Fund HoldingsLMG Wealth Partners, LLC

Total Portfolio Value
$436.73M
Total Bought
$33.31M
Total Sold
$22.93M
Net Transaction
+$10.37M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL4,99712,107+7,1102,0335,5721.28%+3,540
WALMART INC(WMT)179,308175,441-3,86712,14114,1673.24%+2,026
VANGUARD WORLD FD
FINANCIALS ETF
26,85739,537+12,6802,6824,3461.00%+1,663
JOHNSON & JOHNSON(JNJ)19,01927,229+8,2102,7804,4131.01%+1,633
SKYWEST INC(SKYW)018,565+18,56501,5780.36%+1,578
APPLE INC(AAPL)74,30073,595-70515,64917,1483.93%+1,499
REINSURANCE GRP OF AMERICA I(RGA)06,479+6,47901,4120.32%+1,412
VANGUARD INDEX FDS075,552+75,552015,1693.47%+15,169
LOWES COS INC(LOW)023,928+23,92806,4811.48%+6,481
RTX CORPORATION(RTX)68,66467,280-1,3846,8938,1521.87%+1,259
CARDINAL HEALTH INC(CAH)090,051+90,05109,9522.28%+9,952
CHEVRON CORP NEW(CVX)56,24268,104+11,8628,79710,0302.30%+1,232
PROSHARES TR
S&P MDCP 400 DIV
0100,963+100,96308,2571.89%+8,257
ISHARES TR111,240117,534+6,29410,79811,9032.73%+1,105
AFLAC INC(AFL)59,87757,613-2,2645,3486,4411.47%+1,093
MCDONALDS CORP(MCD)018,078+18,07805,5051.26%+5,505
ISHARES TR044,930+44,930012,7602.92%+12,760
VANGUARD INDEX FDS64,07563,940-1355,3676,2291.43%+862
US BANCORP DEL(USB)123,963126,430+2,4674,9215,7821.32%+860
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
222,306233,373+11,0676,9497,7391.77%+789
ISHARES TR045,300+45,30008,9322.05%+8,932
AUTOMATIC DATA PROCESSING IN018,502+18,50205,1201.17%+5,120
PROSHARES TR
S&P 500 DV ARIST
073,155+73,15507,8101.79%+7,810
VANGUARD ADMIRAL FDS INC64,64465,259+6157,1257,8171.79%+692
ISHARES TR0101,662+101,662011,9242.73%+11,924
SYSCO CORP(SYY)057,330+57,33004,4751.02%+4,475
CATERPILLAR INC(CAT)09,824+9,82403,8420.88%+3,842
CHUBB LIMITED
COM
10,51911,505+9862,6833,3180.76%+635
ABBVIE INC(ABBV)20,51820,921+4033,5194,1320.95%+612
ISHARES TR057,712+57,71207,1341.63%+7,134
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
105,971113,629+7,6585,1585,7131.31%+556
BRISTOL-MYERS SQUIBB CO(BMY)045,489+45,48902,3540.54%+2,354
ISHARES TR38,30038,268-324,6345,1691.18%+535
SPDR S&P 500 ETF TR(SPY)16,56816,56809,0179,5062.18%+489
SUPER MICRO COMPUTER INC(SMCI)1,0913,304+2,2138941,3760.32%+482
PEPSICO INC(PEP)44,32645,653+1,3277,3117,7631.78%+453
SALESFORCE INC(CRM)4,2035,493+1,2901,0811,5030.34%+423
COMCAST CORP NEW(CCZ)30,91638,161+7,2451,2111,5940.36%+383
CISCO SYS INC(CSCO)33,74037,158+3,4181,6031,9780.45%+375
GENERAL MLS INC(GIS)04,925+4,92503640.08%+364
ALLIANT ENERGY CORP(LNT)29,38330,550+1,1671,4961,8540.42%+358
BLACKSTONE INC(BX)8,9119,390+4791,1031,4380.33%+335
ARCHER DANIELS MIDLAND CO46,31552,432+6,1172,8003,1320.72%+333
COCA COLA CO(KO)027,950+27,95002,0080.46%+2,008
EXXON MOBIL CORP63,56665,165+1,5997,3187,6391.75%+321
OKTA INC(OKTA)12,15519,533+7,3781,1381,4520.33%+314
SOUTHERN CO(SO)18,89219,654+7621,4651,7720.41%+307
