0001965772-23-000001.txt : 20230214
0001965772-23-000001.hdr.sgml : 20230214
20230214101019
ACCESSION NUMBER: 0001965772-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230214
DATE AS OF CHANGE: 20230214
EFFECTIVENESS DATE: 20230214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LMG Wealth Partners, LLC
CENTRAL INDEX KEY: 0001965772
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: 23623876
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
12-31-2022
12-31-2022
LMG Wealth Partners, LLC
9335 ELLERBE ROAD
SHREVEPORT
LA
71106
13F HOLDINGS REPORT
028-22998
N
Vickie L Chrisman
Chief Compliance Officer
318-506-8637
Vickie L Chrisman
Shreveport
LA
02-14-2023
0
107
302457546
false
INFORMATION TABLE
2
13F_LMG_Q42022.xml
PRECIGEN INCORPORATED
Common
74017N105
54367
26013
SH
SOLE
0
0
26013
VERTEX ENERGY INCORPORATED
Common
92534K107
129038
18022
SH
SOLE
0
0
18022
LUMEN TECHNOLOGIES INCORPORATED
Common
550241103
160780
28762
SH
SOLE
0
0
28762
PATTERSON COMPANIES INCORPORATED
Common
703395103
205603
7199
SH
SOLE
0
0
7199
GENERAL DYNAMICS CORPORATION
Common
369550108
210033
871
SH
SOLE
0
0
871
SOUTHERN COMPANY
Common
842587107
233827
3338
SH
SOLE
0
0
3338
AUTOZONE INCORPORATED
Common
053332102
235588
100
SH
SOLE
0
0
100
ABBOTT LABS
Common
002824100
235965
2081
SH
SOLE
0
0
2081
US BANCORP DEL COM NEW
Common
902973304
241422
5089
SH
SOLE
0
0
5089
ENERGY TRANSFER L P COM UT LTD PTN
Master Limited Partnership
29273V100
241824
19162
SH
SOLE
0
0
19162
BOEING COMPANY
Common
097023105
242487
1147
SH
SOLE
0
0
1147
SYLVAMO CORPORATION COMMON STOCK
Common
871332102
246793
5188
SH
SOLE
0
0
5188
FORD MTR COMPANY DEL
Common
345370860
253311
19993
SH
SOLE
0
0
19993
TEXAS INSTRS INCORPORATED
Common
882508104
253804
1447
SH
SOLE
0
0
1447
CSX CORPORATION
Common
126408103
256725
7875
SH
SOLE
0
0
7875
MCKESSON CORPORATION
Common
58155Q103
264211
689
SH
SOLE
0
0
689
CANADIAN PAC RY LIMITED
Ordinary Shares
13645T100
268637
3350
SH
SOLE
0
0
3350
NEXTERA ENERGY INCORPORATED
Common
65339F101
275997
3219
SH
SOLE
0
0
3219
AMERICAN ELEC PWR COMPANY INCORPORATED
Common
025537101
300232
3165
SH
SOLE
0
0
3165
FRANKLIN RESOURCES INCORPORATED
Common
354613101
307240
10317
SH
SOLE
0
0
10317
ISHARES TR MSCI EMG MKT ETF
Exchange Traded Funds
464287234
330614
8050
SH
SOLE
0
0
8050
MAGNA INTERNATIONAL INCORPORATED
Ordinary Shares
559222401
333373
5117
SH
SOLE
0
0
5117
VANGUARD MID-CAP VALUE ETF
Exchange Traded Funds
922908512
348170
2450
SH
SOLE
0
0
2450
ISHARES TR RUS 2000 VAL ETF
Exchange Traded Funds
464287630
354016
2392
SH
SOLE
0
0
2392
MARATHON PETE CORPORATION
Common
56585A102
357151
2933
SH
SOLE
0
0
2933
VANGUARD FTSE ALL-WORLD EX-US ETF
Exchange Traded Funds
922042775
375530
6962
SH
SOLE
0
0
6962
WELLS FARGO COMPANY NEW
Common
949746101
389668
8832
SH
SOLE
0
0
8832
BRITISH AMERN TOB PLC SPONSORED ADR
American Dep. Receipt
110448107
396975
10303
SH
SOLE
0
0
10303
DOW INCORPORATED
Common
260557103
444735
7748
SH
SOLE
0
0
7748
JPMORGAN ULTRA-SHORT INCOME ETF
Exchange Traded Funds
46641Q837
449296
8943
SH
SOLE
0
0
8943
VANGUARD VALUE ETF
Exchange Traded Funds
922908744
452399
3148
SH
SOLE
0
0
3148
UNITED PARCEL SERVICE INCORPORATED CLASS B
Common
911312106
461283
2577
SH
SOLE
0
0
2577
VANGUARD DIVIDEND APPRECIATION ETF
Exchange Traded Funds
921908844
481486
3092
SH
SOLE
0
0
3092
AIRBNB INCORPORATED COM CLASS A
Common
009066101
484779
4787
SH
SOLE
0
0
4787
HOME DEPOT INCORPORATED
Common
437076102
556473
1699
SH
SOLE
0
0
1699
QUALCOMM INCORPORATED
Common
747525103
579028
4814
SH
SOLE
0
0
4814
CONSOLIDATED EDISON INCORPORATED
Common
209115104
584208
6118
SH
SOLE
0
0
6118
WESTERN DIGITAL CORPORATION.
