K - $1.37K
24.1K $6.06B
IVE
Ishares S&P 500 Value ETF

ETFs
448
+ 1.01%
$194.44 - $206.51 $87.1K - $92.5K
45K $9.29B
FLQH
Franklin Templeton Libertyq In

ETFs
3.41K
+ 1.37%
N/A
253K $9.44B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.03K
+ 1.71%
$128.6 - $136.01 $132K - $140K
61K $8.24B
DVY
Ishares Tr

ETFs
694
+ 1.86%
$133.88 - $142.57 $92.9K - $98.9K
38K $5.4B
USB
Us Bancorp \De\

Financial Services
866
+ 0.66%
$43.94 - $50.41 $38.1K - $43.7K
132K $6.36B
IWP
Ishares Russell Mid Cap Growth

ETFs
292
+ 0.3%
$137.51 - $145.26 $40.2K - $42.4K
98.7K $14.1B
XOM
Exxon Mobil Corp

Energy
583
+ 0.95%
$105.83 - $117.22 $61.7K - $68.3K
61.7K $6.96B
AFL
Aflac Inc

Financial Services
53
+ 0.09%
$98.09 - $111.7 $5.2K - $5.92K
57.6K $6.43B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.0%
$122.57 - $132.57 $123 - $133
59.1K $7.67B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.81K
+ 2.54%
$101.12 - $106.18 $183K - $192K
73.1K $7.54B
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 0.16%
$282.78 - $316.06 $5.94K - $6.64K
13.3K $4.19B
PKG
Packaging Corp Of America

Consumer Cyclical
157
+ 1.52%
$191.41 - $220.25 $30.1K - $34.6K
10.5K $2.28B
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
764
+ 3.08%
N/A
25.6K $1.89B
O
Realty Income Corp

Real Estate
1.25K
+ 1.58%
$56.13 - $60.79 $70.1K - $75.9K
80K $4.87B
LRN
Stride, Inc.

Consumer Defensive
1.79K
+ 22.27%
$128.23 - $169.81 $229K - $303K
9.81K $1.46B
ALL
Allstate Corp

Financial Services
34
+ 0.16%
$192.0 - $214.65 $6.53K - $7.3K
21.6K $4.63B
MCD
Mcdonalds Corp

Consumer Cyclical
151
+ 0.79%
$291.67 - $316.99 $44K - $47.9K
19.2K $5.84B
FDX
Fedex Corp

Industrials
483
+ 2.86%
$217.1 - $243.2 $105K - $117K
17.4K $4.1B
Grayscale Bitcoin Mini Tr Et
4.39K
+ 41.65%
N/A
14.9K $756M
LNT
Alliant Energy Corp

Utilities
701
+ 2.44%
$60.76 - $67.41 $42.6K - $47.3K
29.4K $1.98B
BX
Blackstone Inc.

Financial Services
95
+ 0.92%
$152.77 - $188.68 $14.5K - $17.9K
10.4K $1.78B
VEU
Vanguard Ftse All World Ex Us

ETFs
2.84K
+ 43.99%
$66.38 - $71.68 $188K - $203K
9.29K $663M
OKE
Oneok Inc

Energy
3.5K
+ 107.56%
$71.36 - $83.47 $250K - $292K
6.75K $493M
GPC
Genuine Parts CO

Consumer Cyclical
335
+ 3.64%
$122.23 - $142.77 $40.9K - $47.8K
9.53K $1.32B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
200
+ 13.76%
$567.77 - $614.76 $114K - $123K
1.65K $1.01B
VFH
Vanguard Financial ETF

ETFs
134
+ 0.33%
$125.23 - $132.78 $16.8K - $17.8K
40.6K $5.33B
VNQ
Vanguard Specialized Funds Van

ETFs
240
+ 0.37%
$88.47 - $93.24 $21.2K - $22.4K
64.7K $5.91B
MRK
Merck & Co., Inc.

Healthcare
550
+ 2.16%
$77.6 - $87.37 $42.7K - $48.1K
26K $2.18B
HPQ
Hp Inc

Technology
1.47K
+ 3.19%
$24.45 - $29.35 $35.8K - $43K
47.4K $1.29B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
47
+ 0.12%
$81.61 - $86.58 $3.84K - $4.07K
38.5K $3.29B
BMY
Bristol Myers Squibb CO

Healthcare
4.52K
+ 9.47%
$43.31 - $48.98 $196K - $221K
52.3K $2.36B
VZ
Verizon Communications Inc

Communication Services
2.41K
+ 4.27%
$40.84 - $45.06 $98.5K - $109K
58.9K $2.59B
NTLA
Intellia Therapeutics, Inc.

Healthcare
160
+ 1.14%
$9.88 - $17.76 $1.58K - $2.84K
14.1K $244M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.04%
$357.4 - $423.42 $357 - $423
2.27K $919M
RGA
Reinsurance Group Of America Inc

Financial Services
700
+ 8.55%
$177.1 - $199.23 $124K - $139K
8.88K $1.71B
ORCL
Oracle Corp

Technology
1
+ 0.08%
$218.96 - $328.33 $219 - $328
1.27K $357M
MPC
Marathon Petroleum Corp

Energy
6
+ 0.2%
$158.59 - $198.69 $952 - $1.19K
2.95K $568M
PFE
Pfizer Inc

Healthcare
2.29K
+ 13.71%
$23.29 - $25.88 $53.3K - $59.3K
19K $484M
SLVM
Sylvamo Corp

Basic Materials
2K
+ 38.6%
$40.4 - $53.01 $80.8K - $106K
7.18K $318M
Activity Summary
Buys All Purchases 94 New Holdings 14 Increased Positions 80 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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