Lmg Wealth Partners, LLC Incresed Positions in Q3 2024

Lmg Wealth Partners, LLC

  • $437 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.11K
+ 142.29%
$405.19 - $478.57 $2.88M - $3.4M
12.1K $5.57B
VFH
Vanguard Financial ETF

ETFs
12.7K
+ 47.21%
$99.27 - $111.21 $1.26M - $1.41M
39.5K $4.35B
JNJ
Johnson & Johnson

Healthcare
8.21K
+ 43.17%
$145.48 - $167.38 $1.19M - $1.37M
27.2K $4.41B
LOW
Lowes Companies Inc

Consumer Cyclical
309
+ 1.31%
$213.3 - $270.78 $65.9K - $83.7K
23.9K $6.48B
CAH
Cardinal Health Inc

Healthcare
1.44K
+ 1.62%
$93.74 - $114.66 $135K - $165K
90.1K $9.95B
CVX
Chevron Corp

Energy
11.9K
+ 21.09%
$137.88 - $161.97 $1.64M - $1.92M
68.1K $10B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3.99K
+ 4.11%
$72.52 - $82.35 $289K - $328K
101K $8.26B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.29K
+ 5.66%
$96.25 - $101.98 $606K - $642K
118K $11.9B
MCD
Mcdonalds Corp

Consumer Cyclical
710
+ 4.09%
$245.82 - $304.51 $175K - $216K
18.1K $5.5B
USB
Us Bancorp \De\

Financial Services
2.47K
+ 1.99%
$39.04 - $47.23 $96.3K - $117K
126K $5.78B
IVE
Ishares S&P 500 Value ETF

ETFs
261
+ 0.58%
$181.06 - $197.17 $47.3K - $51.5K
45.3K $8.93B
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
615
+ 0.95%
$109.24 - $121.48 $67.2K - $74.7K
65.3K $7.82B
SYY
Sysco Corp

Consumer Defensive
3.91K
+ 7.32%
$69.16 - $78.98 $270K - $309K
57.3K $4.48B
CAT
Caterpillar Inc

Industrials
196
+ 2.04%
$316.8 - $391.12 $62.1K - $76.7K
9.82K $3.84B
CB
Chubb LTD

Financial Services
986
+ 9.37%
$252.51 - $292.2 $249K - $288K
11.5K $3.32B
ABBV
Abb Vie Inc.

Healthcare
403
+ 1.96%
$163.84 - $199.33 $66K - $80.3K
20.9K $4.13B
BNDX
Vanguard Total International B

ETFs
7.66K
+ 7.23%
$48.42 - $50.35 $371K - $386K
114K $5.71B
BMY
Bristol Myers Squibb CO

Healthcare
2.19K
+ 5.06%
$39.66 - $51.75 $86.9K - $113K
45.5K $2.35B
SMCI
Super Micro Computer, Inc.

Technology
2.21K
+ 202.84%
$386.46 - $909.96 $855K - $2.01M
3.3K $1.38B
PEP
Pepsico Inc

Consumer Defensive
1.33K
+ 2.99%
$161.9 - $179.3 $215K - $238K
45.7K $7.76B
CRM
Salesforce, Inc.

Technology
1.29K
+ 30.69%
$238.42 - $276.53 $308K - $357K
5.49K $1.5B
CMCSA
Comcast Corp

Communication Services
7.25K
+ 23.43%
$37.33 - $41.78 $270K - $303K
38.2K $1.59B
CSCO
Cisco Systems, Inc.

Technology
3.42K
+ 10.13%
$44.74 - $53.22 $153K - $182K
37.2K $1.98B
LNT
Alliant Energy Corp

Utilities
1.17K
+ 3.97%
$50.74 - $60.74 $59.2K - $70.9K
30.6K $1.85B
BX
Blackstone Inc.

Financial Services
479
+ 5.38%
$120.77 - $159.66 $57.8K - $76.5K
9.39K $1.44B
ADM
Archer Daniels Midland CO

Consumer Defensive
6.12K
+ 13.21%
$57.96 - $65.72 $355K - $402K
52.4K $3.13B
KO
Coca Cola CO

Consumer Defensive
1.56K
+ 5.92%
$62.69 - $73.01 $97.9K - $114K
28K $2.01B
XOM
Exxon Mobil Corp

Energy
1.6K
+ 2.52%
$109.72 - $119.0 $175K - $190K
65.2K $7.64B
OKTA
Okta, Inc.

Technology
7.38K
+ 60.7%
$71.0 - $100.39 $524K - $741K
19.5K $1.45B
SO
Southern CO

Utilities
762
+ 4.03%
$77.0 - $90.52 $58.7K - $69K
19.7K $1.77B
ED
Consolidated Edison Inc

Utilities
1.18K
+ 10.03%
$88.42 - $104.97 $104K - $124K
12.9K $1.34B
VZ
Verizon Communications Inc

Communication Services
2.11K
+ 4.29%
$38.89 - $45.0 $82K - $94.9K
51.3K $2.3B
DOW
Dow Inc.

Basic Materials
4.17K
+ 17.96%
$50.15 - $55.41 $209K - $231K
27.4K $1.5B
DAL
Delta Air Lines, Inc.

Industrials
42
+ 0.05%
$37.32 - $51.8 $1.57K - $2.18K
78.3K $3.98B
PAYX
Paychex Inc

Industrials
517
+ 4.33%
$116.17 - $135.19 $60.1K - $69.9K
12.5K $1.67B
T
At&T Inc.

Communication Services
482
+ 0.58%
$18.21 - $22.28 $8.78K - $10.7K
83.3K $1.83B
KHC
Kraft Heinz CO

Consumer Defensive
4.03K
+ 12.38%
$31.86 - $36.13 $128K - $145K
36.5K $1.28B
EMR
Emerson Electric CO

Industrials
2.39K
+ 4.49%
$98.19 - $118.87 $235K - $284K
55.6K $6.08B
NVDA
Nvidia Corp

Technology
1.66K
+ 25.23%
$98.91 - $134.91 $164K - $224K
8.25K $1B
MFC
Manulife Financial Corp

Financial Services
178
+ 0.34%
$24.13 - $29.63 $4.3K - $5.27K
51.9K $1.53B
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.06%
$333.64 - $405.2 $334 - $405
1.71K $693M
CAAP
Corporacion America Airports S.A.

Industrials
1.26K
+ 1.51%
$14.1 - $18.26 $17.8K - $23K
84.8K $1.48B
LYB
Lyondell Basell Industries N.V.

Basic Materials
508
+ 3.72%
$92.56 - $99.46 $47K - $50.5K
14.2K $1.36B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
133
+ 5.37%
$105.53 - $118.34 $14K - $15.7K
2.61K $305M
VOE
Vanguard Mid Cap Value Index F

ETFs
23
+ 1.07%
$149.02 - $167.67 $3.43K - $3.86K
2.17K $364M
AVGO
Broadcom Inc.

Technology
1.22K
+ 900.0%
$136.27 - $1745.86 $167K - $2.14M
1.36K $235M
UPS
United Parcel Service Inc

Industrials
26
+ 0.81%
$123.32 - $147.38 $3.21K - $3.83K
3.24K $441M
DIS
Walt Disney CO

Communication Services
562
+ 2.38%
$85.6 - $98.61 $48.1K - $55.4K
24.2K $2.33B
WFC
Wells Fargo & Company

Financial Services
59
+ 0.56%
$51.58 - $60.97 $3.04K - $3.6K
10.5K $595M
Activity Summary
Buys All Purchases 64 New Holdings 6 Increased Positions 58 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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