LW

LMG Wealth Partners, LLC

13F
LMG Wealth Partners, LLC
Last update 2024-10-23 123 Stocks (6 new)
Value $437.00 Mil Turnover 5 %
Countries:
Top Holdings: IVW(7.47%)AAPL(3.93%)VBR(3.47%)MSFT(3.33%)WMT(3.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
LMG Wealth Partners, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVW 		iShares S&P 500 Growth ETF
340,504
32603.270
-2.75%
7.470
-0.22%
0.060
+8.63%
+30.04%
54464.080
 
AAPL 		Apple Inc
73,595
17147.610
-0.95%
3.930
-0.04%
0.000
+7.21%
+21.69%
3548645.576
Hardware
VBR 		Vanguard Small Cap Value ETF
75,552
15169.330
-0.62%
3.470
-0.02%
0.050
+2.21%
+11.84%
30380.377
 
MSFT 		Microsoft Corp
33,793
14541.030
+1.08%
3.330
+0.04%
0.000
+0.52%
+14.09%
3172348.353
Software
WMT 		Walmart Inc
175,441
14166.820
-2.16%
3.240
-0.07%
0.000
+18.92%
+59.00%
665165.285
Retail - Defensive
IWO 		iShares Russell 2000 Growth ETF
44,930
12760.120
-0.46%
2.920
-0.01%
0.110
+0.83%
+13.92%
12154.668
 
IWP 		iShares Russell Mid-Cap Growth ETF
101,662
11923.940
-0.20%
2.730
-0.01%
0.080
+10.24%
+16.37%
16070.303
 
AGG 		iShares Core U.S. Aggregate Bond ETF
117,534
11902.670
+5.66%
2.730
+0.15%
0.010
+0.11%
-0.83%
117688.325
 
CVX 		Chevron Corp
68,104
10029.750
+21.09%
2.300
+0.40%
0.000
-3.56%
+4.21%
273192.331
Oil & Gas
CAH 		Cardinal Health Inc
90,051
9952.440
+1.62%
2.280
+0.04%
0.040
+13.25%
+11.56%
26826.280
Medical Distribution

LMG Wealth Partners, LLC's Historical Top Holdings Breakdowns

LMG Wealth Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B 		Berkshire Hathaway Inc2024-09-30Add
+0.75%
●
405.19 ($442.18) 478.57
$458.49
3.69%
Add 142.29%
12,107
7,110
PRU 		Prudential Financial Inc2024-09-30Reduce
-0.70%
●
105.53 ($118.22) 127.32
$125.60
6.24%
Reduce -25.12%
70,943
-23,793
CVX 		Chevron Corp2024-09-30Add
+0.40%
●
137.88 ($148.84) 161.97
$150.54
1.14%
Add 21.09%
68,104
11,862
FDX 		FedEx Corp2024-09-30Reduce
-0.38%
●
254.64 ($290.39) 313.52
$275.45
-5.14%
Reduce -23.67%
16,464
-5,106
SKYW 		SkyWest Inc2024-09-30New Buy
+0.36%
●
68.08 ($78.47) 87.62
$94.82
20.84%
New holding
18,565
18,565
WM 		Waste Management Inc2024-09-30Reduce
-0.36%
●
196.96 ($208.63) 223.45
$208.26
-0.18%
Reduce -81.73%
1,513
-6,767
RGA 		Reinsurance Group of America Inc2024-09-30New Buy
+0.32%
●
192.62 ($212.6) 225.79
$212.78
0.08%
New holding
6,479
6,479
VFH 		Vanguard Financials ETF2024-09-30Add
+0.32%
●
99.27 ($105.98) 111.21
$114.89
8.41%
Add 47.21%
39,537
12,680
JNJ 		Johnson & Johnson2024-09-30Add
+0.30%
●
145.48 ($159.33) 167.38
$161.60
1.42%
Add 43.17%
27,229
8,210
AMR 		Alpha Metallurgical Resources Inc2024-09-30Sold Out
-0.29%
●
188.5 ($255.46) 328.47
$209.14
-18.13%
Sold Out
0
-4,075

LMG Wealth Partners, LLC Total Holding History ($B)

To

LMG Wealth Partners, LLC's Asset Allocation

To

LMG Wealth Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LMG Wealth Partners, LLC's Hypothetical Growth since 2024-09-30

LMG Wealth Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LMG Wealth Partners, LLC's Holdings Heat Map

Size field:

LMG Wealth Partners, LLC's Holdings Bubble Chart

LMG Wealth Partners, LLC News

  • 1

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