LMG Wealth Partners, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$448.8M
Holdings
128
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (128 positions)
| Stock | Value |
|---|---|
IVWISHARES TR | $31.4M |
AAPLAPPLE INC | $16.2M |
WMTWALMART INC | $15.4M |
VBRVANGUARD INDEX FDS | $14.1M |
MSFTMICROSOFT CORP | $12.8M |
AGGISHARES TR | $11.9M |
CVXCHEVRON CORP NEW | $11.8M |
IWPISHARES TR | $11.7M |
IWOISHARES TR | $11.5M |
CAHCARDINAL HEALTH INC | $10.6M |
SPYSPDR S&P 500 ETF TR | $9.3M |
RTXRTX CORPORATION | $9.0M |
IVEISHARES TR | $8.5M |
PRUPRUDENTIAL FINL INC | $8.1M |
DIVIFRANKLIN TEMPLETON ETF TR | $8.0M |
AMZNAMAZON COM INC | $7.6M |
NOBLPROSHARES TR | $7.4M |
PEPPEPSICO INC | $7.3M |
XOMEXXON MOBIL CORP | $7.2M |
VIOGVANGUARD ADMIRAL FDS INC | $7.0M |
IJJISHARES TR | $7.0M |
XMMOINVESCO EXCHANGE TRADED FD T | $6.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.5M |
AFLAFLAC INC | $6.4M |
EMREMERSON ELEC CO | $6.1M |
MCDMCDONALDS CORP | $5.8M |
VNQVANGUARD INDEX FDS | $5.8M |
ADPAUTOMATIC DATA PROCESSING IN | $5.7M |
LOWLOWES COS INC | $5.6M |
RJFRAYMOND JAMES FINL INC | $5.6M |
USBUS BANCORP DEL | $5.4M |
AQLTISHARES TR | $5.1M |
VFHVANGUARD WORLD FD | $4.9M |
JNJJOHNSON & JOHNSON | $4.5M |
ABBVABBVIE INC | $4.5M |
ALSALLSTATE CORP | $4.5M |
SYYSYSCO CORP | $4.4M |
OREALTY INCOME CORP | $4.4M |
BNDXVANGUARD CHARLOTTE FDS | $4.3M |
CBCHUBB LIMITED | $4.2M |
FDXFEDEX CORP | $4.1M |
EEMVISHARES INC | $3.7M |
CATCATERPILLAR INC | $3.3M |
JPMJPMORGAN CHASE & CO. | $3.2M |
REGLPROSHARES TR | $3.1M |
PGPROCTER AND GAMBLE CO | $3.1M |
TSLATESLA INC | $3.0M |
BMYBRISTOL-MYERS SQUIBB CO | $2.9M |
DISDISNEY WALT CO | $2.8M |
ADMARCHER DANIELS MIDLAND CO | $2.7M |
ROPROPER TECHNOLOGIES INC | $2.6M |
BACVERIZON COMMUNICATIONS INC | $2.6M |
ETNEATON CORP PLC | $2.5M |
CLSCELESTICA INC | $2.5M |
ABNBAIRBNB INC | $2.4M |
OKTAOKTA INC | $2.4M |
VWOVANGUARD INTL EQUITY INDEX F | $2.3M |
TAT&T INC | $2.3M |
GOOGALPHABET INC | $2.3M |
CSCOCISCO SYS INC | $2.3M |
BSMBLACK STONE MINERALS L P | $2.3M |
MRKMERCK & CO INC | $2.1M |
APPAPPLOVIN CORP | $2.1M |
KOCOCA COLA CO | $2.0M |
PAYXPAYCHEX INC | $1.9M |
PKGPACKAGING CORP AMER | $1.9M |
LNTALLIANT ENERGY CORP | $1.8M |
SKYWSKYWEST INC | $1.8M |
SOSOUTHERN CO | $1.8M |
MFCMANULIFE FINL CORP | $1.8M |
GOOGLALPHABET INC | $1.8M |
CAAPCORPORACION AMER ARPTS S A | $1.7M |
CRMSALESFORCE INC | $1.6M |
RGAREINSURANCE GRP OF AMERICA I | $1.6M |
ETRENTERGY CORP NEW | $1.5M |
DUKDUKE ENERGY CORP NEW | $1.4M |
GRBKGREEN BRICK PARTNERS INC | $1.4M |
QTWOQ2 HLDGS INC | $1.3M |
BXBLACKSTONE INC | $1.3M |
STRLSTERLING INFRASTRUCTURE INC | $1.3M |
PYPLPAYPAL HLDGS INC | $1.3M |
ITRNITURAN LOCATION AND CONTROL | $1.1M |
DYHTARGET CORP | $1.1M |
ETENERGY TRANSFER L P | $1.1M |
DRIDARDEN RESTAURANTS INC | $1.0M |
ANFABERCROMBIE & FITCH CO | $999K |
7HPHP INC | $947K |
IBMINTERNATIONAL BUSINESS MACHS | $831K |
HDHOME DEPOT INC | $831K |
GPCGENUINE PARTS CO | $819K |
WFCWELLS FARGO CO NEW | $762K |
NVDANVIDIA CORPORATION | $761K |
VTVVANGUARD INDEX FDS | $668K |
GISGENERAL MLS INC | $623K |
EATBRINKER INTL INC | $531K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $496K |
BACBANK AMERICA CORP | $482K |
MCKMCKESSON CORP | $464K |
VIGVANGUARD SPECIALIZED FUNDS | $455K |
AEPAMERICAN ELEC PWR CO INC | $448K |
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