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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.07B
$1.71 Billion 0.37% of portfolio
91,491
Q4 2024 Added 7.86%
$5.54B
$1.7 Billion 0.37% of portfolio
11,381
Q4 2024 Added 7.47%
$56.1B
$1.7 Billion 0.37% of portfolio
55,363
Q4 2024 Added 6.76%
$117B
$1.64 Billion 0.36% of portfolio
9,488
Q4 2024 Added 1.04%
$93.2B
$1.62 Billion 0.35% of portfolio
19,707
Q4 2024 Added 0.27%
$13.4B
$1.55 Billion 0.34% of portfolio
7,278
Q4 2024 Added 12.33%
$156B
$1.56 Billion 0.34% of portfolio
41,488
Q4 2024 Added 8.72%
$4.82B
$1.49 Billion 0.32% of portfolio
12,819
Q4 2024 Added 8.16%
$58.9B
$1.44 Billion 0.31% of portfolio
10,637
Q4 2024 New
$5.22B
$1.44 Billion 0.31% of portfolio
14,272
Q4 2024 New
$16.8B
$1.34 Billion 0.29% of portfolio
17,710
Q4 2024 Added 100.0%
$85.9B
$1.22 Billion 0.27% of portfolio
11,358
Q4 2024 Added 3.31%
$61.7B
$1.17 Billion 0.26% of portfolio
59,878
Q4 2024 New
$2.57B
$1.17 Billion 0.26% of portfolio
20,790
Q4 2024 Added 12.07%
$35.4B
$1.14 Billion 0.25% of portfolio
37,040
Q4 2024 Added 1.36%
$27.2B
$1.15 Billion 0.25% of portfolio
28,628
Q4 2024 Added 4.44%
$419B
$881 Million 0.19% of portfolio
2,266
Q4 2024 Added 32.51%
$346B
$766 Million 0.17% of portfolio
5,706
Q4 2024 Reduced 30.83%
$234B
$741 Million 0.16% of portfolio
3,369
Q4 2024 Added 0.9%
$304B
$743 Million 0.16% of portfolio
10,576
Q4 2024 Added 0.42%
$377B
$511 Million 0.11% of portfolio
11,622
Q4 2024 Added 1.22%
$143B
$446 Million 0.1% of portfolio
16,810
Q4 2024 Added 1.17%
$84.8B
$411 Million 0.09% of portfolio
3,262
Q4 2024 Added 0.8%
$77.8B
$432 Million 0.09% of portfolio
3,098
Q4 2024 Added 0.26%
$34.9B
$399 Million 0.09% of portfolio
6,258
Q4 2024 Added 27.07%
$6.97B
$400 Million 0.09% of portfolio
3,027
Q4 2024 New
$85.3B
$393 Million 0.09% of portfolio
689
Q4 2022 New
$67.1B
$351 Million 0.08% of portfolio
1,521
Q4 2024 Added 28.14%
$4.2B
$350 Million 0.08% of portfolio
3,400
Q1 2024 New
$52.3B
$378 Million 0.08% of portfolio
4,096
Q4 2024 Added 36.53%
$65.6B
$320 Million 0.07% of portfolio
100
Q4 2022 New
$93.5B
$306 Million 0.07% of portfolio
1,518
Q4 2024 Added 0.33%
$94.4B
$315 Million 0.07% of portfolio
1,360
Q3 2024 Added 900.0%
$3.01B
$284 Million 0.06% of portfolio
9,190
Q4 2024 New
$154B
$281 Million 0.06% of portfolio
1,174
Q1 2024 New
$110B
$209 Million 0.05% of portfolio
1,183
Q4 2024 Reduced 41.81%
$229B
$244 Million 0.05% of portfolio
2,161
Q4 2024 Added 3.84%
$70.2B
$246 Million 0.05% of portfolio
7,613
Q4 2023 Reduced 3.33%
$470B
$211 Million 0.05% of portfolio
1,263
Q4 2024 Added 0.08%
$134B
$231 Million 0.05% of portfolio
3,219
Q1 2024 New
$73.1B
$245 Million 0.05% of portfolio
1,217
Q4 2023 New
$60.6B
$235 Million 0.05% of portfolio
1,366
Q4 2024 New
$66.4B
$227 Million 0.05% of portfolio
860
Q4 2023 New
$52.7B
$219 Million 0.05% of portfolio
628
Q3 2024 New
$177B
$236 Million 0.05% of portfolio
1,258
Q4 2024 Reduced 0.71%
$68.7B
$200 Million 0.04% of portfolio
3,757
Q4 2024 New
$1.66T
$201 Million 0.04% of portfolio
343
Q4 2024 New
$37.4B
$176 Million 0.04% of portfolio
17,819
Q4 2024 Reduced 21.89%
$813M
$130 Million 0.03% of portfolio
11,128
Q4 2024 New

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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