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
$0
$32.6 Billion 7.47% of portfolio
340,504
Q3 2024 Reduced 2.75%
$4.09T
$17.1 Billion 3.93% of portfolio
73,595
Q3 2024 Reduced 0.95%
$0
$15.2 Billion 3.47% of portfolio
75,552
Q3 2024 Reduced 0.62%
$3.25T
$14.5 Billion 3.33% of portfolio
33,793
Q3 2024 Added 1.08%
$250B
$14.2 Billion 3.24% of portfolio
175,441
Q3 2024 Reduced 2.16%
$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%
$280B
$10 Billion 2.3% of portfolio
68,104
Q3 2024 Added 21.09%
$31B
$9.95 Billion 2.28% of portfolio
90,051
Q3 2024 Added 1.62%
$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%
$43.8B
$8.59 Billion 1.97% of portfolio
70,943
Q3 2024 Reduced 25.12%
$0
$8.26 Billion 1.89% of portfolio
100,963
Q3 2024 Added 4.11%
$171B
$8.15 Billion 1.87% of portfolio
67,280
Q3 2024 Reduced 2.02%
$0
$7.82 Billion 1.79% of portfolio
65,259
Q3 2024 Added 0.95%
$211B
$7.76 Billion 1.78% of portfolio
45,653
Q3 2024 Added 2.99%
$0
$7.74 Billion 1.77% of portfolio
233,373
Q3 2024 Added 4.98%
$441B
$7.64 Billion 1.75% of portfolio
65,165
Q3 2024 Added 2.52%
$2.29T
$7.37 Billion 1.69% of portfolio
39,538
Q3 2024 Reduced 0.68%
$0
$7.13 Billion 1.63% of portfolio
57,712
Q3 2024 Reduced 0.02%
$154B
$6.48 Billion 1.48% of portfolio
23,928
Q3 2024 Added 1.31%
$64.9B
$6.44 Billion 1.47% of portfolio
57,613
Q3 2024 Reduced 3.78%
$0
$6.23 Billion 1.43% of portfolio
63,940
Q3 2024 Reduced 0.21%
$73.4B
$6.08 Billion 1.39% of portfolio
55,612
Q3 2024 Added 4.49%
$71.2B
$5.78 Billion 1.32% of portfolio
126,430
Q3 2024 Added 1.99%
$0
$5.71 Billion 1.31% of portfolio
113,629
Q3 2024 Added 7.23%
$590B
$5.57 Billion 1.28% of portfolio
12,107
Q3 2024 Added 142.29%
$215B
$5.5 Billion 1.26% of portfolio
18,078
Q3 2024 Added 4.09%
$0
$5.17 Billion 1.18% of portfolio
38,268
Q3 2024 Reduced 0.08%
$122B
$5.12 Billion 1.17% of portfolio
18,502
Q3 2024 Reduced 0.01%
$33.4B
$4.87 Billion 1.12% of portfolio
39,781
Q3 2024 Reduced 0.33%
$71.8B
$4.51 Billion 1.03% of portfolio
16,464
Q3 2024 Reduced 23.67%
$39B
$4.48 Billion 1.02% of portfolio
57,330
Q3 2024 Added 7.32%
$378B
$4.41 Billion 1.01% of portfolio
27,229
Q3 2024 Added 43.17%
$0
$4.35 Billion 1.0% of portfolio
39,537
Q3 2024 Added 47.21%
$310B
$4.13 Billion 0.95% of portfolio
20,921
Q3 2024 Added 1.96%
$39.1B
$3.98 Billion 0.91% of portfolio
78,319
Q3 2024 Added 0.05%
$0
$3.83 Billion 0.88% of portfolio
61,059
Q3 2024 Reduced 10.25%
$193B
$3.84 Billion 0.88% of portfolio
9,824
Q3 2024 Added 2.04%
$113B
$3.32 Billion 0.76% of portfolio
11,505
Q3 2024 Added 9.37%
$27.7B
$3.13 Billion 0.72% of portfolio
52,432
Q3 2024 Added 13.21%
$398B
$2.98 Billion 0.68% of portfolio
17,219
Q2 2024 Added 0.15%
$135B
$2.97 Billion 0.68% of portfolio
8,966
Q3 2024 Reduced 1.58%
$697B
$2.73 Billion 0.63% of portfolio
12,954
Q3 2024 Reduced 1.86%
$0
$2.54 Billion 0.58% of portfolio
53,158
Q3 2024 Reduced 24.13%
$248B
$2.54 Billion 0.58% of portfolio
22,380
Q3 2024 Added 4.62%
$53.6B
$2.5 Billion 0.57% of portfolio
19,678
Q3 2024 Added 3.16%
$1.17T
$2.36 Billion 0.54% of portfolio
14,121
Q3 2024 Reduced 1.36%

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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