Lmg Wealth Partners, LLC Portfolio Holdings

Lmg Wealth Partners, LLC

  • $449 Billion
  • Q1 2025

Lmg Wealth Partners, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $449 Billion distributed in 128 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 $31.4B, Apple Inc. with a value of $16.2B, Walmart Inc. with a value of $15.4B, Vanguard Small Cap Value ETF with a value of $14.1B, and Microsoft Corp with a value of $12.8B.

Examining the 13F form we can see an decrease of $9.97B in the current position value, from $459B to 449B.

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 $449 Billion
ETFs: $167 Billion
Financial Services: $51.4 Billion
Technology: $43 Billion
Industrials: $41.6 Billion
Consumer Defensive: $36.9 Billion
Consumer Cyclical: $32.9 Billion
Healthcare: $26.2 Billion
Energy: $22.8 Billion
Other: $23.9 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $449 Billion
  • Prior Value $459 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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