Lmg Wealth Partners, LLC Top Holdings and 13F Report (2023) About Lmg Wealth Partners, LLCInvestment ActivityLmg Wealth Partners, LLC has $448.77 million in total holdings as of December 31, 2022.Lmg Wealth Partners, LLC owns shares of 128 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 4.34% of the portfolio was purchased this quarter.About 3.89% of the portfolio was sold this quarter.This quarter, Lmg Wealth Partners, LLC has purchased 129 new stocks and bought additional shares in 63 stocks.Lmg Wealth Partners, LLC sold shares of 36 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $31,417,694Apple $16,243,122Walmart $15,363,610Vanguard Small-Cap Value ETF $14,058,934Microsoft $12,831,260 Largest New Holdings this Quarter 020002101 - Allstate $4,460,125 Holding776696106 - Roper Technologies $2,600,048 Holding70450Y103 - PayPal $1,295,539 HoldingM6158M104 - Ituran Location and Control $1,145,802 Holding237194105 - Darden Restaurants $1,049,396 Holding Largest Purchases this Quarter Allstate 21,539 shares (about $4.46M)Roper Technologies 4,410 shares (about $2.60M)PayPal 19,855 shares (about $1.30M)Ituran Location and Control 31,687 shares (about $1.15M)Darden Restaurants 5,051 shares (about $1.05M) Largest Sales this Quarter Cardinal Health 13,849 shares (about $1.91M)Vanguard Total International Bond ETF 22,490 shares (about $1.10M)Exxon Mobil 5,355 shares (about $636.87K)iShares S&P 500 Growth ETF 3,173 shares (about $294.55K)iShares Russell Mid-Cap Growth ETF 1,752 shares (about $205.84K) 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$31,417,694$294,550 ▼-0.9%338,4437.0%ETFAAPLApple$16,243,122$75,302 ▼-0.5%73,1243.6%Computer and TechnologyWMTWalmart$15,363,610$165,309 ▼-1.1%175,0043.4%Retail/WholesaleVBRVanguard Small-Cap Value ETF$14,058,934$54,397 ▲0.4%75,4683.1%ETFMSFTMicrosoft$12,831,260$10,511 ▼-0.1%34,1812.9%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$11,935,588$383,612 ▲3.3%120,6592.7%FinanceCVXChevron$11,807,211$88,999 ▲0.8%70,5792.6%EnergyIWPiShares Russell Mid-Cap Growth ETF$11,687,905$205,842 ▼-1.7%99,4802.6%ETFIWOiShares Russell 2000 Growth ETF$11,450,555$29,897 ▼-0.3%44,8112.6%ETFCAHCardinal Health$10,602,469$1,907,970 ▼-15.3%76,9582.4%MedicalSPYSPDR S&P 500 ETF Trust$9,277,611$9,510 ▲0.1%16,5852.1%FinanceRTXRTX$9,018,704$96,431 ▲1.1%68,0862.0%AerospaceIVEiShares S&P 500 Value ETF$8,498,734$150,177 ▼-1.7%44,5941.9%ETFPRUPrudential Financial$8,111,723$68,124 ▲0.8%72,6341.8%FinanceDIVIFranklin International Core Dividend Tilt Index ETF$7,953,166$191,792 ▲2.5%244,0371.8%ETFAMZNAmazon.com$7,571,777$50,229 ▲0.7%39,7971.7%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$7,389,964$100,136 ▼-1.3%72,3231.6%ETFPEPPepsiCo$7,294,168$222,362 ▲3.1%48,6471.6%Consumer StaplesXOMExxon Mobil$7,177,295$636,869 ▼-8.2%60,3491.6%EnergyVIOGVanguard S&P Small-Cap 600 Growth ETF$7,012,133$107 ▲0.0%65,6081.6%ETFIJJiShares S&P Mid-Cap 400 Value ETF$6,973,554$49,568 ▲0.7%58,2441.6%ETFXMMOInvesco S&P MidCap Momentum ETF$6,835,042$1,024,068 ▲17.6%60,0831.5%ETFBRK.BBerkshire Hathaway$6,545,941$90,539 ▲1.4%12,2911.5%FinanceAFLAflac$6,427,346$8,784 ▲0.1%57,8051.4%FinanceEMREmerson Electric$6,104,835$5,811 ▼-0.1%55,6811.4%IndustrialsMCDMcDonald's$5,810,777$38,422 ▲0.7%18,6021.3%Retail/WholesaleVNQVanguard Real Estate ETF$5,803,082$55,048 ▼-0.9%64,0941.3%ETFADPAutomatic Data Processing$5,664,832$13,749 ▼-0.2%18,5411.3%Business ServicesLOWLowe's Companies$5,610,120$31,953 ▼-0.6%24,0541.3%Retail/WholesaleRJFRaymond James$5,569,041$43,062 ▲0.8%40,0911.2%FinanceUSBU.S. Bancorp$5,397,172$23,094 ▲0.4%127,8341.2%FinanceDVYiShares Select Dividend ETF$5,065,419$65,399 ▼-1.3%37,7201.1%ETFVFHVanguard Financials ETF$4,882,313$66,187 ▲1.4%40,8661.1%ETFJNJJohnson & Johnson$4,539,682$82,090 ▼-1.8%27,3741.0%MedicalABBVAbbVie$4,538,928$16,343 ▼-0.4%21,6631.0%MedicalALLAllstate$4,460,125$4,460,125 ▲New Holding21,5391.0%FinanceSYYSysco$4,398,845$21,762 ▲0.5%58,6201.0%Consumer StaplesORealty Income$4,368,791$61,839 ▲1.4%75,3111.0%FinanceBNDXVanguard Total International Bond ETF$4,305,045$1,097,962 ▼-20.3%88,1821.0%ETFCBChubb$4,184,858$513,670 ▲14.0%13,8580.9%FinanceFDXFedEx$4,123,539$109,945 ▲2.7%16,9150.9%TransportationEEMViShares MSCI Emerging Markets Min Vol Factor ETF$3,650,334$80,393 ▲2.3%62,5700.8%ETFCATCaterpillar$3,284,397$22,096 ▲0.7%9,9590.7%IndustrialsJPMJPMorgan Chase & Co.$3,200,067$245 ▲0.0%13,0460.7%FinanceREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$3,132,607$10,001 ▼-0.3%38,8420.7%ETFPGProcter & Gamble$3,059,380$16,190 ▲0.5%17,9520.7%Consumer StaplesTSLATesla$3,022,842$463,637 ▲18.1%11,6640.7%Auto/Tires/TrucksBMYBristol-Myers Squibb$2,850,795$20,127 ▲0.7%46,7420.6%MedicalDISWalt Disney$2,782,550$403,880 ▲17.0%28,1920.6%Consumer DiscretionaryADMArcher-Daniels-Midland$2,716,039$42,489 ▼-1.5%56,5720.6%Consumer StaplesROPRoper Technologies$2,600,048$2,600,048 ▲New Holding4,4100.6%Computer and TechnologyVZVerizon Communications$2,561,866$160,664 ▲6.7%56,4790.6%Computer and TechnologyETNEaton$2,502,868$168,815 ▲7.2%9,2070.6%IndustrialsCELESTICA INC$2,459,975$43,109 ▼-1.7%31,2140.5%COMABNBAirbnb$2,449,766$53,638 ▲2.2%20,5070.5%Consumer DiscretionaryOKTAOkta$2,443,524$75,338 ▲3.2%23,2230.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,345,916$40,553 ▼-1.7%51,8320.5%ETFTAT&T$2,343,156$27,007 ▼-1.1%82,8560.5%Computer and TechnologyGOOGAlphabet$2,309,903$93,740 ▲4.2%14,7850.5%Computer and TechnologyCSCOCisco Systems$2,309,126$9,318 ▼-0.4%37,4190.5%Computer and TechnologyBSMBlack Stone Minerals$2,294,2410.0%150,2450.5%EnergyMRKMerck & Co., Inc.