StockDriftsStockDriftsTop 50 Lmg Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 6.84% | 331.8K | $37.5M | -0.93%(-3.12K) | $58.90(+123.19%) | 2026-03-31 | |
| WMT | WALMART INC | 3.61% | 159.3K | $19.8M | -0.20%(-315) | $45.77(+185.75%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.04% | 65.8K | $16.7M | +0.15%(+101) | $134.32(+111.57%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.99% | 75.6K | $16.4M | +0.34%(+257) | $151.76(+52.96%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.75% | 72.9K | $15.1M | +3.46%(+2.44K) | $159.59(+20.71%) | 2026-03-31 | |
| IWO | ISHARES TR | 2.7% | 47.3K | $14.8M | +2.43%(+1.12K) | $217.04(+69.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.43% | 36.0K | $13.3M | +8.24%(+2.74K) | $278.22(+47.86%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.28% | 126.1K | $12.5M | +5.31%(+6.35K) | $97.57(+1.23%) | 2026-03-31 | |
| IWP | ISHARES TR | 2.25% | 96.4K | $12.4M | -2.97%(-2.95K) | $81.60(+68.51%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.19% | 62.3K | $12.0M | -0.33%(-207) | $91.41(+89.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.85% | +47.56% |
| Top 20 Holdings Unweighted | +12.80% | +43.51% |
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