Lmg Wealth Partners, LLC Purchases and Sells in Q1 2025

Lmg Wealth Partners, LLC

$449 Billion
Q1 2025

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	532 + 0.76%	$146.71 - $167.97 $78K - $89.4K	70.6K $11.8B
RTX	728 + 1.08%	$114.1 - $135.66 $83.1K - $98.8K	68.1K $9.02B
BRK-B	170 + 1.4%	$442.66 - $534.52 $75.3K - $90.9K	12.3K $6.55B
CB	1.7K + 13.99%	$257.71 - $301.99 $438K - $514K	13.9K $4.18B
FLQH	5.89K + 2.47%	N/A	244K $7.95B
OKTA	716 + 3.18%	$78.83 - $116.72 $56.4K - $83.6K	23.2K $2.44B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ALL	21.5K New	$180.99 - $210.18 $3.9M - $4.53M	21.5K $4.46B
ROP	4.41K New	$502.71 - $593.81 $2.22M - $2.62M	4.41K $2.6B
PYPL	19.9K New	$65.15 - $91.81 $1.29M - $1.82M	19.9K $1.3B
ITRN	31.7K New	$31.47 - $43.91 $997K - $1.39M	31.7K $1.15B
DRI	5.05K New	$180.02 - $208.56 $909K - $1.05M	5.05K $1.05B
HPQ	34.2K New	$27.69 - $34.72 $947K - $1.19M	34.2K $947M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	-3.17K - 0.93%	$92.45 - $106.69 $293K - $339K	338K $31.4B
AAPL	-339 - 0.46%	$209.68 - $247.1 $71.1K - $83.8K	73.1K $16.2B
MSFT	-28 - 0.08%	$375.39 - $447.2 $10.5K - $12.5K	34.2K $12.8B
IWO	-117 - 0.26%	$254.58 - $302.92 $29.8K - $35.4K	44.8K $11.5B
IWP	-1.75K - 1.73%	$114.9 - $139.6 $201K - $245K	99.5K $11.7B
BNDX	-22.5K - 20.32%	$48.33 - $49.5 $1.09M - $1.11M	88.2K $4.31B

Activity Summary All Purchases 72 New Holdings 9 Increased Positions 63 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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