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%
Stock Holdings
GOOGL
ALPHABET INC
28.26%
Shares35.6K
Event2026-06-30
Filed2026-08-05
NVDA
NVIDIA CORPORATION
-5.66%
Shares58.4K
Event2026-06-30
Filed2026-08-05
AMZN
AMAZON COM INC
47.33%
Shares48.3K
Event2026-06-30
Filed2026-08-05
AAPL
APPLE INC
5.92%
Shares39.3K
Event2026-06-30
Filed2026-08-05
MSFT
MICROSOFT CORP
9.11%
Shares28.0K
Event2026-06-30
Filed2026-08-05
MU
MICRON TECHNOLOGY INC
-10.82%
Shares8.0K
Event2026-06-30
Filed2026-08-05
TSM
TAIWAN SEMICONDUCTOR MANUFAC
14.71%
Shares12.1K
Event2026-06-30
Filed2026-08-05
TSLA
TESLA INC
16.57%
Shares11.2K
Event2026-06-30
Filed2026-08-05
AMD
ADVANCED MICRO DEVICES INC
New
Shares8.0K
Event2026-06-30
Filed2026-08-05
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
12.00%
Shares12.6K
Event2026-06-30
Filed2026-08-05
BROADCOM INC
BROADCOM INC
14.69%
Shares10.9K
Event2026-06-30
Filed2026-08-05
BTI
BRITISH AMERN TOB PLC
17.76%
Shares62.7K
Event2026-06-30
Filed2026-08-05
AGNC INVT CORP
AGNC INVT CORP
18.37%
Shares354.2K
Event2026-06-30
Filed2026-08-05
ARES CAPITAL CORP
ARES CAPITAL CORP
18.88%
Shares195.0K
Event2026-06-30
Filed2026-08-05
NVDY
TIDAL TRUST II
New
Shares283.8K
Event2026-06-30
Filed2026-08-05
HPE
HEWLETT PACKARD ENTERPRISE C
New
Shares74.5K
Event2026-06-30
Filed2026-08-05
LLY
ELI LILLY & CO
16.66%
Shares2.6K
Event2026-06-30
Filed2026-08-05
E
ENI SPA
-4.29%
Shares67.0K
Event2026-06-30
Filed2026-08-05
NUE
NUCOR CORP
25.58%
Shares14.1K
Event2026-06-30
Filed2026-08-05
META PLATFORMS INC
META PLATFORMS INC
7.29%
Shares5.4K
Event2026-06-30
Filed2026-08-05
EWY
ISHARES INC
8.23%
Shares14.9K
Event2026-06-30
Filed2026-08-05
CAT
CATERPILLAR INC
8.85%
Shares2.7K
Event2026-06-30
Filed2026-08-05
PFFV
GLOBAL X FDS
26.33%
Shares128.2K
Event2026-06-30
Filed2026-08-05
GEV
GE VERNOVA INC
-14.16%
Shares2.4K
Event2026-06-30
Filed2026-08-05
TTE
TOTALENERGIES SE
-16.95%
Shares34.6K
Event2026-06-30
Filed2026-08-05
GS
GOLDMAN SACHS GROUP INC
39.51%
Shares2.6K
Event2026-06-30
Filed2026-08-05
FBTC
FIDELITY WISE ORIGIN BITCOIN
17.61%
Shares51.9K
Event2026-06-30
Filed2026-08-05
VOO
VANGUARD INDEX FDS
35.86%
Shares3.8K
Event2026-06-30
Filed2026-08-05
PSCT
INVESCO EXCH TRADED FD TR II
-1.90%
Shares27.5K
Event2026-06-30
Filed2026-08-05
IJR
ISHARES TR
19.54%
Shares17.1K
Event2026-06-30
Filed2026-08-05
VZ
VERIZON COMMUNICATIONS INC
14.02%
Shares55.5K
Event2026-06-30
Filed2026-08-05
RIO
RIO TINTO PLC
17.60%
Shares22.2K
Event2026-06-30
Filed2026-08-05
ANTERO MIDSTREAM CORP
ANTERO MIDSTREAM CORP
