$327 Million is the total value of LMG Wealth Partners, LLC's 106 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | CANADIAN PACIFIC KANSAS CITY | $271,468 | – | 3,361 | +100.0% | 0.08% | – | |
| PDCO | New | PATTERSON COS INC | $238,774 | – | 7,179 | +100.0% | 0.07% | – |
| SWAV | New | SHOCKWAVE MED INC | $218,053 | – | 764 | +100.0% | 0.07% | – |
| New | nannan | $1,697 | – | 178,660 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR S&P 500 GRWT ETF | 4 | Q3 2023 | 7.8% |
| VANGUARD SMALL-CAP VALUE ETF | 4 | Q3 2023 | 5.3% |
| APPLE INCORPORATED | 4 | Q3 2023 | 4.5% |
| ISHARES TR RUS 2000 GRW ETF | 4 | Q3 2023 | 3.3% |
| CARDINAL HEALTH INCORPORATED | 4 | Q3 2023 | 3.5% |
| WALMART INCORPORATED | 4 | Q3 2023 | 3.3% |
| ISHARES TR RUS MD CP GR ETF | 4 | Q3 2023 | 3.2% |
| CHEVRON CORPORATION NEW | 4 | Q3 2023 | 3.2% |
| PRUDENTIAL FINL INCORPORATED | 4 | Q3 2023 | 3.2% |
| MICROSOFT CORPORATION | 4 | Q3 2023 | 2.7% |
View LMG Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.