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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 $458,743,216
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 341,616 $34,684,254 7.56%
2.
Apple Inc.
 AAPL 73,463 $18,396,528 4.01%
3.
Walmart Inc.
 WMT 176,887 $15,981,700 3.48%
4.
Vanguard Index Fds - SM CP VAL ETF
 75,176 $14,898,380 3.24%
5.
Microsoft Corp
 MSFT 34,209 $14,419,286 3.14%
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)