0001951757-24-000104.txt : 20240123 0001951757-24-000104.hdr.sgml : 20240123 20240123115602 ACCESSION NUMBER: 0001951757-24-000104 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LMG Wealth Partners, LLC CENTRAL INDEX KEY: 0001965772 ORGANIZATION NAME: IRS NUMBER: 881106524 STATE OF INCORPORATION: LA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22998 FILM NUMBER: 24551434 BUSINESS ADDRESS: STREET 1: 9335 ELLERBE ROAD CITY: SHREVEPORT STATE: LA ZIP: 71106 BUSINESS PHONE: (318) 506-8637 MAIL ADDRESS: STREET 1: 9335 ELLERBE ROAD CITY: SHREVEPORT STATE: LA ZIP: 71106 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001965772 XXXXXXXX 12-31-2023 12-31-2023 LMG Wealth Partners, LLC

9335 ELLERBE ROAD SHREVEPORT LA 71106

13F HOLDINGS REPORT 028-22998 N Vickie Chrisman (318) 506-8635 Vickie Chrisman Shreveport LA 01-23-2024 0 107 360164746 false INFORMATION TABLE 2 F_13F_LMG_Q42023.xml VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 365415 6509 SH SOLE 0 0 6509 PIMCO ETF TR BROAD US TIPS 72201R403 374654 7026 SH SOLE 0 0 7026 ALPHABET INC CAP STK CL A 02079K305 207859 1488 SH SOLE 0 0 1488 ALPHABET INC CAP STK CL C 02079K107 1994019 14149 SH SOLE 0 0 14149 GREEN DOT CORP CL A 39304D102 2454398 247919 SH SOLE 0 0 247919 UNITED PARCEL SERVICE INC CL B 911312106 500778 3185 SH SOLE 0 0 3185 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1760117 4935 SH SOLE 0 0 4935 APPLE INC COM 037833100 14551225 75579 SH SOLE 0 0 75579 MICROSOFT CORP COM 594918104 12070884 32100 SH SOLE 0 0 32100 CARDINAL HEALTH INC COM 14149Y108 11138803 110504 SH SOLE 0 0 110504 PRUDENTIAL FINL INC COM 744320102 10710028 103269 SH SOLE 0 0 103269 WALMART INC COM 931142103 10477734 66462 SH SOLE 0 0 66462 CHEVRON CORP NEW COM 166764100 8595196 57624 SH SOLE 0 0 57624 PEPSICO INC COM 713448108 7205972 42428 SH SOLE 0 0 42428 LOWES COS INC COM 548661107 6546308 29415 SH SOLE 0 0 29415 EXXON MOBIL CORP COM 30231G102 6063487 60647 SH SOLE 0 0 60647 AMAZON COM INC COM 023135106 6043869 39778 SH SOLE 0 0 39778 AFLAC INC COM 001055102 5919458 71751 SH SOLE 0 0 71751 RTX CORPORATION COM 75513E101 5879178 69874 SH SOLE 0 0 69874 EMERSON ELEC CO COM 291011104 5813326 59728 SH SOLE 0 0 59728 FEDEX CORP COM 31428X106 5163118 20410 SH SOLE 0 0 20410 MCDONALDS CORP COM 580135101 5126361 17289 SH SOLE 0 0 17289 AUTOMATIC DATA PROCESSING IN COM 053015103 5002798 21474 SH SOLE 0 0 21474 SYSCO CORP COM 871829107 4379756 59890 SH SOLE 0 0 59890 RAYMOND JAMES FINL INC COM 754730109 4346604 38983 SH SOLE 0 0 38983 WHIRLPOOL CORP COM 963320106 2906650 23870 SH SOLE 0 0 23870 ABBVIE INC COM 00287Y109 2776133 17914 SH SOLE 0 0 17914 CATERPILLAR