Lmg Wealth Partners, LLC Portfolio Holdings

Lmg Wealth Partners, LLC

  • $437 Billion
  • Q3 2024

Lmg Wealth Partners, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $437 Billion distributed in 123 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 $32.6B, Apple Inc. with a value of $17.1B, Vanguard Small Cap Value ETF with a value of $15.2B, Microsoft Corp with a value of $14.5B, and Walmart Inc. with a value of $14.2B.

Examining the 13F form we can see an increase of $35.6B in the current position value, from $401B to 437B.

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 $437 Billion
ETFs: $173 Billion
Industrials: $44.4 Billion
Financial Services: $43 Billion
Technology: $42.1 Billion
Consumer Defensive: $36.4 Billion
Consumer Cyclical: $30 Billion
Healthcare: $24.7 Billion
Energy: $18.2 Billion
Other: $23.2 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.6 Billion 7.47% of portfolio
340,504
Q3 2024 Reduced 2.75%
$0
$15.2 Billion 3.47% of portfolio
75,552
Q3 2024 Reduced 0.62%
$0
$12.8 Billion 2.92% of portfolio
44,930
Q3 2024 Reduced 0.46%
$0
$11.9 Billion 2.73% of portfolio
101,662
Q3 2024 Reduced 0.2%
$0
$11.9 Billion 2.73% of portfolio
117,534
Q3 2024 Added 5.66%
$0
$9.51 Billion 2.18% of portfolio
16,568
Q2 2024 Added 0.05%
$0
$8.93 Billion 2.05% of portfolio
45,300
Q3 2024 Added 0.58%
$0
$8.26 Billion 1.89% of portfolio
100,963
Q3 2024 Added 4.11%
$0
$7.82 Billion 1.79% of portfolio
65,259
Q3 2024 Added 0.95%
$0
$7.81 Billion 1.79% of portfolio
73,155
Q3 2024 Reduced 1.16%
$0
$7.74 Billion 1.77% of portfolio
233,373
Q3 2024 Added 4.98%
$0
$7.13 Billion 1.63% of portfolio
57,712
Q3 2024 Reduced 0.02%
$0
$6.23 Billion 1.43% of portfolio
63,940
Q3 2024 Reduced 0.21%
$0
$5.71 Billion 1.31% of portfolio
113,629
Q3 2024 Added 7.23%
$0
$5.17 Billion 1.18% of portfolio
38,268
Q3 2024 Reduced 0.08%
$0
$4.35 Billion 1.0% of portfolio
39,537
Q3 2024 Added 47.21%
$0
$2.54 Billion 0.58% of portfolio
53,158
Q3 2024 Reduced 24.13%
$0
$650 Million 0.15% of portfolio
3,721
Q3 2024 Reduced 6.51%
$0
$515 Million 0.12% of portfolio
2,601
Q4 2023 Reduced 0.99%
$0
$410 Million 0.09% of portfolio
6,509
Q3 2023 Reduced 1.85%
$0
$399 Million 0.09% of portfolio
2,392
Q4 2022 New
$0
$367 Million 0.08% of portfolio
7,996
Q1 2024 Reduced 0.67%
$0
$364 Million 0.08% of portfolio
2,173
Q3 2024 Added 1.07%
$0
$305 Million 0.07% of portfolio
2,608
Q3 2024 Added 5.37%
$0
$304 Million 0.07% of portfolio
5,612
Q3 2024 Reduced 3.14%
$0
$217 Million 0.05% of portfolio
444
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $437 Billion
  • Prior Value $401 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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