Common
958102105
584730
15668
SH
SOLE
0
0
15668
LYONDELLBASELL INDUSTRIES N V SHS - A -
Ordinary Shares
N53745100
685276
7482
SH
SOLE
0
0
7482
BANK AMERICA CORPORATION
Common
060505104
716566
20758
SH
SOLE
0
0
20758
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
Exchange Traded Funds
74347B680
726610
9839
SH
SOLE
0
0
9839
PAYCHEX INCORPORATED
Common
704326107
795190
6715
SH
SOLE
0
0
6715
ORGANON & COMPANY COMMON STOCK
Common
68622V106
795359
24793
SH
SOLE
0
0
24793
WASTE MGMT INCORPORATED DEL
Common
94106L109
805966
5221
SH
SOLE
0
0
5221
INTEL CORPORATION
Common
458140100
808346
27309
SH
SOLE
0
0
27309
PACKAGING CORPORATION AMER
Common
695156109
854801
6403
SH
SOLE
0
0
6403
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Exchange Traded Funds
72201R833
897911
9057
SH
SOLE
0
0
9057
ENTERGY CORPORATION NEW
Common
29364G103
946688
8855
SH
SOLE
0
0
8855
AT&T INCORPORATED
Common
00206R102
975817
50482
SH
SOLE
0
0
50482
ALLIANT ENERGY CORPORATION
Common
018802108
1039800
18878
SH
SOLE
0
0
18878
ALPHABET INCORPORATED CAP STK CLASS C
Common
02079K107
1064909
11555
SH
SOLE
0
0
11555
INTERNATIONAL BUSINESS MACHINES
Common
459200101
1069179
7364
SH
SOLE
0
0
7364
CISCO SYSTEMS INCORPORATED
Common
17275R102
1150314
23925
SH
SOLE
0
0
23925
DUKE ENERGY CORPORATION NEW COM NEW
Common
26441C204
1151527
11049
SH
SOLE
0
0
11049
DISNEY WALT COMPANY
Common
254687106
1306223
13074
SH
SOLE
0
0
13074
EATON CORPORATION PLC SHS
Ordinary Shares
G29183103
1348490
8303
SH
SOLE
0
0
8303
PFIZER INCORPORATED
Common
717081103
1365304
29629
SH
SOLE
0
0
29629
VERIZON COMMUNICATIONS INCORPORATED
Common
92343V104
1442904
35322
SH
SOLE
0
0
35322
ABBVIE INCORPORATED
Common
00287Y109
1452343
9503
SH
SOLE
0
0
9503
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Common
084670702
1510383
4797
SH
SOLE
0
0
4797
COCA COLA COMPANY
Common
191216100
1748258
28344
SH
SOLE
0
0
28344
JPMORGAN CHASE & COMPANY
Common
46625H100
1913331
13589
SH
SOLE
0
0
13589
CATERPILLAR INCORPORATED
Common
149123101
2091338
8161
SH
SOLE
0
0
8161
PROCTER AND GAMBLE COMPANY
Common
742718109
2227565
14807
SH
SOLE
0
0
14807
JOHNSON & JOHNSON
Common
478160104
2252400
13068
SH
SOLE
0
0
13068
VANGUARD FTSE EMERGING MARKETS ETF
Exchange Traded Funds
922042858
2324171
55443
SH
SOLE
0
0
55443
BLACK STONE MINERALS L P COM UNIT
Master Limited Partnership
09225M101
2453607
144245
SH
SOLE
0
0
144245
DELTA AIR LINES INCORPORATED DEL COM NEW
Common
247361702
2454570
64155
SH
SOLE
0
0
64155
MERCK & COMPANY INCORPORATED
Common
58933Y105
2475074
22409
SH
SOLE
0
0
22409
BRISTOL-MYERS SQUIBB COMPANY
Common
110122108
2486669
34389
SH
SOLE
0
0
34389
MEDTRONIC PLC SHS
Ordinary Shares
G5960L103
2506438
31194
SH
SOLE
0
0
31194
RAYMOND JAMES FINL INCORPORATED
Common
754730109
2519693
21534
SH
SOLE
0
0
21534
INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF
Exchange Traded Funds
46138E784
2522349
128038
SH
SOLE
0
0
128038
WHIRLPOOL CORPORATION
Common
963320106
2848921
18392
SH
SOLE
0
0
18392
FEDEX CORPORATION
Common
31428X106
3508813
18651
SH
SOLE
0
0
18651
AMAZON COM INCORPORATED
Common
023135106
3692738
38446
SH
SOLE
0
0
38446
MCDONALDS CORPORATION
Common
580135101
3733104
13619
SH
SOLE
0
0
13619
SYSCO CORPORATION
Common
871829107
4064105
50884
SH
SOLE
0
0
50884
PIMCO BROAD U.S. TIPS INDEX FUND
Exchange Traded Funds
72201R403
4417088
80853
SH
SOLE
0
0
80853
3M COMPANY
Common
88579Y101
4473791
35338
SH
SOLE
0
0
35338
ISHARES TR SELECT DIVID ETF
Exchange Traded Funds
464287168
4621477
37189
SH
SOLE
0
0
37189
GREEN DOT CORPORATION CLASS A
Common
39304D102
4802572
275219
SH
SOLE
0
0
275219
COMMERCE BANCSHARES INCORPORATED
Common
200525103
4822452
69840
SH
SOLE
0
0
69840
ISHARES INCORPORATED MSCI EMERG MRKT
Exchange Traded Funds
464286533
4958302
90513
SH
SOLE
0
0
90513
AUTOMATIC DATA PROCESSING INCORPORATED
Common
053015103
4991559
21081
SH
SOLE
0
0
21081
EMERSON ELEC COMPANY
Common
291011104
5024952
55074
SH
SOLE
0
0
55074
AFLAC INCORPORATED
Common
001055102
5158452
71210
SH
SOLE
0
0
71210
VANGUARD REAL ESTATE ETF
Exchange Traded Funds
922908553
5299345
59927
SH
SOLE
0
0
59927
RAYTHEON TECHNOLOGIES CORPORATION
Common
75513E101
5708888
57999
SH
SOLE
0
0
57999
ISHARES TR S&P MC 400VL ETF
Exchange Traded Funds
464287705
6099416
56221
SH
SOLE
0
0
56221
LOWES COMPANIES INCORPORATED
Common
548661107
6227353
29722
SH
SOLE
0
0
29722
MICROSOFT CORPORATION
Common
594918104
6334905
26357
SH
SOLE
0
0
26357
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Exchange Traded Funds
74348A467
6559158
70521
SH
SOLE
0
0
70521
SPDR S&P 500 ETF
Exchange Traded Funds
78462F103
6570763
16519
SH
SOLE
0
0
16519
ISHARES TR S&P 500 VAL ETF
Exchange Traded Funds
464287408
6587690
43164
SH
SOLE
0
0
43164
VANGUARD S&P SMALL-CAP 600 GROWTH ETF
Exchange Traded Funds
921932794
6814702
34672
SH
SOLE
0
0
34672
PEPSICO INCORPORATED
Common
713448108
6859298
38960
SH
SOLE
0
0
38960
EXXON MOBIL CORPORATION
Common
30231G102
7094940
62826
SH
SOLE
0
0
62826
WALMART INCORPORATED
Common
931142103
9285419
64299
SH
SOLE
0
0
64299
ISHARES TR RUS MD CP GR ETF
Exchange Traded Funds
464287481
9598088
108674
SH
SOLE
0
0
108674
PRUDENTIAL FINL INCORPORATED
Common
744320102
9636563
95336
SH
SOLE
0
0
95336
CHEVRON CORPORATION NEW
Common
166764100
9748445
54011
SH
SOLE
0
0
54011
CARDINAL HEALTH INCORPORATED
Common
14149Y108
9861925
129049
SH
SOLE
0
0
129049
ISHARES TR RUS 2000 GRW ETF
Exchange Traded Funds
464287648
10050492
43603
SH
SOLE
0
0
43603
APPLE INCORPORATED
Common
037833100
10421568
76663
SH
SOLE
0
0
76663
VANGUARD SMALL-CAP VALUE ETF
Exchange Traded Funds
922908611
15982031
94939
SH
SOLE
0
0
94939
ISHARES TR S&P 500 GRWT ETF
Exchange Traded Funds
464287309
21131064
351131
SH
SOLE
0
0
351131