INC COM 149123101 2672265 9038 SH SOLE 0 0 9038 FRANKLIN RESOURCES INC COM 354613101 2485946 83449 SH SOLE 0 0 83449 JOHNSON & JOHNSON COM 478160104 2468812 15751 SH SOLE 0 0 15751 PROCTER AND GAMBLE CO COM 742718109 2434616 16614 SH SOLE 0 0 16614 MERCK & CO INC COM 58933Y105 2251699 20654 SH SOLE 0 0 20654 JPMORGAN CHASE & CO COM 46625H100 2240727 13173 SH SOLE 0 0 13173 DISNEY WALT CO COM 254687106 2113508 23408 SH SOLE 0 0 23408 VERIZON COMMUNICATIONS INC COM 92343V104 2060066 54644 SH SOLE 0 0 54644 BRISTOL-MYERS SQUIBB CO COM 110122108 2001039 38999 SH SOLE 0 0 38999 COCA COLA CO COM 191216100 1865842 31662 SH SOLE 0 0 31662 AT&T INC COM 00206R102 1846179 110023 SH SOLE 0 0 110023 INTEL CORP COM 458140100 1828045 36379 SH SOLE 0 0 36379 CISCO SYS INC COM 17275R102 1539698 30477 SH SOLE 0 0 30477 PACKAGING CORP AMER COM 695156109 1463095 8981 SH SOLE 0 0 8981 ALLIANT ENERGY CORP COM 018802108 1351550 26346 SH SOLE 0 0 26346 WASTE MGMT INC DEL COM 94106L109 1331608 7435 SH SOLE 0 0 7435 SOUTHERN CO COM 842587107 1156980 16500 SH SOLE 0 0 16500 PAYCHEX INC COM 704326107 1104269 9271 SH SOLE 0 0 9271 BLACKSTONE INC COM 09260D107 1063725 8125 SH SOLE 0 0 8125 PFIZER INC COM 717081103 1037649 36042 SH SOLE 0 0 36042 CONSOLIDATED EDISON INC COM 209115104 956731 10517 SH SOLE 0 0 10517 ENTERGY CORP NEW COM 29364G103 896037 8855 SH SOLE 0 0 8855 BANK AMERICA CORP COM 060505104 706632 20987 SH SOLE 0 0 20987 HOME DEPOT INC COM 437076102 596759 1722 SH SOLE 0 0 1722 INTERNATIONAL BUSINESS MACHS COM 459200101 562448 3439 SH SOLE 0 0 3439 WELLS FARGO CO NEW COM 949746101 513020 10423 SH SOLE 0 0 10423 MARATHON PETE CORP COM 56585A102 456652 3078 SH SOLE 0 0 3078 DOW INC COM 260557103 422749 7709 SH SOLE 0 0 7709 COMMERCE BANCSHARES INC COM 200525103 349408 6542 SH SOLE 0 0 6542 MCKESSON CORP COM 58155Q103 318993 689 SH SOLE 0 0 689 BOEING CO COM 097023105 298977 1147 SH SOLE 0 0 1147 NVIDIA CORPORATION COM 67066G104 287228 580 SH SOLE 0 0 580 CSX CORP COM 126408103 263943 7613 SH SOLE 0 0 7613 AUTOZONE INC COM 053332102 258561 100 SH SOLE 0 0 100 TEXAS INSTRS INC COM 882508104 246656 1447 SH SOLE 0 0 1447 AMERICAN ELEC PWR CO INC COM 025537101 243660 3000 SH SOLE 0 0 3000 FORD MTR CO DEL COM 345370860 240984 19769 SH SOLE 0 0 19769 ABBOTT LABS COM 002824100 229056 2081 SH SOLE 0 0 2081 GENERAL DYNAMICS CORP COM 369550108 223316 860 SH SOLE 0 0 860 PATTERSON COS INC COM 703395103 204243 7179 SH SOLE 0 0 7179 PHILLIPS 66 COM 718546104 201175 1511 SH SOLE 0 0 1511 REPUBLIC SVCS INC COM 760759100 200695 1217 SH SOLE 0 0 1217 VERTEX ENERGY INC COM 92534K107 61095 18022 SH SOLE 0 0 18022 LUMEN TECHNOLOGIES INC COM 