Sponsored
The Analysis of LFG Wealth Partners, LLC's Holdings & P&L
Currently, LFG Wealth Partners, LLC holds 98 types of securities in its portfolio with a total value $213.3M. In the most recent quarter, they have increased their positions in AMD (+8.0K shares, valued at $4.6M), AMZN (+15.5K shares, valued at $3.7M), NVDY (+283.8K shares, valued at $3.5M); decreased their positions in PM (-14.9K shares, valued at $2.7M), MU (-966 shares, valued at $1.1M), GE (-2.2K shares, valued at $825.0K); initiated new positions in AMD (+8.0K shares, valued at $4.6M), NVDY (+283.8K shares, valued at $3.5M), HPE (+74.5K shares, valued at $3.4M).
1M P&L
+3.2M+1.97%
3M P&L
+9.3M+5.88%
HY P&L
+24.9M+17.46%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Semiconductors31.3M
17.7%
2N/A28.7M
16.2%
3Internet Content & Information13.6M
7.7%
Top Industries by Stock Count
1N/A29 stocks
38.7%
2Utilities - Regulated Electric6 stocks
8.0%
3Semiconductors4 stocks
5.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP6.7K sharesnew addition2026-06-302026-08-05
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GOOGL
28.26%ALPHABET INC
Shares35.6K
Event2026-06-30
Filed2026-08-05
NVDA
-5.66%NVIDIA CORPORATION
Shares58.4K
Event2026-06-30
Filed2026-08-05
AMZN
47.33%AMAZON COM INC
Shares48.3K
Event2026-06-30
Filed2026-08-05
AAPL
5.92%APPLE INC
Shares39.3K
Event2026-06-30
Filed2026-08-05
MSFT
9.11%MICROSOFT CORP
Shares28.0K
Event2026-06-30
Filed2026-08-05
MU
-10.82%MICRON TECHNOLOGY INC
Shares8.0K
Event2026-06-30
Filed2026-08-05
TSM
14.71%TAIWAN SEMICONDUCTOR MANUFAC
Shares12.1K
Event2026-06-30
Filed2026-08-05
TSLA
16.57%TESLA INC
Shares11.2K
Event2026-06-30
Filed2026-08-05
AMD
NewADVANCED MICRO DEVICES INC
Shares8.0K
Event2026-06-30
Filed2026-08-05
JPMORGAN CHASE & CO
12.00%JPMORGAN CHASE & CO
Shares12.6K
Event2026-06-30
Filed2026-08-05
BROADCOM INC
14.69%BROADCOM INC
Shares10.9K
Event2026-06-30
Filed2026-08-05
BTI
17.76%BRITISH AMERN TOB PLC
Shares62.7K
Event2026-06-30
Filed2026-08-05
AGNC INVT CORP
18.37%AGNC INVT CORP
Shares354.2K
Event2026-06-30
Filed2026-08-05
ARES CAPITAL CORP
18.88%ARES CAPITAL CORP
Shares195.0K
Event2026-06-30
Filed2026-08-05
NVDY
NewTIDAL TRUST II
Shares283.8K
Event2026-06-30
Filed2026-08-05
HPE
NewHEWLETT PACKARD ENTERPRISE C
Shares74.5K
Event2026-06-30
Filed2026-08-05
LLY
16.66%ELI LILLY & CO
Shares2.6K
Event2026-06-30
Filed2026-08-05
E
-4.29%ENI SPA
Shares67.0K
Event2026-06-30
Filed2026-08-05
NUE
25.58%NUCOR CORP
Shares14.1K
Event2026-06-30
Filed2026-08-05
META PLATFORMS INC
7.29%META PLATFORMS INC
Shares5.4K
Event2026-06-30
Filed2026-08-05
EWY
8.23%ISHARES INC
Shares14.9K
Event2026-06-30
Filed2026-08-05
CAT
8.85%CATERPILLAR INC
Shares2.7K
Event2026-06-30
Filed2026-08-05
PFFV
26.33%GLOBAL X FDS
Shares128.2K
Event2026-06-30
Filed2026-08-05
GEV
