LWP

LFG Wealth Partners Portfolio holdings

AUM $157M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$9.87M
3 +$8.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.7M
5
AMZN icon
Amazon
AMZN
+$6.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.24%
2 Communication Services 10.31%
3 Financials 9.48%
4 Consumer Discretionary 8.26%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UPS icon
51
United Parcel Service
UPS
$96.7B
$1.21M 0.77%
+12,167
HON icon
52
Honeywell
HON
$154B
$1.19M 0.76%
+6,093
WMT icon
53
Walmart Inc
WMT
$1T
$1.16M 0.74%
+10,375
FITB
54
Fifth Third Bancorp
FITB
$46.4B
$1.15M 0.73%
+24,541
MLPA icon
55
Global X MLP ETF
MLPA
$2.09B
$1.07M 0.68%
+22,065
MRK icon
56
Merck
MRK
$304B
$1.03M 0.66%
+9,813
OGE icon
57
OGE Energy
OGE
$9.98B
$998K 0.64%
+23,366
COIN icon
58
Coinbase
COIN
$48.6B
$935K 0.6%
+4,135
XOM icon
59
Exxon Mobil
XOM
$623B
$894K 0.57%
+7,428
SGOL icon
60
abrdn Physical Gold Shares ETF
SGOL
$8.92B
$890K 0.57%
+21,665
GE icon
61
GE Aerospace
GE
$360B
$821K 0.52%
+2,665
PLTR icon
62
Palantir
PLTR
$321B
$766K 0.49%
+4,312
EXC icon
63
Exelon
EXC
$49.8B
$750K 0.48%
+17,202
FE icon
64
FirstEnergy
FE
$29.3B
$708K 0.45%
+15,808
PPL icon
65
PPL Corp
PPL
$28.3B
$691K 0.44%
+19,725
DTE icon
66
DTE Energy
DTE
$30.3B
$684K 0.44%
+5,302
V icon
67
Visa
V
$602B
$459K 0.29%
+1,308
GOOG icon
68
Alphabet (Google) Class C
GOOG
$3.79T
$449K 0.29%
+1,432
HUM icon
69
Humana
HUM
$21.2B
$340K 0.22%
+1,326
RTX icon
70
RTX Corp
RTX
$263B
$339K 0.22%
+1,849
MO icon
71
Altria Group
MO
$117B
$316K 0.2%
+5,478
EETH icon
72
ProShares Ether Strategy ETF
EETH
$64.4M
$307K 0.2%
+8,241
IVV icon
73
iShares Core S&P 500 ETF
IVV
$761B
$292K 0.19%
+427
IAUM icon
74
iShares Gold Trust Micro
IAUM
$8.04B
$287K 0.18%
+6,685
UNH icon
75
UnitedHealth
UNH
$257B
$275K 0.18%
+832