Lmg Wealth Partners, LLC Portfolio Holdings

Lmg Wealth Partners, LLC

  • $449 Billion
  • Q1 2025

Lmg Wealth Partners, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $449 Billion distributed in 128 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 $31.4B, Apple Inc. with a value of $16.2B, Walmart Inc. with a value of $15.4B, Vanguard Small Cap Value ETF with a value of $14.1B, and Microsoft Corp with a value of $12.8B.

Examining the 13F form we can see an decrease of $9.97B in the current position value, from $459B to 449B.

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 $449 Billion
ETFs: $167 Billion
Financial Services: $51.4 Billion
Technology: $43 Billion
Industrials: $41.6 Billion
Consumer Defensive: $36.9 Billion
Consumer Cyclical: $32.9 Billion
Healthcare: $26.2 Billion
Energy: $22.8 Billion
Other: $23.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.1B
$1.81 Billion 0.4% of portfolio
19,700
Q1 2025 Reduced 0.04%
$3.16B
$1.74 Billion 0.39% of portfolio
95,184
Q1 2025 Added 4.04%
$273B
$1.64 Billion 0.37% of portfolio
6,116
Q1 2025 Added 4.35%
$13.1B
$1.56 Billion 0.35% of portfolio
7,900
Q1 2025 Added 8.55%
$17.2B
$1.51 Billion 0.34% of portfolio
17,710
Q4 2024 Added 100.0%
$93B
$1.37 Billion 0.31% of portfolio
11,224
Q1 2025 Reduced 1.18%
$4.61B
$1.34 Billion 0.3% of portfolio
16,712
Q1 2025 Added 17.1%
$2.57B
$1.36 Billion 0.3% of portfolio
23,305
Q1 2025 Added 12.1%
$96.5B
$1.32 Billion 0.29% of portfolio
9,448
Q1 2025 Reduced 0.42%
$79.3B
$1.3 Billion 0.29% of portfolio
19,855
Q1 2025 New
$5.05B
$1.3 Billion 0.29% of portfolio
11,448
Q1 2025 Added 7.53%
$43.3B
$1.15 Billion 0.26% of portfolio
10,972
Q1 2025 Added 3.15%
$717M
$1.15 Billion 0.26% of portfolio
31,687
Q1 2025 New
$50B
$1.12 Billion 0.25% of portfolio
60,143
Q1 2025 Added 0.44%
$24.8B
$1.05 Billion 0.23% of portfolio
5,051
Q1 2025 New
$3.43B
$999 Million 0.22% of portfolio
13,082
Q1 2025 Added 14.95%
$223B
$831 Million 0.19% of portfolio
3,343
Q1 2025 Reduced 0.77%
$370B
$831 Million 0.19% of portfolio
2,267
Q1 2025 Added 0.04%
$16.8B
$819 Million 0.18% of portfolio
6,875
Q1 2025 New
$284B
$761 Million 0.17% of portfolio
7,021
Q1 2025 Added 23.05%
$280B
$762 Million 0.17% of portfolio
10,620
Q1 2025 Added 0.42%
$32.7B
$623 Million 0.14% of portfolio
10,426
Q1 2025 Added 66.6%
$5.67B
$531 Million 0.12% of portfolio
3,560
Q1 2025 Added 17.61%
$330B
$482 Million 0.11% of portfolio
11,555
Q1 2025 Reduced 0.58%
$52.1B
$496 Million 0.11% of portfolio
7,611
Q1 2025 New
$55.2B
$448 Million 0.1% of portfolio
4,096
Q4 2024 Added 36.53%
$71.5B
$427 Million 0.1% of portfolio
2,934
Q1 2025 Reduced 5.29%
$102B
$464 Million 0.1% of portfolio
689
Q4 2022 New
$58.3B
$405 Million 0.09% of portfolio
1,972
Q1 2025 Added 29.65%
$134B
$423 Million 0.09% of portfolio
16,705
Q1 2025 Reduced 0.62%
$69.7B
$368 Million 0.08% of portfolio
3,344
Q1 2025 Added 2.51%
$71.7B
$381 Million 0.08% of portfolio
100
Q4 2022 New
$96.4B
$353 Million 0.08% of portfolio
1,523
Q1 2025 Added 0.33%
$4.1B
$309 Million 0.07% of portfolio
3,400
Q1 2024 New
$165B
$332 Million 0.07% of portfolio
1,174
Q1 2024 New
$79.2B
$295 Million 0.07% of portfolio
1,217
Q4 2023 New
$232B
$287 Million 0.06% of portfolio
2,161
Q4 2024 Added 3.84%
$3.04B
$287 Million 0.06% of portfolio
9,190
Q4 2024 New
$81.3B
$228 Million 0.05% of portfolio
1,360
Q3 2024 Added 900.0%
$177B
$226 Million 0.05% of portfolio
1,258
Q4 2024 Reduced 0.71%
$130B
$228 Million 0.05% of portfolio
3,219
Q1 2024 New
$52.7B
$227 Million 0.05% of portfolio
1,366
Q4 2024 New
$74.7B
$234 Million 0.05% of portfolio
860
Q4 2023 New
$59.9B
$224 Million 0.05% of portfolio
7,613
Q4 2023 Reduced 3.33%
$1.25T
$201 Million 0.04% of portfolio
349
Q1 2025 Added 1.75%
$40.2B
$154 Million 0.03% of portfolio
15,387
Q1 2025 Reduced 13.65%
$642M
$102 Million 0.02% of portfolio
14,285
Q1 2025 Added 28.37%
$4.47B
$82.2 Million 0.02% of portfolio
10,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $449 Billion
  • Prior Value $459 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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