Lmg Wealth Partners, LLC Top Holdings and 13F Report (2023) About Lmg Wealth Partners, LLCInvestment ActivityLmg Wealth Partners, LLC has $436.73 million in total holdings as of December 31, 2022.Lmg Wealth Partners, LLC owns shares of 123 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 4.75% of the portfolio was purchased this quarter.About 3.08% of the portfolio was sold this quarter.This quarter, Lmg Wealth Partners, LLC has purchased 122 new stocks and bought additional shares in 58 stocks.Lmg Wealth Partners, LLC sold shares of 38 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $32,603,267Apple $17,147,614Vanguard Small-Cap Value ETF $15,169,331Microsoft $14,541,027Walmart $14,166,824 Largest New Holdings this Quarter SkyWest $1,578,396 HoldingReinsurance Group of America $1,411,580 HoldingGeneral Mills $363,711 HoldingOracle $215,022 HoldingRoyal Caribbean Cruises $210,526 Holding Largest Purchases this Quarter Berkshire Hathaway 7,110 shares (about $3.27M)Chevron 11,862 shares (about $1.75M)SkyWest 18,565 shares (about $1.58M)Reinsurance Group of America 6,479 shares (about $1.41M)Vanguard Financials ETF 12,680 shares (about $1.39M) Largest Sales this Quarter Prudential Financial 23,793 shares (about $2.88M)Waste Management 6,767 shares (about $1.41M)FedEx 5,106 shares (about $1.40M)iShares S&P 500 Growth ETF 9,634 shares (about $922.46K)APPLOVIN CORP 6,816 shares (about $889.83K) 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$32,603,267$922,456 ▼-2.8%340,5047.5%ETFAAPLApple$17,147,614$164,265 ▼-0.9%73,5953.9%Computer and TechnologyVBRVanguard Small-Cap Value ETF$15,169,331$95,371 ▼-0.6%75,5523.5%ETFMSFTMicrosoft$14,541,027$155,337 ▲1.1%33,7933.3%Computer and TechnologyWMTWalmart$14,166,824$312,259 ▼-2.2%175,4413.2%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$12,760,120$58,504 ▼-0.5%44,9302.9%ETFIWPiShares Russell Mid-Cap Growth ETF$11,923,936$23,575 ▼-0.2%101,6622.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$11,902,668$637,393 ▲5.7%117,5342.7%FinanceCVXChevron$10,029,745$1,746,929 ▲21.1%68,1042.3%Oils/EnergyCAHCardinal Health$9,952,438$159,038 ▲1.6%90,0512.3%MedicalSPYSPDR S&P 500 ETF Trust$9,506,1220.0%16,5682.2%FinanceIVEiShares S&P 500 Value ETF$8,931,738$51,461 ▲0.6%45,3002.0%ETFPRUPrudential Financial$8,591,221$2,881,340 ▼-25.1%70,9432.0%FinanceREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$8,256,754$326,220 ▲4.1%100,9631.9%ETFRTXRTX$8,151,683$167,686 ▼-2.0%67,2801.9%AerospaceVIOGVanguard S&P Small-Cap 600 Growth ETF$7,816,714$73,665 ▲1.0%65,2591.8%ETFNOBLProShares S&P 500 Aristocrats ETF$7,810,028$91,707 ▼-1.2%73,1551.8%ETFPEPPepsiCo$7,763,353$225,658 ▲3.0%45,6531.8%Consumer