LFG Wealth Partners, LLC
CIK 2044171 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $213.3M
- Posisi
- 98
- Per tanggal
- 30 Juni 2026
#6.257 dari 9.443 berdasarkan nilai 13F · top 66.3%
Nilai portofolio QoQ: +28.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 40,39%
- Bobot 25 kepemilikan teratas
- 63,38%
- Posisi di atas 1%
- 31
- Jumlah posisi efektif
- 40,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 15,05% Perkiraan pembelian $54.796.508 · penjualan $28.525.521
- Posisi baru
- 28
- Meningkat
- 53
- Menurun
- 14
- Tertutup
- 19
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
29,9%
Communication Services
7,8%
Healthcare
6,7%
Retail
6,1%
Energy
5,5%
Financial Services
4,0%
Industrials
3,9%
Utilities
3,5%
Consumer Discretionary
3,1%
Financials
2,7%
Real Estate
2,7%
Materials
2,5%
Consumer Staples
2,1%
Telecommunication
1,8%
Communications
1,0%
Logistics & Transportation
0,6%
Lainnya/Tidak terpetakan
16,3%
Portofolio lengkap 98 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GOOGL Alphabet Inc. - Class A Common Stock | $12.706.048 | 5,96% | 35.554 | $4.734.470 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $11.678.094 | 5,48% | 58.364 | $888.778 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11.519.086 | 5,40% | 48.330 | $4.687.206 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $11.372.808 | 5,33% | 39.303 | $1.955.577 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $10.436.009 | 4,89% | 27.977 | $944.767 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $9.187.981 | 4,31% | 7.960 | $6.172.467 | Turun ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $5.762.371 | 2,70% | 12.066 | $2.207.515 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $4.723.378 | 2,21% | 11.230 | $1.141.976 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4.623.016 | 2,17% | 7.958 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $4.135.966 | 1,94% | 12.635 | $817.548 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $4.120.516 | 1,93% | 10.908 | $1.176.755 | Naik ×1 | ||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $3.874.088 | 1,82% | 62.728 | $759.483 | Naik ×2 | ||
| AGNC AGNC Investment Corp. - Common Stock | $3.860.888 | 1,81% | 354.210 | $859.490 | Naik ×2 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $3.613.413 | 1,69% | 195.003 | $657.465 | Naik ×2 | ||
| NVDY | $3.530.382 | 1,66% | 283.793 | Naik ×1 | |||
| HPE Hewlett Packard Enterprise Company Common Stock | $3.362.177 | 1,58% | 74.533 | Naik ×1 | |||
| LLY Eli Lilly and Company Common Stock | $3.175.156 | 1,49% | 2.647 | $1.088.551 | Naik ×2 | ||
| E ENI S.p.A. Common Stock | $3.141.517 | 1,47% | 67.040 | $-823.828 | Turun ×2 | ||
| NUE Nucor Corporation Common Stock | $3.138.252 | 1,47% | 14.089 | $1.241.100 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3.040.616 | 1,43% | 5.398 | $162.343 | Naik ×1 | ||
| EWY | $3.016.305 | 1,41% | 14.940 | $1.318.321 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $2.842.401 | 1,33% | 2.669 | $1.105.541 | Naik ×2 | ||
| PFFV | $2.823.624 | 1,32% | 128.172 | $608.906 | Naik ×2 | ||
| GEV GE Vernova Inc. Common Stock | $2.798.608 | 1,31% | 2.382 | $376.379 | Turun ×2 | ||
| TTE TotalEnergies SE Ordinary Shares | $2.690.464 | 1,26% | 34.600 | $-1.100.145 | Turun ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $2.656.542 | 1,25% | 2.627 | $1.063.906 | Naik ×2 | ||
| FBTC | $2.647.907 | 1,24% | 51.869 | $44.625 | Naik ×1 | ||
| VOO | $2.643.449 | 1,24% | 3.849 | $950.396 | Naik ×2 | ||
| PSCT Invesco S&P SmallCap Information Technology ETF | $2.543.811 | 1,19% | 27.527 | $858.168 | Turun ×1 | ||
| IJR | $2.536.770 | 1,19% | 17.105 | $757.991 | Naik ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $2.351.145 | 1,10% | 55.530 | $-93.734 | Naik ×1 | ||
| RIO Rio Tinto Plc Common Stock | $2.103.001 | 0,99% | 22.153 | $345.668 | Naik ×1 | ||
| AM Antero Midstream Corporation Common Stock | $2.066.556 | 0,97% | 90.838 | $265.650 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2.062.333 | 0,97% | 17.558 | Naik ×1 | |||
| EMR Emerson Electric Company Common Stock | $1.996.688 | 0,94% | 13.948 | $530.720 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1.978.805 | 0,93% | 7.864 | $477.474 | Naik ×2 | ||
| CCJ Cameco Corporation Common Stock | $1.952.750 | 0,92% | 19.171 | Naik ×1 | |||
| JXN Jackson Financial Inc. Class A Common Stock | $1.929.118 | 0,90% | 18.841 | $-346.737 | Turun ×1 | ||
