Lmg Wealth Partners, LLC Portfolio Holdings

Lmg Wealth Partners, LLC

  • $459 Billion
  • Q4 2024

Lmg Wealth Partners, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $459 Billion distributed in 129 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 $34.7B, Apple Inc. with a value of $18.4B, Walmart Inc. with a value of $16B, Vanguard Small Cap Value ETF with a value of $14.9B, and Microsoft Corp with a value of $14.4B.

Examining the 13F form we can see an increase of $22B in the current position value, from $437B to 459B.

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 $459 Billion
ETFs: $174 Billion
Financial Services: $45.2 Billion
Technology: $45.1 Billion
Industrials: $45.1 Billion
Consumer Defensive: $38.6 Billion
Consumer Cyclical: $35.5 Billion
Healthcare: $25.1 Billion
Energy: $21 Billion
Other: $26.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$18.4 Billion 4.01% of portfolio
73,463
Q4 2024 Reduced 0.18%
$238B
$16 Billion 3.48% of portfolio
176,887
Q4 2024 Added 0.82%
$2.8T
$14.4 Billion 3.14% of portfolio
34,209
Q4 2024 Added 1.23%
$36.1B
$10.7 Billion 2.34% of portfolio
90,807
Q4 2024 Added 0.84%
$327B
$10.1 Billion 2.21% of portfolio
70,047
Q4 2024 Added 2.85%
$1.94T
$8.67 Billion 1.89% of portfolio
39,533
Q4 2024 Reduced 0.01%
$41.5B
$8.54 Billion 1.86% of portfolio
72,024
Q4 2024 Added 1.52%
$195B
$7.79 Billion 1.7% of portfolio
67,358
Q4 2024 Added 0.12%
$207B
$7.17 Billion 1.56% of portfolio
47,164
Q4 2024 Added 3.31%
$496B
$7.07 Billion 1.54% of portfolio
65,704
Q4 2024 Added 0.83%
$64.8B
$6.91 Billion 1.51% of portfolio
55,734
Q4 2024 Added 0.22%
$29.9B
$6.18 Billion 1.35% of portfolio
39,781
Q3 2024 Reduced 0.33%
$62.7B
$6.09 Billion 1.33% of portfolio
127,287
Q4 2024 Added 0.68%
$70.3B
$5.97 Billion 1.3% of portfolio
57,726
Q4 2024 Added 0.2%
$145B
$5.97 Billion 1.3% of portfolio
24,191
Q4 2024 Added 1.1%
$683B
$5.49 Billion 1.2% of portfolio
12,121
Q4 2024 Added 0.12%
$230B
$5.36 Billion 1.17% of portfolio
18,479
Q4 2024 Added 2.22%
$28B
$4.74 Billion 1.03% of portfolio
78,319
Q3 2024 Added 0.05%
$63.4B
$4.63 Billion 1.01% of portfolio
16,464
Q3 2024 Reduced 23.67%
$38B
$4.46 Billion 0.97% of portfolio
58,330
Q4 2024 Added 1.74%
$434B
$4.03 Billion 0.88% of portfolio
27,869
Q4 2024 Added 2.35%
$818B
$3.99 Billion 0.87% of portfolio
9,875
Q4 2024 New
$35.8B
$3.97 Billion 0.86% of portfolio
74,245
Q4 2024 New
$370B
$3.86 Billion 0.84% of portfolio
21,741
Q4 2024 Added 3.92%
$174B
$3.59 Billion 0.78% of portfolio
9,892
Q4 2024 Added 0.69%
$125B
$3.36 Billion 0.73% of portfolio
12,157
Q4 2024 Added 5.67%
$720B
$3.13 Billion 0.68% of portfolio
13,045
Q4 2024 Added 0.7%
$404B
$2.99 Billion 0.65% of portfolio
17,857
Q4 2024 Added 3.71%
$26.4B
$2.9 Billion 0.63% of portfolio
57,457
Q4 2024 Added 9.58%
$108B
$2.85 Billion 0.62% of portfolio
8,586
Q4 2024 Reduced 4.24%
$951B
$2.7 Billion 0.59% of portfolio
14,185
Q4 2024 Added 0.45%
$180B
$2.68 Billion 0.58% of portfolio
24,100
Q4 2024 Reduced 0.37%
$130B
$2.63 Billion 0.57% of portfolio
46,412
Q4 2024 Added 2.03%
$47.7B
$2.64 Billion 0.57% of portfolio
20,058
Q4 2024 Added 1.93%
$77.4B
$2.59 Billion 0.56% of portfolio
7,992
Q4 2024 Reduced 35.92%
$227B
$2.3 Billion 0.5% of portfolio
23,088
Q4 2024 Added 3.16%
$253B
$2.22 Billion 0.48% of portfolio
37,570
Q4 2024 Added 1.11%
$3.19B
$2.19 Billion 0.48% of portfolio
150,245
Q4 2024 New
$18.6B
$2.17 Billion 0.47% of portfolio
9,618
Q4 2024 Added 1.46%
$922B
$2.1 Billion 0.46% of portfolio
11,112
Q4 2024 Added 5.4%
$191B
$2.12 Billion 0.46% of portfolio
52,937
Q4 2024 Added 3.25%
$268B
$1.96 Billion 0.43% of portfolio
5,861
Q4 2024 Added 6.7%
$4.49B
$1.99 Billion 0.43% of portfolio
19,891
Q4 2024 Added 7.14%
$202B
$1.91 Billion 0.42% of portfolio
83,811
Q4 2024 Added 0.59%
$16.1B
$1.85 Billion 0.4% of portfolio
31,264
Q4 2024 Added 2.34%
$16B
$1.77 Billion 0.39% of portfolio
22,507
Q4 2024 Added 15.23%
$3.52B
$1.79 Billion 0.39% of portfolio
10,646
Q4 2024 Added 3.67%
$310B
$1.75 Billion 0.38% of portfolio
28,095
Q4 2024 Added 0.52%
$55.6B
$1.75 Billion 0.38% of portfolio
12,509
Q4 2024 Added 0.41%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $459 Billion
  • Prior Value $437 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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