Lmg Wealth Partners, LLC
CIK Number: 0001965772
Main Sectors:
Top Industries:
Filing Date: May 2, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVW | iShares S&P 500... | 116.23 | +0.55% | 338.44K | -0.93% | 31.42M | 59.15 | 7.00% | Share |
| 2 | AAPL | Apple Inc. | 232.56 | +0.90% | 73.12K | -0.46% | 16.24M | 129.98 | 3.62% | Share |
| 3 | WMT | Walmart Inc. | 96.14 | +0.06% | 175K | -1.06% | 15.36M | 47.78 | 3.42% | Share |
| 4 | VBR | Vanguard Small ... | 209.11 | -0.29% | 75.47K | +0.39% | 14.06M | 158.92 | 3.13% | Share |
| 5 | MSFT | Microsoft Corpo... | 509.64 | +0.57% | 34.18K | -0.08% | 12.83M | 274.65 | 2.86% | Share |
| 6 | AGG | iShares Core U.... | 99.58 | +0.12% | 120.66K | +3.32% | 11.94M | 98.7 | 2.66% | Share |
| 7 | CVX | Chevron Corpora... | 159.34 | +0.06% | 70.58K | +0.76% | 11.81M | 172.04 | 2.63% | Share |
| 8 | IWP | iShares Russell... | 144.02 | +1.12% | 99.48K | -1.73% | 11.69M | 83.6 | 2.60% | Share |
| 9 | IWO | iShares Russell... | 310.18 | +0.52% | 44.81K | -0.26% | 11.45M | 215.18 | 2.55% | Share |
| 10 | CAH | Cardinal Health... | 149.54 | +0.20% | 76.96K | -15.25% | 10.6M | 78.13 | 2.36% | Share |
| 11 | SPY | SPDR S&P 500 ET... | 648.86 | +0.34% | 16.59K | +0.10% | 9.28M | 382.92 | 2.07% | Share |
| 12 | RTX | RTX Corporation | 160.68 | +0.53% | 68.09K | +1.08% | 9.02M | 98.02 | 2.01% | Share |
| 13 | IVE | iShares S&P 500... | 203.78 | +0.05% | 44.59K | -1.74% | 8.5M | 146.12 | 1.89% | Share |
| 14 | PRU | Prudential Fina... | 108.77 | -0.64% | 72.63K | +0.85% | 8.11M | 99.51 | 1.81% | Share |
| 15 | DIVI | Franklin Intern... | 36.97 | +0.38% | 244.04K | +2.47% | 7.95M | 29.51 | 1.77% | Share |
| 16 | AMZN | Amazon.com, Inc... | 231.60 | +1.08% | 39.8K | +0.67% | 7.57M | 86.25 | 1.69% | Share |
| 17 | NOBL | ProShares S&P 5... | 104.54 | -0.74% | 72.32K | -1.34% | 7.39M | 90.43 | 1.65% | Share |
| 18 | PEP | PepsiCo, Inc. | 146.98 | -0.45% | 48.65K | +3.14% | 7.29M | 177.09 | 1.63% | Share |
| 19 | XOM | Exxon Mobil Cor... | 113.37 | +0.55% | 60.35K | -8.15% | 7.18M | 110.83 | 1.60% | Share |
| 20 | VIOG | Vanguard S&P Sm... | 121.89 | -0.13% | 65.61K | +0.00% | 7.01M | 93.91 | 1.56% | Share |
| 21 | IJJ | iShares S&P Mid... | 130.75 | -0.22% | 58.24K | +0.72% | 6.97M | 101.08 | 1.55% | Share |
| 22 | XMMO | Invesco S&P Mid... | 132.25 | -0.02% | 60.08K | +17.62% | 6.84M | 122.07 | 1.52% | Share |
| 23 | BRK-B | Berkshire Hatha... | 499.93 | +0.85% | 12.29K | +1.40% | 6.55M | 400.59 | 1.46% | Share |
| 24 | AFL | Aflac Incorpora... | 106.04 | -1.28% | 57.8K | +0.14% | 6.43M | 72.04 | 1.43% | Share |
