Lmg Wealth Partners, LLC Top Holdings and 13F Report (2023) About Lmg Wealth Partners, LLCInvestment ActivityLmg Wealth Partners, LLC has $548.74 million in total holdings as of December 31, 2022.Lmg Wealth Partners, LLC owns shares of 154 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 3.63% of the portfolio was purchased this quarter.About 1.28% of the portfolio was sold this quarter.This quarter, Lmg Wealth Partners, LLC has purchased 153 new stocks and bought additional shares in 93 stocks.Lmg Wealth Partners, LLC sold shares of 21 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $37,532,833WALMART INC $19,802,397Apple $16,706,794Vanguard Small-Cap Value ETF $16,423,883Chevron $15,074,275 Largest New Holdings this Quarter 670346105 - Nucor $1,950,907 Holding267475101 - Dycom Industries $1,148,939 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $438,997 Holding80004C200 - SANDISK CORP $400,900 Holding808524755 - Schwab Fundamental International Equity ETF $206,729 Holding Largest Purchases this Quarter Nucor 11,537 shares (about $1.95M)General Motors 21,813 shares (about $1.63M)Dycom Industries 3,391 shares (about $1.15M)Microsoft 2,736 shares (about $1.01M)PepsiCo 4,287 shares (about $665.73K) Largest Sales this Quarter iShares Russell Mid-Cap Growth ETF 2,948 shares (about $377.70K)iShares S&P 500 Growth ETF 3,121 shares (about $353.02K)CELESTICA INC 661 shares (about $186.19K)Vanguard Dividend Appreciation ETF 450 shares (about $96.78K)Cardinal Health 391 shares (about $82.62K) 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$37,532,833$353,016 ▼-0.9%331,8266.8%ETFWALMART INC$19,802,397$39,148 ▼-0.2%159,3373.6%COMAAPLApple$16,706,794$25,633 ▲0.2%65,8293.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$16,423,883$55,833 ▲0.3%75,5993.0%ETFCVXChevron$15,074,275$504,007 ▲3.5%72,8582.7%EnergyIWOiShares Russell 2000 Growth ETF$14,831,602$351,153 ▲2.4%47,2632.7%ETFMSFTMicrosoft$13,309,233$1,012,796 ▲8.2%35,9542.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$12,514,473$630,464 ▲5.3%126,0652.3%FinanceIWPiShares Russell Mid-Cap Growth ETF$12,356,918$377,698 ▼-3.0%96,4482.3%ETFRTXRTX$12,011,644$39,930 ▼-0.3%62,2692.2%AerospaceSPYSPDR S&P 500 ETF Trust$11,650,475$2,601 ▲0.0%17,9142.1%FinanceDIVIFranklin International Core Dividend Tilt Index ETF$10,796,154$442,846 ▲4.3%271,1922.0%ETFXOMExxonMobil$10,391,909$77,705 ▼-0.7%61,2511.9%EnergyCAHCardinal Health$10,203,212$82,621 ▼-0.8%48,2861.9%MedicalIVEiShares S&P 500 Value ETF$10,129,740$203,338 ▲2.0%47,9741.8%ETFXMMOInvesco S&P MidCap Momentum ETF$8,647,688$95,568 ▲1.1%59,6311.6%ETFNOBLProShares S&P 500 Aristocrats ETF$8,343,411$15,371 ▼-0.2%78,7041.5%ETFIJJiShares S&P Mid-Cap 