Lmg Wealth Partners, LLC Portfolio Holdings

Lmg Wealth Partners, LLC

  • $437 Billion
  • Q3 2024

Lmg Wealth Partners, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $437 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $32.6B, Apple Inc. with a value of $17.1B, Vanguard Small Cap Value ETF with a value of $15.2B, Microsoft Corp with a value of $14.5B, and Walmart Inc. with a value of $14.2B.

Examining the 13F form we can see an increase of $35.6B in the current position value, from $401B to 437B.

Lmg Wealth Partners, LLC is based out at Shreveport, LA

Below you can find more details about Lmg Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $437 Billion
ETFs: $173 Billion
Industrials: $44.4 Billion
Financial Services: $43 Billion
Technology: $42.1 Billion
Consumer Defensive: $36.4 Billion
Consumer Cyclical: $30 Billion
Healthcare: $24.7 Billion
Energy: $18.2 Billion
Other: $23.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$311B
$1.5 Billion 0.34% of portfolio
5,493
Q3 2024 Added 30.69%
$34B
$1.5 Billion 0.34% of portfolio
27,411
Q3 2024 Added 17.96%
$6.69B
$1.48 Billion 0.34% of portfolio
10,590
Q3 2024 Added 7.25%
$3.12B
$1.48 Billion 0.34% of portfolio
84,821
Q3 2024 Added 1.51%
$5.32B
$1.49 Billion 0.34% of portfolio
10,269
Q3 2024 Reduced 14.33%
$11.6B
$1.45 Billion 0.33% of portfolio
19,533
Q3 2024 Added 60.7%
$125B
$1.44 Billion 0.33% of portfolio
9,390
Q3 2024 Added 5.38%
$15.3B
$1.41 Billion 0.32% of portfolio
6,479
Q3 2024 New
$1.19B
$1.38 Billion 0.32% of portfolio
3,304
Q3 2024 Added 202.84%
$28.2B
$1.36 Billion 0.31% of portfolio
14,160
Q3 2024 Added 3.72%
$35.1B
$1.34 Billion 0.31% of portfolio
12,907
Q3 2024 Added 10.03%
$85.5B
$1.27 Billion 0.29% of portfolio
10,994
Q3 2023 Reduced 0.5%
$40.9B
$1.28 Billion 0.29% of portfolio
36,542
Q3 2024 Added 12.38%
$29.7B
$1.17 Billion 0.27% of portfolio
8,855
Q4 2022 New
$371B
$1 Billion 0.23% of portfolio
8,249
Q3 2024 Added 25.23%
$192B
$738 Million 0.17% of portfolio
3,339
Q3 2024 Reduced 4.46%
$265B
$595 Million 0.14% of portfolio
10,532
Q3 2024 Added 0.56%
$77.4B
$503 Million 0.12% of portfolio
3,090
Q3 2024 Added 0.19%
$154B
$481 Million 0.11% of portfolio
16,616
Q3 2024 Reduced 0.21%
$97.9B
$441 Million 0.1% of portfolio
3,236
Q3 2024 Added 0.81%
$359B
$456 Million 0.1% of portfolio
11,482
Q3 2024 Reduced 3.4%
$79B
$341 Million 0.08% of portfolio
689
Q4 2022 New
$39.2B
$364 Million 0.08% of portfolio
4,925
Q3 2024 New
$90B
$309 Million 0.07% of portfolio
2,033
Q3 2024 Reduced 6.53%
$49.5B
$308 Million 0.07% of portfolio
3,000
Q3 2023 Reduced 5.21%
$89.7B
$314 Million 0.07% of portfolio
1,513
Q3 2024 Reduced 81.73%
$151B
$298 Million 0.07% of portfolio
1,174
Q1 2024 New
$60.7B
$315 Million 0.07% of portfolio
100
Q4 2022 New
$4B
$254 Million 0.06% of portfolio
3,400
Q1 2024 New
$77.5B
$263 Million 0.06% of portfolio
7,613
Q4 2023 Reduced 3.33%
$65.4B
$244 Million 0.06% of portfolio
1,217
Q4 2023 New
$84.7B
$260 Million 0.06% of portfolio
860
Q4 2023 New
$147B
$272 Million 0.06% of portfolio
3,219
Q1 2024 New
$44.2B
$241 Million 0.06% of portfolio
22,813
Q3 2024 Reduced 6.42%
$177B
$262 Million 0.06% of portfolio
1,267
Q3 2024 Reduced 12.44%
$50.2B
$203 Million 0.05% of portfolio
628
Q3 2024 New
$57.8B
$211 Million 0.05% of portfolio
1,187
Q3 2024 New
$4.02B
$200 Million 0.05% of portfolio
10,461
Q3 2024 Reduced 0.95%
$502B
$215 Million 0.05% of portfolio
1,262
Q3 2024 New
$202B
$237 Million 0.05% of portfolio
2,081
Q4 2022 New
$74.4B
$235 Million 0.05% of portfolio
1,360
Q3 2024 Added 900.0%
$9.34B
$196 Million 0.04% of portfolio
27,574
Q2 2024 Reduced 3.09%
$3.78M
$3 Million 0.0% of portfolio
25,985
Q3 2024 Reduced 4.41%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $437 Billion
  • Prior Value $401 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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