LMG Wealth Partners

Latest statistics and disclosures from LMG Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by LMG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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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
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