$2,134,801$62,384 ▲3.0%23,7830.5%MedicalAPPLOVIN CORP$2,093,793$23,847 ▼-1.1%7,9020.5%COM CL AKOCoca-Cola$2,019,183$7,019 ▲0.3%28,1930.4%Consumer StaplesPAYXPaychex$1,930,968$1,080 ▲0.1%12,5160.4%Business ServicesPKGPackaging Co. of America$1,912,820$8,317 ▲0.4%9,6600.4%IndustrialsLNTAlliant Energy$1,842,598$169,241 ▼-8.4%28,6340.4%UtilitiesSKYWSkyWest$1,837,653$99,777 ▲5.7%21,0330.4%TransportationSOSouthern$1,811,415$644 ▼0.0%19,7000.4%UtilitiesMFCManulife Financial$1,803,741$79,183 ▲4.6%57,9050.4%FinanceGOOGLAlphabet$1,784,236$65,877 ▲3.8%11,5380.4%Computer and TechnologyCAAPCorporación América Airports$1,741,867$67,582 ▲4.0%95,1840.4%TransportationCRMSalesforce$1,641,290$68,432 ▲4.4%6,1160.4%Computer and TechnologyRGAReinsurance Group of America$1,555,510$122,472 ▲8.5%7,9000.3%FinanceETREntergy$1,514,0280.0%17,7100.3%UtilitiesDUKDuke Energy$1,368,991$16,344 ▼-1.2%11,2240.3%UtilitiesGRBKGreen Brick Partners$1,358,915$146,650 ▲12.1%23,3050.3%FinanceQTWOQ2$1,337,127$195,224 ▲17.1%16,7120.3%Computer and TechnologyBXBlackstone$1,320,641$5,591 ▼-0.4%9,4480.3%FinanceSTRLSterling Infrastructure$1,296,028$90,794 ▲7.5%11,4480.3%ConstructionPYPLPayPal$1,295,539$1,295,539 ▲New Holding19,8550.3%Computer and TechnologyITRNIturan Location and Control$1,145,802$1,145,802 ▲New Holding31,6870.3%IndustrialsTGTTarget$1,145,038$34,961 ▲3.1%10,9720.3%Retail/WholesaleETEnergy Transfer$1,118,058$4,926 ▲0.4%60,1430.2%EnergyDRIDarden Restaurants$1,049,396$1,049,396 ▲New Holding5,0510.2%Retail/WholesaleANFAbercrombie & Fitch$999,072$129,905 ▲14.9%13,0820.2%Retail/WholesaleHPQHP$947,496$947,496 ▲New Holding34,2180.2%Computer and TechnologyIBMInternational Business Machines$831,270$6,465 ▼-0.8%3,3430.2%Computer and TechnologyHDHome Depot$830,848$366 ▲0.0%2,2670.2%Retail/WholesaleGPCGenuine Parts$819,088$819,088 ▲New Holding6,8750.2%Retail/WholesaleWFCWells Fargo & Company$762,431$3,159 ▲0.4%10,6200.2%FinanceNVDANVIDIA$760,936$142,520 ▲23.0%7,0210.2%Computer and TechnologyVTVVanguard Value ETF$667,602$10,364 ▲1.6%3,8650.1%ETFGISGeneral Mills$623,371$249,205 ▲66.6%10,4260.1%Consumer StaplesEATBrinker International$530,618$79,444 ▲17.6%3,5600.1%Retail/WholesaleGRAYSCALE BITCOIN TRUST ETF$496,009$496,009 ▲New Holding7,6110.1%SHS REP COM UTBACBank of America$482,190$2,796 ▼-0.6%11,5550.1%FinanceMCKMcKesson$463,6900.0%6890.1%MedicalVIGVanguard Dividend Appreciation ETF$454,519$50,049 ▼-9.9%2,3430.1%ETFAEPAmerican Electric Power$447,5700.0%4,0960.1%UtilitiesShowing 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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