Portfolio (Quarterly)
Guide ↗
LMG Wealth Partners, LLC
· CIK 0001965772| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SKYW | SKYWEST INC | Industrials | 23,700 | $2.2M | 0.40% | SOLD |
| 2 | WLDN | WILLDAN GROUP INC | Industrials | 22,376 | $1.7M | 0.31% | SOLD |
| 3 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 4,385 | $231K | 0.04% | SOLD |
| 4 | ABT | ABBOTT LABORATORIES | Healthcare | 2,074 | $213K | 0.04% | SOLD |
Sector Allocation
Technology
19.2%
Financial Services
18.0%
Industrials
15.5%
Consumer Cyclical
12.6%
Consumer Defensive
10.3%
Healthcare
9.5%
Energy
7.1%
Communication Services
3.0%
Utilities
1.8%
Basic Materials
1.5%