PACKAGING CORP AMER(PKG)9,5589,480-781,7452,0420.47%+297
CONSOLIDATED EDISON INC(ED)11,73012,907+1,1771,0491,3440.31%+295
VERIZON COMMUNICATIONS INC(VZ)49,16251,271+2,1092,0272,3030.53%+275
DOW INC(DOW)23,23727,411+4,1741,2331,4970.34%+265
DELTA AIR LINES INC DEL(DAL)78,27778,319+423,7133,9780.91%+264
PAYCHEX INC(PAYX)11,94112,458+5171,4161,6720.38%+256
AT&T INC(T)82,83983,321+4821,5831,8330.42%+250
KRAFT HEINZ CO(KHC)32,51736,542+4,0251,0481,2830.29%+235
GREEN BRICK PARTNERS INC(GRBK)23,21518,551-4,6641,3291,5490.35%+221
EMERSON ELEC CO(EMR)53,22355,612+2,3895,8636,0821.39%+219
ENTERGY CORP NEW(ETR)8,8558,85509471,1650.27%+218
ORACLE CORP(ORCL)01,262+1,26202150.05%+215
ROYAL CARIBBEAN GROUP
COM
01,187+1,18702110.05%+211
CUMMINS INC(CMI)0628+62802030.05%+203
ISHARES TR350,138340,504-9,63432,40232,6037.47%+201
NVIDIA CORPORATION(NVDA)6,5878,249+1,6628141,0020.23%+188
DUKE ENERGY CORP NEW(DUK)10,99410,99401,1021,2680.29%+166
LUMEN TECHNOLOGIES INC(LUMN)27,57427,5740301960.04%+165
MANULIFE FINL CORP(MFC)51,67851,856+1781,3761,5320.35%+157
PROCTER AND GAMBLE CO(PG)17,21917,21902,8402,9820.68%+143
INTERNATIONAL BUSINESS MACHS(IBM)3,4953,339-1566047380.17%+134
MODINE MFG CO(MOD)14,46711,852-2,6151,4491,5740.36%+124
EATON CORP PLC(ETN)9,1108,966-1442,8562,9720.68%+115
HOME DEPOT INC(HD)1,7091,710+15886930.16%+105
CORPORACION AMER ARPTS S A
COM
83,55984,821+1,2621,3901,4810.34%+91
STERLING INFRASTRUCTURE INC(STRL)11,98710,269-1,7181,4191,4890.34%+71
JPMORGAN CHASE & CO.(JPM)13,20012,954-2462,6702,7310.63%+62
PROGRESSIVE CORP(PGR)1,1741,17402442980.07%+54
LYONDELLBASELL INDUSTRIES N
SHS - A -
13,65214,160+5081,3061,3580.31%+52
CAL MAINE FOODS INC(CALM)3,4003,40002082540.06%+47
AMERICAN ELEC PWR CO INC3,0003,00002633080.07%+45
NEXTERA ENERGY INC(NEE)3,2193,21902282720.06%+44
ISHARES TR2,4752,608+1332643050.07%+41
VANGUARD INDEX FDS2,1502,173+233233640.08%+41
VANGUARD SPECIALIZED FUNDS2,6012,60104755150.12%+40
ISHARES TR2,3922,39203643990.09%+35
VANGUARD INTL EQUITY INDEX F6,5096,50903824100.09%+28
ISHARES TR7,9967,99603413670.08%+26
APPLOVIN CORP(APP)19,28812,472-6,8161,6051,6280.37%+23
CANADIAN PACIFIC KANSAS CITY(CP)3,3613,36102652880.07%+23
ABBOTT LABS2,0812,08102162370.05%+21
AUTOZONE INC(AZO)10010002963150.07%+19
BROADCOM INC(AVGO)1361,360+1,2242182350.05%+16
PFIZER INC(PFE)016,616+16,61604810.11%+481
VANGUARD INDEX FDS3,9803,721-2596386500.15%+11
GENERAL DYNAMICS CORP(GD)86086002502600.06%+10
CSX CORP(CSX)7,6137,61302552630.06%+8
REPUBLIC SVCS INC(RSG)1,2171,21702372440.06%+8
INVESCO QQQ TR44444402132170.05%+4
UNITED PARCEL SERVICE INC(UPS)3,2103,236+264394410.10%+2
PIMCO ETF TR
BROAD US TIPS
5,7945,612-1823043040.07%-1
BANK AMERICA CORP011,482+11,48204560.10%+456
ORGANON & CO(OGN)10,56110,461-1002192000.05%-18
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