400 Value ETF$8,318,218$42,400 ▲0.5%62,7791.5%ETFAMZNAmazon.com$7,920,716$55,608 ▲0.7%38,0311.4%Retail/WholesaleVIOGVanguard S&P Small-Cap 600 Growth ETF$7,369,065$62,230 ▲0.9%59,2081.3%ETFCELESTICA INC$7,165,094$186,190 ▼-2.5%25,4371.3%COMPRUPrudential Financial$7,160,963$358,815 ▲5.3%73,3031.3%FinanceJNJJohnson & Johnson$7,005,655$56,221 ▲0.8%28,6601.3%MedicalUSBU.S. Bancorp$6,852,696$218,494 ▲3.3%131,7571.2%FinanceCATCaterpillar$6,846,161$28,340 ▼-0.4%9,6631.2%IndustrialsEMREmerson Electric$6,724,344$105,078 ▲1.6%51,3231.2%IndustrialsBRK.BBerkshire Hathaway$6,451,470$47,441 ▲0.7%13,4631.2%FinanceDVYiShares Select Dividend ETF$6,306,681$277,686 ▲4.6%41,6531.1%ETFFDXFedEx$6,168,325$16,740 ▲0.3%17,3181.1%TransportationRJFRaymond James Financial$5,919,884$66,024 ▲1.1%40,8861.1%FinanceVNQVanguard Real Estate ETF$5,888,732$133,405 ▲2.3%66,3891.1%ETFMCDMcDonald's$5,813,638$172,488 ▲3.1%18,7061.1%Retail/WholesaleAFLAflac$5,770,089$96,216 ▲1.7%52,5941.1%FinancePEPPepsiCo$5,500,581$665,735 ▲13.8%35,4211.0%Consumer StaplesTSLATesla$5,233,496$465,803 ▲9.8%14,0781.0%Auto/Tires/TrucksLOWLowe's Companies$5,148,852$81,281 ▲1.6%21,7910.9%Retail/WholesaleABBVAbbVie$4,971,142$150,502 ▲3.1%22,8570.9%MedicalVFHVanguard Financials ETF$4,935,020$173,606 ▲3.6%40,8490.9%ETFCBChubb$4,891,641$179,265 ▲3.8%15,0080.9%FinanceORealty Income$4,879,656$211,010 ▲4.5%79,7590.9%FinanceBNDXVanguard Total International Bond ETF$4,711,495$392,232 ▲9.1%98,0540.9%ETFSTRLSterling Infrastructure$4,526,806$23,622 ▼-0.5%11,1150.8%ConstructionALLAllstate$4,517,154$48,311 ▲1.1%21,7860.8%FinanceADMArcher Daniels Midland$4,195,303$173,656 ▲4.3%57,7150.8%Consumer StaplesEEMViShares MSCI Emerging Markets Min Vol Factor ETF$4,148,481$212,444 ▲5.4%64,0890.8%ETFSYYSysco$4,017,734$133,458 ▲3.4%56,3260.7%Consumer StaplesWFCWells Fargo & Company$3,940,167$151,419 ▲4.0%49,4930.7%FinanceJPMJPMorgan Chase & Co.$3,921,399$6,766 ▲0.2%13,3310.7%FinanceGOOGAlphabet$3,857,854$30,980 ▲0.8%13,4490.7%Computer and TechnologyREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$3,691,522$300,275 ▲8.9%42,7210.7%ETFADPAutomatic Data Processing$3,630,420$219,434 ▲6.4%17,8680.7%Computer and TechnologyGOOGLAlphabet$3,431,453$6,039 ▲0.2%11,9330.6%Computer and TechnologyVZVerizon Communications$3,272,697$276,000 ▲9.2%65,1930.6%Computer and TechnologyBMYBristol Myers Squibb$3,212,752$355,773 ▲12.5%52,9720.6%MedicalHDHome Depot$3,181,478$279,567 ▲9.6%9,6730.6%Retail/WholesaleMRKMerck & Co., Inc.