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CIK: 0001965772
Total reported value
$625.8M
$625.8M
122 檔
14.2%
At the close of Q2 2024, LMG Wealth Partners, LLC disclosed equity holdings valued at approximately $625.8M, spread across 122 reported holdings.
During Q2 2024, LMG Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.08% | +0.47% | +0.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.90% | -0.04% | -0.04% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.73% | -0.31% | +0.48% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.46% | -0.03% | -1.64% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.03% | -0.74% | +0.15% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.95% | +0.29% | +0.30% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.80% | +0.14% | -0.63% | |
| 8 | PRU | Prudential Financial Inc | Stock-Financials | 2.77% | -0.02% | +1.13% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.69% | -0.12% | +2.78% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.25% | +0.02% | +0.05% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.19% | -0.80% | +0.76% | |
| 12 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.17% | -0.01% | +1.93% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.04% | -0.03% | +0.86% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.01% | -0.07% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.82% | -0.57% | +0.57% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.82% | -0.21% | +8.23% | |
| 17 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.78% | +0.01% | +0.79% | |
| 18 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.78% | +0.09% | +1.42% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.77% | -0.04% | -0.10% | |
| 20 | DIVI | Franklin International Core | ETF-Other | 1.73% | -0.11% | +11.62% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.72% | -0.29% | +1.07% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.63% | -0.07% | +0.59% | |
| 23 | FDX | Fedex CORP | Stock-Industrials | 1.61% | -0.26% | +2.32% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.46% | -0.03% | +1.00% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.34% | +0.01% | +2.18% | |
| 26 | AFL | Aflac Inc | Stock-Financials | 1.33% | -0.02% | +1.00% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.30% | -0.10% | +1.29% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.29% | — | +1.21% | |
| 29 | RJF | Raymond James Financial Inc | Stock-Financials | 1.23% | -0.09% | -0.62% | |
| 30 | USB | US Bancorp | Stock-Financials | 1.23% | +0.06% | +30.82% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.16% | +0.02% | -0.31% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.10% | -0.18% | +5.43% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 1.10% | +0.05% | +1.22% | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.97% | -0.02% | +0.31% | |
| 35 | SYY | Sysco CORP | Stock-Consumer Staples | 0.95% | +0.07% | -1.07% | |
| 36 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.93% | — | +0.24% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | +0.06% | +5.58% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | +0.41% | +2.48% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | -0.02% | +0.71% | |
| 40 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.72% | -0.04% | +0.54% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.71% | +0.02% | +0.26% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.01% | +0.15% | |
| 43 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.70% | -0.05% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.12% | +18.74% | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.67% | -0.04% | +464.93% | |
| 46 | VFH | Vanguard Financials ETF | ETF-Other | 0.67% | +0.02% | +2.11% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.02% | +0.20% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.02% | +2.07% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.09% | +0.49% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | -0.06% | +0.96% |
According to official SEC Form 13F filings, LMG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $625.8M across 122 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, AAPL, MSFT) accounted for 14.2% of total reported equity market value during Q2 2024.
During Q2 2024, LMG Wealth Partners, LLC's top holdings by market value included IVW (8.1%)、AAPL (3.9%)、MSFT (3.7%). The largest single position, IVW, represented 8.1% of total portfolio value.
In Q2 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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