Lmg Wealth Partners, LLC Reduced Holdings in Q3 2025

Lmg Wealth Partners, LLC

  • $538 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-14.3K
- 28.04%
$133.81 - $152.16 $1.92M - $2.18M
36.8K $5.17B
CAH
Cardinal Health Inc

Healthcare
-299
- 0.51%
$146.04 - $167.63 $43.7K - $50.1K
58.4K $9.17B
PRU
Prudential Financial Inc

Financial Services
-182
- 0.25%
$100.68 - $109.89 $18.3K - $20K
73.8K $7.65B
BSM
Black Stone Minerals, L.P.

Energy
-15.1K
- 10.04%
$11.92 - $13.41 $180K - $202K
135K $1.78B
EMR
Emerson Electric CO

Industrials
-262
- 0.47%
$128.6 - $149.63 $33.7K - $39.2K
55.2K $7.24B
SO
Southern CO

Utilities
-1.55K
- 7.42%
$90.83 - $96.0 $141K - $149K
19.3K $1.83B
ETR
Entergy Corp

Utilities
-2.78K
- 15.69%
$80.93 - $93.55 $225K - $260K
14.9K $1.39B
BNDX
Vanguard Total International B

ETFs
-1.2K
- 1.35%
$49.0 - $49.51 $58.8K - $59.5K
87.8K $4.34B
AMZN
Amazon Com Inc

Consumer Cyclical
-23
- 0.06%
$211.65 - $238.24 $4.87K - $5.48K
39.9K $8.76B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.16K
- 0.97%
$97.75 - $100.75 $114K - $117K
119K $12B
EEM
Ishares Msci Emerging Markets

ETFs
-337
- 4.21%
$48.07 - $53.4 $16.2K - $18K
7.66K $409M
ETN
Eaton Corp PLC

Industrials
-35
- 0.47%
$342.99 - $392.76 $12K - $13.7K
7.49K $2.8B
WFC
Wells Fargo & Company

Financial Services
-12
- 0.03%
$77.05 - $85.16 $925 - $1.02K
47.4K $3.98B
NVDA
Nvidia Corp

Technology
-112
- 1.45%
$153.3 - $186.58 $17.2K - $20.9K
7.6K $1.42B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-748
- 1.41%
$49.43 - $54.52 $37K - $40.8K
52.2K $2.83B
SYY
Sysco Corp

Consumer Defensive
-83
- 0.14%
$76.33 - $82.51 $6.34K - $6.85K
58.8K $4.84B
ADM
Archer Daniels Midland CO

Consumer Defensive
-40
- 0.07%
$53.54 - $64.21 $2.14K - $2.57K
57.6K $3.44B
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-598
- 0.91%
$113.22 - $123.86 $67.7K - $74.1K
65K $7.92B
MSFT
Microsoft Corp

Technology
-78
- 0.23%
$491.09 - $535.64 $38.3K - $41.8K
33.9K $17.5B
GOOGL
Alphabet Inc.

Communication Services
-19
- 0.16%
$174.36 - $254.72 $3.31K - $4.84K
11.9K $2.9B
WMT
Walmart Inc.

Consumer Defensive
-453
- 0.26%
$94.4 - $104.27 $42.8K - $47.2K
173K $17.8B
CAT
Caterpillar Inc

Industrials
-57
- 0.55%
$390.92 - $477.15 $22.3K - $27.2K
10.2K $4.88B
GOOG
Alphabet Inc.

Communication Services
-23
- 0.15%
$175.16 - $255.24 $4.03K - $5.87K
15K $3.64B
STRL
Sterling Construction CO Inc

Industrials
-524
- 4.43%
$222.54 - $371.84 $117K - $195K
11.3K $3.84B
RTX
Raytheon Technologies Corp

Industrials
-348
- 0.52%
$144.19 - $167.33 $50.2K - $58.2K
67.2K $11.2B
Celestica Inc
-2.77K
- 8.97%
N/A
28.1K $6.93B
APP
App Lovin Corp

Technology
-828
- 10.43%
$335.1 - $718.54 $277K - $595K
7.11K $5.11B
IVW
Ishares S&P 500 Growth ETF

ETFs
-365
- 0.11%
$108.97 - $121.65 $39.8K - $44.4K
334K $40.3B
Activity Summary
Buys All Purchases 94 New Holdings 14 Increased Positions 80 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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