LMG Wealth Partners, LLC
Top Portfolio Positions
113 positions ·
$340,865,026 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
159,337 | $19,802,402 | 5.81% | |
| AAPL |
Apple Inc.
Technology
|
65,829 | $16,706,741 | 4.90% | |
| CVX |
Chevron Corp
Energy
|
72,858 | $15,074,320 | 4.42% | |
| MSFT |
Microsoft Corp
Technology
|
35,954 | $13,309,092 | 3.90% | |
| RTX |
RTX Corp
Industrials
|
62,269 | $12,011,690 | 3.52% | |
| SPY |
Spdr S&P 500 ETF Trust
|
17,914 | $11,650,190 | 3.42% | |
| XOM |
Exxon Mobil Corp
Energy
|
61,251 | $10,391,844 | 3.05% | |
| CAH |
Cardinal Health Inc
Healthcare
|
48,286 | $10,203,314 | 2.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,031 | $7,920,716 | 2.32% | |
| CLS |
Celestica Inc
Technology
|
25,437 | $7,165,094 | 2.10% |
Portfolio Trend
Holdings in WLDN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,713,106 | 22,376 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,075,895 | 20,026 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,884,101 | 19,486 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||