| 25 | EMR | Emerson Electri... | 134.55 | +0.82% | 55.68K | -0.1% | 6.1M | 96.36 | 1.36% | Share |
| 26 | MCD | McDonald's Corp... | 312.27 | +0.27% | 18.6K | +0.67% | 5.81M | 268.96 | 1.29% | Share |
| 27 | VNQ | Vanguard Real E... | 91.73 | -0.27% | 64.09K | -0.94% | 5.8M | 82.5 | 1.29% | Share |
| 28 | ADP | Automatic Data ... | 304.10 | +0.33% | 18.54K | -0.24% | 5.66M | 238.47 | 1.26% | Share |
| 29 | LOW | Lowe's Companie... | 257.53 | -0.44% | 24.05K | -0.57% | 5.61M | 201.09 | 1.25% | Share |
| 30 | RJF | Raymond James F... | 168.66 | +0.42% | 40.09K | +0.78% | 5.57M | 101.72 | 1.24% | Share |
| 31 | USB | U.S. Bancorp | 48.68 | -0.16% | 127.83K | +0.43% | 5.4M | 35.26 | 1.20% | Share |
| 32 | DVY | iShares Select ... | 141.28 | -0.46% | 37.72K | -1.27% | 5.07M | 120.43 | 1.13% | Share |
| 33 | VFH | Vanguard Financ... | 131.68 | +0.08% | 40.87K | +1.37% | 4.88M | 93.11 | 1.09% | Share |
| 34 | JNJ | Johnson & Johns... | 175.40 | -0.79% | 27.37K | -1.78% | 4.54M | 166.19 | 1.01% | Share |
| 35 | ABBV | AbbVie Inc. | 207.92 | -0.07% | 21.66K | -0.36% | 4.54M | 158.48 | 1.01% | Share |
| 36 | ALL | The Allstate Co... | 203.76 | -0.02% | 21.54K | +100.00% | 4.46M | 207.07 | 0.99% | Share |
| 37 | SYY | Sysco Corporati... | 79.59 | -0.88% | 58.62K | +0.50% | 4.4M | 75.87 | 0.98% | Share |
| 38 | O | Realty Income C... | 58.14 | -0.7% | 75.31K | +1.44% | 4.37M | 53.48 | 0.97% | Share |
| 39 | BNDX | Vanguard Total ... | 49.31 | +0.08% | 88.18K | -20.32% | 4.31M | 48.88 | 0.96% | Share |
| 40 | CB | Chubb Limited | 273.23 | +0.07% | 13.86K | +13.99% | 4.18M | 258.08 | 0.93% | Share |
| 41 | FDX | FedEx Corporati... | 231.19 | -0.44% | 16.91K | +2.74% | 4.12M | 186.9 | 0.92% | Share |
| 42 | EEMV | iShares MSCI Em... | 63.34 | +0.46% | 62.57K | +2.25% | 3.65M | 53.19 | 0.81% | Share |
| 43 | CAT | Caterpillar Inc... | 435.10 | +0.56% | 9.96K | +0.68% | 3.28M | 251.87 | 0.73% | Share |
| 44 | JPM | JPMorgan Chase ... | 300.74 | +0.49% | 13.05K | +0.01% | 3.2M | 134.99 | 0.71% | Share |
| 45 | REGL | ProShares S&P M... | 85.72 | -0.68% | 38.84K | -0.32% | 3.13M | 70.76 | 0.70% | Share |
| 46 | PG | The Procter & G... | 155.64 | -0.84% | 17.95K | +0.53% | 3.06M | 152.13 | 0.68% | Share |
| 47 | TSLA | Tesla, Inc. | 345.98 | -1.04% | 11.66K | +18.12% | 3.02M | 381.65 | 0.67% | Share |
| 48 | BMY | Bristol-Myers S... | 46.88 | -1.56% | 46.74K | +0.71% | 2.85M | 66.82 | 0.64% | Share |
| 49 | DIS | The Walt Disney... | 117.67 | -0.36% | 28.19K | +16.98% | 2.78M | 88.05 | 0.62% | Share |
| 50 | ADM | Archer-Daniels-... | 62.65 | -0.1% | 56.57K | -1.54% | 2.72M | 59.66 | 0.61% | Share |
