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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.22B
$1.57 Billion 0.36% of portfolio
11,852
Q3 2024 Reduced 18.08%
$5.82B
$1.58 Billion 0.36% of portfolio
18,565
Q3 2024 New
$2.57B
$1.55 Billion 0.35% of portfolio
18,551
Q3 2024 Reduced 20.09%
$7.25B
$1.48 Billion 0.34% of portfolio
10,590
Q3 2024 Added 7.25%
$3.09B
$1.48 Billion 0.34% of portfolio
84,821
Q3 2024 Added 1.51%
$6.03B
$1.49 Billion 0.34% of portfolio
10,269
Q3 2024 Reduced 14.33%
$4.26B
$254 Million 0.06% of portfolio
3,400
Q1 2024 New
$4.02B
$200 Million 0.05% of portfolio
10,461
Q3 2024 Reduced 0.95%
$7.92B
$196 Million 0.04% of portfolio
27,574
Q2 2024 Reduced 3.09%

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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