-14.16%GE VERNOVA INC
Shares2.4K
Event2026-06-30
Filed2026-08-05
TTE
-16.95%TOTALENERGIES SE
Shares34.6K
Event2026-06-30
Filed2026-08-05
GS
39.51%GOLDMAN SACHS GROUP INC
Shares2.6K
Event2026-06-30
Filed2026-08-05
FBTC
17.61%FIDELITY WISE ORIGIN BITCOIN
Shares51.9K
Event2026-06-30
Filed2026-08-05
VOO
35.86%VANGUARD INDEX FDS
Shares3.8K
Event2026-06-30
Filed2026-08-05
PSCT
-1.90%INVESCO EXCH TRADED FD TR II
Shares27.5K
Event2026-06-30
Filed2026-08-05
IJR
19.54%ISHARES TR
Shares17.1K
Event2026-06-30
Filed2026-08-05
VZ
14.02%VERIZON COMMUNICATIONS INC
Shares55.5K
Event2026-06-30
Filed2026-08-05
RIO
17.60%RIO TINTO PLC
Shares22.2K
Event2026-06-30
Filed2026-08-05
ANTERO MIDSTREAM CORP
15.00%ANTERO MIDSTREAM CORP
Shares90.8K
Event2026-06-30
Filed2026-08-05
CISCO SYS INC
NewCISCO SYS INC
Shares17.6K
Event2026-06-30
Filed2026-08-05
EMR
24.66%EMERSON ELEC CO
Shares13.9K
Event2026-06-30
Filed2026-08-05
ABBVIE INC
13.92%ABBVIE INC
Shares7.9K
Event2026-06-30
Filed2026-08-05
CCJ
NewCAMECO CORP
Shares19.2K
Event2026-06-30
Filed2026-08-05
JXN
-12.48%JACKSON FINANCIAL INC
Shares18.8K
Event2026-06-30
Filed2026-08-05
HCA
NewHCA HEALTHCARE INC
Shares4.8K
Event2026-06-30
Filed2026-08-05
ENB
9.73%ENBRIDGE INC
Shares34.3K
Event2026-06-30
Filed2026-08-05
RITM
46.51%RITHM CAPITAL CORP
Shares197.6K
Event2026-06-30
Filed2026-08-05
GM
21.08%GENERAL MTRS CO
Shares24.1K
Event2026-06-30
Filed2026-08-05
VSS
16.65%VANGUARD INTL EQUITY INDEX F
Shares11.6K
Event2026-06-30
Filed2026-08-05
AGILENT TECHNOLOGIES INC
NewAGILENT TECHNOLOGIES INC
Shares13.2K
Event2026-06-30
Filed2026-08-05
CI
NewTHE CIGNA GROUP
Shares6.2K
Event2026-06-30
Filed2026-08-05
CRM
NewSALESFORCE INC
Shares10.4K
Event2026-06-30
Filed2026-08-05
FITB
12.31%FIFTH THIRD BANCORP
Shares28.8K
Event2026-06-30
Filed2026-08-05
MRK
21.29%MERCK & CO INC
Shares12.5K
Event2026-06-30
Filed2026-08-05
PFE
13.78%PFIZER INC
Shares65.8K
Event2026-06-30
Filed2026-08-05
ORACLE CORP
NewORACLE CORP
Shares10.4K
Event2026-06-30
Filed2026-08-05
OGE
17.40%OGE ENERGY CORP
Shares29.1K
Event2026-06-30
Filed2026-08-05
MLPA
16.78%GLOBAL X FDS
Shares26.5K
Event2026-06-30
Filed2026-08-05
T
28.03%AT&T INC
Shares67.8K
Event2026-06-30
Filed2026-08-05
UPS
-0.41%UNITED PARCEL SVCS INC
Shares12.1K
Event2026-06-30
Filed2026-08-05
ETFS GOLD TR
45.76%ETFS GOLD TR
Shares33.4K
Event2026-06-30
Filed2026-08-05
WMT
1.18%WALMART INC
Shares10.5K
Event2026-06-30
Filed2026-08-05
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares6.7K
Event2026-06-30
Filed2026-08-05
AEP
-34.90%AMERICAN ELEC PWR CO INC
Shares8.1K
Event2026-06-30
Filed2026-08-05
EIX
29.83%EDISON INTL
Shares14.4K
Event2026-06-30
Filed2026-08-05
TIDAL TRUST II
NewTIDAL TRUST II
Shares56.8K
Event2026-06-30
Filed2026-08-05
EXC
23.77%EXELON CORP
Shares21.5K
Event2026-06-30
Filed2026-08-05
DTE
17.32%DTE ENERGY CO
