Portfolio (Quarterly)
Guide ↗
LMG Wealth Partners, LLC
· CIK 0001965772| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | Technology | 7,485 | $2.0M | 0.37% | SOLD |
| 2 | ROP | ROPER TECHNOLOGIES INC | Industrials | 3,728 | $1.7M | 0.31% | SOLD |
| 3 | PYPL | PAYPAL HLDGS INC | Financial Services | 23,088 | $1.3M | 0.25% | SOLD |
| 4 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,090 | $264K | 0.05% | SOLD |
| 5 | ORCL | ORACLE CORP | Technology | 1,269 | $247K | 0.05% | SOLD |
Sector Allocation
Financial Services
17.6%
Technology
16.0%
Industrials
15.7%
Consumer Defensive
11.5%
Consumer Cyclical
11.4%
Healthcare
9.4%
Energy
9.2%
Communication Services
4.6%
Utilities
2.0%
Real Estate
1.5%