Lmg Wealth Partners, LLC Top Holdings and 13F Report (2023) About Lmg Wealth Partners, LLCInvestment ActivityLmg Wealth Partners, LLC has $486.70 million in total holdings as of December 31, 2022.Lmg Wealth Partners, LLC owns shares of 139 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 3.43% of the portfolio was purchased this quarter.About 1.58% of the portfolio was sold this quarter.This quarter, Lmg Wealth Partners, LLC has purchased 128 new stocks and bought additional shares in 69 stocks.Lmg Wealth Partners, LLC sold shares of 32 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $36,831,622Walmart $16,958,336Microsoft $16,890,838Apple $14,971,740Vanguard Small-Cap Value ETF $14,712,724 Largest New Holdings this Quarter 494368103 - Kimberly-Clark $1,293,454 Holding86333M108 - Stride $1,164,859 Holding922908363 - Vanguard S&P 500 ETF $825,348 Holding464287200 - iShares Core S&P 500 ETF $812,758 Holding389930207 - GRAYSCALE BITCOIN MINI TR ET $503,237 Holding Largest Purchases this Quarter Wells Fargo & Company 36,840 shares (about $2.95M)Kimberly-Clark 10,033 shares (about $1.29M)Stride 8,023 shares (about $1.16M)Vanguard S&P 500 ETF 1,453 shares (about $825.35K)iShares Core S&P 500 ETF 1,309 shares (about $812.76K) Largest Sales this Quarter Cardinal Health 18,246 shares (about $3.07M)Eaton 1,684 shares (about $601.14K)iShares S&P 500 Growth ETF 3,914 shares (about $430.93K)GRAYSCALE BITCOIN TRUST ETF 3,376 shares (about $286.39K)Walmart 1,570 shares (about $153.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLmg Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$36,831,622$430,931 ▼-1.2%334,5297.6%ETFWMTWalmart$16,958,336$153,514 ▼-0.9%173,4343.5%Retail/WholesaleMSFTMicrosoft$16,890,838$110,921 ▼-0.7%33,9583.5%Computer and TechnologyAAPLApple$14,971,740$31,186 ▼-0.2%72,9723.1%Computer and TechnologyVBRVanguard Small-Cap Value ETF$14,712,724$4,290 ▼0.0%75,4463.0%ETFIWPiShares Russell Mid-Cap Growth ETF$13,646,528$149,358 ▼-1.1%98,4032.8%ETFIWOiShares Russell 2000 Growth ETF$12,769,938$39,735 ▼-0.3%44,6722.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$11,960,643$8,730 ▼-0.1%120,5712.5%FinanceSPYSPDR S&P 500 ETF Trust$11,059,691$812,486 ▲7.9%17,9002.3%FinanceCVXChevron$10,383,289$277,073 ▲2.7%72,5142.1%EnergyCAHCardinal Health$9,863,669$3,065,344 ▼-23.7%58,7122.0%MedicalRTXRTX$9,856,597$85,275 ▼-0.9%67,5022.0%AerospaceDIVIFranklin International Core Dividend Tilt Index ETF$8,898,738$201,259 ▲2.3%249,6841.8%ETFAMZNAmazon.com$8,755,636$24,572 ▲0.3%39,9091.8%Retail/WholesaleIVEiShares S&P 500 Value ETF$8,705,876$8,598 ▼-0.1%44,5501.8%ETFPRUPrudential Financial$7,944,339$140,532 ▲1.8%73,9421.6%FinanceXMMOInvesco S&P MidCap Momentum ETF$7,708,410$20,066 ▼-0.3%59,9271.6%ETFVIOGVanguard S&P Small-Cap 600 Growth ETF$7,511,475$4,005 ▲0.1%65,6431.5%ETFEMREmerson Electric$7,391,815$32,133 ▼-0.4%55,4401.5%IndustrialsIJJiShares S&P Mid-Cap 400 Value ETF$7,304,814$107,020 ▲1.5%59,1101.5%ETFNOBLProShares S&P 500 Aristocrats ETF$7,180,212$102,714 ▼-1.4%71,3031.5%ETFPEPPepsiCo$6,752,124$328,779 ▲5.1%51,1371.4%Consumer StaplesXOMExxon Mobil$6,590,286$84,624 ▲1.3%61,1341.4%EnergyRJFRaymond James Financial$6,202,283$53,526 ▲0.9%40,4401.3%FinanceAFLAflac$6,065,942$30,162 ▼-0.5%57,5191.2%FinanceBRK.BBerkshire Hathaway$5,969,142$1,457 ▼0.0%12,2881.2%FinanceUSBU.S. Bancorp$5,919,289$134,800 ▲2.3%130,8131.2%FinanceVNQVanguard Real Estate ETF$5,737,079$28,855 ▲0.5%64,4181.2%ETFADPAutomatic Data Processing$5,693,989$24,055 ▼-0.4%18,4631.2%Computer and TechnologyMCDMcDonald's$5,567,958$132,939 ▲2.4%19,0571.1%Retail/WholesaleLOWLowe's Companies$5,350,532$13,756 ▲0.3%24,1161.1%Retail/WholesaleVFHVanguard Financials ETF$5,154,814$47,483 ▼-0.9%40,4931.1%ETFDVYiShares Select Dividend ETF$4,957,532$52,062 ▼-1.0%37,3281.0%ETFCELESTICA INC$4,825,204$47,614 ▼-1.0%30,9091.0%COMORealty Income$4,539,034$200,368 ▲4.6%78,7890.9%FinanceSYYSysco$4,462,449$22,571 ▲0.5%58,9180.9%Consumer StaplesBNDXVanguard Total International Bond ETF$4,405,845$39,955 ▲0.9%88,9890.9%ETFALLAllstate$4,332,033$4,026 ▼-0.1%21,5190.9%FinanceJNJJohnson & Johnson$4,297,884$116,547 ▲2.8%28,1370.9%MedicalCBChubb$4,065,272$50,410 ▲1.3%14,0320.8%FinanceABBVAbbVie$4,032,042$10,952 ▲0.3%21,7220.8%MedicalCATCaterpillar$3,991,913$125,778 ▲3.3%10,2830.8%IndustrialsTSLATesla$3,954,232$249,045 ▲6.7%12,4480.8%Auto/Tires/TrucksEEMViShares MSCI Emerging Markets Min Vol Factor ETF$3,903,836$25,560 ▼-0.7%62,1630.8%ETFJPMJPMorgan Chase & Co.$3,845,629$63,490 ▲1.7%13,2650.8%FinanceFDXFedEx$3,841,539$3,410 ▼-0.1%16,9000.8%TransportationWFCWells Fargo & Company$3,802,483$2,951,611 ▲346.9%47,4600.8%FinanceDISWalt Disney$3,494,478$1,612 ▼0.0%28,1790.7%Consumer DiscretionaryREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$3,136,570$30,413 ▼-1.0%38,4690.6%ETFADMArcher Daniels Midland$3,041,053$55,207 ▲1.8%57,6180.6%Consumer StaplesPGProcter & Gamble$2,926,708$66,596 ▲2.3%18,3700.6%Consumer StaplesABNBAirbnb$2,781,522$67,626 ▲2.5%21,0180.6%Consumer DiscretionaryAPPLOVIN CORP$2,779,985$13,653 ▲0.5%7,9410.6%COM CL ASTRLSterling Infrastructure$2,731,612$90,215 ▲3.4%11,8390.6%ConstructionROPRoper Technologies$2,692,151$192,175 ▲7.7%4,7490.6%Computer and TechnologyETNEaton$2,685,477$601,136 ▼-18.3%7,5230.6%IndustrialsCSCOCisco Systems$2,684,590$88,460 ▲3.4%38,6940.6%Computer and TechnologyGOOGAlphabet$2,655,993$33,348 ▲1.3%14,9730.