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 Market Cap. of $10 Billions to $200 Billions