RMG Wealth Management LLC
Top Portfolio Positions
436 positions ·
$27,017,291 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,323 | $3,381,244 | 12.52% | |
| LMT |
Lockheed Martin Corp
Industrials
|
2,500 | $1,510,975 | 5.59% | |
| DE |
Deere & Co
Industrials
|
1,769 | $996,477 | 3.69% | |
| NVDA |
Nvidia Corp
Technology
|
5,379 | $938,097 | 3.47% | |
| CEG |
Constellation Energy Corp
Utilities
|
3,222 | $899,743 | 3.33% | |
| LNT |
Alliant Energy Corp
Utilities
|
9,967 | $715,231 | 2.65% | |
| MSFT |
Microsoft Corp
Technology
|
1,793 | $663,714 | 2.46% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
1,989 | $618,161 | 2.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
4,940 | $613,943 | 2.27% | |
| JNJ |
Johnson & Johnson
Healthcare
|
2,463 | $602,055 | 2.23% |
Portfolio Trend
4 quarters · across all stocks
Holdings in GRF
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,656 | 1,331 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $13,988 | 1,331 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $13,123 | 1,331 | Shares | Sole | 2025-07-23 | |
| No 13F history on record for this holder in this stock. | ||||||