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
$0
$31.4 Billion 7.0% of portfolio
338,443
Q1 2025 Reduced 0.93%
$3.42T
$16.2 Billion 3.62% of portfolio
73,124
Q1 2025 Reduced 0.46%
$264B
$15.4 Billion 3.42% of portfolio
175,004
Q1 2025 Reduced 1.06%
$0
$14.1 Billion 3.13% of portfolio
75,468
Q1 2025 Added 0.39%
$2.95T
$12.8 Billion 2.86% of portfolio
34,181
Q1 2025 Reduced 0.08%
$0
$11.9 Billion 2.66% of portfolio
120,659
Q1 2025 Added 3.32%
$266B
$11.8 Billion 2.63% of portfolio
70,579
Q1 2025 Added 0.76%
$0
$11.7 Billion 2.6% of portfolio
99,480
Q1 2025 Reduced 1.73%
$0
$11.5 Billion 2.55% of portfolio
44,811
Q1 2025 Reduced 0.26%
$37B
$10.6 Billion 2.36% of portfolio
76,958
Q1 2025 Reduced 15.25%
$0
$9.28 Billion 2.07% of portfolio
16,585
Q1 2025 Added 0.1%
$185B
$9.02 Billion 2.01% of portfolio
68,086
Q1 2025 Added 1.08%
$0
$8.5 Billion 1.89% of portfolio
44,594
Q1 2025 Reduced 1.74%
$38.2B
$8.11 Billion 1.81% of portfolio
72,634
Q1 2025 Added 0.85%
$0
$7.95 Billion 1.77% of portfolio
244,037
Q1 2025 Added 2.47%
$1.88T
$7.57 Billion 1.69% of portfolio
39,797
Q1 2025 Added 0.67%
$187B
$7.29 Billion 1.63% of portfolio
48,647
Q1 2025 Added 3.14%
$440B
$7.18 Billion 1.6% of portfolio
60,349
Q1 2025 Reduced 8.15%
$0
$7.01 Billion 1.56% of portfolio
65,608
Q1 2025 Added 0.0%
$0
$6.97 Billion 1.55% of portfolio
58,244
Q1 2025 Added 0.72%
$0
$6.84 Billion 1.52% of portfolio
60,083
Q1 2025 Added 17.62%
$694B
$6.55 Billion 1.46% of portfolio
12,291
Q1 2025 Added 1.4%
$68.7B
$6.43 Billion 1.43% of portfolio
57,805
Q1 2025 Added 0.14%
$62.2B
$6.1 Billion 1.36% of portfolio
55,681
Q1 2025 Reduced 0.1%
$235B
$5.81 Billion 1.29% of portfolio
18,602
Q1 2025 Added 0.67%
$0
$5.8 Billion 1.29% of portfolio
64,094
Q1 2025 Reduced 0.94%
$125B
$5.66 Billion 1.26% of portfolio
18,541
Q1 2025 Reduced 0.24%
$139B
$5.61 Billion 1.25% of portfolio
24,054
Q1 2025 Reduced 0.57%
$29.5B
$5.57 Billion 1.24% of portfolio
40,091
Q1 2025 Added 0.78%
$59.9B
$5.4 Billion 1.2% of portfolio
127,834
Q1 2025 Added 0.43%
$0
$5.07 Billion 1.13% of portfolio
37,720
Q1 2025 Reduced 1.27%
$0
$4.88 Billion 1.09% of portfolio
40,866
Q1 2025 Added 1.37%
$409B
$4.54 Billion 1.01% of portfolio
27,374
Q1 2025 Reduced 1.78%
$345B
$4.54 Billion 1.01% of portfolio
21,663
Q1 2025 Reduced 0.36%
$53.6B
$4.46 Billion 0.99% of portfolio
21,539
Q1 2025 New
$36.2B
$4.4 Billion 0.98% of portfolio
58,620
Q1 2025 Added 0.5%
$35.7B
$4.37 Billion 0.97% of portfolio
75,311
Q1 2025 Added 1.44%
$0
$4.31 Billion 0.96% of portfolio
88,182
Q1 2025 Reduced 20.32%
$119B
$4.18 Billion 0.93% of portfolio
13,858
Q1 2025 Added 13.99%
$54.7B
$4.12 Billion 0.92% of portfolio
16,915
Q1 2025 Added 2.74%
$0
$3.65 Billion 0.81% of portfolio
62,570
Q1 2025 Added 2.25%
$163B
$3.28 Billion 0.73% of portfolio
9,959
Q1 2025 Added 0.68%
$718B
$3.2 Billion 0.71% of portfolio
13,046
Q1 2025 Added 0.01%
$0
$3.13 Billion 0.7% of portfolio
38,842
Q1 2025 Reduced 0.32%
$385B
$3.06 Billion 0.68% of portfolio
17,952
Q1 2025 Added 0.53%
$891B
$3.02 Billion 0.67% of portfolio
11,664
Q1 2025 Added 18.12%
$107B
$2.85 Billion 0.64% of portfolio
46,742
Q1 2025 Added 0.71%
$166B
$2.78 Billion 0.62% of portfolio
28,192
Q1 2025 Added 16.98%
$26.2B
$2.72 Billion 0.61% of portfolio
56,572
Q1 2025 Reduced 1.54%

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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