Lmg Wealth Partners, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $459 Billion distributed in 129 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 $34.7B, Apple Inc. with a value of $18.4B, Walmart Inc. with a value of $16B, Vanguard Small Cap Value ETF with a value of $14.9B, and Microsoft Corp with a value of $14.4B.
Examining the 13F form we can see an increase of $22B in the current position value, from $437B to 459B.
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
$459 Billion
ETFs: $174 Billion
Financial Services: $45.2 Billion
Technology: $45.1 Billion
Industrials: $45.1 Billion
Consumer Defensive: $38.6 Billion
Consumer Cyclical: $35.5 Billion
Healthcare: $25.1 Billion
Energy: $21 Billion
Other: $26.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
