LMG Wealth Partners
Latest statistics and disclosures from LMG Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, AAPL, WMT, VBR, MSFT, and represent 21.45% of LMG Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: XMMO (+$6.3M), TSLA, O, BSM, TGT, QTWO, ET, ETR, EAT, PDCO.
- Started 13 new stock positions in SPG, TSLA, META, BSM, ET, XMMO, QTWO, NTLA, GM, EAT. TGT, PDCO, O.
- Reduced shares in these 10 stocks: REGL (-$5.0M), ASC, APP, , ED, NVDA, , OGN, LUMN, BA.
- Sold out of its positions in ED, LUMN, OGN, TIPZ, Super Micro Computer, VTNRQ, ASC.
- LMG Wealth Partners was a net buyer of stock by $16M.
- LMG Wealth Partners has $459M in assets under management (AUM), dropping by 5.04%.
- Central Index Key (CIK): 0001965772
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Portfolio Holdings for LMG Wealth Partners
LMG Wealth Partners holds 129 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 7.6 | $35M | 342k | 101.53 |
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Apple (AAPL) | 4.0 | $18M | 74k | 250.42 |
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Wal-Mart Stores (WMT) | 3.5 | $16M | 177k | 90.35 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 3.2 | $15M | 75k | 198.18 |
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Microsoft Corporation (MSFT) | 3.1 | $14M | 34k | 421.51 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 2.8 | $13M | 45k | 287.82 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.8 | $13M | 101k | 126.75 |
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Ishares Tr Core Us Aggbd Et (AGG) | 2.5 | $11M | 117k | 96.90 |
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Cardinal Health (CAH) | 2.3 | $11M | 91k | 118.27 |
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Chevron Corporation (CVX) | 2.2 | $10M | +2% | 70k | 144.84 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $9.7M | 17k | 586.09 |
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Amazon (AMZN) | 1.9 | $8.7M | 40k | 219.39 |
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Ishares Tr S&p 500 Val Etf (IVE) | 1.9 | $8.7M | 45k | 190.88 |
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Prudential Financial (PRU) | 1.9 | $8.5M | 72k | 118.53 |
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Raytheon Technologies Corp (RTX) | 1.7 | $7.8M | 67k | 115.72 |
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 1.7 | $7.6M | 66k | 116.31 |
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Proshares Tr S&p 500 Dv Arist (NOBL) | 1.6 | $7.3M | 73k | 99.55 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.6 | $7.2M | 58k | 124.96 |
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Pepsi (PEP) | 1.6 | $7.2M | +3% | 47k | 152.06 |
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Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 1.6 | $7.1M | +2% | 238k | 30.01 |
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Exxon Mobil Corporation (XOM) | 1.5 | $7.1M | 66k | 107.57 |
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Emerson Electric (EMR) | 1.5 | $6.9M | 56k | 123.93 |
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.4 | $6.3M | NEW | 51k | 123.53 |
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Raymond James Financial (RJF) | 1.3 | $6.2M | 40k | 155.33 |
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Us Bancorp Del Com New (USB) | 1.3 | $6.1M | 127k | 47.83 |
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AFLAC Incorporated (AFL) | 1.3 | $6.0M | 58k | 103.44 |
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Lowe's Companies (LOW) | 1.3 | $6.0M | 24k | 246.79 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 1.3 | $5.8M | 65k | 89.08 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $5.5M | 12k | 453.28 |
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Automatic Data Processing (ADP) | 1.2 | $5.4M | 19k | 292.73 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.2 | $5.4M | -2% | 111k | 49.05 |
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McDonald's Corporation (MCD) | 1.2 | $5.4M | +2% | 19k | 289.89 |
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Ishares Tr Select Divid Etf (DVY) | 1.1 | $5.0M | 38k | 131.29 |
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Vanguard World Financials Etf (VFH) | 1.0 | $4.8M | 40k | 118.07 |
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Delta Air Lines Inc Del Com New (DAL) | 1.0 | $4.7M | 78k | 60.50 |
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FedEx Corporation (FDX) | 1.0 | $4.6M | 17k | 281.33 |
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SYSCO Corporation (SYY) | 1.0 | $4.5M | 58k | 76.46 |
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Johnson & Johnson (JNJ) | 0.9 | $4.0M | +2% | 28k | 144.62 |
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Tesla Motors (TSLA) | 0.9 | $4.0M | NEW | 9.9k | 403.84 |
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Realty Income (O) | 0.9 | $4.0M | NEW | 74k | 53.41 |
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Abbvie (ABBV) | 0.8 | $3.9M | +3% | 22k | 177.70 |
