Sponsored
The Analysis of LFG Wealth Partners, LLC's Holdings & P&L
Currently, LFG Wealth Partners, LLC holds 89 types of securities in its portfolio with a total value $165.8M. In the most recent quarter, they have increased their positions in FBTC (+44.1K shares, valued at $2.6M), MSFT (+5.9K shares, valued at $2.2M), AAPL (+6.3K shares, valued at $1.6M); decreased their positions in EWY (-9.8K shares, valued at $1.2M), RIO (-11.9K shares, valued at $1.1M), N/A (-2.7K shares, valued at $834.4K); initiated new positions in FBTC (+44.1K shares, valued at $2.6M), GM (+19.9K shares, valued at $1.5M), VSS (+10.0K shares, valued at $1.5M).
1M P&L
+4.0M+2.49%
3M P&L
+8.2M+5.30%
HY P&L
+12.8M+8.47%
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
1N/A22.8M
15.6%
2Semiconductors17.4M
11.9%
3Software - Infrastructure9.5M
6.5%
Top Industries by Stock Count
1N/A24 stocks
29.6%
2Utilities - Regulated Electric7 stocks
8.6%
3Drug Manufacturers - General5 stocks
6.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
NVDA
8.37%NVIDIA CORPORATION
Shares61.9K
Event2026-03-31
Filed2026-06-11
MSFT
30.15%MICROSOFT CORP
Shares25.6K
Event2026-03-31
Filed2026-06-11
AAPL
20.57%APPLE INC
Shares37.1K
Event2026-03-31
Filed2026-06-11
ALPHABET INC
2.85%ALPHABET INC
Shares27.7K
Event2026-03-31
Filed2026-06-11
AMZN
16.47%AMAZON COM INC
Shares32.8K
Event2026-03-31
Filed2026-06-11
E
-10.67%ENI SPA
Shares70.0K
Event2026-03-31
Filed2026-06-11
TOTALENERGIES SE
-6.04%TOTALENERGIES SE
Shares41.7K
Event2026-03-31
Filed2026-06-11
TSLA
19.51%TESLA INC
Shares9.6K
Event2026-03-31
Filed2026-06-11
TSM
1.17%TAIWAN SEMICONDUCTOR MANUFAC
Shares10.5K
Event2026-03-31
Filed2026-06-11
JPM
14.42%JPMORGAN CHASE & CO
Shares11.3K
Event2026-03-31
Filed2026-06-11
BTI
3.61%BRITISH AMERN TOB PLC
Shares53.3K
Event2026-03-31
Filed2026-06-11
JBBB
10.75%JANUS DETROIT STR TR
Shares64.9K
Event2026-03-31
Filed2026-06-11
MU
-15.49%MICRON TECHNOLOGY INC
Shares8.9K
Event2026-03-31
Filed2026-06-11
AGNC
9.43%AGNC INVT CORP
Shares299.2K
Event2026-03-31
Filed2026-06-11
ARCC
34.84%ARES CAPITAL CORP
Shares164.0K
Event2026-03-31
Filed2026-06-11
BROADCOM INC
-22.09%BROADCOM INC
