LMG Wealth Partners, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$448.8B
Holdings
128
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVWISHARES TR | 338,443 | $31.4B | 7.00% | |
| 2 | AAPLAPPLE INC | 73,124 | $16.2B | 3.62% | |
| 3 | WMTWALMART INC | 175,004 | $15.4B | 3.42% | |
| 4 | VBRVANGUARD INDEX FDS | 75,468 | $14.1B | 3.13% | |
| 5 | MSFTMICROSOFT CORP | 34,181 | $12.8B | 2.86% | |
| 6 | AGGISHARES TR | 120,659 | $11.9B | 2.66% | |
| 7 | CVXCHEVRON CORP NEW | 70,579 | $11.8B | 2.63% | |
| 8 | IWPISHARES TR | 99,480 | $11.7B | 2.60% | |
| 9 | IWOISHARES TR | 44,811 | $11.5B | 2.55% | |
| 10 | CAHCARDINAL HEALTH INC | 76,958 | $10.6B | 2.36% | |
| 11 | SPYSPDR S&P 500 ETF TR | 16,585 | $9.3B | 2.07% | |
| 12 | RTXRTX CORPORATION | 68,086 | $9.0B | 2.01% | |
| 13 | IVEISHARES TR | 44,594 | $8.5B | 1.89% | |
| 14 | PRUPRUDENTIAL FINL INC | 72,634 | $8.1B | 1.81% | |
| 15 | DIVIFRANKLIN TEMPLETON ETF TR | 244,037 | $8.0B | 1.77% | |
| 16 | AMZNAMAZON COM INC | 39,797 | $7.6B | 1.69% | |
| 17 | NOBLPROSHARES TR | 72,323 | $7.4B | 1.65% | |
| 18 | PEPPEPSICO INC | 48,647 | $7.3B | 1.63% | |
| 19 | XOMEXXON MOBIL CORP | 60,349 | $7.2B | 1.60% | |
| 20 | VIOGVANGUARD ADMIRAL FDS INC | 65,608 | $7.0B | 1.56% | |
| 21 | IJJISHARES TR | 58,244 | $7.0B | 1.55% | |
| 22 | XMMOINVESCO EXCHANGE TRADED FD T | 60,083 | $6.8B | 1.52% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,291 | $6.5B | 1.46% | |
| 24 | AFLAFLAC INC | 57,805 | $6.4B | 1.43% | |
| 25 | EMREMERSON ELEC CO | 55,681 | $6.1B | 1.36% | |
| 26 | MCDMCDONALDS CORP | 18,602 | $5.8B | 1.29% | |
| 27 | VNQVANGUARD INDEX FDS | 64,094 | $5.8B | 1.29% | |
| 28 | ADPAUTOMATIC DATA PROCESSING IN | 18,541 | $5.7B | 1.26% | |
| 29 | LOWLOWES COS INC | 24,054 | $5.6B | 1.25% | |
| 30 | RJFRAYMOND JAMES FINL INC | 40,091 | $5.6B | 1.24% | |
| 31 | USBUS BANCORP DEL | 127,834 | $5.4B | 1.20% | |
| 32 | AQLTISHARES TR | 37,720 | $5.1B | 1.13% | |
| 33 | VFHVANGUARD WORLD FD | 40,866 | $4.9B | 1.09% | |
| 34 | JNJJOHNSON & JOHNSON | 27,374 | $4.5B | 1.01% | |
| 35 | ABBVABBVIE INC | 21,663 | $4.5B | 1.01% | |
| 36 | ALSALLSTATE CORP | 21,539 | $4.5B | 0.99% | |
| 37 | SYYSYSCO CORP | 58,620 | $4.4B | 0.98% | |
| 38 | OREALTY INCOME CORP | 75,311 | $4.4B | 0.97% | |
| 39 | BNDXVANGUARD CHARLOTTE FDS | 88,182 | $4.3B | 0.96% | |
| 40 | CBCHUBB LIMITED | 13,858 | $4.2B | 0.93% | |
| 41 | FDXFEDEX CORP | 16,915 | $4.1B | 0.92% | |
| 42 | EEMVISHARES INC | 62,570 | $3.7B | 0.81% | |
| 43 | CATCATERPILLAR INC | 9,959 | $3.3B | 0.73% | |
| 44 | JPMJPMORGAN CHASE & CO. | 13,046 | $3.2B | 0.71% | |
| 45 | REGLPROSHARES TR | 38,842 | $3.1B | 0.70% | |
| 46 | PGPROCTER AND GAMBLE CO | 17,952 | $3.1B | 0.68% | |
| 47 | TSLATESLA INC | 11,664 | $3.0B | 0.67% | |
| 48 | BMYBRISTOL-MYERS SQUIBB CO | 46,742 | $2.9B | 0.64% | |
| 49 | DISDISNEY WALT CO | 28,192 | $2.8B | 0.62% | |
| 50 | ADMARCHER DANIELS MIDLAND CO | 56,572 | $2.7B | 0.61% | |
