Lmg Wealth Partners, LLC Purchases in Q2 2025

Lmg Wealth Partners, LLC

  • $487 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
1.17K
+ 5.91%
$84.91 - $92.56 $98.9K - $108K
20.9K $1.92B
MFC
Manulife Financial Corp

Financial Services
1.79K
+ 3.09%
$26.93 - $32.44 $48.2K - $58.1K
59.7K $1.91B
BNDX
Vanguard Total International B

ETFs
807
+ 0.92%
$48.77 - $49.55 $39.4K - $40K
89K $4.41B
CRM
Salesforce, Inc.

Technology
248
+ 4.05%
$236.26 - $291.15 $58.6K - $72.2K
6.36K $1.74B
ROP
Roper Technologies Inc

Industrials
339
+ 7.69%
$519.19 - $590.78 $176K - $200K
4.75K $2.69B
KO
Coca Cola CO

Consumer Defensive
1.41K
+ 5.0%
$68.37 - $73.9 $96.4K - $104K
29.6K $2.09B
RGA
Reinsurance Group Of America Inc

Financial Services
283
+ 3.58%
$168.32 - $209.71 $47.6K - $59.3K
8.18K $1.62B
BAC
Bank Of America Corp

Financial Services
25
+ 0.22%
$34.39 - $47.46 $860 - $1.19K
11.6K $548M
SYY
Sysco Corp

Consumer Defensive
298
+ 0.51%
$68.0 - $75.91 $20.3K - $22.6K
58.9K $4.46B
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 9.47%
$416.06 - $551.64 $17.9K - $23.7K
497 $274M
PKG
Packaging Corp Of America

Consumer Cyclical
662
+ 6.85%
$175.97 - $201.36 $116K - $133K
10.3K $1.95B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
28
+ 1.02%
$90.56 - $109.49 $2.54K - $3.07K
2.76K $302M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.04%
$335.24 - $380.78 $335 - $381
2.27K $832M
WM
Waste Management Inc

Industrials
5
+ 0.33%
$216.47 - $242.1 $1.08K - $1.21K
1.53K $350M
PAYX
Paychex Inc

Industrials
667
+ 5.33%
$137.01 - $159.78 $91.4K - $107K
13.2K $1.92B
UPS
United Parcel Service Inc

Industrials
38
+ 1.14%
$91.92 - $110.2 $3.49K - $4.19K
3.38K $341M
ETR
Entergy Corp

Utilities
4
+ 0.02%
$79.01 - $86.61 $316 - $346
17.7K $1.47B
VNQ
Vanguard Specialized Funds Van

ETFs
324
+ 0.51%
$79.79 - $91.42 $25.9K - $29.6K
64.4K $5.74B
LNT
Alliant Energy Corp

Utilities
57
+ 0.2%
$58.79 - $64.85 $3.35K - $3.7K
28.7K $1.73B
OKTA
Okta, Inc.

Technology
57
+ 0.25%
$91.24 - $127.3 $5.2K - $7.26K
23.3K $2.33B
VZ
Verizon Communications Inc

Communication Services
23
+ 0.04%
$41.67 - $45.62 $958 - $1.05K
56.5K $2.44B
MRK
Merck & Co., Inc.

Healthcare
1.68K
+ 7.06%
$73.47 - $87.12 $123K - $146K
25.5K $2.02B
CB
Chubb LTD

Financial Services
174
+ 1.26%
$274.32 - $302.46 $47.7K - $52.6K
14K $4.07B
PG
Procter & Gamble CO

Consumer Defensive
418
+ 2.33%
$157.66 - $172.39 $65.9K - $72.1K
18.4K $2.93B
PRU
Prudential Financial Inc

Financial Services
1.31K
+ 1.8%
$95.12 - $112.71 $124K - $147K
73.9K $7.94B
JNJ
Johnson & Johnson

Healthcare
763
+ 2.79%
$146.36 - $159.82 $112K - $122K
28.1K $4.3B
MCD
Mcdonalds Corp

Consumer Cyclical
455
+ 2.45%
$285.55 - $321.23 $130K - $146K
19.1K $5.57B
LOW
Lowes Companies Inc

Consumer Cyclical
62
+ 0.26%
$210.83 - $235.28 $13.1K - $14.6K
24.1K $5.35B
ABBV
Abb Vie Inc.

Healthcare
59
+ 0.27%
$170.16 - $206.27 $10K - $12.2K
21.7K $4.03B
PEP
Pepsico Inc

Consumer Defensive
2.49K
+ 5.12%
$128.02 - $151.37 $319K - $377K
51.1K $6.75B
XOM
Exxon Mobil Corp

Energy
785
+ 1.3%
$99.93 - $119.04 $78.4K - $93.4K
61.1K $6.59B
BMY
Bristol Myers Squibb CO

Healthcare
991
+ 2.12%
$44.12 - $59.6 $43.7K - $59.1K
47.7K $2.21B
CVX
Chevron Corp

Energy
1.94K
+ 2.74%
$133.73 - $168.51 $259K - $326K
72.5K $10.4B
Activity Summary
Buys All Purchases 84 New Holdings 15 Increased Positions 69 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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