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Caterpillar (CAT) | 0.8 | $3.6M | 9.9k | 362.75 |
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Ishares Msci Emerg Mrkt (EEMV) | 0.8 | $3.5M | 61k | 57.99 |
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Chubb (CB) | 0.7 | $3.4M | +5% | 12k | 276.30 |
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Proshares Tr S&p Mdcp 400 Div (REGL) | 0.7 | $3.1M | -61% | 39k | 80.66 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $3.1M | 13k | 239.72 |
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Procter & Gamble Company (PG) | 0.7 | $3.0M | +3% | 18k | 167.65 |
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Celestica (CLS) | 0.6 | $2.9M | +2% | 32k | 92.30 |
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Archer Daniels Midland Company (ADM) | 0.6 | $2.9M | +9% | 58k | 50.52 |
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Eaton Corp SHS (ETN) | 0.6 | $2.8M | -4% | 8.6k | 331.89 |
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Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.7M | 14k | 190.44 |
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Walt Disney Company (DIS) | 0.6 | $2.7M | 24k | 111.35 |
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Airbnb Com Cl A (ABNB) | 0.6 | $2.6M | 20k | 131.41 |
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Bristol Myers Squibb (BMY) | 0.6 | $2.6M | +2% | 46k | 56.56 |
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Applovin Corp Com Cl A (APP) | 0.6 | $2.6M | -35% | 8.0k | 323.83 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.3M | 53k | 44.04 |
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Merck & Co (MRK) | 0.5 | $2.3M | +3% | 23k | 99.48 |
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Cisco Systems (CSCO) | 0.5 | $2.2M | 38k | 59.20 |
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Black Stone Minerals Com Unit (BSM) | 0.5 | $2.2M | NEW | 150k | 14.60 |
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Packaging Corporation of America (PKG) | 0.5 | $2.2M | 9.6k | 225.13 |
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Verizon Communications (VZ) | 0.5 | $2.1M | +3% | 53k | 39.99 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.1M | +5% | 11k | 189.30 |
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SkyWest (SKYW) | 0.4 | $2.0M | +7% | 20k | 100.13 |
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salesforce (CRM) | 0.4 | $2.0M | +6% | 5.9k | 334.33 |
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At&t (T) | 0.4 | $1.9M | 84k | 22.77 |
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Alliant Energy Corporation (LNT) | 0.4 | $1.8M | +2% | 31k | 59.14 |
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Sterling Construction Company (STRL) | 0.4 | $1.8M | +3% | 11k | 168.45 |
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Okta Cl A (OKTA) | 0.4 | $1.8M | +15% | 23k | 78.80 |
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Paychex (PAYX) | 0.4 | $1.8M | 13k | 140.22 |
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Coca-Cola Company (KO) | 0.4 | $1.7M | 28k | 62.26 |
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Corporacion Amer Arpts S A (CAAP) | 0.4 | $1.7M | +7% | 92k | 18.66 |
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Abercrombie & Fitch Cl A (ANF) | 0.4 | $1.7M | +7% | 11k | 149.47 |
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Manulife Finl Corp (MFC) | 0.4 | $1.7M | +6% | 55k | 30.71 |
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Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.6M | 9.5k | 172.42 |
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Southern Company (SO) | 0.4 | $1.6M | 20k | 82.32 |
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Comcast Corp Cl A (CMCSA) | 0.3 | $1.6M | +8% | 42k | 37.53 |
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Reinsurance Grp Of America I Com New (RGA) | 0.3 | $1.6M | +12% | 7.3k | 213.63 |
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Modine Manufacturing (MOD) | 0.3 | $1.5M | +8% | 13k | 115.93 |
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Target Corporation (TGT) | 0.3 | $1.4M | NEW | 11k | 135.18 |
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Q2 Holdings (QTWO) | 0.3 | $1.4M | NEW | 14k | 100.65 |
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Entergy Corporation (ETR) | 0.3 | $1.3M | +100% | 18k | 75.82 |
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Duke Energy Corp Com New (DUK) | 0.3 | $1.2M | +3% | 11k | 107.74 |
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Green Brick Partners (GRBK) | 0.3 | $1.2M | +12% | 21k | 56.49 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $1.2M | NEW | 60k | 19.59 |
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Dow (DOW) | 0.3 | $1.1M | +4% | 29k | 40.13 |
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Kraft Heinz (KHC) | 0.2 | $1.1M | 37k | 30.71 |
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Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $1.1M | +4% | 15k | 74.27 |
