LMG Wealth Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW LMG Wealth Partners, LLC | Institutional Filer | ▲ 2.38% | $548.7M | 154 |
Current Portfolio Holdings
Showing all 154 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | — | 332K | $37.5M | 6.84% |
| 2 | WMT | Walmart Inc. | Consumer Defensive | 159K | $19.8M | 3.61% |
| 3 | AAPL | Apple Inc. | Technology | 66K | $16.7M | 3.04% |
| 4 | VBR | VANGUARD INDEX FDS | — | 76K | $16.4M | 2.99% |
| 5 | CVX | Chevron Corporation | Energy | 73K | $15.1M | 2.75% |
| 6 | IWO | ISHARES TR | — | 47K | $14.8M | 2.70% |
| 7 | MSFT | Microsoft Corporation | Technology | 36K | $13.3M | 2.43% |
| 8 | AGG | ISHARES TR | — | 126K | $12.5M | 2.28% |
| 9 | IWP | ISHARES TR | — | 96K | $12.4M | 2.25% |
| 10 | RTX | RTX Corporation | Industrials | 62K | $12.0M | 2.19% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 18K | $11.7M | 2.12% |
| 12 | DIVI | FRANKLIN TEMPLETON ETF TR | — | 271K | $10.8M | 1.97% |
| 13 | XOM | Exxon Mobil Corporation | Energy | 61K | $10.4M | 1.89% |
| 14 | CAH | Cardinal Health, Inc. | Healthcare | 48K | $10.2M | 1.86% |
| 15 | IVE | ISHARES TR | — | 48K | $10.1M | 1.85% |
Showing 1 to 15 of 154 holdings