0001398344-23-009814.txt : 20230515 0001398344-23-009814.hdr.sgml : 20230515 20230515145551 ACCESSION NUMBER: 0001398344-23-009814 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lumature Wealth Partners, LLC CENTRAL INDEX KEY: 0001843558 IRS NUMBER: 850937890 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20611 FILM NUMBER: 23921174 BUSINESS ADDRESS: STREET 1: 2325 LAKEVIEW PARKWAY STREET 2: STE. 175 CITY: ALPHARETTA STATE: GA ZIP: 30009 BUSINESS PHONE: 678-680-6500 MAIL ADDRESS: STREET 1: 2325 LAKEVIEW PARKWAY STREET 2: STE. 175 CITY: ALPHARETTA STATE: GA ZIP: 30009 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001843558 XXXXXXXX 03-31-2023 03-31-2023 false Lumature Wealth Partners, LLC

2325 LAKEVIEW PARKWAY STE. 175 ALPHARETTA GA 30009

13F HOLDINGS REPORT 028-20611 000309049 801-118746 N A. Ross Ramsey 678-680-6500 /s/ A. 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SIRIUS XM HOLDINGS INC COM 82968B103 99 25 SH SOLE 0 0 25 SMITH & WESSON BRANDS INC COM 831754106 308 25 SH SOLE 0 0 25 SMITH A O CORP COM 831865209 296100 4282 SH SOLE 0 0 4282 SMUCKER J M CO COM NEW 832696405 157 1 SH SOLE 0 0 1 SNAP INC CL A 83304A106 101 9 SH SOLE 0 0 9 SNAP ON INC COM 833034101 67895 275 SH SOLE 0 0 275 SOUTHERN CO COM 842587107 510926 7343 SH SOLE 0 0 7343 SPDR SER TR BLOOMBERG HIGH Y 78468R622 29331 316 SH SOLE 0 0 316 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 6840 118 SH SOLE 0 0 118 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 626423 4189 SH SOLE 0 0 4189 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 3072150 41121 SH SOLE 0 0 41121 SELECT SECTOR SPDR TR ENERGY 81369Y506 615924 7436 SH SOLE 0 0 7436 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 507745 15793 SH SOLE 0 0 15793 SPDR GOLD TR GOLD SHS 78463V107 919948 5021 SH SOLE 0 0 5021 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 821035 6342 SH SOLE 0 0 6342 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 453691 4484 SH SOLE 0 0 4484 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 140671 1744 SH SOLE 0 0 1744 SPDR S&P 500 ETF TR TR UNIT 78462F103 219024 535 SH SOLE 0 0 535 SPDR SER TR SSGA US SMAL ETF 78468R887 14928 142 SH SOLE 0 0 142 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4420214 29271 SH SOLE 0 0 29271 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 165908 2451 SH SOLE 0 0 2451 STANLEY BLACK & DECKER INC COM 854502101 187913 2332 SH SOLE 0 0 2332 STARBUCKS CORP COM 855244109 1212296 11642 SH SOLE 0 0 11642 STERIS PLC SHS USD G8473T100 339242 1774 SH SOLE 0 0 1774 STRYKER CORPORATION COM 863667101 84785 297 SH SOLE 0 0 297 SYNCHRONY FINANCIAL COM 87165B103 3548 122 SH SOLE 0 0 122 SYNOVUS FINL CORP COM NEW 87161C501 3296 107 SH SOLE 0 0 107 SYSCO CORP COM 871829107 251075 3251 SH SOLE 0 0 3251 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 24606 265 SH SOLE 0 0 265 TARGET CORP COM 87612E106 217472 1313 SH SOLE 0 0 1313 TE CONNECTIVITY LTD SHS H84989104 262 2 SH SOLE 0 0 2 TELADOC HEALTH INC COM 87918A105 5180 200 SH SOLE 0 0 200 TESLA INC COM 88160R101 3112 15 SH SOLE 0 0 15 THE CIGNA GROUP COM 125523100 4344 17 SH SOLE 0 0 17 THE TRADE DESK INC COM CL A 88339J105 60910 1000 SH SOLE 0 0 1000 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 126329 2513 SH SOLE 0 0 2513 TJX COS INC NEW COM 872540109 479596 6120 SH SOLE 0 0 6120 T-MOBILE US INC COM 872590104 1448 10 SH SOLE 0 0 10 TOYOTA MOTOR CORP ADS 892331307 28621 202 SH SOLE 0 0 202 TRACTOR