Shares9.5K
Event2026-03-31
Filed2026-06-11
META
-10.58%META PLATFORMS INC
Shares5.0K
Event2026-03-31
Filed2026-06-11
PM
-11.05%PHILIP MORRIS INTL INC
Shares16.4K
Event2026-03-31
Filed2026-06-11
FBTC
NewFIDELITY WISE ORIGIN BITCOIN
Shares44.1K
Event2026-03-31
Filed2026-06-11
VZ
-7.75%VERIZON COMMUNICATIONS INC
Shares48.7K
Event2026-03-31
Filed2026-06-11
GEV
-8.63%GE VERNOVA INC
Shares2.8K
Event2026-03-31
Filed2026-06-11
JXN
1.59%JACKSON FINANCIAL INC
Shares21.5K
Event2026-03-31
Filed2026-06-11
PFFV
9.42%GLOBAL X FDS
Shares101.5K
Event2026-03-31
Filed2026-06-11
LLY
2.30%ELI LILLY & CO
Shares2.3K
Event2026-03-31
Filed2026-06-11
XOM
54.51%EXXON MOBIL CORP
Shares11.5K
Event2026-03-31
Filed2026-06-11
NUE
11.39%NUCOR CORP
Shares11.2K
Event2026-03-31
Filed2026-06-11
LMT
-2.71%LOCKHEED MARTIN CORP
Shares3.0K
Event2026-03-31
Filed2026-06-11
AM
-3.72%ANTERO MIDSTREAM CORP
Shares79.0K
Event2026-03-31
Filed2026-06-11
IJR
10.68%ISHARES TR
Shares14.3K
Event2026-03-31
Filed2026-06-11
RIO
-38.70%RIO TINTO PLC
Shares18.8K
Event2026-03-31
Filed2026-06-11
CAT
6.93%CATERPILLAR INC
Shares2.5K
Event2026-03-31
Filed2026-06-11
EWY
-41.57%ISHARES INC
Shares13.8K
Event2026-03-31
Filed2026-06-11
VANGUARD INDEX FDS
14.14%VANGUARD INDEX FDS
Shares2.8K
Event2026-03-31
Filed2026-06-11
ENB
1.77%ENBRIDGE INC
Shares31.3K
Event2026-03-31
Filed2026-06-11
OKE
-11.10%ONEOK INC NEW
Shares18.7K
Event2026-03-31
Filed2026-06-11
PSCT
1.78%INVESCO EXCH TRADED FD TR II
Shares28.1K
Event2026-03-31
Filed2026-06-11
AEP
8.72%AMERICAN ELEC PWR CO INC
Shares12.5K
Event2026-03-31
Filed2026-06-11
PFE
0.05%PFIZER INC
Shares57.8K
Event2026-03-31
Filed2026-06-11
GS
2.78%GOLDMAN SACHS GROUP INC
Shares1.9K
Event2026-03-31
Filed2026-06-11
T
-7.32%AT&T INC
Shares53.0K
Event2026-03-31
Filed2026-06-11
VRP
14.89%INVESCO EXCH TRADED FD TR II
Shares63.0K
Event2026-03-31
Filed2026-06-11
ABBV
11.37%ABBVIE INC
Shares6.9K
Event2026-03-31
Filed2026-06-11
HON
8.12%HONEYWELL INTL INC
Shares6.6K
Event2026-03-31
Filed2026-06-11
GM
NewGENERAL MTRS CO
Shares19.9K
Event2026-03-31
Filed2026-06-11
EMR
2.02%EMERSON ELEC CO
Shares11.2K
Event2026-03-31
Filed2026-06-11
ING
2.29%ING GROEP N.V.