$3,017,770$111,270 ▲3.8%25,0870.5%MedicalABNBAirbnb$3,010,641$142,570 ▲5.0%23,8410.5%Consumer DiscretionaryCSCOCisco Systems$3,001,880$85,039 ▲2.9%38,6890.5%Computer and TechnologyMUMicron Technology$2,922,992$7,432 ▼-0.3%8,6520.5%Computer and TechnologyAPPLOVIN CORP$2,847,690$76,814 ▲2.8%7,1550.5%COM CL AVWOVanguard FTSE Emerging Markets ETF$2,731,579$432 ▲0.0%50,5380.5%ETFDISWalt Disney$2,642,932$99,464 ▲3.9%27,4220.5%Consumer DiscretionaryCAAPCorporacion America Airports$2,610,914$10,293 ▲0.4%103,2390.5%TransportationIWSiShares Russell Mid-Cap Value ETF$2,498,2750.0%17,1420.5%ETFIWNiShares Russell 2000 Value ETF$2,496,1420.0%13,1660.5%ETFETNEaton$2,442,651$65,099 ▼-2.6%6,8290.4%IndustrialsKOCocaCola$2,408,275$90,043 ▲3.9%31,6670.4%Consumer StaplesTAT&T$2,398,318$13,915 ▲0.6%82,7290.4%Computer and TechnologyMFCManulife Financial$2,291,293$124,122 ▲5.7%66,5300.4%FinanceIJSiShares S&P Small-Cap 600 Value ETF$2,287,9800.0%19,3160.4%ETFPKGPackaging Corporation of America$2,248,895$73,853 ▲3.4%10,5970.4%IndustrialsVTIVanguard Total Stock Market ETF$2,236,046$105,547 ▲5.0%6,9700.4%ETFSKYWSkyWest$2,176,371$82,463 ▲3.9%23,7000.4%TransportationOKTAOkta$2,155,473$109,171 ▲5.3%27,3850.4%Computer and TechnologyLNTAlliant Energy$2,152,369$95,297 ▲4.6%29,9940.4%UtilitiesSOSouthern$1,993,138$141,498 ▲7.6%20,6500.4%UtilitiesKGCKinross Gold$1,976,536$88,996 ▲4.7%64,7620.4%Basic MaterialsNUENucor$1,950,907$1,950,907 ▲New Holding11,5370.4%Basic MaterialsGMGeneral Motors$1,885,744$1,625,069 ▲623.4%25,3120.3%Auto/Tires/TrucksINCYIncyte$1,737,832$31,907 ▲1.9%18,4640.3%MedicalCOMMCommScope$1,725,815$101,283 ▲6.2%94,8250.3%Computer and TechnologyWLDNWilldan Group$1,713,107$179,916 ▲11.7%22,3760.3%Business ServicesPARRPar Pacific$1,682,886$328,484 ▲24.3%26,8660.3%EnergyBSMBlack Stone Minerals$1,539,5790.0%101,8240.3%EnergyDUKDuke Energy$1,478,705$9,166 ▲0.6%11,2930.3%UtilitiesETREntergy$1,453,2640.0%12,9340.3%UtilitiesTGTTarget$1,340,957$334,633 ▲33.3%11,0640.2%Retail/WholesaleNVDANVIDIA$1,337,474$3,488 ▲0.3%7,6690.2%Computer and TechnologyBXBlackstone$1,283,518$108,781 ▲9.3%11,1620.2%FinancePAYXPaychex$1,224,091$176,134 ▲16.8%13,2880.2%Computer and TechnologyGPCGenuine Parts$1,206,184$191,196 ▲18.8%11,4060.2%Retail/WholesaleHPQHP$1,204,352$427,038 ▲54.9%62,6940.2%Computer and TechnologyVOOVanguard S&P 500 ETF$1,199,283$189,423 ▲18.8%2,0070.2%ETFDRIDarden Restaurants$1,192,903$130,171 ▲12.2%6,0850.2%Retail/WholesaleETEnergy Transfer$1,160,5280.0%60,1310.2%EnergyDYDycom Industries$1,148,939$1,148,939 ▲New Holding3,3910.2%ConstructionKIMBERLY-CLARK CORP$1,062,906$197,667 ▲22.8%11,0180.2%COMIVViShares Core S&P 500 ETF$855,052$6,532 ▼-0.8%1,3090.2%ETFIBMInternational Business Machines$839,6390.0%3,4640.2%Computer and TechnologyEATBrinker International$797,228$118,642 ▲17.5%5,5840.1%Retail/WholesaleShowing 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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