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LWP
LFG Wealth Partners Portfolio holdings
AUM
$166M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$166M
AUM Growth
+$8.93M
(+5.7%)
Holding
96
Top Buys
| 1 | +$2.93M | |
| 2 | +$2.49M | |
| 3 | +$1.65M | |
| 4 |
General Motors
GM
|
+$1.58M |
| 5 |
Dollar Tree
DLTR
|
+$1.58M |
Top Sells
| 1 | +$2.71M | |
| 2 | +$1.45M | |
| 3 | +$1.45M | |
| 4 |
Deutsche Bank
DB
|
+$1.3M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
+$1.23M |
Sector Composition
| 1 | Technology | 23.65% |
| 2 | Communication Services | 9.19% |
| 3 | Energy | 8.98% |
| 4 | Financials | 7.92% |
| 5 | Consumer Discretionary | 7.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.11T
| $10.8M | 6.51% |
61,865
+4,778
|
|
||
2
Microsoft
MSFT
$2.86T
| $9.49M | 5.72% |
25,640
+5,940
|
|
||
3
Apple
AAPL
$4.63T
| $9.42M | 5.68% |
37,106
+6,331
|
|
||
4
Alphabet (Google) Class A
GOOGL
$4.36T
| $7.97M | 4.81% |
27,721
+768
|
|
||
5
Amazon
AMZN
$2.64T
| $6.83M | 4.12% |
32,803
+4,638
|
|
||
6
ENI
E
$69.5B
| $3.97M | 2.39% |
70,047
-8,367
|
|
||
7
TotalEnergies
TTE
$175B
| $3.79M | 2.29% |
41,664
-2,680
|
|
||
8
Tesla
TSLA
$1.53T
| $3.58M | 2.16% |
9,634
+1,573
|
|
||
9
TSMC
TSM
$2.25T
| $3.55M | 2.14% |
10,519
+122
|
|
||
10
JPMorgan Chase
JPM
$902B
| $3.32M | 2% |
11,281
+1,422
|
|
||
11
British American Tobacco
BTI
$130B
| $3.11M | 1.88% |
53,268
+1,858
|
|
||
12
Janus Henderson B-BBB CLO ETF
JBBB
$1.34B
| $3.02M | 1.82% |
64,852
+6,293
|
|
||
13
Micron Technology
MU
$1.11T
| $3.02M | 1.82% |
8,926
-1,636
|
|
||
14
AGNC Investment
AGNC
$12.8B
| $3M | 1.81% |
299,242
+25,777
|
|
||
15
Ares Capital
ARCC
$13.5B
| $2.96M | 1.78% |
164,037
+42,384
|
|
||
16
Broadcom
AVGO
$1.9T
| $2.94M | 1.78% |
9,511
-2,696
|
|
||
17
Meta Platforms (Facebook)
META
$1.7T
| $2.88M | 1.74% |
5,031
-595
|
|
||
18
Philip Morris
PM
$283B
| $2.7M | 1.63% |
16,353
-2,032
|
|
||
19
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
| $2.6M | 1.57% |
+44,101
|
|
||
20
Verizon
VZ
$176B
| $2.44M | 1.47% |
48,703
-4,091
|
|
||
21
GE Vernova
GEV
$293B
| $2.42M | 1.46% |
2,775
-262
|
|
||
22
Jackson Financial
JXN
$8.14B
| $2.28M | 1.37% |
21,527
+336
|
|
||
23
Global X Variable Rate Preferred ETF
PFFV
$304M
| $2.21M | 1.34% |
101,461
+8,738
|
|
||
24
Eli Lilly
LLY
$1.06T
| $2.09M | 1.26% |
2,269
+51
|
|
||
25
ExxonMobil
XOM
$576B
| $1.95M | 1.17% |
11,477
+4,049
|
|