Lmg Wealth Partners, LLC Reduced Holdings in Q2 2025

Lmg Wealth Partners, LLC

  • $487 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-152
- 0.21%
$172.42 - $223.89 $26.2K - $34K
73K $15B
CAH
Cardinal Health Inc

Healthcare
-18.2K
- 23.71%
$125.0 - $168.0 $2.28M - $3.07M
58.7K $9.86B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.02%
$483.48 - $539.8 $1.45K - $1.62K
12.3K $5.97B
AFL
Aflac Inc

Financial Services
-286
- 0.49%
$99.77 - $112.45 $28.5K - $32.2K
57.5K $6.07B
FDX
Fedex Corp

Industrials
-15
- 0.09%
$198.07 - $245.17 $2.97K - $3.68K
16.9K $3.84B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.02K
- 1.41%
$90.85 - $102.31 $92.7K - $104K
71.3K $7.18B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.38K
- 44.36%
$60.61 - $87.72 $205K - $296K
4.24K $359M
ALL
Allstate Corp

Financial Services
-20
- 0.09%
$180.53 - $212.64 $3.61K - $4.25K
21.5K $4.33B
DVY
Ishares Tr

ETFs
-392
- 1.04%
$118.37 - $134.86 $46.4K - $52.9K
37.3K $4.96B
ET
Energy Transfer LP

Energy
-12
- 0.02%
$15.65 - $18.93 $188 - $227
60.1K $1.09B
ABT
Abbott Laboratories

Healthcare
-94
- 4.35%
$123.95 - $138.08 $11.7K - $13K
2.07K $281M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-373
- 0.96%
$72.71 - $82.56 $27.1K - $30.8K
38.5K $3.14B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-88
- 0.07%
$96.84 - $99.46 $8.52K - $8.75K
121K $12B
ADP
Automatic Data Processing Inc

Industrials
-78
- 0.42%
$276.76 - $326.81 $21.6K - $25.5K
18.5K $5.69B
NTLA
Intellia Therapeutics, Inc.

Healthcare
-299
- 2.09%
$6.28 - $9.67 $1.88K - $2.89K
14K $131M
T
At&T Inc.

Communication Services
-730
- 0.88%
$26.33 - $28.94 $19.2K - $21.1K
82.1K $2.38B
ETN
Eaton Corp PLC

Industrials
-1.68K
- 18.29%
$246.52 - $356.99 $415K - $601K
7.52K $2.69B
IVE
Ishares S&P 500 Value ETF

ETFs
-44
- 0.1%
$168.34 - $195.42 $7.41K - $8.6K
44.6K $8.71B
EEMV
Ishares Msci Emerging Markets

ETFs
-407
- 0.65%
$54.12 - $62.8 $22K - $25.6K
62.2K $3.9B
VFH
Vanguard Financial ETF

ETFs
-373
- 0.91%
$104.87 - $127.3 $39.1K - $47.5K
40.5K $5.15B
VBR
Vanguard Small Cap Value ETF

ETFs
-22
- 0.03%
$162.76 - $195.77 $3.58K - $4.31K
75.4K $14.7B
DIS
Walt Disney CO

Communication Services
-13
- 0.05%
$81.72 - $124.01 $1.06K - $1.61K
28.2K $3.49B
RTX
Raytheon Technologies Corp

Industrials
-584
- 0.86%
$113.75 - $148.48 $66.4K - $86.7K
67.5K $9.86B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-156
- 0.26%
$101.93 - $128.63 $15.9K - $20.1K
59.9K $7.71B
EMR
Emerson Electric CO

Industrials
-241
- 0.43%
$94.15 - $133.33 $22.7K - $32.1K
55.4K $7.39B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-139
- 0.31%
$224.16 - $285.86 $31.2K - $39.7K
44.7K $12.8B
WMT
Walmart Inc.

Consumer Defensive
-1.57K
- 0.9%
$81.79 - $99.98 $128K - $157K
173K $17B
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.08K
- 1.08%
$104.34 - $138.68 $112K - $149K
98.4K $13.6B
Celestica Inc
-305
- 0.98%
N/A
30.9K $4.83B
MSFT
Microsoft Corp

Technology
-223
- 0.65%
$354.56 - $497.45 $79.1K - $111K
34K $16.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.91K
- 1.16%
$82.96 - $110.1 $325K - $431K
335K $36.8B
Activity Summary
Buys All Purchases 84 New Holdings 15 Increased Positions 69 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lmg Wealth Partners, LLC Portfolio

Follow Lmg Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lmg Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lmg Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email