| 51 | ROPROPER TECHNOLOGIES INC | 4,410 | $2.6B | 0.58% | |
| 52 | BACVERIZON COMMUNICATIONS INC | 56,479 | $2.6B | 0.57% | |
| 53 | ETNEATON CORP PLC | 9,207 | $2.5B | 0.56% | |
| 54 | CLSCELESTICA INC | 31,214 | $2.5B | 0.55% | |
| 55 | ABNBAIRBNB INC | 20,507 | $2.4B | 0.55% | |
| 56 | OKTAOKTA INC | 23,223 | $2.4B | 0.54% | |
| 57 | VWOVANGUARD INTL EQUITY INDEX F | 51,832 | $2.3B | 0.52% | |
| 58 | TAT&T INC | 82,856 | $2.3B | 0.52% | |
| 59 | GOOGALPHABET INC | 14,785 | $2.3B | 0.51% | |
| 60 | CSCOCISCO SYS INC | 37,419 | $2.3B | 0.51% | |
| 61 | BSMBLACK STONE MINERALS L P | 150,245 | $2.3B | 0.51% | |
| 62 | MRKMERCK & CO INC | 23,783 | $2.1B | 0.48% | |
| 63 | APPAPPLOVIN CORP | 7,902 | $2.1B | 0.47% | |
| 64 | KOCOCA COLA CO | 28,193 | $2.0B | 0.45% | |
| 65 | PAYXPAYCHEX INC | 12,516 | $1.9B | 0.43% | |
| 66 | PKGPACKAGING CORP AMER | 9,660 | $1.9B | 0.43% | |
| 67 | LNTALLIANT ENERGY CORP | 28,634 | $1.8B | 0.41% | |
| 68 | SKYWSKYWEST INC | 21,033 | $1.8B | 0.41% | |
| 69 | SOSOUTHERN CO | 19,700 | $1.8B | 0.40% | |
| 70 | MFCMANULIFE FINL CORP | 57,905 | $1.8B | 0.40% | |
| 71 | GOOGLALPHABET INC | 11,538 | $1.8B | 0.40% | |
| 72 | CAAPCORPORACION AMER ARPTS S A | 95,184 | $1.7B | 0.39% | |
| 73 | CRMSALESFORCE INC | 6,116 | $1.6B | 0.37% | |
| 74 | RGAREINSURANCE GRP OF AMERICA I | 7,900 | $1.6B | 0.35% | |
| 75 | ETRENTERGY CORP NEW | 17,710 | $1.5B | 0.34% | |
| 76 | DUKDUKE ENERGY CORP NEW | 11,224 | $1.4B | 0.31% | |
| 77 | GRBKGREEN BRICK PARTNERS INC | 23,305 | $1.4B | 0.30% | |
| 78 | QTWOQ2 HLDGS INC | 16,712 | $1.3B | 0.30% | |
| 79 | BXBLACKSTONE INC | 9,448 | $1.3B | 0.29% | |
| 80 | STRLSTERLING INFRASTRUCTURE INC | 11,448 | $1.3B | 0.29% | |
| 81 | PYPLPAYPAL HLDGS INC | 19,855 | $1.3B | 0.29% | |
| 82 | ITRNITURAN LOCATION AND CONTROL | 31,687 | $1.1B | 0.26% | |
| 83 | DYHTARGET CORP | 10,972 | $1.1B | 0.26% | |
| 84 | ETENERGY TRANSFER L P | 60,143 | $1.1B | 0.25% | |
| 85 | DRIDARDEN RESTAURANTS INC | 5,051 | $1.0B | 0.23% | |
| 86 | ANFABERCROMBIE & FITCH CO | 13,082 | $999.1M | 0.22% | |
| 87 | 7HPHP INC | 34,218 | $947.5M | 0.21% | |
| 88 | IBMINTERNATIONAL BUSINESS MACHS | 3,343 | $831.3M | 0.19% | |
| 89 | HDHOME DEPOT INC | 2,267 | $830.8M | 0.19% | |
| 90 | GPCGENUINE PARTS CO | 6,875 | $819.1M | 0.18% | |
| 91 | WFCWELLS FARGO CO NEW | 10,620 | $762.4M | 0.17% | |
| 92 | NVDANVIDIA CORPORATION | 7,021 | $760.9M | 0.17% | |
| 93 | VTVVANGUARD INDEX FDS | 3,865 | $667.6M | 0.15% | |
| 94 | GISGENERAL MLS INC | 10,426 | $623.4M | 0.14% | |
| 95 | EATBRINKER INTL INC | 3,560 | $530.6M | 0.12% | |
| 96 | GBTCGRAYSCALE BITCOIN TRUST ETF | 7,611 | $496.0M | 0.11% | |
| 97 | BACBANK AMERICA CORP | 11,555 | $482.2M | 0.11% | |
| 98 | MCKMCKESSON CORP | 689 | $463.7M | 0.10% | |
| 99 | VIGVANGUARD SPECIALIZED FUNDS | 2,343 | $454.5M | 0.10% | |
| 100 | AEPAMERICAN ELEC PWR CO INC | 4,096 | $447.6M | 0.10% |
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