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CIK: 0001965772
Total reported value
$625.8M
$625.8M
128 檔
14.4%
In Q1 2025, LMG Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $625.8M, distributed across 128 disclosed stock positions.
In Q1 2025, LMG Wealth Partners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 63 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 | 7.00% | +0.47% | -0.93% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.62% | -0.04% | -0.46% | |
| 3 | WMT | Walmart Inc | Stock-Consumer Staples | 3.42% | -0.74% | -1.06% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.13% | -0.03% | +0.39% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | -0.31% | -0.08% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.66% | -0.12% | +3.32% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.63% | -0.80% | +0.76% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.60% | +0.14% | -1.73% | |
| 9 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.55% | +0.29% | -0.26% | |
| 10 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.36% | -0.01% | -15.25% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.07% | +0.02% | +0.10% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.01% | -0.29% | +1.08% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.89% | -0.03% | -1.74% | |
| 14 | PRU | Prudential Financial Inc | Stock-Financials | 1.81% | -0.02% | +0.85% | |
| 15 | DIVI | Franklin International Core | ETF-Other | 1.77% | -0.11% | +2.47% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.01% | +0.67% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.65% | -0.04% | -1.34% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.63% | -0.21% | +3.14% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.60% | -0.57% | -8.15% | |
| 20 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 1.56% | +0.09% | +0.00% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.55% | -0.07% | +0.72% | |
| 22 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.52% | +0.08% | +17.62% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | -0.10% | +1.40% | |
| 24 | AFL | Aflac Inc | Stock-Financials | 1.43% | -0.02% | +0.14% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.36% | -0.03% | -0.10% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.29% | -0.18% | +0.67% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.29% | +0.01% | -0.94% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 1.26% | +0.05% | -0.24% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.25% | -0.10% | -0.57% | |
| 30 | RJF | Raymond James Financial Inc | Stock-Financials | 1.24% | -0.09% | +0.78% | |
| 31 | USB | US Bancorp | Stock-Financials | 1.20% | +0.06% | +0.43% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.13% | +0.02% | -1.27% | |
| 33 | VFH | Vanguard Financials ETF | ETF-Other | 1.09% | +0.02% | +1.37% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.12% | -1.78% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 1.01% | +0.06% | -0.36% | |
| 36 | ALL | Allstate CORP | Stock-Financials | 0.99% | -0.03% | — | |
| 37 | SYY | Sysco CORP | Stock-Consumer Staples | 0.98% | +0.07% | +0.50% | |
| 38 | O | Realty Income CORP | Stock-Real Estate | 0.97% | -0.05% | +1.44% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.96% | — | -20.32% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.93% | -0.04% | +13.99% | |
| 41 | FDX | Fedex CORP | Stock-Industrials | 0.92% | -0.26% | +2.74% | |
| 42 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.81% | -0.02% | +2.25% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.73% | +0.41% | +0.68% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.02% | +0.01% | |
| 45 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.70% | +0.01% | -0.32% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.01% | +0.53% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | +0.17% | +18.12% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.64% | -0.09% | +0.71% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.62% | -0.06% | +16.98% | |
| 50 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.61% | -0.05% | -1.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ALL | Allstate CORP | +1% | NEW | New buy |
| 2 | ROP | Roper Technologies Inc | +0.6% | NEW | New buy |
| 3 | CVX | Chevron CORP | +0.4% | +0.76% | Add |
| 4 | RTX | Rtx CORP | +0.3% | +1.08% | Add |
| 5 | PYPL | Paypal Holdings Inc | +0.3% | NEW | New buy |
| 6 | ✓ | Ituran Location And Control | +0.3% | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +1.40% | Add |
| 8 | DRI | Darden Restaurants Inc | +0.2% | NEW | New buy |
| 9 | HPQ | Hp Inc | +0.2% | NEW | New buy |
| 10 | DIVI | Franklin International Core | +0.2% | +2.47% | Add |
| 11 | CB | Chubb Limited | +0.2% | +13.99% | Add |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.2% | +3.32% | Add |
| 13 | GPC | Genuine Parts Co | +0.2% | NEW | New buy |
| 14 | ABBV | Abbvie Inc | +0.2% | -0.36% | Trim |
| 15 | OKTA | Okta Inc | +0.2% | +3.18% | Add |
| 16 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +17.62% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | -1.78% | Trim |
| 18 | AFL | Aflac Inc | +0.1% | +0.14% | Add |
| 19 | MCD | Mcdonald's CORP | +0.1% | +0.67% | Add |
| 20 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 21 | VZ | Verizon Communications Inc | +0.1% | +6.69% | Add |
| 22 | O | Realty Income CORP | +0.1% | +1.44% | Add |
| 23 | T | At&t Inc | +0.1% | -1.14% | Trim |
| 24 | KO | Coca-cola Co/the | +0.1% | +0.35% | Add |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | +0.71% | Add |
| 26 | ADP | Automatic Data Processing | +0.1% | -0.24% | Trim |
| 27 | PEP | Pepsico Inc | +0.1% | +3.14% | Add |
| 28 | XOM | Exxon Mobil CORP | +0.1% | -8.15% | Trim |
| 29 | NOBL | Proshares S&p 500 Dividend A | +0.1% | -1.34% | Trim |
| 30 | GIS | General Mills Inc | +0.1% | +66.60% | Add |
| 31 | SO | Southern Co/the | +0.1% | -0.04% | Trim |
| 32 | PAYX | Paychex Inc | +0.1% | +0.06% | Add |
| 33 | ETR | Entergy CORP | +0.1% | — | Unchanged |
| 34 | VFH | Vanguard Financials ETF | +0.1% | +1.37% | Add |
| 35 | GRBK | Green Brick Partners Inc | 0% | +12.10% | Add |
| 36 | DUK | Duke Energy CORP | 0% | -1.18% | Trim |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | 0% | +2.25% | Add |
| 38 | DIS | Walt Disney Co/the | 0% | +16.98% | Add |
| 39 | DVY | Ishares Select Dividend ETF | 0% | -1.27% | Trim |
| 40 | EAT | Brinker International Inc | 0% | +17.61% | Add |
| 41 | MFC | Manulife Financial CORP | 0% | +4.59% | Add |
| 42 | BSM | Black Stone Minerals LP | 0% | — | Unchanged |
| 43 | IBM | Intl Business Machines CORP | 0% | -0.77% | Trim |
| 44 | CSCO | Cisco Systems Inc | 0% | -0.40% | Trim |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +0.01% | Add |
| 46 | PG | Procter & Gamble Co/the | 0% | +0.53% | Add |
| 47 | VNQ | Vanguard Real Estate ETF | 0% | -0.94% | Trim |
| 48 | CAH | Cardinal Health Inc | 0% | -15.25% | Trim |
| 49 | CLF | Cleveland-cliffs Inc | 0% | NEW | New buy |
| 50 | AEP | American Electric Power | 0% | — | Unchanged |
According to official SEC Form 13F filings, LMG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $625.8M across 128 disclosed positions in Q1 2025.
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 14.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
ALL
市值: $4.5M
Top Position Liquidated / Trimmed
DAL
前期市值: $4.7M
During Q1 2025, LMG Wealth Partners, LLC's top holdings by market value included IVW (7.0%)、AAPL (3.6%)、WMT (3.4%). The largest single position, IVW, represented 7.0% of total portfolio value.
In Q1 2025, LMG Wealth Partners, LLC made 118 total portfolio adjustments, initiating 9 new buys, adding to 63 positions, trimming 36 holdings, and fully liquidating 10 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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