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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$125B
$2.35 Billion 0.54% of portfolio
45,489
Q3 2024 Added 5.06%
$181B
$2.3 Billion 0.53% of portfolio
51,271
Q3 2024 Added 4.29%
$211B
$2.33 Billion 0.53% of portfolio
24,190
Q3 2024 Added 2.38%
$23.1B
$2.04 Billion 0.47% of portfolio
9,480
Q3 2024 Reduced 0.82%
$276B
$2.01 Billion 0.46% of portfolio
27,950
Q3 2024 Added 5.92%
$240B
$1.98 Billion 0.45% of portfolio
37,158
Q3 2024 Added 10.13%
$165B
$1.83 Billion 0.42% of portfolio
83,321
Q3 2024 Added 0.58%
$15.9B
$1.85 Billion 0.42% of portfolio
30,550
Q3 2024 Added 3.97%
$95.4B
$1.77 Billion 0.41% of portfolio
19,654
Q3 2024 Added 4.03%
$984B
$1.75 Billion 0.4% of portfolio
10,543
Q3 2024 Added 3.65%
$52.1B
$1.67 Billion 0.38% of portfolio
12,458
Q3 2024 Added 4.33%
$97.3B
$1.63 Billion 0.37% of portfolio
12,472
Q3 2024 Reduced 35.34%
$7.45B
$1.57 Billion 0.36% of portfolio
11,852
Q3 2024 Reduced 18.08%
Celestica Inc
-
$1.59 Billion 0.36% of portfolio
-
Q3 2024 Added 9.35%
$191B
$1.59 Billion 0.36% of portfolio
38,161
Q3 2024 Added 23.43%
$5.66B
$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%
$474M
$1.51 Billion 0.35% of portfolio
83,678
Q3 2024 Added 13.71%
$342B
$1.5 Billion 0.34% of portfolio
5,493
Q3 2024 Added 30.69%
$32B
$1.5 Billion 0.34% of portfolio
27,411
Q3 2024 Added 17.96%
$7.52B
$1.48 Billion 0.34% of portfolio
10,590
Q3 2024 Added 7.25%
$3.06B
$1.48 Billion 0.34% of portfolio
84,821
Q3 2024 Added 1.51%
$5.95B
$1.49 Billion 0.34% of portfolio
10,269
Q3 2024 Reduced 14.33%
$11.6B
$1.45 Billion 0.33% of portfolio
19,533
Q3 2024 Added 60.7%
$141B
$1.44 Billion 0.33% of portfolio
9,390
Q3 2024 Added 5.38%
$15.5B
$1.41 Billion 0.32% of portfolio
6,479
Q3 2024 New
$1.74B
$1.38 Billion 0.32% of portfolio
3,304
Q3 2024 Added 202.84%
$27.4B
$1.36 Billion 0.31% of portfolio
14,160
Q3 2024 Added 3.72%
$34.9B
$1.34 Billion 0.31% of portfolio
12,907
Q3 2024 Added 10.03%
$88.3B
$1.27 Billion 0.29% of portfolio
10,994
Q3 2023 Reduced 0.5%
$39B
$1.28 Billion 0.29% of portfolio
36,542
Q3 2024 Added 12.38%
$30.7B
$1.17 Billion 0.27% of portfolio
8,855
Q4 2022 New
$354B
$1 Billion 0.23% of portfolio
8,249
Q3 2024 Added 25.23%
$200B
$738 Million 0.17% of portfolio
3,339
Q3 2024 Reduced 4.46%
$430B
$693 Million 0.16% of portfolio
1,710
Q3 2024 Added 0.06%
$0
$650 Million 0.15% of portfolio
3,721
Q3 2024 Reduced 6.51%
$288B
$595 Million 0.14% of portfolio
10,532
Q3 2024 Added 0.56%
$79B
$503 Million 0.12% of portfolio
3,090
Q3 2024 Added 0.19%
$0
$515 Million 0.12% of portfolio
2,601
Q4 2023 Reduced 0.99%
$144B
$481 Million 0.11% of portfolio
16,616
Q3 2024 Reduced 0.21%
$98.4B
$441 Million 0.1% of portfolio
3,236
Q3 2024 Added 0.81%
$377B
$456 Million 0.1% of portfolio
11,482
Q3 2024 Reduced 3.4%
$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%
$89.6B
$341 Million 0.08% of portfolio
689
Q4 2022 New
$38.6B
$364 Million 0.08% of portfolio
4,925
Q3 2024 New
Canadian Pacific Kansas City
-
$288 Million 0.07% of portfolio
-
Q2 2023 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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