Lmg Wealth Partners, LLC Incresed Positions in Q4 2024

Lmg Wealth Partners, LLC

  • $459 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
1.11K
+ 0.33%
$94.43 - $105.47 $105K - $117K
342K $34.7B
WMT
Walmart Inc.

Consumer Defensive
1.45K
+ 0.82%
$79.1 - $95.7 $114K - $138K
177K $16B
Celestica Inc
696
+ 2.24%
N/A
31.8K $2.93B
EMR
Emerson Electric CO

Industrials
122
+ 0.22%
$108.13 - $134.33 $13.2K - $16.4K
55.7K $6.91B
CAH
Cardinal Health Inc

Healthcare
756
+ 0.84%
$107.89 - $125.33 $81.6K - $94.7K
90.8K $10.7B
CRM
Salesforce, Inc.

Technology
368
+ 6.7%
$270.87 - $367.87 $99.7K - $135K
5.86K $1.96B
VFH
Vanguard Financial ETF

ETFs
775
+ 1.96%
$108.87 - $126.2 $84.4K - $97.8K
40.3K $4.76B
SKYW
Skywest Inc

Industrials
1.33K
+ 7.14%
$83.51 - $115.11 $111K - $153K
19.9K $1.99B
JPM
Jpmorgan Chase & CO

Financial Services
91
+ 0.7%
$205.18 - $250.29 $18.7K - $22.8K
13K $3.13B
GOOGL
Alphabet Inc.

Communication Services
569
+ 5.4%
$161.86 - $196.66 $92.1K - $112K
11.1K $2.1B
OKTA
Okta, Inc.

Technology
2.97K
+ 15.23%
$71.81 - $86.11 $214K - $256K
22.5K $1.77B
ADP
Automatic Data Processing Inc

Industrials
84
+ 0.45%
$280.08 - $307.97 $23.5K - $25.9K
18.6K $5.44B
USB
Us Bancorp \De\

Financial Services
857
+ 0.68%
$43.98 - $53.66 $37.7K - $46K
127K $6.09B
STRL
Sterling Construction CO Inc

Industrials
377
+ 3.67%
$142.94 - $199.03 $53.9K - $75K
10.6K $1.79B
BMY
Bristol Myers Squibb CO

Healthcare
923
+ 2.03%
$51.92 - $59.94 $47.9K - $55.3K
46.4K $2.63B
CSCO
Cisco Systems, Inc.

Technology
412
+ 1.11%
$52.45 - $60.02 $21.6K - $24.7K
37.6K $2.22B
CAAP
Corporacion America Airports S.A.

Industrials
6.67K
+ 7.86%
$17.33 - $20.67 $116K - $138K
91.5K $1.71B
ANF
Abercrombie & Fitch CO

Consumer Cyclical
791
+ 7.47%
$131.26 - $163.78 $104K - $130K
11.4K $1.7B
BX
Blackstone Inc.

Financial Services
98
+ 1.04%
$148.45 - $199.05 $14.5K - $19.5K
9.49K $1.64B
HD
Home Depot, Inc.

Consumer Cyclical
556
+ 32.51%
$385.02 - $431.37 $214K - $240K
2.27K $881M
ETR
Entergy Corp

Utilities
8.86K
+ 100.0%
$73.19 - $156.4 $648K - $1.38M
17.7K $1.34B
MFC
Manulife Financial Corp

Financial Services
3.51K
+ 6.76%
$29.21 - $32.87 $102K - $115K
55.4K $1.7B
WFC
Wells Fargo & Company

Financial Services
44
+ 0.42%
$54.98 - $77.35 $2.42K - $3.4K
10.6K $743M
RGA
Reinsurance Group Of America Inc

Financial Services
799
+ 12.33%
$201.26 - $231.95 $161K - $185K
7.28K $1.55B
ABNB
Airbnb, Inc.

Consumer Cyclical
380
+ 1.93%
$125.36 - $147.37 $47.6K - $56K
20.1K $2.64B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
334
+ 28.14%
$173.13 - $258.09 $57.8K - $86.2K
1.52K $351M
PKG
Packaging Corp Of America

Consumer Cyclical
138
+ 1.46%
$211.98 - $248.85 $29.3K - $34.3K
9.62K $2.17B
CVX
Chevron Corp

Energy
1.94K
+ 2.85%
$141.15 - $162.53 $274K - $316K
70K $10.1B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
118
+ 0.2%
$121.89 - $135.52 $14.4K - $16K
57.8K $7.23B
PAYX
Paychex Inc

Industrials
51
+ 0.41%
$135.86 - $148.73 $6.93K - $7.59K
12.5K $1.75B
T
At&T Inc.

Communication Services
490
+ 0.59%
$21.22 - $23.88 $10.4K - $11.7K
83.8K $1.91B
AEP
American Electric Power CO Inc

Utilities
1.1K
+ 36.53%
$90.91 - $102.21 $99.6K - $112K
4.1K $378M
BAC
Bank Of America Corp

Financial Services
140
+ 1.22%
$39.22 - $47.77 $5.49K - $6.69K
11.6K $511M
CB
Chubb LTD

Financial Services
652
+ 5.67%
$271.57 - $301.89 $177K - $197K
12.2K $3.36B
GIS
General Mills Inc

Consumer Defensive
1.33K
+ 27.07%
$62.78 - $74.62 $83.7K - $99.5K
6.26K $399M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 2.25%
$481.22 - $538.17 $4.81K - $5.38K
454 $232M
PG
Procter & Gamble CO

Consumer Defensive
638
+ 3.71%
$161.05 - $179.7 $103K - $115K
17.9K $2.99B
ABT
Abbott Laboratories

Healthcare
80
+ 3.84%
$111.93 - $119.39 $8.95K - $9.55K
2.16K $244M
IBM
International Business Machines Corp

Technology
30
+ 0.9%
$204.9 - $238.04 $6.15K - $7.14K
3.37K $741M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
27
+ 1.04%
$113.92 - $127.38 $3.08K - $3.44K
2.64K $304M
ORCL
Oracle Corp

Technology
1
+ 0.08%
$165.41 - $192.43 $165 - $192
1.26K $211M
LNT
Alliant Energy Corp

Utilities
714
+ 2.34%
$56.24 - $63.63 $40.2K - $45.4K
31.3K $1.85B
VTV
Vanguard Value ETF

ETFs
84
+ 2.26%
$168.32 - $181.87 $14.1K - $15.3K
3.81K $644M
WM
Waste Management Inc

Industrials
5
+ 0.33%
$201.79 - $228.46 $1.01K - $1.14K
1.52K $306M
VOE
Vanguard Mid Cap Value Index F

ETFs
13
+ 0.6%
$160.89 - $176.18 $2.09K - $2.29K
2.19K $354M
SYY
Sysco Corp

Consumer Defensive
1K
+ 1.74%
$73.63 - $81.77 $73.6K - $81.8K
58.3K $4.46B
UPS
United Parcel Service Inc

Industrials
26
+ 0.8%
$122.65 - $138.35 $3.19K - $3.6K
3.26K $411M
PFE
Pfizer Inc

Healthcare
194
+ 1.17%
$24.8 - $30.19 $4.81K - $5.86K
16.8K $446M
CMCSA
Comcast Corp

Communication Services
3.33K
+ 8.72%
$37.39 - $45.14 $124K - $150K
41.5K $1.56B
Activity Summary
Buys All Purchases 93 New Holdings 13 Increased Positions 80 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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