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,620,440$56,830 ▲2.2%52,9810.5%ETFVZVerizon Communications$2,444,827$995 ▲0.0%56,5020.5%Computer and TechnologyTAT&T$2,376,718$21,126 ▼-0.9%82,1260.5%Computer and TechnologyOKTAOkta$2,327,302$5,698 ▲0.2%23,2800.5%Computer and TechnologyBMYBristol Myers Squibb$2,209,561$45,873 ▲2.1%47,7330.5%MedicalSKYWSkyWest$2,186,568$20,800 ▲1.0%21,2350.4%TransportationGOOGLAlphabet$2,104,715$71,373 ▲3.5%11,9430.4%Computer and TechnologyKOCocaCola$2,094,412$99,757 ▲5.0%29,6030.4%Consumer StaplesMRKMerck & Co., Inc.$2,015,686$132,991 ▲7.1%25,4630.4%MedicalCAAPCorporacion America Airports$1,986,493$58,065 ▲3.0%98,0500.4%TransportationBSMBlack Stone Minerals$1,965,2050.0%150,2450.4%EnergyPKGPackaging Corporation of America$1,945,133$124,751 ▲6.9%10,3220.4%IndustrialsPAYXPaychex$1,917,599$97,022 ▲5.3%13,1830.4%Computer and TechnologySOSouthern$1,916,033$106,982 ▲5.9%20,8650.4%UtilitiesMFCManulife Financial$1,907,884$57,240 ▲3.1%59,6960.4%FinanceCRMSalesforce$1,735,399$67,627 ▲4.1%6,3640.4%Computer and TechnologyLNTAlliant Energy$1,734,945$3,447 ▲0.2%28,6910.4%UtilitiesQTWOQ2$1,637,825$73,749 ▲4.7%17,5000.3%Computer and TechnologyRGAReinsurance Group of America$1,623,180$56,136 ▲3.6%8,1830.3%FinancePYPLPayPal$1,587,178$111,554 ▲7.6%21,3560.3%Business ServicesGRBKGreen Brick Partners$1,559,298$93,880 ▲6.4%24,7980.3%FinanceBXBlackstone$1,541,422$128,190 ▲9.1%10,3050.3%FinanceETREntergy$1,472,388$332 ▲0.0%17,7140.3%UtilitiesTGTTarget$1,369,657$287,269 ▲26.5%13,8840.3%Retail/WholesaleITRNIturan Location and Control$1,354,078$126,841 ▲10.3%34,9620.3%IndustrialsDUKDuke Energy$1,324,4320.0%11,2240.3%UtilitiesDRIDarden Restaurants$1,306,948$205,982 ▲18.7%5,9960.3%Retail/WholesaleKMBKimberly-Clark$1,293,454$1,293,454 ▲New Holding10,0330.3%Consumer StaplesNVDANVIDIA$1,217,787$108,539 ▲9.8%7,7080.3%Computer and TechnologyLRNStride$1,164,859$1,164,859 ▲New Holding8,0230.2%Consumer DiscretionaryHPQHP$1,122,885$285,913 ▲34.2%45,9070.2%Computer and TechnologyGPCGenuine Parts$1,115,809$281,803 ▲33.8%9,1980.2%Retail/WholesaleETEnergy Transfer$1,090,175$218 ▼0.0%60,1310.2%EnergyIBMInternational Business Machines$989,576$4,127 ▲0.4%3,3570.2%Computer and TechnologyHDHome Depot$831,591$367 ▲0.0%2,2680.2%Retail/WholesaleVOOVanguard S&P 500 ETF$825,348$825,348 ▲New Holding1,4530.2%ETFIVViShares Core S&P 500 ETF$812,758$812,758 ▲New Holding1,3090.2%ETFRCLRoyal Caribbean Cruises$702,686$85,174 ▲13.8%2,2440.1%Consumer DiscretionaryEATBrinker International$701,123$59,148 ▲9.2%3,8880.1%Retail/WholesaleVTVVanguard Value ETF$651,955$31,104 ▼-4.6%3,6890.1%ETFBACBank of America$547,966$1,183 ▲0.2%11,5800.1%FinanceMCKMcKesson$504,8850.0%6890.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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