Shares6.4K
Event2026-06-30
Filed2026-08-05
PPL CORP
28.42%PPL CORP
Shares26.4K
Event2026-06-30
Filed2026-08-05
FE
22.30%FIRSTENERGY CORP
Shares20.0K
Event2026-06-30
Filed2026-08-05
GOOG
73.80%ALPHABET INC
Shares2.4K
Event2026-06-30
Filed2026-08-05
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares3.4K
Event2026-06-30
Filed2026-08-05
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares3.4K
Event2026-06-30
Filed2026-08-05
ISHARES TR
-0.58%ISHARES TR
Shares689
Event2026-06-30
Filed2026-08-05
CLOA
NewBLACKROCK ETF TRUST II
Shares9.9K
Event2026-06-30
Filed2026-08-05
BUFR
0.00%FIRST TR EXCHNG TRADED FD VI
Shares11.7K
Event2026-06-30
Filed2026-08-05
VISA INC
8.01%VISA INC
Shares1.2K
Event2026-06-30
Filed2026-08-05
IXUS
67.70%ISHARES TR
Shares4.0K
Event2026-06-30
Filed2026-08-05
MO
1.12%ALTRIA GROUP INC
Shares5.0K
Event2026-06-30
Filed2026-08-05
RTX CORPORATION
0.86%RTX CORPORATION
Shares1.9K
Event2026-06-30
Filed2026-08-05
UNITEDHEALTH GROUP INC
3.27%UNITEDHEALTH GROUP INC
Shares853
Event2026-06-30
Filed2026-08-05
IJH
NewISHARES TR
Shares4.3K
Event2026-06-30
Filed2026-08-05
IWF
NewISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-08-05
SCHF
-15.36%SCHWAB STRATEGIC TR
Shares11.0K
Event2026-06-30
Filed2026-08-05
STATE STR SPDR S&P 500 ETF T
NewSTATE STR SPDR S&P 500 ETF T
Shares406
Event2026-06-30
Filed2026-08-05
AMGN
0.37%AMGEN INC
Shares816
Event2026-06-30
Filed2026-08-05
CIBR
NewFIRST TR EXCHANGE-TRADED FD
Shares3.2K
Event2026-06-30
Filed2026-08-05
TLT
NewISHARES TR
Shares3.4K
Event2026-06-30
Filed2026-08-05
COSTCO WHOLESALE CORPORATION
7.47%COSTCO WHOLESALE CORPORATION
Shares302
Event2026-06-30
Filed2026-08-05
VEA
NewVANGUARD TAX-MANAGED FDS
Shares3.9K
Event2026-06-30
Filed2026-08-05
SCHG
-35.61%SCHWAB STRATEGIC TR
Shares8.0K
Event2026-06-30
Filed2026-08-05
PM
-90.87%PHILIP MORRIS INTL INC
Shares1.5K
Event2026-06-30
Filed2026-08-05
IAUM
0.00%ISHARES GOLD TRUST MICRO
Shares6.7K
Event2026-06-30
Filed2026-08-05
MGK
400.66%VANGUARD WORLD FD
Shares3.0K
Event2026-06-30
Filed2026-08-05
VRIG
NewINVESCO ACTIVELY MANAGED EXC
Shares10.5K
Event2026-06-30
Filed2026-08-05
FPX
NewFIRST TR EXCHANGE-TRADED FD
Shares1.2K
Event2026-06-30
Filed2026-08-05
BBIB
NewJ P MORGAN EXCHANGE TRADED F
Shares2.5K
Event2026-06-30
Filed2026-08-05
VCIT
NewVANGUARD SCOTTSDALE FDS
Shares2.8K
Event2026-06-30
Filed2026-08-05
WORLD GOLD TR
0.00%WORLD GOLD TR
Shares2.8K
Event2026-06-30
Filed2026-08-05
IEMG
NewISHARES INC
Shares2.6K
Event2026-06-30
Filed2026-08-05
GE
-79.06%GE AEROSPACE
Shares585
Event2026-06-30
Filed2026-08-05
GLD
4.96%SPDR GOLD TR
Shares593
Event2026-06-30
Filed2026-08-05
GOVT
NewISHARES TR
Shares9.4K
Event2026-06-30
Filed2026-08-05
BIL
NewSPDR SERIES TRUST
Shares2.3K
Event2026-06-30
Filed2026-08-05
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available