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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.4B
$2.6 Billion 0.58% of portfolio
4,410
Q1 2025 New
$185B
$2.56 Billion 0.57% of portfolio
56,479
Q1 2025 Added 6.69%
$117B
$2.5 Billion 0.56% of portfolio
9,207
Q1 2025 Added 7.23%
$48.7B
$2.45 Billion 0.55% of portfolio
20,507
Q1 2025 Added 2.24%
Celestica Inc
-
$2.46 Billion 0.55% of portfolio
-
Q1 2025 Reduced 1.72%
$17B
$2.44 Billion 0.54% of portfolio
23,223
Q1 2025 Added 3.18%
$0
$2.35 Billion 0.52% of portfolio
51,832
Q1 2025 Reduced 1.7%
$197B
$2.34 Billion 0.52% of portfolio
82,856
Q1 2025 Reduced 1.14%
$979B
$2.31 Billion 0.51% of portfolio
14,785
Q1 2025 Added 4.23%
$237B
$2.31 Billion 0.51% of portfolio
37,419
Q1 2025 Reduced 0.4%
$2.95B
$2.29 Billion 0.51% of portfolio
150,245
Q4 2024 New
$216B
$2.13 Billion 0.48% of portfolio
23,783
Q1 2025 Added 3.01%
$78.6B
$2.09 Billion 0.47% of portfolio
7,902
Q1 2025 Reduced 1.13%
$314B
$2.02 Billion 0.45% of portfolio
28,193
Q1 2025 Added 0.35%
$17.4B
$1.91 Billion 0.43% of portfolio
9,660
Q1 2025 Added 0.44%
$53B
$1.93 Billion 0.43% of portfolio
12,516
Q1 2025 Added 0.06%
$15.3B
$1.84 Billion 0.41% of portfolio
28,634
Q1 2025 Reduced 8.41%
$57.8B
$1.8 Billion 0.4% of portfolio
57,905
Q1 2025 Added 4.59%
$957B
$1.78 Billion 0.4% of portfolio
11,538
Q1 2025 Added 3.83%
$100B
$1.81 Billion 0.4% of portfolio
19,700
Q1 2025 Reduced 0.04%
$3.17B
$1.74 Billion 0.39% of portfolio
95,184
Q1 2025 Added 4.04%
$269B
$1.64 Billion 0.37% of portfolio
6,116
Q1 2025 Added 4.35%
$12.6B
$1.56 Billion 0.35% of portfolio
7,900
Q1 2025 Added 8.55%
$16.9B
$1.51 Billion 0.34% of portfolio
17,710
Q4 2024 Added 100.0%
$94B
$1.37 Billion 0.31% of portfolio
11,224
Q1 2025 Reduced 1.18%
$4.54B
$1.34 Billion 0.3% of portfolio
16,712
Q1 2025 Added 17.1%
$2.57B
$1.36 Billion 0.3% of portfolio
23,305
Q1 2025 Added 12.1%
$93.4B
$1.32 Billion 0.29% of portfolio
9,448
Q1 2025 Reduced 0.42%
$76.1B
$1.3 Billion 0.29% of portfolio
19,855
Q1 2025 New
$4.53B
$1.3 Billion 0.29% of portfolio
11,448
Q1 2025 Added 7.53%
$44.5B
$1.15 Billion 0.26% of portfolio
10,972
Q1 2025 Added 3.15%
$737M
$1.15 Billion 0.26% of portfolio
31,687
Q1 2025 New
$51.1B
$1.12 Billion 0.25% of portfolio
60,143
Q1 2025 Added 0.44%
$24.6B
$1.05 Billion 0.23% of portfolio
5,051
Q1 2025 New
$3.43B
$999 Million 0.22% of portfolio
13,082
Q1 2025 Added 14.95%
$26.4B
$947 Million 0.21% of portfolio
34,218
Q1 2025 New
$217B
$831 Million 0.19% of portfolio
3,343
Q1 2025 Reduced 0.77%
$369B
$831 Million 0.19% of portfolio
2,267
Q1 2025 Added 0.04%
$16.6B
$819 Million 0.18% of portfolio
6,875
Q1 2025 New
$271B
$761 Million 0.17% of portfolio
7,021
Q1 2025 Added 23.05%
$270B
$762 Million 0.17% of portfolio
10,620
Q1 2025 Added 0.42%
$0
$668 Million 0.15% of portfolio
3,865
Q1 2025 Added 1.58%
$33.7B
$623 Million 0.14% of portfolio
10,426
Q1 2025 Added 66.6%
$5.91B
$531 Million 0.12% of portfolio
3,560
Q1 2025 Added 17.61%
$320B
$482 Million 0.11% of portfolio
11,555
Q1 2025 Reduced 0.58%
$52.1B
$496 Million 0.11% of portfolio
7,611
Q1 2025 New
$55.7B
$448 Million 0.1% of portfolio
4,096
Q4 2024 Added 36.53%
$68.5B
$427 Million 0.1% of portfolio
2,934
Q1 2025 Reduced 5.29%
$102B
$464 Million 0.1% of portfolio
689
Q4 2022 New

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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