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Home Depot (HD) | 0.2 | $881k | +32% | 2.3k | 388.99 |
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NVIDIA Corporation (NVDA) | 0.2 | $766k | -30% | 5.7k | 134.29 |
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Wells Fargo & Company (WFC) | 0.2 | $743k | 11k | 70.24 |
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International Business Machines (IBM) | 0.2 | $741k | 3.4k | 219.83 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $644k | +2% | 3.8k | 169.29 |
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Bank of America Corporation (BAC) | 0.1 | $511k | 12k | 43.95 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $509k | 2.6k | 195.83 |
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Pfizer (PFE) | 0.1 | $446k | 17k | 26.53 |
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Marathon Petroleum Corp (MPC) | 0.1 | $432k | 3.1k | 139.49 |
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United Parcel Service CL B (UPS) | 0.1 | $411k | 3.3k | 126.11 |
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Brinker International (EAT) | 0.1 | $400k | NEW | 3.0k | 132.29 |
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General Mills (GIS) | 0.1 | $399k | +27% | 6.3k | 63.77 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $393k | 2.4k | 164.17 |
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McKesson Corporation (MCK) | 0.1 | $393k | 689.00 | 569.91 |
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American Electric Power Company (AEP) | 0.1 | $378k | +36% | 4.1k | 92.23 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $373k | 6.5k | 57.41 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $354k | 2.2k | 161.79 |
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Royal Caribbean Cruises (RCL) | 0.1 | $351k | +28% | 1.5k | 230.69 |
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Cal Maine Foods Com New (CALM) | 0.1 | $350k | 3.4k | 102.92 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $334k | 8.0k | 41.82 |
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AutoZone (AZO) | 0.1 | $320k | 100.00 | 3202.00 |
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Broadcom (AVGO) | 0.1 | $315k | 1.4k | 231.84 |
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Waste Management (WM) | 0.1 | $306k | 1.5k | 201.81 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $304k | 2.6k | 115.22 |
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Patterson Companies (PDCO) | 0.1 | $284k | NEW | 9.2k | 30.86 |
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Progressive Corporation (PGR) | 0.1 | $281k | 1.2k | 239.61 |
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CSX Corporation (CSX) | 0.1 | $246k | 7.6k | 32.27 |
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Republic Services (RSG) | 0.1 | $245k | 1.2k | 201.18 |
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Abbott Laboratories (ABT) | 0.1 | $244k | +3% | 2.2k | 113.11 |
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Canadian Pacific Kansas City (CP) | 0.1 | $243k | 3.4k | 72.37 |
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Texas Instruments Incorporated (TXN) | 0.1 | $236k | 1.3k | 187.51 |
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Simon Property (SPG) | 0.1 | $235k | NEW | 1.4k | 172.21 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $232k | +2% | 454.00 | 510.78 |
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Nextera Energy (NEE) | 0.1 | $231k | 3.2k | 71.69 |
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General Dynamics Corporation (GD) | 0.0 | $227k | 860.00 | 263.49 |
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Cummins (CMI) | 0.0 | $219k | 628.00 | 348.60 |
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Oracle Corporation (ORCL) | 0.0 | $211k | 1.3k | 166.68 |
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Boeing Company (BA) | 0.0 | $209k | -41% | 1.2k | 177.00 |
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Meta Platforms Cl A (META) | 0.0 | $201k | NEW | 343.00 | 585.51 |
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General Motors Company (GM) | 0.0 | $200k | NEW | 3.8k | 53.27 |
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Ford Motor Company (F) | 0.0 | $176k | -21% | 18k | 9.90 |
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Intellia Therapeutics (NTLA) | 0.0 | $130k | NEW | 11k | 11.66 |
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Past Filings by LMG Wealth Partners
SEC 13F filings are viewable for LMG Wealth Partners going back to 2022
- LMG Wealth Partners 2024 Q4 filed Feb. 3, 2025
- LMG Wealth Partners 2024 Q3 filed Oct. 23, 2024
- LMG Wealth Partners 2024 Q2 filed Aug. 2, 2024
- LMG Wealth Partners 2024 Q1 filed May 3, 2024
- LMG Wealth Partners 2023 Q4 filed Jan. 23, 2024
- LMG Wealth Partners 2023 Q3 filed Oct. 16, 2023
- LMG Wealth Partners 2023 Q2 filed July 27, 2023
- LMG Wealth Partners 2023 Q1 filed May 2, 2023
- LMG Wealth Partners 2022 Q4 filed Feb. 14, 2023