| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR S&P 500 GRWT ETF | 7 | Q2 2024 | 8.1% |
| VANGUARD SMALL-CAP VALUE ETF | 7 | Q2 2024 | 5.3% |
| APPLE INCORPORATED | 7 | Q2 2024 | 4.5% |
| ISHARES TR RUS 2000 GRW ETF | 7 | Q2 2024 | 3.3% |
| WALMART INCORPORATED | 7 | Q2 2024 | 3.3% |
| ISHARES TR RUS MD CP GR ETF | 7 | Q2 2024 | 3.2% |
| CARDINAL HEALTH INCORPORATED | 7 | Q2 2024 | 3.5% |
| MICROSOFT CORPORATION | 7 | Q2 2024 | 3.7% |
| PRUDENTIAL FINL INCORPORATED | 7 | Q2 2024 | 3.2% |
| CHEVRON CORPORATION NEW | 7 | Q2 2024 | 3.2% |
View LMG Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-14 |
View LMG Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.