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Home > Institutional Investor > Lmg Wealth Partners, Llc > Profile

Instuitional Investor - Lmg Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Lmg Wealth Partners, Llc
Portfolio Value $448,772,015
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 338,443 $31,417,694 7%
2.
Apple Inc.
 AAPL 73,124 $16,243,122 3.62%
3.
Walmart Inc.
 WMT 175,004 $15,363,610 3.42%
4.
Vanguard Index Fds - SM CP VAL ETF
 75,468 $14,058,934 3.13%
5.
Microsoft Corp
 MSFT 34,181 $12,831,260 2.86%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)