Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LMG WEALTH PARTNERS LLC | 05-03-2024 | 03-31-2024 | 121 | 397,042,370 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 GRWT ETF | 1 | $29,418,389 | 348,394 | 0.01 | 0.01 | -16,904 | -4.63 | 03-31-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 2 | $14,830,789 | 77,292 | 0.00 | 0.00 | -12,386 | -13.81 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $13,998,196 | 33,272 | 0.00 | 0.00 | 1,172 | 3.65 | 03-31-2024 |
| APPLE INC | COM | 4 | $12,746,451 | 74,332 | 0.00 | 0.00 | -1,247 | -1.65 | 03-31-2024 |