| 51 | ROP | Roper Technolog... | 526.46 | -0.42% | 4.41K | +100.00% | 2.6M | 589.58 | 0.58% | Share |
| 52 | VZ | Verizon Communi... | 43.94 | -0.74% | 56.48K | +6.69% | 2.56M | 39.44 | 0.57% | Share |
| 53 | ETN | Eaton Corporati... | 355.36 | +1.13% | 9.21K | +7.23% | 2.5M | 168.51 | 0.56% | Share |
| 54 | CLS | Celestica Inc. | 212.46 | +5.13% | 31.21K | -1.72% | 2.46M | 57.99 | 0.55% | Share |
| 55 | ABNB | Airbnb, Inc. | 130.46 | +0.47% | 20.51K | +2.24% | 2.45M | 116.36 | 0.55% | Share |
| 56 | OKTA | Okta, Inc. | 92.59 | -0.47% | 23.22K | +3.18% | 2.44M | 90.6 | 0.54% | Share |
| 57 | VWO | Vanguard Emergi... | 51.66 | +0.34% | 51.83K | -1.7% | 2.35M | 39.28 | 0.52% | Share |
| 58 | T | AT&T Inc. | 28.95 | -0.36% | 82.86K | -1.14% | 2.34M | 16.96 | 0.52% | Share |
| 59 | GOOG | Alphabet Inc. | 212.37 | +2.00% | 14.79K | +4.23% | 2.31M | 95.85 | 0.51% | Share |
| 60 | CSCO | Cisco Systems, ... | 69.43 | +1.45% | 37.42K | -0.4% | 2.31M | 49.3 | 0.51% | Share |
| 61 | BSM | Black Stone Min... | 12.20 | +1.08% | 150.25K | 0.00% | 2.29M | 14.6 | 0.51% | Share |
| 62 | MRK | Merck & Co., In... | 83.22 | -1.01% | 23.78K | +3.01% | 2.13M | 110.59 | 0.48% | Share |
| 63 | APP | AppLovin Corpor... | 483.75 | +4.50% | 7.9K | -1.13% | 2.09M | 69.83 | 0.47% | Share |
| 64 | KO | The Coca-Cola C... | 68.36 | -0.68% | 28.19K | +0.35% | 2.02M | 63.22 | 0.45% | Share |
| 65 | PAYX | Paychex, Inc. | 138.69 | +0.03% | 12.52K | +0.06% | 1.93M | 117.24 | 0.43% | Share |
| 66 | PKG | Packaging Corpo... | 216.75 | +2.87% | 9.66K | +0.44% | 1.91M | 137.25 | 0.43% | Share |
| 67 | LNT | Alliant Energy ... | 65.02 | -1.19% | 28.63K | -8.41% | 1.84M | 53.96 | 0.41% | Share |
| 68 | SKYW | SkyWest, Inc. | 122.50 | -0.07% | 21.03K | +5.74% | 1.84M | 86.1 | 0.41% | Share |
| 69 | SO | The Southern Co... | 92.24 | -1.11% | 19.7K | -0.04% | 1.81M | 70.57 | 0.40% | Share |
| 70 | MFC | Manulife Financ... | 30.68 | +1.20% | 57.91K | +4.59% | 1.8M | 25.38 | 0.40% | Share |
| 71 | GOOGL | Alphabet Inc. | 211.64 | +2.01% | 11.54K | +3.83% | 1.78M | 155.33 | 0.40% | Share |
| 72 | CAAP | Corporación Amé... | 21.78 | +4.96% | 95.18K | +4.04% | 1.74M | 17.04 | 0.39% | Share |
| 73 | CRM | Salesforce, Inc... | 254.55 | +1.76% | 6.12K | +4.35% | 1.64M | 292.96 | 0.37% | Share |
| 74 | RGA | Reinsurance Gro... | 193.56 | -0.23% | 7.9K | +8.55% | 1.56M | 215.79 | 0.35% | Share |
| 75 | ETR | Entergy Corpora... | 88.15 | -1.56% | 17.71K | 0.00% | 1.51M | 56.25 | 0.34% | Share |
| 76 | DUK | Duke Energy Cor... | 122.39 | -1.04% | 11.22K | -1.18% | 1.37M | 103.14 | 0.31% | Share |
| 77 | GRBK | Green Brick Par... | 69.89 | +0.34% | 23.3K | +12.10% | 1.36M | 59.46 | 0.30% | Share |
