Lmg Wealth Partners, LLC Incresed Positions in Q4 2024

Lmg Wealth Partners, LLC

  • $459 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
364
+ 3.31%
$105.76 - $120.76 $38.5K - $44K
11.4K $1.22B
PRU
Prudential Financial Inc

Financial Services
1.08K
+ 1.52%
$114.59 - $129.52 $124K - $140K
72K $8.54B
MPC
Marathon Petroleum Corp

Energy
8
+ 0.26%
$131.65 - $174.84 $1.05K - $1.4K
3.1K $432M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 0.12%
$442.29 - $483.08 $6.19K - $6.76K
12.1K $5.49B
MOD
Modine Manufacturing CO

Consumer Cyclical
967
+ 8.16%
$109.77 - $143.22 $106K - $138K
12.8K $1.49B
MSFT
Microsoft Corp

Technology
416
+ 1.23%
$406.35 - $454.46 $169K - $189K
34.2K $14.4B
KHC
Kraft Heinz CO

Consumer Defensive
498
+ 1.36%
$30.1 - $36.02 $15K - $17.9K
37K $1.14B
MCD
Mcdonalds Corp

Consumer Cyclical
401
+ 2.22%
$288.47 - $316.54 $116K - $127K
18.5K $5.36B
SO
Southern CO

Utilities
53
+ 0.27%
$81.5 - $94.15 $4.32K - $4.99K
19.7K $1.62B
VZ
Verizon Communications Inc

Communication Services
1.67K
+ 3.25%
$39.6 - $45.21 $66K - $75.3K
52.9K $2.12B
ADM
Archer Daniels Midland CO

Consumer Defensive
5.03K
+ 9.58%
$49.38 - $59.52 $248K - $299K
57.5K $2.9B
MRK
Merck & Co., Inc.

Healthcare
708
+ 3.16%
$96.31 - $114.76 $68.2K - $81.3K
23.1K $2.3B
CAT
Caterpillar Inc

Industrials
68
+ 0.69%
$360.37 - $416.88 $24.5K - $28.3K
9.89K $3.59B
KO
Coca Cola CO

Consumer Defensive
145
+ 0.52%
$61.74 - $71.71 $8.95K - $10.4K
28.1K $1.75B
LYB
Lyondell Basell Industries N.V.

Basic Materials
600
+ 4.24%
$72.97 - $96.75 $43.8K - $58.1K
14.8K $1.1B
ABBV
Abb Vie Inc.

Healthcare
820
+ 3.92%
$164.99 - $203.87 $135K - $167K
21.7K $3.86B
IVE
Ishares S&P 500 Value ETF

ETFs
82
+ 0.18%
$189.5 - $206.17 $15.5K - $16.9K
45.4K $8.66B
EEMV
Ishares Msci Emerging Markets

ETFs
133
+ 0.22%
$57.85 - $63.11 $7.69K - $8.39K
61.2K $3.55B
DOW
Dow Inc.

Basic Materials
1.22K
+ 4.44%
$39.1 - $55.34 $47.6K - $67.3K
28.6K $1.15B
RTX
Raytheon Technologies Corp

Industrials
78
+ 0.12%
$114.45 - $127.21 $8.93K - $9.92K
67.4K $7.79B
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
2.24K
+ 12.07%
N/A
20.8K $1.17B
JNJ
Johnson & Johnson

Healthcare
640
+ 2.35%
$143.34 - $165.86 $91.7K - $106K
27.9K $4.03B
VNQ
Vanguard Specialized Funds Van

ETFs
762
+ 1.19%
$87.85 - $98.6 $66.9K - $75.1K
64.7K $5.76B
AFL
Aflac Inc

Financial Services
113
+ 0.2%
$100.37 - $115.27 $11.3K - $13K
57.7K $5.97B
LOW
Lowes Companies Inc

Consumer Cyclical
263
+ 1.1%
$244.52 - $284.07 $64.3K - $74.7K
24.2K $5.97B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
148
+ 0.2%
$99.2 - $108.47 $14.7K - $16.1K
73.3K $7.3B
XOM
Exxon Mobil Corp

Energy
539
+ 0.83%
$105.51 - $125.37 $56.9K - $67.6K
65.7K $7.07B
PEP
Pepsico Inc

Consumer Defensive
1.51K
+ 3.31%
$151.29 - $176.1 $229K - $266K
47.2K $7.17B
FLQH
Franklin Templeton Libertyq In

ETFs
4.78K
+ 2.05%
N/A
238K $7.15B
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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