SUPPLY CO COM 892356106 129507 551 SH SOLE 0 0 551 TRANE TECHNOLOGIES PLC SHS G8994E103 575156 3126 SH SOLE 0 0 3126 TRUIST FINL CORP COM 89832Q109 391647 11485 SH SOLE 0 0 11485 U HAUL HOLDING COMPANY COM 023586100 5965 100 SH SOLE 0 0 100 U HAUL HOLDING COMPANY COM SER N 023586506 46665 900 SH SOLE 0 0 900 UBER TECHNOLOGIES INC COM 90353T100 254 8 SH SOLE 0 0 8 ULTA BEAUTY INC COM 90384S303 44199 81 SH SOLE 0 0 81 UNION PAC CORP COM 907818108 119548 594 SH SOLE 0 0 594 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 23508 836 SH SOLE 0 0 836 UNITED PARCEL SERVICE INC CL B 911312106 960373 4951 SH SOLE 0 0 4951 UNITEDHEALTH GROUP INC COM 91324P102 582865 1233 SH SOLE 0 0 1233 UPBOUND GROUP INC COM 76009N100 61275 2500 SH SOLE 0 0 2500 V F CORP COM 918204108 141286 6167 SH SOLE 0 0 6167 VAIL RESORTS INC COM 91879Q109 23368 100 SH SOLE 0 0 100 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 91289 2021 SH SOLE 0 0 2021 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1212 30 SH SOLE 0 0 30 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 51280 1264 SH SOLE 0 0 1264 VANGUARD INDEX FDS GROWTH ETF 922908736 7073780 28359 SH SOLE 0 0 28359 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1908 8 SH SOLE 0 0 8 VANGUARD WORLD FDS INF TECH ETF 92204A702 149562 388 SH SOLE 0 0 388 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1364 17 SH SOLE 0 0 17 VANGUARD WORLD FDS MATERIALS ETF 92204A801 5690 32 SH SOLE 0 0 32 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2328953 11950 SH SOLE 0 0 11950 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2268454 16920 SH SOLE 0 0 16920 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 209012 2517 SH SOLE 0 0 2517 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 27879 583 SH SOLE 0 0 583 VANGUARD INDEX FDS SML CP GRW ETF 922908595 172912 799 SH SOLE 0 0 799 VANGUARD INDEX FDS SM CP VAL ETF 922908611 216866 1366 SH SOLE 0 0 1366 VANGUARD INDEX FDS TOTAL STK MKT 922908769 155116 760 SH SOLE 0 0 760 VANGUARD INDEX FDS VALUE ETF 922908744 6150352 44532 SH SOLE 0 0 44532 VERISK ANALYTICS INC COM 92345Y106 6907 36 SH SOLE 0 0 36 VERIZON COMMUNICATIONS INC COM 92343V104 462830 11901 SH SOLE 0 0 11901 VIATRIS INC COM 92556V106 1193 124 SH SOLE 0 0 124 VICTORY PORTFOLIOS II VCSHS US 500 ENH 92647N782 6766236 108600 SH SOLE 0 0 108600 VICTORY PORTFOLIOS II VCSHS US DISCVRY 92647N774 2082944 40157 SH SOLE 0 0 40157 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 6783075 111895 SH SOLE 0 0 111895 VISA INC COM CL A 92826C839 620466 2752 SH SOLE 0 0 2752 VULCAN MATLS CO COM 929160109 472819 2756 SH SOLE 0 0 2756 WABTEC COM 929740108 707 7 SH SOLE 0 0 7 WALGREENS BOOTS ALLIANCE INC COM 931427108 316684 9158 SH SOLE 0 0 9158 WALMART INC COM 931142103 1681515 11404 SH SOLE 0 0 11404 WATSCO INC COM 942622200 58860 185 SH SOLE 0 0 185 WEC ENERGY GROUP INC COM 92939U106 26352 278 SH SOLE 0 0 278 WELLS FARGO CO NEW COM 949746101 55285 1479 SH SOLE 0 0 1479 WEST PHARMACEUTICAL SVSC INC COM 955306105 260199 751 SH SOLE 0 0 751 WESTERN ASSET GBL HIGH INC F COM 95766B109 34800 5000 SH SOLE 0 0 5000 WESTROCK CO COM 96145D105 4449 146 SH SOLE 0 0 146 WISDOMTREE TR US LARGECAP DIVD 97717W307 49364 798 SH SOLE 0 0 798 WORKHORSE GROUP INC COM NEW 98138J206 80 60 SH SOLE 0 0 60 WP CAREY INC COM 92936U109 557640 7200 SH SOLE 0 0 7200 XCEL ENERGY INC COM 98389B100 27785 412 SH SOLE 0 0 412 DBX ETF TR XTRACK MSCI EAFE 233051200 248547 7061 SH SOLE 0 0 7061