| 78 | QTWO | Q2 Holdings, In... | 78.85 | +0.90% | 16.71K | +17.10% | 1.34M | 97.64 | 0.30% | Share |
| 79 | BX | Blackstone Inc. | 172.05 | +0.24% | 9.45K | -0.42% | 1.32M | 102.61 | 0.29% | Share |
| 80 | STRL | Sterling Infras... | 290.89 | +0.53% | 11.45K | +7.53% | 1.3M | 112.22 | 0.29% | Share |
| 81 | PYPL | PayPal Holdings... | 70.06 | +0.59% | 19.86K | +100.00% | 1.3M | 65.25 | 0.29% | Share |
| 82 | ITRN | Ituran Location... | 34.51 | -5.07% | 31.69K | +100.00% | 1.15M | 36.16 | 0.26% | Share |
| 83 | TGT | Target Corporat... | 96.82 | -1.16% | 10.97K | +3.15% | 1.15M | 134.24 | 0.26% | Share |
| 84 | ET | Energy Transfer... | 17.67 | +0.55% | 60.14K | +0.44% | 1.12M | 19.59 | 0.25% | Share |
| 85 | DRI | Darden Restaura... | 206.81 | +0.27% | 5.05K | +100.00% | 1.05M | 207.76 | 0.23% | Share |
| 86 | ANF | Abercrombie & F... | 96.48 | +1.18% | 13.08K | +14.95% | 999.07K | 128.43 | 0.22% | Share |
| 87 | HPQ | HP Inc. | 28.35 | +4.57% | 34.22K | +100.00% | 947.5K | 27.69 | 0.21% | Share |
| 88 | IBM | International B... | 245.77 | +0.38% | 3.34K | -0.77% | 831.27K | 142.27 | 0.19% | Share |
| 89 | HD | The Home Depot,... | 407.36 | -0.22% | 2.27K | +0.04% | 830.85K | 333.91 | 0.19% | Share |
| 90 | GPC | Genuine Parts C... | 139.32 | -0.38% | 6.88K | +100.00% | 819.09K | 119.14 | 0.18% | Share |
| 91 | WFC | Wells Fargo & C... | 81.97 | -0.64% | 10.62K | +0.42% | 762.43K | 42.9 | 0.17% | Share |
| 92 | NVDA | NVIDIA Corporat... | 180.17 | -0.79% | 7.02K | +23.05% | 760.94K | 73.56 | 0.17% | Share |
| 93 | VTV | Vanguard Value ... | 183.16 | +0.05% | 3.87K | +1.58% | 667.6K | 142.92 | 0.15% | Share |
| 94 | GIS | General Mills, ... | 48.45 | -1.62% | 10.43K | +66.60% | 623.37K | 66.94 | 0.14% | Share |
| 95 | EAT | Brinker Interna... | 155.43 | -0.45% | 3.56K | +17.61% | 530.62K | 134.8 | 0.12% | Share |
| 96 | GBTC | Grayscale Bitco... | 87.92 | -0.17% | 7.61K | +100.00% | 496.01K | 65.17 | 0.11% | Share |
| 97 | BAC | Bank of America... | 50.52 | +0.28% | 11.55K | -0.58% | 482.19K | 32.97 | 0.11% | Share |
| 98 | MCK | McKesson Corpor... | 681.02 | -0.36% | 689 | 0.00% | 463.69K | 375.12 | 0.10% | Share |
| 99 | VIG | Vanguard Divide... | 211.51 | +0.16% | 2.34K | -9.92% | 454.52K | 151.85 | 0.10% | Share |
| 100 | AEP | American Electr... | 111.78 | -0.98% | 4.1K | 0.00% | 447.57K | 94.22 | 0.10% | Share |
| 101 | MPC | Marathon Petrol... | 179.28 | +0.78% | 2.93K | -5.29% | 427.39K | 118.15 | 0.10% | Share |
| 102 | PFE | Pfizer Inc. | 24.61 | -1.83% | 16.7K | -0.62% | 423.31K | 42.42 | 0.09% | Share |
