Lmg Wealth Partners, LLC Incresed Positions in Q1 2025

Lmg Wealth Partners, LLC

  • $449 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
532
+ 0.76%
$146.71 - $167.97 $78K - $89.4K
70.6K $11.8B
RTX
Raytheon Technologies Corp

Industrials
728
+ 1.08%
$114.1 - $135.66 $83.1K - $98.8K
68.1K $9.02B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
170
+ 1.4%
$442.66 - $534.52 $75.3K - $90.9K
12.3K $6.55B
CB
Chubb LTD

Financial Services
1.7K
+ 13.99%
$257.71 - $301.99 $438K - $514K
13.9K $4.18B
FLQH
Franklin Templeton Libertyq In

ETFs
5.89K
+ 2.47%
N/A
244K $7.95B
OKTA
Okta, Inc.

Technology
716
+ 3.18%
$78.83 - $116.72 $56.4K - $83.6K
23.2K $2.44B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.88K
+ 3.32%
$95.85 - $99.25 $372K - $385K
121K $11.9B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
9K
+ 17.62%
$110.9 - $132.93 $998K - $1.2M
60.1K $6.84B
AFL
Aflac Inc

Financial Services
79
+ 0.14%
$100.99 - $111.19 $7.98K - $8.78K
57.8K $6.43B
MCD
Mcdonalds Corp

Consumer Cyclical
123
+ 0.67%
$279.74 - $321.29 $34.4K - $39.5K
18.6K $5.81B
O
Realty Income Corp

Real Estate
1.07K
+ 1.44%
$51.67 - $58.49 $55.1K - $62.4K
75.3K $4.37B
KO
Coca Cola CO

Consumer Defensive
98
+ 0.35%
$60.81 - $72.32 $5.96K - $7.09K
28.2K $2.02B
BMY
Bristol Myers Squibb CO

Healthcare
330
+ 0.71%
$53.9 - $63.11 $17.8K - $20.8K
46.7K $2.85B
GIS
General Mills Inc

Consumer Defensive
4.17K
+ 66.6%
$57.56 - $65.3 $240K - $272K
10.4K $623M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
2.52K
+ 12.1%
N/A
23.3K $1.36B
PAYX
Paychex Inc

Industrials
7
+ 0.06%
$136.06 - $154.52 $952 - $1.08K
12.5K $1.93B
EAT
Brinker International, Inc

Consumer Cyclical
533
+ 17.61%
$133.46 - $189.14 $71.1K - $101K
3.56K $531M
VFH
Vanguard Financial ETF

ETFs
554
+ 1.37%
$114.07 - $127.34 $63.2K - $70.5K
40.9K $4.88B
PEP
Pepsico Inc

Consumer Defensive
1.48K
+ 3.14%
$142.64 - $156.42 $212K - $232K
48.6K $7.29B
MFC
Manulife Financial Corp

Financial Services
2.54K
+ 4.59%
$28.41 - $31.82 $72.2K - $80.9K
57.9K $1.8B
EEMV
Ishares Msci Emerging Markets

ETFs
1.38K
+ 2.25%
$57.07 - $59.29 $78.6K - $81.7K
62.6K $3.65B
DIS
Walt Disney CO

Communication Services
4.09K
+ 16.98%
$96.87 - $114.0 $396K - $466K
28.2K $2.78B
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.01%
$225.19 - $279.95 $225 - $280
13K $3.2B
PG
Procter & Gamble CO

Consumer Defensive
95
+ 0.53%
$158.56 - $176.26 $15.1K - $16.7K
18K $3.06B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
451
+ 29.65%
$203.38 - $274.79 $91.7K - $124K
1.97K $405M
WM
Waste Management Inc

Industrials
5
+ 0.33%
$200.54 - $233.78 $1K - $1.17K
1.52K $353M
CAAP
Corporacion America Airports S.A.

Industrials
3.69K
+ 4.04%
$17.5 - $20.0 $64.6K - $73.9K
95.2K $1.74B
VTV
Vanguard Value ETF

ETFs
60
+ 1.58%
$167.73 - $179.21 $10.1K - $10.8K
3.87K $668M
WFC
Wells Fargo & Company

Financial Services
44
+ 0.42%
$66.78 - $81.42 $2.94K - $3.58K
10.6K $762M
RGA
Reinsurance Group Of America Inc

Financial Services
622
+ 8.55%
$186.01 - $231.1 $116K - $144K
7.9K $1.56B
META
Meta Platforms, Inc.

Communication Services
6
+ 1.75%
$576.36 - $736.67 $3.46K - $4.42K
349 $201M
VOE
Vanguard Mid Cap Value Index F

ETFs
15
+ 0.69%
$156.61 - $168.02 $2.35K - $2.52K
2.2K $353M
NVDA
Nvidia Corp

Technology
1.32K
+ 23.05%
$106.98 - $149.43 $141K - $197K
7.02K $761M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
98
+ 3.72%
$102.49 - $119.96 $10K - $11.8K
2.73K $286M
NTLA
Intellia Therapeutics, Inc.

Healthcare
3.16K
+ 28.37%
$7.11 - $12.8 $22.4K - $40.4K
14.3K $102M
UPS
United Parcel Service Inc

Industrials
82
+ 2.51%
$109.66 - $136.26 $8.99K - $11.2K
3.34K $368M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.04%
$347.25 - $424.87 $347 - $425
2.27K $831M
ET
Energy Transfer LP

Energy
265
+ 0.44%
$17.26 - $21.08 $4.57K - $5.59K
60.1K $1.12B
SYY
Sysco Corp

Consumer Defensive
290
+ 0.5%
$70.0 - $77.13 $20.3K - $22.4K
58.6K $4.4B
QTWO
Q2 Holdings, Inc.

Technology
2.44K
+ 17.1%
$71.37 - $102.68 $174K - $251K
16.7K $1.34B
SKYW
Skywest Inc

Industrials
1.14K
+ 5.74%
$81.46 - $120.92 $93K - $138K
21K $1.84B
MRK
Merck & Co., Inc.

Healthcare
695
+ 3.01%
$83.01 - $101.02 $57.7K - $70.2K
23.8K $2.13B
ABNB
Airbnb, Inc.

Consumer Cyclical
449
+ 2.24%
$119.38 - $161.42 $53.6K - $72.5K
20.5K $2.45B
PKG
Packaging Corp Of America

Consumer Cyclical
42
+ 0.44%
$192.03 - $242.13 $8.07K - $10.2K
9.66K $1.91B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
414
+ 0.72%
$117.4 - $131.02 $48.6K - $54.2K
58.2K $6.97B
TGT
Target Corp

Consumer Defensive
335
+ 3.15%
$103.65 - $142.5 $34.7K - $47.7K
11K $1.15B
CAT
Caterpillar Inc

Industrials
67
+ 0.68%
$326.75 - $407.63 $21.9K - $27.3K
9.96K $3.28B
CRM
Salesforce, Inc.

Technology
255
+ 4.35%
$268.36 - $359.95 $68.4K - $91.8K
6.12K $1.64B
GOOGL
Alphabet Inc.

Communication Services
426
+ 3.83%
$154.33 - $206.19 $65.7K - $87.8K
11.5K $1.78B
Activity Summary
Buys All Purchases 72 New Holdings 9 Increased Positions 63 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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