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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 $360,164,746
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 365,298 $27,433,880 7.61%
2.
Vanguard Index Fds
 89,678 $16,139,350 4.48%
3.
Apple Inc.
 AAPL 75,579 $14,551,225 4.04%
4.
Microsoft Corp
 MSFT 32,100 $12,070,884 3.35%
5.
Ishares Trust
 IEF 45,066 $11,366,547 3.15%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)