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  Name: LMG Wealth Partners LLC
  City: SHREVEPORT
  State: LA
  Zip: 71106
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $397,045,000
  Total Value Change : $36,875,000
  Securities Held Change : 14
   
All Securities Held : 121
  New Positions : 18
  Closed Positions : 4
  Increased Positions : 45
  Unchanged Positions : 23
  Decreased Positions : 35

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CBSH)1 Year Chart         CBSH Commerce Bancshares Inc 125 Closed $56.96 $0 0 0% -349,000 -6,542 0    Domestic Regional Banks
   (SLVM)1 Year Chart         SLVM Sylvamo Corp 124 Closed $70.30 $0 0 0% -304,000 -6,181 0    N/A
   (PDCO)1 Year Chart         PDCO Patterson Companies Inc 123 Closed $25.76 $0 0 0% -204,000 -7,179 0    Medical Equipment Who...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 122 Closed $451.76 $0 0 0% -202,000 -494 0    Closed - End Fund - Debt

      4 Records Found
  1    
Page 1 of 1
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