RMG Wealth Management LLC
CIK
1844731
City
PLATTEVILLE
State / Country
WI
Top Portfolio Positions
435 positions ·
$26,927,543 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,323 | $3,381,244 | 12.56% |
| LMT |
Lockheed Martin Corp
Industrials
|
2,500 | $1,510,975 | 5.61% |
| DE |
Deere & Co
Industrials
|
1,769 | $996,477 | 3.70% |
| NVDA |
Nvidia Corp
Technology
|
5,379 | $938,097 | 3.48% |
| CEG |
Constellation Energy Corp
Utilities
|
3,222 | $899,743 | 3.34% |
| LNT |
Alliant Energy Corp
Utilities
|
9,967 | $715,231 | 2.66% |
| MSFT |
Microsoft Corp
Technology
|
1,793 | $663,714 | 2.46% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
1,989 | $618,161 | 2.30% |
| WMT |
Walmart Inc.
Consumer Defensive
|
4,940 | $613,943 | 2.28% |
| JNJ |
Johnson & Johnson
Healthcare
|
2,463 | $602,055 | 2.24% |
Portfolio Trend
Holdings in PTY
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $437,874 | 36,308 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $578,697 | 40,076 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $266,612 | 19,167 | Shares | Sole | 2025-07-23 | |
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