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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$950B
$2.7 Billion 0.59% of portfolio
14,185
Q4 2024 Added 0.45%
$179B
$2.68 Billion 0.58% of portfolio
24,100
Q4 2024 Reduced 0.37%
$128B
$2.63 Billion 0.57% of portfolio
46,412
Q4 2024 Added 2.03%
$48.2B
$2.64 Billion 0.57% of portfolio
20,058
Q4 2024 Added 1.93%
$79.5B
$2.59 Billion 0.56% of portfolio
7,992
Q4 2024 Reduced 35.92%
$0
$2.32 Billion 0.51% of portfolio
52,728
Q4 2024 Reduced 0.81%
$226B
$2.3 Billion 0.5% of portfolio
23,088
Q4 2024 Added 3.16%
$250B
$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
$18.3B
$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%
$189B
$2.12 Billion 0.46% of portfolio
52,937
Q4 2024 Added 3.25%
$270B
$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%
$201B
$1.91 Billion 0.42% of portfolio
83,811
Q4 2024 Added 0.59%
$16B
$1.85 Billion 0.4% of portfolio
31,264
Q4 2024 Added 2.34%
$3.52B
$1.79 Billion 0.39% of portfolio
10,646
Q4 2024 Added 3.67%
$304B
$1.75 Billion 0.38% of portfolio
28,095
Q4 2024 Added 0.52%
$54.4B
$1.75 Billion 0.38% of portfolio
12,509
Q4 2024 Added 0.41%
$2.97B
$1.71 Billion 0.37% of portfolio
91,491
Q4 2024 Added 7.86%
$3.79B
$1.7 Billion 0.37% of portfolio
11,381
Q4 2024 Added 7.47%
$58.1B
$1.7 Billion 0.37% of portfolio
55,363
Q4 2024 Added 6.76%
$97.9B
$1.64 Billion 0.36% of portfolio
9,488
Q4 2024 Added 1.04%
$99.2B
$1.62 Billion 0.35% of portfolio
19,707
Q4 2024 Added 0.27%
$13.1B
$1.55 Billion 0.34% of portfolio
7,278
Q4 2024 Added 12.33%
$161B
$1.56 Billion 0.34% of portfolio
41,488
Q4 2024 Added 8.72%
$4.12B
$1.49 Billion 0.32% of portfolio
12,819
Q4 2024 Added 8.16%
$47.7B
$1.44 Billion 0.31% of portfolio
10,637
Q4 2024 New
$4.63B
$1.44 Billion 0.31% of portfolio
14,272
Q4 2024 New
$17.2B
$1.34 Billion 0.29% of portfolio
17,710
Q4 2024 Added 100.0%
$91.9B
$1.22 Billion 0.27% of portfolio
11,358
Q4 2024 Added 3.31%
$57.8B
$1.17 Billion 0.26% of portfolio
59,878
Q4 2024 New
$2.57B
$1.17 Billion 0.26% of portfolio
20,790
Q4 2024 Added 12.07%
$37B
$1.14 Billion 0.25% of portfolio
37,040
Q4 2024 Added 1.36%
$24.2B
$1.15 Billion 0.25% of portfolio
28,628
Q4 2024 Added 4.44%
$22.8B
$1.1 Billion 0.24% of portfolio
14,760
Q4 2024 Added 4.24%
$367B
$881 Million 0.19% of portfolio
2,266
Q4 2024 Added 32.51%
$273B
$766 Million 0.17% of portfolio
5,706
Q4 2024 Reduced 30.83%
$219B
$741 Million 0.16% of portfolio
3,369
Q4 2024 Added 0.9%
$268B
$743 Million 0.16% of portfolio
10,576
Q4 2024 Added 0.42%
$0
$644 Million 0.14% of portfolio
3,805
Q4 2024 Added 2.26%
$331B
$511 Million 0.11% of portfolio
11,622
Q4 2024 Added 1.22%
$0
$509 Million 0.11% of portfolio
2,601
Q4 2023 Reduced 0.99%
$141B
$446 Million 0.1% of portfolio
16,810
Q4 2024 Added 1.17%
$80B
$411 Million 0.09% of portfolio
3,262
Q4 2024 Added 0.8%
$71.9B
$432 Million 0.09% of portfolio
3,098
Q4 2024 Added 0.26%
$35.1B
$399 Million 0.09% of portfolio
6,258
Q4 2024 Added 27.07%
$0
$393 Million 0.09% of portfolio
2,392
Q4 2022 New
$6.5B
$400 Million 0.09% of portfolio
3,027
Q4 2024 New

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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