Lmg Wealth Partners, LLC Reduced Holdings in Q1 2025

Lmg Wealth Partners, LLC

  • $449 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.17K
- 0.93%
$92.45 - $106.69 $293K - $339K
338K $31.4B
AAPL
Apple Inc.

Technology
-339
- 0.46%
$209.68 - $247.1 $71.1K - $83.8K
73.1K $16.2B
MSFT
Microsoft Corp

Technology
-28
- 0.08%
$375.39 - $447.2 $10.5K - $12.5K
34.2K $12.8B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-117
- 0.26%
$254.58 - $302.92 $29.8K - $35.4K
44.8K $11.5B
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.75K
- 1.73%
$114.9 - $139.6 $201K - $245K
99.5K $11.7B
BNDX
Vanguard Total International B

ETFs
-22.5K
- 20.32%
$48.33 - $49.5 $1.09M - $1.11M
88.2K $4.31B
EMR
Emerson Electric CO

Industrials
-53
- 0.1%
$108.64 - $131.17 $5.76K - $6.95K
55.7K $6.1B
WMT
Walmart Inc.

Consumer Defensive
-1.88K
- 1.06%
$84.5 - $105.05 $159K - $198K
175K $15.4B
APP
App Lovin Corp

Technology
-90
- 1.13%
$238.08 - $510.13 $21.4K - $45.9K
7.9K $2.09B
Celestica Inc
-547
- 1.72%
N/A
31.2K $2.46B
BX
Blackstone Inc.

Financial Services
-40
- 0.42%
$136.53 - $186.74 $5.46K - $7.47K
9.45K $1.32B
ADM
Archer Daniels Midland CO

Consumer Defensive
-885
- 1.54%
$45.22 - $52.17 $40K - $46.2K
56.6K $2.72B
IVE
Ishares S&P 500 Value ETF

ETFs
-788
- 1.74%
$185.78 - $198.58 $146K - $156K
44.6K $8.5B
CAH
Cardinal Health Inc

Healthcare
-13.8K
- 15.25%
$118.02 - $137.77 $1.63M - $1.91M
77K $10.6B
VIG
Vanguard Dividend Appreciation

ETFs
-258
- 9.92%
N/A
2.34K $455M
BAC
Bank Of America Corp

Financial Services
-67
- 0.58%
$39.61 - $47.74 $2.65K - $3.2K
11.6K $482M
PFE
Pfizer Inc

Healthcare
-105
- 0.62%
$25.01 - $27.13 $2.63K - $2.85K
16.7K $423M
F
Ford Motor CO

Consumer Cyclical
-2.43K
- 13.65%
$9.12 - $10.43 $22.2K - $25.4K
15.4K $154M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-124
- 0.32%
$78.12 - $83.7 $9.69K - $10.4K
38.8K $3.13B
LNT
Alliant Energy Corp

Utilities
-2.63K
- 8.41%
$56.66 - $66.04 $149K - $174K
28.6K $1.84B
MPC
Marathon Petroleum Corp

Energy
-164
- 5.29%
$134.72 - $159.03 $22.1K - $26.1K
2.93K $427M
VEU
Vanguard Ftse All World Ex Us

ETFs
-40
- 0.62%
$56.51 - $62.98 $2.26K - $2.52K
6.45K $391M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-896
- 1.7%
$42.5 - $46.71 $38.1K - $41.9K
51.8K $2.35B
VNQ
Vanguard Specialized Funds Van

ETFs
-608
- 0.94%
$85.55 - $94.34 $52K - $57.4K
64.1K $5.8B
DVY
Ishares Tr

ETFs
-487
- 1.27%
$128.58 - $138.1 $62.6K - $67.3K
37.7K $5.07B
CSCO
Cisco Systems, Inc.

Technology
-151
- 0.4%
$58.74 - $64.87 $8.87K - $9.8K
37.4K $2.31B
IBM
International Business Machines Corp

Technology
-26
- 0.77%
$217.4 - $264.74 $5.65K - $6.88K
3.34K $831M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-980
- 1.34%
$97.38 - $104.52 $95.4K - $102K
72.3K $7.39B
XOM
Exxon Mobil Corp

Energy
-5.36K
- 8.15%
$105.44 - $118.93 $565K - $637K
60.3K $7.18B
DUK
Duke Energy Corp

Utilities
-134
- 1.18%
$105.87 - $121.97 $14.2K - $16.3K
11.2K $1.37B
SO
Southern CO

Utilities
-7
- 0.04%
$80.96 - $92.96 $567 - $651
19.7K $1.81B
ADP
Automatic Data Processing Inc

Industrials
-45
- 0.24%
$286.85 - $318.64 $12.9K - $14.3K
18.5K $5.66B
T
At&T Inc.

Communication Services
-955
- 1.14%
$21.56 - $28.28 $20.6K - $27K
82.9K $2.34B
JNJ
Johnson & Johnson

Healthcare
-495
- 1.78%
$142.06 - $167.7 $70.3K - $83K
27.4K $4.54B
ABBV
Abb Vie Inc.

Healthcare
-78
- 0.36%
$169.2 - $216.66 $13.2K - $16.9K
21.7K $4.54B
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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