15.00%
Shares90.8K
Event2026-06-30
Filed2026-08-05
CISCO SYS INC
CISCO SYS INC
New
Shares17.6K
Event2026-06-30
Filed2026-08-05
EMR
EMERSON ELEC CO
24.66%
Shares13.9K
Event2026-06-30
Filed2026-08-05
ABBVIE INC
ABBVIE INC
13.92%
Shares7.9K
Event2026-06-30
Filed2026-08-05
CCJ
CAMECO CORP
New
Shares19.2K
Event2026-06-30
Filed2026-08-05
JXN
JACKSON FINANCIAL INC
-12.48%
Shares18.8K
Event2026-06-30
Filed2026-08-05
HCA
HCA HEALTHCARE INC
New
Shares4.8K
Event2026-06-30
Filed2026-08-05
ENB
ENBRIDGE INC
9.73%
Shares34.3K
Event2026-06-30
Filed2026-08-05
RITM
RITHM CAPITAL CORP
46.51%
Shares197.6K
Event2026-06-30
Filed2026-08-05
GM
GENERAL MTRS CO
21.08%
Shares24.1K
Event2026-06-30
Filed2026-08-05
VSS
VANGUARD INTL EQUITY INDEX F
16.65%
Shares11.6K
Event2026-06-30
Filed2026-08-05
AGILENT TECHNOLOGIES INC
AGILENT TECHNOLOGIES INC
New
Shares13.2K
Event2026-06-30
Filed2026-08-05
CI
THE CIGNA GROUP
New
Shares6.2K
Event2026-06-30
Filed2026-08-05
CRM
SALESFORCE INC
New
Shares10.4K
Event2026-06-30
Filed2026-08-05
FITB
FIFTH THIRD BANCORP
12.31%
Shares28.8K
Event2026-06-30
Filed2026-08-05
MRK
MERCK & CO INC
21.29%
Shares12.5K
Event2026-06-30
Filed2026-08-05
PFE
PFIZER INC
13.78%
Shares65.8K
Event2026-06-30
Filed2026-08-05
ORACLE CORP
ORACLE CORP
New
Shares10.4K
Event2026-06-30
Filed2026-08-05
OGE
OGE ENERGY CORP
17.40%
Shares29.1K
Event2026-06-30
Filed2026-08-05
MLPA
GLOBAL X FDS
16.78%
Shares26.5K
Event2026-06-30
Filed2026-08-05
T
AT&T INC
28.03%
Shares67.8K
Event2026-06-30
Filed2026-08-05
UPS
UNITED PARCEL SVCS INC
-0.41%
Shares12.1K
Event2026-06-30
Filed2026-08-05
ETFS GOLD TR
ETFS GOLD TR
45.76%
Shares33.4K
Event2026-06-30
Filed2026-08-05
WMT
WALMART INC
1.18%
Shares10.5K
Event2026-06-30
Filed2026-08-05
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares6.7K
Event2026-06-30
Filed2026-08-05
AEP
AMERICAN ELEC PWR CO INC
-34.90%
Shares8.1K
Event2026-06-30
Filed2026-08-05
EIX
EDISON INTL
29.83%
Shares14.4K
Event2026-06-30
Filed2026-08-05
TIDAL TRUST II
TIDAL TRUST II
New
Shares56.8K
Event2026-06-30
Filed2026-08-05
EXC
EXELON CORP
23.77%
Shares21.5K
Event2026-06-30
Filed2026-08-05
DTE
DTE ENERGY CO
17.32%
Shares6.4K
Event2026-06-30
Filed2026-08-05
PPL CORP
PPL CORP
28.42%
Shares26.4K
Event2026-06-30
Filed2026-08-05
FE
FIRSTENERGY CORP
22.30%
Shares20.0K
Event2026-06-30
Filed2026-08-05
GOOG
ALPHABET INC
73.80%
Shares2.4K
Event2026-06-30
Filed2026-08-05
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares3.4K
Event2026-06-30
Filed2026-08-05
