$328 Million is the total value of LMG Wealth Partners, LLC's 104 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
USB | New | US BANCORP DEL | $3,366,566 | – | 101,832 | +100.0% | 1.03% | – |
CB | New | CHUBB LIMITED | $347,661 | – | 1,670 | +100.0% | 0.11% | – |
NVDA | New | NVIDIA CORPORATION | $240,984 | – | 554 | +100.0% | 0.07% | – |
IJR | New | ISHARES TRcore s&p scp etf | $209,696 | – | 2,223 | +100.0% | 0.06% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $204,142 | – | 1,560 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-16
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.