StaplesDIVIFranklin International Core Dividend Tilt Index ETF$7,738,649$366,982 ▲5.0%233,3731.8%ETFXOMExxon Mobil$7,638,588$187,433 ▲2.5%65,1651.7%Oils/EnergyAMZNAmazon.com$7,367,116$50,123 ▼-0.7%39,5381.7%Retail/WholesaleIJJiShares S&P Mid-Cap 400 Value ETF$7,134,357$1,113 ▼0.0%57,7121.6%ETFLOWLowe's Companies$6,480,824$83,692 ▲1.3%23,9281.5%Retail/WholesaleAFLAflac$6,441,104$253,114 ▼-3.8%57,6131.5%FinanceVNQVanguard Real Estate ETF$6,229,078$13,152 ▼-0.2%63,9401.4%ETFEMREmerson Electric$6,082,272$261,284 ▲4.5%55,6121.4%Industrial ProductsUSBU.S. Bancorp$5,781,625$112,816 ▲2.0%126,4301.3%FinanceBNDXVanguard Total International Bond ETF$5,713,266$385,044 ▲7.2%113,6291.3%ETFBRK.BBerkshire Hathaway$5,572,368$3,272,449 ▲142.3%12,1071.3%FinanceMCDMcDonald's$5,504,979$216,204 ▲4.1%18,0781.3%Retail/WholesaleDVYiShares Select Dividend ETF$5,168,859$4,322 ▼-0.1%38,2681.2%ETFADPAutomatic Data Processing$5,120,058$553 ▼0.0%18,5021.2%Business ServicesRJFRaymond James$4,871,581$16,287 ▼-0.3%39,7811.1%FinanceFDXFedEx$4,505,868$1,397,410 ▼-23.7%16,4641.0%TransportationSYYSysco$4,475,180$305,058 ▲7.3%57,3301.0%Consumer StaplesJNJJohnson & Johnson$4,412,799$1,330,533 ▲43.2%27,2291.0%MedicalVFHVanguard Financials ETF$4,345,534$1,393,666 ▲47.2%39,5371.0%ETFABBVAbbVie$4,131,569$79,586 ▲2.0%20,9210.9%MedicalDALDelta Air Lines$3,977,822$2,133 ▲0.1%78,3190.9%TransportationCATCaterpillar$3,842,313$76,659 ▲2.0%9,8240.9%Industrial ProductsEEMViShares MSCI Emerging Markets Min Vol Factor ETF$3,828,399$437,082 ▼-10.2%61,0590.9%ETFCBChubb$3,317,951$284,355 ▲9.4%11,5050.8%FinanceADMArcher-Daniels-Midland$3,132,316$365,433 ▲13.2%52,4320.7%Consumer StaplesPGProcter & Gamble$2,982,3310.0%17,2190.7%Consumer StaplesETNEaton$2,971,810$47,729 ▼-1.6%8,9660.7%Industrial ProductsJPMJPMorgan Chase & Co.$2,731,496$51,872 ▼-1.9%12,9540.6%FinanceVWOVanguard FTSE Emerging Markets ETF$2,543,610$808,808 ▼-24.1%53,1580.6%ETFMRKMerck & Co., Inc.$2,541,481$112,198 ▲4.6%22,3800.6%MedicalABNBAirbnb$2,495,367$76,466 ▲3.2%19,6780.6%Consumer DiscretionaryGOOGAlphabet$2,360,858$32,602 ▼-1.4%14,1210.5%Computer and TechnologyBMYBristol-Myers Squibb$2,353,601$113,362 ▲5.1%45,4890.5%MedicalDISWalt Disney$2,326,836$54,059 ▲2.4%24,1900.5%Consumer DiscretionaryVZVerizon Communications$2,302,586$94,715 ▲4.3%51,2710.5%Computer and TechnologyPKGPackaging Co. of America$2,042,002$16,801 ▼-0.8%9,4800.5%Industrial ProductsKOCoca-Cola$2,008,487$112,173 ▲5.9%27,9500.5%Consumer StaplesCSCOCisco Systems$1,977,549$181,906 ▲10.1%37,1580.5%Computer and TechnologyLNTAlliant Energy$1,854,080$70,825 ▲4.0%30,5500.4%UtilitiesTAT&T$1,833,056$10,604 ▲0.6%83,3210.4%Computer and TechnologySOSouthern$1,772,398$68,717 ▲4.0%19,6540.4%UtilitiesGOOGLAlphabet$1,748,557$61,530 ▲3.6%10,5430.4%Computer and TechnologyPAYXPaychex$1,671,739$69,376 ▲4.3%12,4580.4%Business ServicesAPPLOVIN CORP$1,628,220$889,829 ▼-35.3%12,4720.4%COM CL ACMCSAComcast$1,593,985$302,624 ▲23.4%38,1610.4%Consumer DiscretionaryCELESTICA INC$1,588,043$135,826 ▲9.4%31,0650.4%COMSKYWSkyWest$1,578,396$1,578,396 ▲New Holding18,5650.4%TransportationMODModine Manufacturing$1,573,827$347,246 ▼-18.1%11,8520.4%Auto/Tires/TrucksGRBKGreen Brick Partners$1,549,380$389,537 ▼-20.1%18,5510.4%FinanceMFCManulife Financial$1,532,345$5,260 ▲0.3%51,8560.4%FinanceASCArdmore Shipping$1,514,572$182,575 ▲13.7%83,6780.3%TransportationCRMSalesforce$1,503,489$353,086 ▲30.7%5,4930.3%Computer and TechnologyDOWDOW$1,497,484$228,029 ▲18.0%27,4110.3%Basic MaterialsSTRLSterling Infrastructure$1,489,210$249,144 ▼-14.3%10,2690.3%ConstructionANFAbercrombie & Fitch$1,481,541$100,168 ▲7.3%10,5900.3%Retail/WholesaleCAAPCorporación América Airports$1,480,975$22,035 ▲1.5%84,8210.3%TransportationOKTAOkta$1,452,083$548,480 ▲60.7%19,5330.3%Computer and TechnologyBXBlackstone$1,437,891$73,349 ▲5.4%9,3900.3%FinanceRGAReinsurance Group of America$1,411,580$1,411,580 ▲New Holding6,4790.3%FinanceSMCISuper Micro Computer$1,375,786$921,493 ▲202.8%3,3040.3%Computer and TechnologyLYBLyondellBasell Industries$1,357,960$48,718 ▲3.7%14,1600.3%Basic MaterialsEDConsolidated Edison$1,344,006$122,561 ▲10.0%12,9070.3%UtilitiesKHCKraft Heinz$1,282,990$141,318 ▲12.4%36,5420.3%Consumer StaplesDUKDuke Energy$1,267,6080.0%10,9940.3%UtilitiesETREntergy$1,165,4070.0%8,8550.3%UtilitiesNVDANVIDIA$1,001,759$201,833 ▲25.2%8,2490.2%Computer and TechnologyIBMInternational Business Machines$738,186$34,488 ▼-4.5%3,3390.2%Computer and TechnologyHDHome Depot$692,929$405 ▲0.1%1,7100.2%Retail/WholesaleVTVVanguard Value ETF$649,500$45,208 ▼-6.5%3,7210.1%ETFWFCWells Fargo & Company$594,929$3,333 ▲0.6%10,5320.1%FinanceVIGVanguard Dividend Appreciation ETF$515,1540.0%2,6010.1%ETFMPCMarathon Petroleum$503,435$978 ▲0.2%3,0900.1%Oils/EnergyPFEPfizer$480,867$1,013 ▼-0.2%16,6160.1%MedicalBACBank of America$455,606$16,031 ▼-3.4%11,4820.1%FinanceUPSUnited Parcel Service$441,154$3,545 ▲0.8%3,2360.1%TransportationVEUVanguard FTSE All-World ex-US ETF$410,0670.0%6,5090.1%ETFIWNiShares Russell 2000 Value ETF$399,0330.0%2,3920.1%ETFEEMiShares MSCI Emerging Markets ETF$366,6970.0%7,9960.1%FinanceVOEVanguard Mid-Cap Value ETF$364,344$3,856 ▲1.1%2,1730.1%ETFGISGeneral Mills$363,711$363,711 ▲New Holding4,9250.1%Consumer StaplesMCKMcKesson$340,6550.0%6890.1%MedicalAZOAutoZone$315,0040.0%1000.1%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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