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares3.4K
Event2026-06-30
Filed2026-08-05
ISHARES TR
ISHARES TR
-0.58%
Shares689
Event2026-06-30
Filed2026-08-05
CLOA
BLACKROCK ETF TRUST II
New
Shares9.9K
Event2026-06-30
Filed2026-08-05
BUFR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares11.7K
Event2026-06-30
Filed2026-08-05
VISA INC
VISA INC
8.01%
Shares1.2K
Event2026-06-30
Filed2026-08-05
IXUS
ISHARES TR
67.70%
Shares4.0K
Event2026-06-30
Filed2026-08-05
MO
ALTRIA GROUP INC
1.12%
Shares5.0K
Event2026-06-30
Filed2026-08-05
RTX CORPORATION
RTX CORPORATION
0.86%
Shares1.9K
Event2026-06-30
Filed2026-08-05
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
3.27%
Shares853
Event2026-06-30
Filed2026-08-05
IJH
ISHARES TR
New
Shares4.3K
Event2026-06-30
Filed2026-08-05
IWF
ISHARES TR
New
Shares2.5K
Event2026-06-30
Filed2026-08-05
SCHF
SCHWAB STRATEGIC TR
-15.36%
Shares11.0K
Event2026-06-30
Filed2026-08-05
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
New
Shares406
Event2026-06-30
Filed2026-08-05
AMGN
AMGEN INC
0.37%
Shares816
Event2026-06-30
Filed2026-08-05
CIBR
FIRST TR EXCHANGE-TRADED FD
New
Shares3.2K
Event2026-06-30
Filed2026-08-05
TLT
ISHARES TR
New
Shares3.4K
Event2026-06-30
Filed2026-08-05
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
7.47%
Shares302
Event2026-06-30
Filed2026-08-05
VEA
VANGUARD TAX-MANAGED FDS
New
Shares3.9K
Event2026-06-30
Filed2026-08-05
SCHG
SCHWAB STRATEGIC TR
-35.61%
Shares8.0K
Event2026-06-30
Filed2026-08-05
PM
PHILIP MORRIS INTL INC
-90.87%
Shares1.5K
Event2026-06-30
Filed2026-08-05
IAUM
ISHARES GOLD TRUST MICRO
0.00%
Shares6.7K
Event2026-06-30
Filed2026-08-05
MGK
VANGUARD WORLD FD
400.66%
Shares3.0K
Event2026-06-30
Filed2026-08-05
VRIG
INVESCO ACTIVELY MANAGED EXC
New
Shares10.5K
Event2026-06-30
Filed2026-08-05
FPX
FIRST TR EXCHANGE-TRADED FD
New
Shares1.2K
Event2026-06-30
Filed2026-08-05
BBIB
J P MORGAN EXCHANGE TRADED F
New
Shares2.5K
Event2026-06-30
Filed2026-08-05
VCIT
VANGUARD SCOTTSDALE FDS
New
Shares2.8K
Event2026-06-30
Filed2026-08-05
WORLD GOLD TR
WORLD GOLD TR
0.00%
Shares2.8K
Event2026-06-30
Filed2026-08-05
IEMG
ISHARES INC
New
Shares2.6K
Event2026-06-30
Filed2026-08-05
GE
GE AEROSPACE
-79.06%
Shares585
Event2026-06-30
Filed2026-08-05
GLD
SPDR GOLD TR
4.96%
Shares593
Event2026-06-30
Filed2026-08-05
GOVT
ISHARES TR
New
Shares9.4K
Event2026-06-30
Filed2026-08-05
BIL
SPDR SERIES TRUST
New
Shares2.3K
Event2026-06-30
Filed2026-08-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
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