| 103 | RCL | Royal Caribbean... | 365.80 | +1.87% | 1.97K | +29.65% | 405.13K | 192.81 | 0.09% | Share |
| 104 | VEU | Vanguard FTSE A... | 69.67 | +0.39% | 6.45K | -0.62% | 391.38K | 50.14 | 0.09% | Share |
| 105 | AZO | AutoZone, Inc. | 4200.00 | -0.13% | 100 | 0.00% | 381.28K | 2466.17 | 0.09% | Share |
| 106 | UPS | United Parcel S... | 87.24 | -0.71% | 3.34K | +2.51% | 367.83K | 168.31 | 0.08% | Share |
| 107 | IWN | iShares Russell... | 174.13 | -0.23% | 2.39K | 0.00% | 361.14K | 138.67 | 0.08% | Share |
| 108 | VOE | Vanguard Mid-Ca... | 172.72 | -0.34% | 2.2K | +0.69% | 353.32K | 135.91 | 0.08% | Share |
| 109 | WM | Waste Managemen... | 224.56 | -0.56% | 1.52K | +0.33% | 352.58K | 165.32 | 0.08% | Share |
| 110 | EEM | iShares MSCI Em... | 50.11 | +0.40% | 8K | 0.00% | 349.43K | 37.9 | 0.08% | Share |
| 111 | PGR | The Progressive... | 246.11 | +0.58% | 1.17K | 0.00% | 332.25K | 209.95 | 0.07% | Share |
| 112 | CALM | Cal-Maine Foods... | 115.40 | -1.2% | 3.4K | 0.00% | 309.06K | 58.55 | 0.07% | Share |
| 113 | RSG | Republic Servic... | 233.06 | -0.78% | 1.22K | 0.00% | 294.71K | 164.91 | 0.07% | Share |
| 114 | PDCO | Patterson Compa... | 31.33 | -0.9% | 9.19K | 0.00% | 287.1K | 30.86 | 0.06% | Share |
| 115 | ABT | Abbott Laborato... | 131.39 | -0.05% | 2.16K | 0.00% | 286.66K | 109.91 | 0.06% | Share |
| 116 | IJR | iShares Core S&... | 118.51 | -0.21% | 2.73K | +3.72% | 285.79K | 97.25 | 0.06% | Share |
| 117 | CP | Canadian Pacifi... | 76.28 | -0.75% | 3.36K | 0.00% | 235.98K | 80.77 | 0.05% | Share |
| 118 | GD | General Dynamic... | 324.89 | -0.18% | 860 | 0.00% | 234.42K | 259.67 | 0.05% | Share |
| 119 | NEE | NextEra Energy,... | 72.06 | -2.48% | 3.22K | 0.00% | 228.19K | 63.38 | 0.05% | Share |
| 120 | AVGO | Broadcom Inc. | 308.65 | +2.80% | 1.36K | 0.00% | 227.71K | 164.08 | 0.05% | Share |
| 121 | SPG | Simon Property ... | 179.41 | +0.70% | 1.37K | 0.00% | 226.87K | 172.21 | 0.05% | Share |
| 122 | TXN | Texas Instrumen... | 204.09 | -0.67% | 1.26K | 0.00% | 226.06K | 165.22 | 0.05% | Share |
| 123 | CSX | CSX Corporation | 32.65 | +0.34% | 7.61K | 0.00% | 224.05K | 30.98 | 0.05% | Share |
| 124 | QQQ | Invesco QQQ Tru... | 577.07 | +0.62% | 454 | 0.00% | 212.7K | 482.56 | 0.05% | Share |
| 125 | META | Meta Platforms,... | 751.11 | +0.50% | 349 | +1.75% | 201.15K | 585.35 | 0.04% | Share |
| 126 | F | Ford Motor Comp... | 11.71 | -1.64% | 15.39K | -13.65% | 154.33K | 11.88 | 0.03% | Share |
| 127 | NTLA | Intellia Therap... | 11.60 | +1.58% | 14.29K | +28.37% | 101.57K | 10.65 | 0.02% | Share |
| 128 | CLF | Cleveland-Cliff... | 10.88 | +0.79% | 10K | +100.00% | 82.2K | 8.22 | 0.02% | Share |