550241103 52071 28454 SH SOLE 0 0 28454 CHUBB LIMITED COM H1467J104 411998 1823 SH SOLE 0 0 1823 MAGNA INTL INC COM 559222401 284707 4819 SH SOLE 0 0 4819 CANADIAN PACIFIC KANSAS CITY COM 13646K108 265721 3361 SH SOLE 0 0 3361 AIRBNB INC COM CL A 009066101 2582984 18973 SH SOLE 0 0 18973 US BANCORP DEL COM NEW 902973304 4654807 107551 SH SOLE 0 0 107551 DELTA AIR LINES INC DEL COM NEW 247361702 3139831 78047 SH SOLE 0 0 78047 DUKE ENERGY CORP NEW COM NEW 26441C204 1066858 10994 SH SOLE 0 0 10994 SYLVAMO CORP COMMON STOCK 871332102 303549 6181 SH SOLE 0 0 6181 ORGANON & CO COMMON STOCK 68622V106 211152 14643 SH SOLE 0 0 14643 ISHARES TR CORE S&P SCP ETF 464287804 245728 2270 SH SOLE 0 0 2270 ISHARES TR CORE US AGGBD ET 464287226 9486315 95580 SH SOLE 0 0 95580 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 443210 2601 SH SOLE 0 0 2601 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2138587 23180 SH SOLE 0 0 23180 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2930389 71299 SH SOLE 0 0 71299 FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL 35473P108 5588778 181808 SH SOLE 0 0 181808 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 311772 2150 SH SOLE 0 0 2150 ISHARES INC MSCI EMERG MRKT 464286533 4423685 79577 SH SOLE 0 0 79577 ISHARES TR MSCI EMG MKT ETF 464287234 323690 8050 SH SOLE 0 0 8050 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5703638 64550 SH SOLE 0 0 64550 ISHARES TR RUS 2000 GRW ETF 464287648 11366547 45066 SH SOLE 0 0 45066 ISHARES TR RUS 2000 VAL ETF 464287630 371549 2392 SH SOLE 0 0 2392 ISHARES TR RUS MD CP GR ETF 464287481 11013740 105435 SH SOLE 0 0 105435 PROSHARES TR S&P 500 DV ARIST 74348A467 6832314 71768 SH SOLE 0 0 71768 ISHARES TR S&P 500 GRWT ETF 464287309 27433880 365298 SH SOLE 0 0 365298 ISHARES TR S&P 500 VAL ETF 464287408 7819833 44970 SH SOLE 0 0 44970 ISHARES TR S&P MC 400VL ETF 464287705 6553309 57465 SH SOLE 0 0 57465 PROSHARES TR S&P MDCP 400 DIV 74347B680 5979402 81275 SH SOLE 0 0 81275 ISHARES TR SELECT DIVID ETF 464287168 4486596 38275 SH SOLE 0 0 38275 EATON CORP PLC SHS G29183103 2222528 9229 SH SOLE 0 0 9229 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1058906 11137 SH SOLE 0 0 11137 VANGUARD INDEX FDS SM CP VAL ETF 922908611 16139350 89678 SH SOLE 0 0 89678 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 7957773 73957 SH SOLE 0 0 73957 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4313366 87377 SH SOLE 0 0 87377 SPDR S&P 500 ETF TR TR UNIT 78462F103 7864004 16545 SH SOLE 0 0 16545 INVESCO QQQ TR UNIT SER 1 46090E103 202303 494 SH SOLE 0 0 494 VANGUARD INDEX FDS VALUE ETF 922908744 549412 3675 SH SOLE 0 0 3675