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CIK: 0001965772
Total reported value
$625.8M
$625.8M
123 檔
15.0%
During the Q3 2024 filing period, LMG Wealth Partners, LLC (CIK: 0001965772) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $625.8M across 123 reported positions.
In Q3 2024, LMG Wealth Partners, LLC displayed an active expansion posture, initiating 6 new positions and adding to 58 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.47% | +0.47% | -2.75% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.93% | -0.04% | -0.95% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.47% | -0.03% | -0.62% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.33% | -0.31% | +1.08% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.24% | -0.74% | -2.16% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.92% | +0.29% | -0.46% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.73% | +0.14% | -0.20% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.73% | -0.12% | +5.66% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.30% | -0.80% | +21.09% | |
| 10 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.28% | -0.01% | +1.62% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.18% | +0.02% | — | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.05% | -0.03% | +0.58% | |
| 13 | PRU | Prudential Financial Inc | Stock-Financials | 1.97% | -0.02% | -25.12% | |
| 14 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 1.89% | +0.01% | +4.11% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.87% | -0.29% | -2.02% | |
| 16 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.79% | +0.09% | +0.95% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.79% | -0.04% | -1.16% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.78% | -0.21% | +2.99% | |
| 19 | DIVI | Franklin International Core | ETF-Other | 1.77% | -0.11% | +4.98% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.75% | -0.57% | +2.52% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.01% | -0.68% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.63% | -0.07% | -0.02% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.48% | -0.10% | +1.31% | |
| 24 | AFL | Aflac Inc | Stock-Financials | 1.47% | -0.02% | -3.78% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.43% | +0.01% | -0.21% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.39% | -0.03% | +4.49% | |
| 27 | USB | US Bancorp | Stock-Financials | 1.32% | +0.06% | +1.99% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.31% | — | +7.23% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.10% | +142.29% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.26% | -0.18% | +4.09% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.18% | +0.02% | -0.08% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 1.17% | +0.05% | -0.01% | |
| 33 | RJF | Raymond James Financial Inc | Stock-Financials | 1.12% | -0.09% | -0.33% | |
| 34 | FDX | Fedex CORP | Stock-Industrials | 1.03% | -0.26% | -23.67% | |
| 35 | SYY | Sysco CORP | Stock-Consumer Staples | 1.02% | +0.07% | +7.32% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.12% | +43.17% | |
| 37 | VFH | Vanguard Financials ETF | ETF-Other | 1.00% | +0.02% | +47.21% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | +0.06% | +1.96% | |
| 39 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.91% | — | +0.05% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.88% | +0.41% | +2.04% | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.88% | -0.02% | -10.25% | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.76% | -0.04% | +9.37% | |
| 43 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.72% | -0.05% | +13.21% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.01% | — | |
| 45 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | +0.02% | -1.58% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | -0.02% | -1.86% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | -0.02% | -24.13% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.02% | +4.62% | |
| 49 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.57% | -0.04% | +3.16% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.09% | -1.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +142.29% | Add |
| 2 | SKYW | Skywest Inc | +0.4% | NEW | New buy |
| 3 | VFH | Vanguard Financials ETF | +0.3% | +47.21% | Add |
| 4 | JNJ | Johnson & Johnson | +0.3% | +43.17% | Add |
| 5 | RGA | Reinsurance Group Of America | +0.3% | NEW | New buy |
| 6 | WMT | Walmart Inc | +0.2% | -2.16% | Trim |
| 7 | LOW | Lowe's Cos Inc | +0.2% | +1.31% | Add |
| 8 | MCD | Mcdonald's CORP | +0.2% | +4.09% | Add |
| 9 | RTX | Rtx CORP | +0.2% | -2.02% | Trim |
| 10 | AFL | Aflac Inc | +0.1% | -3.78% | Trim |
| 11 | CAH | Cardinal Health Inc | +0.1% | +1.62% | Add |
| 12 | CVX | Chevron CORP | +0.1% | +21.09% | Add |
| 13 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | +4.11% | Add |
| 14 | SMCIUSD | Super Micro Computer Inc | +0.1% | +202.84% | Add |
| 15 | VNQ | Vanguard Real Estate ETF | +0.1% | -0.21% | Trim |
| 16 | USB | US Bancorp | +0.1% | +1.99% | Add |
| 17 | CB | Chubb Limited | +0.1% | +9.37% | Add |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | +5.06% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | +2.04% | Add |
| 20 | GIS | General Mills Inc | +0.1% | NEW | New buy |
| 21 | ADP | Automatic Data Processing | +0.1% | -0.01% | Trim |
| 22 | SYY | Sysco CORP | +0.1% | +7.32% | Add |
| 23 | ABBV | Abbvie Inc | +0.1% | +1.96% | Add |
| 24 | CRM | Salesforce Inc | +0.1% | +30.69% | Add |
| 25 | CMCSA | Comcast Corp-class A | +0.1% | +23.43% | Add |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +10.13% | Add |
| 27 | LNT | Alliant Energy CORP | +0.1% | +3.97% | Add |
| 28 | BX | Blackstone Inc | +0.1% | +5.38% | Add |
| 29 | OKTA | Okta Inc | +0.1% | +60.70% | Add |
| 30 | ED | Consolidated Edison Inc | +0.1% | +10.03% | Add |
| 31 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 32 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | NEW | New buy |
| 33 | CMI | Cummins Inc | +0.1% | NEW | New buy |
| 34 | AGG | Ishares Core U.s. Aggregate | 0% | +5.66% | Add |
| 35 | DIVI | Franklin International Core | 0% | +4.98% | Add |
| 36 | KO | Coca-cola Co/the | 0% | +5.92% | Add |
| 37 | SO | Southern Co/the | 0% | +4.03% | Add |
| 38 | AAPL | Apple Inc | 0% | -0.95% | Trim |
| 39 | PKG | Packaging CORP Of America | 0% | -0.82% | Trim |
| 40 | DOW | Dow Inc | 0% | +17.96% | Add |
| 41 | PAYX | Paychex Inc | 0% | +4.33% | Add |
| 42 | T | At&t Inc | 0% | +0.58% | Add |
| 43 | KHC | Kraft Heinz Co/the | 0% | +12.38% | Add |
| 44 | ETR | Entergy CORP | 0% | — | Unchanged |
| 45 | NVDA | Nvidia CORP | 0% | +25.23% | Add |
| 46 | LUMN | Lumen Technologies Inc | 0% | — | Unchanged |
| 47 | NOBL | Proshares S&p 500 Dividend A | 0% | -1.16% | Trim |
| 48 | BNDX | Vanguard Total Intl Bond ETF | 0% | +7.23% | Add |
| 49 | DVY | Ishares Select Dividend ETF | 0% | -0.08% | Trim |
| 50 | ADM | Archer-daniels-midland Co | 0% | +13.21% | Add |
According to official SEC Form 13F filings, LMG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $625.8M across 123 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVW, AAPL, VBR) accounted for 15.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
SKYW
市值: $1.6M
Top Position Liquidated / Trimmed
AMR
前期市值: $1.1M
During Q3 2024, LMG Wealth Partners, LLC's top holdings by market value included IVW (7.5%)、AAPL (3.9%)、VBR (3.5%). The largest single position, IVW, represented 7.5% of total portfolio value.
In Q3 2024, LMG Wealth Partners, LLC made 107 total portfolio adjustments, initiating 6 new buys, adding to 58 positions, trimming 38 holdings, and fully liquidating 5 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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