Lmg Wealth Partners, LLC Purchases in Q3 2025

Lmg Wealth Partners, LLC

  • $538 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VFH
Vanguard Financial ETF

ETFs
134
+ 0.33%
$125.23 - $132.78 $16.8K - $17.8K
40.6K $5.33B
VNQ
Vanguard Specialized Funds Van

ETFs
240
+ 0.37%
$88.47 - $93.24 $21.2K - $22.4K
64.7K $5.91B
MRK
Merck & Co., Inc.

Healthcare
550
+ 2.16%
$77.6 - $87.37 $42.7K - $48.1K
26K $2.18B
HPQ
Hp Inc

Technology
1.47K
+ 3.19%
$24.45 - $29.35 $35.8K - $43K
47.4K $1.29B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
47
+ 0.12%
$81.61 - $86.58 $3.84K - $4.07K
38.5K $3.29B
BMY
Bristol Myers Squibb CO

Healthcare
4.52K
+ 9.47%
$43.31 - $48.98 $196K - $221K
52.3K $2.36B
VZ
Verizon Communications Inc

Communication Services
2.41K
+ 4.27%
$40.84 - $45.06 $98.5K - $109K
58.9K $2.59B
NTLA
Intellia Therapeutics, Inc.

Healthcare
160
+ 1.14%
$9.88 - $17.76 $1.58K - $2.84K
14.1K $244M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.04%
$357.4 - $423.42 $357 - $423
2.27K $919M
RGA
Reinsurance Group Of America Inc

Financial Services
700
+ 8.55%
$177.1 - $199.23 $124K - $139K
8.88K $1.71B
MPC
Marathon Petroleum Corp

Energy
6
+ 0.2%
$158.59 - $198.69 $952 - $1.19K
2.95K $568M
PFE
Pfizer Inc

Healthcare
2.29K
+ 13.71%
$23.29 - $25.88 $53.3K - $59.3K
19K $484M
SLVM
Sylvamo Corp

Basic Materials
2K
+ 38.6%
$40.4 - $53.01 $80.8K - $106K
7.18K $318M
BAC
Bank Of America Corp

Financial Services
31
+ 0.27%
$44.92 - $52.42 $1.39K - $1.63K
11.6K $599M
VTV
Vanguard Value ETF

ETFs
50
+ 1.36%
$175.51 - $186.57 $8.78K - $9.33K
3.74K $697M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
140
+ 5.07%
$108.46 - $120.63 $15.2K - $16.9K
2.9K $345M
MFC
Manulife Financial Corp

Financial Services
2.87K
+ 4.81%
$29.9 - $32.34 $85.9K - $92.9K
62.6K $1.95B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
45
+ 2.01%
$301.44 - $365.84 $13.6K - $16.5K
2.29K $741M
SKYW
Skywest Inc

Industrials
741
+ 3.49%
$100.62 - $123.72 $74.6K - $91.7K
22K $2.21B
VOE
Vanguard Mid Cap Value Index F

ETFs
11
+ 0.5%
$164.63 - $174.58 $1.81K - $1.92K
2.21K $386M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.65K
+ 12.4%
$65.64 - $78.22 $174K - $207K
24K $1.61B
KMB
Kimberly Clark Corp

Consumer Defensive
530
+ 5.28%
$121.72 - $136.77 $64.5K - $72.5K
10.6K $1.31B
CSCO
Cisco Systems, Inc.

Technology
673
+ 1.74%
$66.2 - $71.79 $44.6K - $48.3K
39.4K $2.69B
PG
Procter & Gamble CO

Consumer Defensive
712
+ 3.88%
$150.47 - $161.22 $107K - $115K
19.1K $2.93B
STLA
Stellantis N.V.

Consumer Cyclical
500
+ 4.29%
$8.74 - $10.37 $4.37K - $5.19K
12.2K $113M
WM
Waste Management Inc

Industrials
5
+ 0.33%
$213.88 - $237.1 $1.07K - $1.19K
1.53K $338M
IBM
International Business Machines Corp

Technology
35
+ 1.04%
$234.77 - $292.47 $8.22K - $10.2K
3.39K $957M
UPS
United Parcel Service Inc

Industrials
114
+ 3.37%
$82.58 - $105.54 $9.41K - $12K
3.5K $292M
T
At&T Inc.

Communication Services
68
+ 0.08%
$26.94 - $29.62 $1.83K - $2.01K
82.2K $2.32B
CRM
Salesforce, Inc.

Technology
709
+ 11.14%
$231.66 - $273.65 $164K - $194K
7.07K $1.68B
CB
Chubb LTD

Financial Services
127
+ 0.91%
$265.99 - $289.59 $33.8K - $36.8K
14.2K $4B
OKTA
Okta, Inc.

Technology
1.27K
+ 5.47%
$88.51 - $101.1 $113K - $129K
24.6K $2.25B
KO
Coca Cola CO

Consumer Defensive
650
+ 2.2%
$65.67 - $71.67 $42.7K - $46.6K
30.3K $2.01B
TGT
Target Corp

Consumer Defensive
382
+ 2.75%
$86.56 - $107.43 $33.1K - $41K
14.3K $1.28B
DRI
Darden Restaurants Inc

Consumer Cyclical
220
+ 3.67%
$184.73 - $220.27 $40.6K - $48.5K
6.22K $1.18B
EAT
Brinker International, Inc

Consumer Cyclical
670
+ 17.23%
$126.68 - $184.02 $84.9K - $123K
4.56K $577M
ABNB
Airbnb, Inc.

Consumer Cyclical
854
+ 4.06%
$118.3 - $142.16 $101K - $121K
21.9K $2.66B
CAAP
Corporacion America Airports S.A.

Industrials
3.7K
+ 3.77%
$18.0 - $22.24 $66.6K - $82.3K
102K $1.84B
ROP
Roper Technologies Inc

Industrials
324
+ 6.82%
$495.03 - $573.0 $160K - $186K
5.07K $2.53B
QTWO
Q2 Holdings, Inc.

Technology
2.82K
+ 16.1%
$72.39 - $94.97 $204K - $268K
20.3K $1.47B
DIS
Walt Disney CO

Communication Services
768
+ 2.73%
$112.25 - $124.0 $86.2K - $95.2K
28.9K $3.31B
PAYX
Paychex Inc

Industrials
366
+ 2.78%
$126.69 - $147.99 $46.4K - $54.2K
13.5K $1.72B
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.01%
$288.69 - $310.94 $289 - $311
18.5K $5.42B
Activity Summary
Buys All Purchases 94 New Holdings 14 Increased Positions 80 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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