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CIK: 0001965772
Total reported value
$625.8M
$625.8M
129 檔
15.7%
The Q4 2024 SEC filing reveals that LMG Wealth Partners, LLC held a total portfolio value of $625.8M, covering 129 public equity positions.
In Q4 2024, LMG Wealth Partners, LLC displayed an active expansion posture, initiating 13 new positions and adding to 80 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 | 7.56% | +0.47% | +0.33% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.01% | -0.04% | -0.18% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.48% | -0.74% | +0.82% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.25% | -0.03% | -0.50% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.31% | +1.23% | |
| 6 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.82% | +0.29% | -0.00% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.80% | +0.14% | -0.42% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.47% | -0.12% | -0.64% | |
| 9 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.34% | -0.01% | +0.84% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.21% | -0.80% | +2.85% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.12% | +0.02% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.01% | -0.01% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.89% | -0.03% | +0.18% | |
| 14 | PRU | Prudential Financial Inc | Stock-Financials | 1.86% | -0.02% | +1.52% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.70% | -0.29% | +0.12% | |
| 16 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.66% | +0.09% | +0.53% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.59% | -0.04% | +0.20% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.58% | -0.07% | +0.20% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.56% | -0.21% | +3.31% | |
| 20 | DIVI | Franklin International Core | ETF-Other | 1.56% | -0.11% | +2.05% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.54% | -0.57% | +0.83% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.51% | -0.03% | +0.22% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.38% | +0.08% | — | |
| 24 | RJF | Raymond James Financial Inc | Stock-Financials | 1.35% | -0.09% | — | |
| 25 | USB | US Bancorp | Stock-Financials | 1.33% | +0.06% | +0.68% | |
| 26 | AFL | Aflac Inc | Stock-Financials | 1.30% | -0.02% | +0.20% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.30% | -0.10% | +1.10% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.26% | +0.01% | +1.19% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.10% | +0.12% | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 1.19% | +0.05% | +0.45% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.18% | — | -2.60% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | -0.18% | +2.22% | |
| 33 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.09% | +0.02% | -0.16% | |
| 34 | VFH | Vanguard Financials ETF | ETF-Other | 1.04% | +0.02% | +1.96% | |
| 35 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.03% | — | — | |
| 36 | FDX | Fedex CORP | Stock-Industrials | 1.01% | -0.26% | — | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.97% | +0.07% | +1.74% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.12% | +2.35% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.17% | — | |
| 40 | O | Realty Income CORP | Stock-Real Estate | 0.86% | -0.05% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.06% | +3.92% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.41% | +0.69% | |
| 43 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.77% | -0.02% | +0.22% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.73% | -0.04% | +5.67% | |
| 45 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.69% | +0.01% | -61.41% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.02% | +0.70% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.01% | +3.71% | |
| 48 | CLS | Celestica Inc | Stock-Tech | 0.64% | -0.18% | +2.24% | |
| 49 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.63% | -0.05% | +9.58% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.62% | +0.02% | -4.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XMMO | Invesco S&p Midcap Momentum | +1.4% | NEW | New buy |
| 2 | TSLA | Tesla Inc | +0.9% | NEW | New buy |
| 3 | O | Realty Income CORP | +0.9% | NEW | New buy |
| 4 | BSM | Black Stone Minerals LP | +0.5% | NEW | New buy |
| 5 | TGT | Target CORP | +0.3% | NEW | New buy |
| 6 | QTWO | Q2 Holdings Inc | +0.3% | NEW | New buy |
| 7 | CLS | Celestica Inc | +0.3% | +2.24% | Add |
| 8 | ET | Energy Transfer LP | +0.3% | NEW | New buy |
| 9 | WMT | Walmart Inc | +0.2% | +0.82% | Add |
| 10 | RJF | Raymond James Financial Inc | +0.2% | — | Unchanged |
| 11 | AMZN | Amazon.com Inc | +0.2% | -0.01% | Trim |
| 12 | APP | Applovin Corp-class A | +0.2% | -35.92% | Trim |
| 13 | EMR | Emerson Electric Co | +0.1% | +0.22% | Add |
| 14 | DAL | Delta Air Lines Inc | +0.1% | — | Unchanged |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.33% | Add |
| 16 | CRM | Salesforce Inc | +0.1% | +6.70% | Add |
| 17 | EAT | Brinker International Inc | +0.1% | NEW | New buy |
| 18 | AAPL | Apple Inc | +0.1% | -0.18% | Trim |
| 19 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -0.42% | Trim |
| 20 | SKYW | Skywest Inc | +0.1% | +7.14% | Add |
| 21 | CAH | Cardinal Health Inc | +0.1% | +0.84% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.40% | Add |
| 23 | OKTA | Okta Inc | +0.1% | +15.23% | Add |
| 24 | PDCOEUR | Patterson Cos Inc | +0.1% | NEW | New buy |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +0.70% | Add |
| 26 | DIS | Walt Disney Co/the | +0.1% | -0.37% | Trim |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +0.45% | Add |
| 28 | STRL | Sterling Infrastructure Inc | +0.1% | +3.67% | Add |
| 29 | SPG | Simon Property Group Inc | +0.1% | NEW | New buy |
| 30 | VFH | Vanguard Financials ETF | 0% | +1.96% | Add |
| 31 | META | Meta Platforms Inc-class A | 0% | NEW | New buy |
| 32 | GM | General Motors Co | 0% | NEW | New buy |
| 33 | BMY | Bristol-myers Squibb Co | 0% | +2.03% | Add |
| 34 | CSCO | Cisco Systems Inc | 0% | +1.11% | Add |
| 35 | ✓ | Corporacion Amer Arpts S A | 0% | +7.86% | Add |
| 36 | ANF | Abercrombie & Fitch Co-cl A | 0% | +7.47% | Add |
| 37 | BX | Blackstone Inc | 0% | +1.04% | Add |
| 38 | HD | Home Depot Inc | 0% | +32.51% | Add |
| 39 | RCL | Royal Caribbean Cruises Ltd. | 0% | +28.14% | Add |
| 40 | NTLA | Intellia Therapeutics Inc | 0% | NEW | New buy |
| 41 | ADP | Automatic Data Processing | 0% | +0.45% | Add |
| 42 | ETR | Entergy CORP | 0% | +100.00% | Add |
| 43 | MFC | Manulife Financial CORP | 0% | +6.76% | Add |
| 44 | WFC | Wells Fargo & Co | 0% | +0.42% | Add |
| 45 | RGA | Reinsurance Group Of America | 0% | +12.33% | Add |
| 46 | CALM | Cal-maine Foods Inc | 0% | — | Unchanged |
| 47 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 48 | USB | US Bancorp | 0% | +0.68% | Add |
| 49 | AEP | American Electric Power | 0% | +36.53% | Add |
| 50 | BAC | Bank Of America CORP | 0% | +1.22% | 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 129 disclosed positions in Q4 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, WMT) accounted for 15.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
XMMO
市值: $6.3M
Top Position Liquidated / Trimmed
ASC
前期市值: $1.5M
During Q4 2024, LMG Wealth Partners, LLC's top holdings by market value included IVW (7.6%)、AAPL (4.0%)、WMT (3.5%). The largest single position, IVW, represented 7.6% of total portfolio value.
In Q4 2024, LMG Wealth Partners, LLC made 118 total portfolio adjustments, initiating 13 new buys, adding to 80 positions, trimming 18 holdings, and fully liquidating 7 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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