LMG Wealth Partners, LLC
- SEC CIK
- 0001965772
- 最新申報
- 2026/8/12
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位。
- 持股檔數
- 107
- 2022 年第 3 季沒有申報
- 總值
- $3.02 億
- 2022 年第 3 季沒有申報
LMG Wealth Partners, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 351,131 | $2,113 萬 | 7.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 94,939 | $1,598 萬 | 5.3% | – | – | – |
| AAPLApple Inc. | Stock | 76,663 | $1,042 萬 | 3.4% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 43,603 | $1,005 萬 | 3.3% | – | – | – |
| CAHCardinal Health Inc | Stock | 129,049 | $986.2 萬 | 3.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 54,011 | $974.8 萬 | 3.2% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 95,336 | $963.7 萬 | 3.2% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 108,674 | $959.8 萬 | 3.2% | – | – | – |
| WMTWalmart Inc. | Stock | 64,299 | $928.5 萬 | 3.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 62,826 | $709.5 萬 | 2.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 38,960 | $685.9 萬 | 2.3% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 34,672 | $681.5 萬 | 2.3% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 43,164 | $658.8 萬 | 2.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,519 | $657.1 萬 | 2.2% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 70,521 | $655.9 萬 | 2.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 26,357 | $633.5 萬 | 2.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 29,722 | $622.7 萬 | 2.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 56,221 | $609.9 萬 | 2.0% | – | – | – |
| RTXRTX Corp | Stock | 57,999 | $570.9 萬 | 1.9% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 59,927 | $529.9 萬 | 1.8% | – | – | – |
| AFLAflac Inc | Stock | 71,210 | $515.8 萬 | 1.7% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 55,074 | $502.5 萬 | 1.7% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 21,081 | $499.2 萬 | 1.7% | – | – | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 90,513 | $495.8 萬 | 1.6% | – | – | – |
| CBSHCommerce Bancshares Inc | Stock | 69,840 | $482.2 萬 | 1.6% | – | – | 歷史 |
| GDOTGreen Dot Corp | CL A | 275,219 | $480.3 萬 | 1.6% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 37,189 | $462.1 萬 | 1.5% | – | – | – |
| MMM3M Co | Stock | 35,338 | $447.4 萬 | 1.5% | – | – | 歷史 |
| PIMCO ETF Tr72201R403 | BROAD US TIPS | 80,853 | $441.7 萬 | 1.5% | – | – | – |
| SYYSysco Corp | Stock | 50,884 | $406.4 萬 | 1.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 13,619 | $373.3 萬 | 1.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 38,446 | $369.3 萬 | 1.2% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 18,651 | $350.9 萬 | 1.2% | – | – | 歷史 |
| WHRWhirlpool Corp | Stock | 18,392 | $284.9 萬 | 0.9% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 128,038 | $252.2 萬 | 0.8% | – | – | – |
| RJFRaymond James Financial Inc | COM | 21,534 | $252.0 萬 | 0.8% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 31,194 | $250.6 萬 | 0.8% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 34,389 | $248.7 萬 | 0.8% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 22,409 | $247.5 萬 | 0.8% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 64,155 | $245.5 萬 | 0.8% | – | – | 歷史 |
| BSMBlack Stone Minerals, L.P. | COM UNIT | 144,245 | $245.4 萬 | 0.8% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 55,443 | $232.4 萬 | 0.8% | – | – | – |
| JNJJohnson & Johnson | Stock | 13,068 | $225.2 萬 | 0.7% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 14,807 | $222.8 萬 | 0.7% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 8,161 | $209.1 萬 | 0.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,589 | $191.3 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 28,344 | $174.8 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,797 | $151.0 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,503 | $145.2 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 35,322 | $144.3 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 29,629 | $136.5 萬 | 0.5% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 8,303 | $134.8 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 13,074 | $130.6 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 11,049 | $115.2 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,925 | $115.0 萬 | 0.4% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,364 | $106.9 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,555 | $106.5 萬 | 0.4% | – | – | 歷史 |
| LNTAlliant Energy Corp | Stock | 18,878 | $104.0 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 50,482 | $97.6 萬 | 0.3% | – | – | 歷史 |
| ETREntergy Corp | COM | 8,855 | $94.7 萬 | 0.3% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 9,057 | $89.8 萬 | 0.3% | – | – | – |
| PKGPackaging Corp of America | Stock | 6,403 | $85.5 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 27,309 | $80.8 萬 | 0.3% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 5,221 | $80.6 萬 | 0.3% | – | – | 歷史 |
| OGNOrganon & Co. | Stock | 24,793 | $79.5 萬 | 0.3% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 6,715 | $79.5 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 9,839 | $72.7 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 20,758 | $71.7 萬 | 0.2% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 7,482 | $68.5 萬 | 0.2% | – | – | 歷史 |
| WDCWestern Digital Corp | COM | 15,668 | $58.5 萬 | 0.2% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 6,118 | $58.4 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,814 | $57.9 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,699 | $55.6 萬 | 0.2% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 4,787 | $48.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,092 | $48.1 萬 | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 2,577 | $46.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,148 | $45.2 萬 | 0.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 8,943 | $44.9 萬 | 0.1% | – | – | – |
| DOWDow Inc. | Stock | 7,748 | $44.5 萬 | 0.1% | – | – | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 10,303 | $39.7 萬 | 0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 8,832 | $39.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 6,962 | $37.6 萬 | 0.1% | – | – | – |
| MPCMarathon Petroleum Corp | Stock | 2,933 | $35.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,392 | $35.4 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,450 | $34.8 萬 | 0.1% | – | – | – |
| MGAMagna International Inc | COM | 5,117 | $33.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,050 | $33.1 萬 | 0.1% | – | – | – |
| BENFranklin Templeton Inc | COM | 10,317 | $30.7 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,165 | $30.0 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,219 | $27.6 萬 | 0.1% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,350 | $26.9 萬 | 0.1% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 689 | $26.4 萬 | 0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 7,875 | $25.7 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,447 | $25.4 萬 | 0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 19,993 | $25.3 萬 | 0.1% | – | – | 歷史 |
| SLVMSylvamo Corp | COMMON STOCK | 5,188 | $24.7 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,147 | $24.2 萬 | 0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 19,162 | $24.2 萬 | 0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,089 | $24.1 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,081 | $23.6 萬 | 0.1% | – | – | 歷史 |