LMG Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Shreveport, LA
CIK
0001965772
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 107 360,164 IVW, VBR, AAPL, MSFT 13F-HR 1/23/2024 000195175724000104
Q3 2023 104 328,221 IVW, VBR, AAPL, WMT 13F-HR 10/16/2023 000195175723000574
Q2 2023 106 326,815 IVW, VBR, AAPL, CAH 13F-HR 7/27/2023 000195175723000436
Q1 2023 104 309,614 IVW, VBR, AAPL, IWO 13F-HR 5/2/2023 000195175723000229
Q4 2022 107 302,457 IVW, VBR, AAPL, IWO 13F-HR 2/14/2023 000196577223000001