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CIK: 0001965772
Total reported value
$625.8M
$625.8M
121 檔
13.3%
The Q1 2024 SEC filing reveals that LMG Wealth Partners, LLC held a total portfolio value of $625.8M, covering 121 public equity positions.
During Q1 2024, LMG Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVW, VBR, MSFT) accounted for 13.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.41% | +0.47% | -4.63% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.74% | -0.03% | -13.81% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | -0.31% | +3.65% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.21% | -0.04% | -1.65% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 3.07% | +0.29% | -0.14% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.95% | +0.14% | -2.78% | |
| 7 | PRU | Prudential Financial Inc | Stock-Financials | 2.77% | -0.02% | -9.29% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 2.71% | -0.74% | +169.39% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.67% | -0.12% | +13.24% | |
| 10 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.45% | -0.01% | -21.33% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.22% | -0.80% | -3.13% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.18% | +0.02% | +0.08% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.10% | -0.03% | -0.70% | |
| 14 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.90% | +0.01% | +18.38% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.89% | -0.04% | +3.23% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.85% | -0.57% | +4.22% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.01% | +0.14% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.81% | -0.21% | -3.47% | |
| 19 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.80% | +0.09% | -13.82% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.71% | -0.07% | -0.14% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.67% | -0.29% | -2.77% | |
| 22 | DIVI | Franklin International Core | ETF-Other | 1.61% | -0.11% | +9.54% | |
| 23 | FDX | Fedex CORP | Stock-Industrials | 1.54% | -0.26% | +3.29% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.51% | -0.03% | -11.77% | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.50% | -0.10% | -20.72% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.37% | +0.01% | -2.85% | |
| 27 | RJF | Raymond James Financial Inc | Stock-Financials | 1.30% | -0.09% | +3.03% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.30% | — | +19.83% | |
| 29 | AFL | Aflac Inc | Stock-Financials | 1.28% | -0.02% | -17.38% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.19% | +0.02% | +0.38% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | -0.18% | -4.72% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 1.15% | +0.05% | -14.87% | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 1.10% | +0.07% | -9.83% | |
| 34 | USB | US Bancorp | Stock-Financials | 1.07% | +0.06% | -11.90% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.97% | -0.02% | -14.77% | |
| 36 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.94% | — | +0.05% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | +0.06% | +8.48% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.87% | +0.41% | +3.95% | |
| 39 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.80% | — | +11.75% | |
| 40 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.79% | -0.04% | — | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | -0.02% | -2.43% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.06% | -0.02% | |
| 43 | BEN | Franklin Resources Inc | Stock-Financials | 0.72% | — | +21.47% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.72% | +0.02% | -1.55% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.01% | +3.48% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.70% | -0.02% | +1.47% | |
| 47 | VFH | Vanguard Financials ETF | ETF-Other | 0.68% | +0.02% | +13.47% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.02% | — | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.12% | +1.70% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.09% | +0.69% |
According to official SEC Form 13F filings, LMG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $625.8M across 121 disclosed positions in Q1 2024.
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During Q1 2024, LMG Wealth Partners, LLC's top holdings by market value included IVW (7.4%)、VBR (3.7%)、MSFT (3.5%). The largest single position, IVW, represented 7.4% of total portfolio value.
In Q1 2024, LMG Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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