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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78M
$3 Million 0.0% of portfolio
25,985
Q3 2024 Reduced 4.41%

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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