Shares55.9K
Event2026-03-31
Filed2026-06-11
VSS
NewVANGUARD INTL EQUITY INDEX F
Shares10.0K
Event2026-03-31
Filed2026-06-11
DLTR
NewDOLLAR TREE INC
Shares12.9K
Event2026-03-31
Filed2026-06-11
NEM
-6.00%NEWMONT CORP
Shares13.0K
Event2026-03-31
Filed2026-06-11
GDXY
14.92%TIDAL TRUST II
Shares94.1K
Event2026-03-31
Filed2026-06-11
WMT
0.04%WALMART INC
Shares10.4K
Event2026-03-31
Filed2026-06-11
RITM
10.59%RITHM CAPITAL CORP
Shares134.9K
Event2026-03-31
Filed2026-06-11
MERCK & CO INC
4.78%MERCK & CO INC
Shares10.3K
Event2026-03-31
Filed2026-06-11
MLPA
2.76%GLOBAL X FDS
Shares22.7K
Event2026-03-31
Filed2026-06-11
UPS
0.12%UNITED PARCEL SVCS INC
Shares12.2K
Event2026-03-31
Filed2026-06-11
FITB
4.43%FIFTH THIRD BANCORP
Shares25.6K
Event2026-03-31
Filed2026-06-11
OGE
6.08%OGE ENERGY CORP
Shares24.8K
Event2026-03-31
Filed2026-06-11
NVO
NewNOVO-NORDISK A S
Shares29.1K
Event2026-03-31
Filed2026-06-11
ETFS GOLD TR
5.92%ETFS GOLD TR
Shares22.9K
Event2026-03-31
Filed2026-06-11
EXC
0.87%EXELON CORP
Shares17.4K
Event2026-03-31
Filed2026-06-11
FE
3.28%FIRSTENERGY CORP
Shares16.3K
Event2026-03-31
Filed2026-06-11
BABA
-30.08%ALIBABA GROUP HLDG LTD
Shares6.6K
Event2026-03-31
Filed2026-06-11
EIX
NewEDISON INTL
Shares11.1K
Event2026-03-31
Filed2026-06-11
DTE
3.24%DTE ENERGY CO
Shares5.5K
Event2026-03-31
Filed2026-06-11
GE AEROSPACE
4.84%GE AEROSPACE
Shares2.8K
Event2026-03-31
Filed2026-06-11
PPL
4.32%PPL CORP
Shares20.6K
Event2026-03-31
Filed2026-06-11
BITO
NewPROSHARES TR
Shares71.7K
Event2026-03-31
Filed2026-06-11
IVV
62.30%ISHARES TR
Shares693
Event2026-03-31
Filed2026-06-11
ALPHABET INC
-2.44%ALPHABET INC
Shares1.4K
Event2026-03-31
Filed2026-06-11
BUFR
NewFIRST TR EXCHNG TRADED FD VI
Shares11.7K
Event2026-03-31
Filed2026-06-11
SCHG
55.66%SCHWAB STRATEGIC TR
Shares12.5K
Event2026-03-31
Filed2026-06-11
RTX
0.32%RTX CORPORATION
Shares1.9K
Event2026-03-31
Filed2026-06-11
V
-13.15%VISA INC
Shares1.1K
Event2026-03-31
Filed2026-06-11
MO
-10.35%ALTRIA GROUP INC
Shares4.9K
Event2026-03-31
Filed2026-06-11
SCHF
NewSCHWAB STRATEGIC TR
Shares13.0K
Event2026-03-31
Filed2026-06-11
IAUM
0.00%ISHARES GOLD TR
Shares6.7K
Event2026-03-31
Filed2026-06-11
AMGN
0.00%AMGEN INC
Shares813
Event2026-03-31
Filed2026-06-11
COST
0.00%COSTCO WHOLESALE CORPORATION
Shares281
Event2026-03-31
Filed2026-06-11
GLDM
-3.66%WORLD GOLD TR
Shares2.8K
Event2026-03-31
Filed2026-06-11
GLD
NewSPDR GOLD TR
Shares565
Event2026-03-31
Filed2026-06-11
HUM
0.00%HUMANA INC
Shares1.3K
Event2026-03-31
Filed2026-06-11
SCHB
NewSCHWAB STRATEGIC TR
Shares9.1K
Event2026-03-31
Filed2026-06-11
UNH
-0.72%UNITEDHEALTH GROUP INC
Shares826
Event2026-03-31
Filed2026-06-11
MGK
0.00%VANGUARD WORLD FD
Shares602
Event2026-03-31
Filed2026-06-11
IXUS
NewISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-06-11
IVW
NewISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-06-11
CL
-24.79%COLGATE PALMOLIVE CO
Shares2.4K
Event2026-03-31
Filed2026-06-11
DGRO
NewISHARES TR
Shares2.9K
Event2026-03-31
Filed2026-06-11
USFR
NewWISDOMTREE TR
Shares4.0K
Event2026-03-31
Filed2026-06-11
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