LW
| |
LMG Wealth Partners, LLC13F | |
| LMG Wealth Partners, LLC | |
| Last update 2025-05-02 | 128 Stocks (9 new) |
| Value $449.00 Mil | Turnover 4 % |
LMG Wealth Partners, LLC Top Holdings of 2025-03-31
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 | 338,443 | 31,417.7 | -0.93% | 7.000 | -0.07% | 0.060 | +25.08% | +11.36% | 62,137.8 | ||
AAPL | Apple Inc | 73,124 | 16,243.1 | -0.46% | 3.620 | -0.02% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
WMT | Walmart Inc | 175,004 | 15,363.6 | -1.06% | 3.420 | -0.04% | 0.000 | +1.00% | +6.45% | 763,566.4 | Retail - Defensive | |
VBR | Vanguard Small Cap Value ETF | 75,468 | 14,058.9 | +0.39% | 3.130 | +0.01% | 0.050 | +16.16% | +3.27% | 29,195.0 | ||
MSFT | Microsoft Corp | 34,181 | 12,831.3 | -0.08% | 2.860 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 120,659 | 11,935.6 | +3.32% | 2.660 | +0.09% | 0.010 | +0.67% | +1.50% | 128,152.2 | ||
CVX | Chevron Corp | 70,579 | 11,807.2 | +0.76% | 2.630 | +0.02% | 0.000 | +13.39% | +8.19% | 311,327.6 | Oil & Gas | |
IWP | iShares Russell Mid-Cap Growth ETF | 99,480 | 11,687.9 | -1.73% | 2.600 | -0.05% | 0.070 | +21.91% | +11.53% | 19,698.3 | ||
IWO | iShares Russell 2000 Growth ETF | 44,811 | 11,450.6 | -0.26% | 2.550 | -0.01% | 0.110 | +20.44% | +2.90% | 12,024.1 | ||
CAH | Cardinal Health Inc | 76,958 | 10,602.5 | -15.25% | 2.360 | -0.36% | 0.030 | +17.71% | +34.87% | 37,653.7 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DAL | Delta Air Lines Inc | 2025-03-31 | Sold Out Sold Out | -1.03% | 43.6 ($59.28) 69.06 | $55.98 | -5.57% | Sold Out | 0 | -78,319 | |
ALL | Allstate Corp | 2025-03-31 | New Buy New Buy | +0.99% | 180.99 ($194.74) 210.18 | $197.61 | 1.47% | New holding | 21,539 | 21,539 | |
ROP | Roper Technologies Inc | 2025-03-31 | New Buy New Buy | +0.58% | 502.71 ($561.16) 593.81 | $557.02 | -0.74% | New holding | 4,410 | 4,410 | |
CAH | Cardinal Health Inc | 2025-03-31 | Reduce Reduce | -0.36% | 118.02 ($127.47) 137.77 | $157.76 | 23.76% | Reduce -15.25% | 76,958 | -13,849 | |
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -0.34% | 33.19 ($36.08) 38.23 | $35.79 | -0.80% | Sold Out | 0 | -41,488 | |
MOD | Modine Manufacturing Co | 2025-03-31 | Sold Out Sold Out | -0.32% | 76.06 ($98.54) 142.68 | $98.80 | 0.26% | Sold Out | 0 | -12,819 | |
PYPL | PayPal Holdings Inc | 2025-03-31 | New Buy New Buy | +0.29% | 65.15 ($77.89) 91.81 | $76.66 | -1.58% | New holding | 19,855 | 19,855 | |
ITRN | Ituran Location and Control Ltd | 2025-03-31 | New Buy New Buy | +0.26% | 31.47 ($36.06) 43.91 | $40.17 | 11.40% | New holding | 31,687 | 31,687 | |
KHC | The Kraft Heinz Co | 2025-03-31 | Sold Out Sold Out | -0.25% | 28.51 ($29.93) 32.22 | $28.94 | -3.31% | Sold Out | 0 | -37,040 | |
DOW | Dow Inc | 2025-03-31 | Sold Out Sold Out | -0.25% | 34.36 ($38.4) 41.92 | $30.37 | -20.91% | Sold Out | 0 | -28,628 |
LMG Wealth Partners, LLC Total Holding History ($B)
LMG Wealth Partners, LLC's Asset Allocation
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 2025-03-31
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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers