Lmg Wealth Partners, LLC Portfolio Holdings

Lmg Wealth Partners, LLC

  • $401 Billion
  • Q2 2024

Lmg Wealth Partners, LLC has filed its 13F form on August 01, 2024 for Q2 2024 where it was disclosed a total value porftolio of $401 Billion distributed in 122 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 $32.4B, Apple Inc. with a value of $15.6B, Microsoft Corp with a value of $14.9B, Vanguard Small Cap Value ETF with a value of $13.9B, and Walmart Inc. with a value of $12.1B.

Examining the 13F form we can see an increase of $4.04B in the current position value, from $397B to 401B.

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 $401 Billion
ETFs: $160 Billion
Industrials: $42.6 Billion
Technology: $39 Billion
Financial Services: $37.9 Billion
Consumer Defensive: $31.8 Billion
Consumer Cyclical: $27.9 Billion
Healthcare: $20.8 Billion
Energy: $16.9 Billion
Other: $21.9 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$15.6 Billion 3.9% of portfolio
74,300
Q2 2024 Reduced 0.04%
$3.04T
$14.9 Billion 3.73% of portfolio
33,432
Q2 2024 Added 0.48%
$209B
$12.1 Billion 3.03% of portfolio
179,308
Q2 2024 Added 0.15%
$276B
$8.8 Billion 2.19% of portfolio
56,242
Q2 2024 Added 0.76%
$1.81T
$7.69 Billion 1.92% of portfolio
39,807
Q2 2024 Reduced 0.07%
$247B
$7.31 Billion 1.82% of portfolio
44,326
Q2 2024 Added 8.23%
$472B
$7.32 Billion 1.82% of portfolio
63,566
Q2 2024 Added 0.57%
$212B
$4.43 Billion 1.1% of portfolio
17,368
Q2 2024 Added 5.43%
$341B
$3.52 Billion 0.88% of portfolio
20,518
Q2 2024 Added 5.58%
$416B
$2.84 Billion 0.71% of portfolio
17,219
Q2 2024 Added 0.15%
$431B
$2.78 Billion 0.69% of portfolio
19,019
Q2 2024 Added 18.74%
$638B
$2.67 Billion 0.67% of portfolio
13,200
Q2 2024 Added 0.2%
$300B
$2.65 Billion 0.66% of portfolio
21,392
Q2 2024 Added 2.07%
$965B
$2.63 Billion 0.65% of portfolio
14,316
Q2 2024 Added 0.49%
$605B
$2.03 Billion 0.51% of portfolio
4,997
Q2 2024 Added 0.6%
$939B
$1.85 Billion 0.46% of portfolio
10,172
Q2 2024 Added 4.53%
$202B
$1.6 Billion 0.4% of portfolio
33,740
Q2 2024 Reduced 1.13%
$246B
$1.08 Billion 0.27% of portfolio
4,203
Q2 2024 Added 13.63%
$267B
$814 Million 0.2% of portfolio
6,587
Q2 2024 Added 965.86%
$216B
$622 Million 0.16% of portfolio
10,473
Q2 2024 Added 0.48%
$370B
$588 Million 0.15% of portfolio
1,709
Q2 2024 Added 1.73%
$322B
$473 Million 0.12% of portfolio
11,886
Q2 2024 Reduced 41.7%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $401 Billion
  • Prior Value $397 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 01, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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