| HCA HCA Healthcare, Inc. Common Stock | $1.878.525 | 0,88% | 4.818 | Naik ×1 | |||
| ENB Enbridge Inc Common Stock | $1.859.949 | 0,87% | 34.310 | $167.123 | Naik ×2 | ||
| RITM Rithm Capital Corp. Common Stock | $1.855.229 | 0,87% | 197.575 | $576.812 | Naik ×2 | ||
| GM General Motors Company Common Stock | $1.853.885 | 0,87% | 24.051 | $374.074 | Naik ×1 | ||
| VSS | $1.793.137 | 0,84% | 11.622 | $340.657 | Naik ×1 | ||
| A Agilent Technologies, Inc. Common Stock | $1.750.127 | 0,82% | 13.176 | Naik ×1 | |||
| CI The Cigna Group Common Stock | $1.695.340 | 0,79% | 6.150 | Naik ×1 | |||
| CRM Salesforce, Inc. Common Stock | $1.628.840 | 0,76% | 10.397 | Naik ×1 | |||
| FITB Fifth Third Bancorp - Common Stock | $1.622.636 | 0,76% | 28.785 | $431.922 | Naik ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1.602.544 | 0,75% | 12.471 | $365.719 | Naik ×2 | ||
| PFE Pfizer, Inc. Common Stock | $1.583.547 | 0,74% | 65.762 | $-39.366 | Naik ×2 | ||
| ORCL Oracle Corporation Common Stock | $1.522.692 | 0,71% | 10.390 | Naik ×1 | |||
| OGE OGE Energy Corp Common Stock | $1.416.078 | 0,66% | 29.101 | $227.287 | Naik ×2 | ||
| MLPA | $1.405.419 | 0,66% | 26.477 | $184.034 | Naik ×2 | ||
| T AT&T Inc. | $1.403.594 | 0,66% | 67.806 | $-131.681 | Naik ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $1.304.111 | 0,61% | 12.131 | $105.787 | Turun ×1 | ||
| SGOL | $1.278.705 | 0,60% | 33.448 | $254.781 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $1.189.322 | 0,56% | 10.501 | $-100.622 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $1.151.188 | 0,54% | 6.738 | Naik ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $1.109.134 | 0,52% | 8.107 | $-523.256 | Turun ×1 | ||
| EIX Edison International Common Stock | $1.073.834 | 0,50% | 14.424 | $260.822 | Naik ×1 | ||
| TSMY | $1.021.504 | 0,48% | 56.813 | Naik ×1 | |||
| EXC Exelon Corporation - Common Stock | $1.001.202 | 0,47% | 21.476 | $150.630 | Naik ×2 | ||
| DTE DTE Energy Company Common Stock | $978.557 | 0,46% | 6.422 | $178.087 | Naik ×2 | ||
| PPL PPL Corporation Common Stock | $960.580 | 0,45% | 26.426 | $174.528 | Naik ×2 | ||
| FE FirstEnergy Corp. Common Stock | $949.283 | 0,45% | 19.968 | $122.150 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $857.817 | 0,40% | 2.428 | $456.988 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 438516205) | $760.765 | 0,36% | 3.398 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 43849R105) | $751.184 | 0,35% | 3.398 | Naik ×1 | |||
| IVV | $515.773 | 0,24% | 689 | $63.139 | Turun ×1 | ||
| CLOA iShares AAA CLO Active ETF | $512.259 | 0,24% | 9.868 | Naik ×1 | |||
| BUFR | $428.278 | 0,20% | 11.724 | $32.359 | |||
| V Visa Inc. | $420.943 | 0,20% | 1.227 | $77.618 | Naik ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $386.039 | 0,18% | 4.045 | $177.023 | Naik ×1 | ||
| MO Altria Group, Inc. | $357.331 | 0,17% | 4.966 | $33.264 | Naik ×1 | ||
| RTX RTX Corporation Common Stock | $355.042 | 0,17% | 1.871 | $-2.749 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $354.643 | 0,17% | 853 | $131.167 | Naik ×1 | ||
| IJH | $329.796 | 0,15% | 4.277 | Naik ×1 | |||
| IWF | $314.924 | 0,15% | 2.536 | Naik ×1 | |||
| SCHF | $305.393 | 0,14% | 11.025 | $-17.001 | Turun ×1 | ||
| SPY SPY | $303.189 | 0,14% | 406 | Naik ×1 | |||
| AMGN Amgen Inc. - Common Stock | $295.498 | 0,14% | 816 | $9.444 | Naik ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $290.003 | 0,14% | 3.228 | Naik ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $290.003 | 0,14% | 3.356 | Naik ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $282.524 | 0,13% | 302 | $2.521 | Naik ×1 | ||
| VEA | $279.697 | 0,13% | 3.926 | Naik ×1 | |||
| SCHG | $272.130 | 0,13% | 8.042 | $-91.687 | Turun ×1 | ||
| PM Philip Morris International Inc Common Stock | $270.061 | 0,13% | 1.493 | $-2.433.823 | Turun ×2 | ||
| IAUM | $267.467 | 0,13% | 6.685 | $-44.723 | |||
| MGK | $264.972 | 0,12% | 3.014 | $43.683 | Naik ×1 | ||
| VRIG Invesco Variable Rate Investment Grade ETF | $262.269 | 0,12% | 10.461 | Naik ×1 | |||
| FPX | $247.423 | 0,12% | 1.200 | Naik ×1 | |||
| BBIB | $241.323 | 0,11% | 2.468 | Naik ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $229.455 | 0,11% | 2.776 | Naik ×1 | |||
| GLDM | $221.582 | 0,10% | 2.790 | $-37.023 | |||
| IEMG | $218.532 | 0,10% | 2.638 | Naik ×1 | |||
| GE GE Aerospace Common Stock | $218.472 | 0,10% | 585 | $-574.272 | Turun ×1 | ||
| GLD | $218.449 | 0,10% | 593 | $-24.665 | Naik ×1 | ||
| GOVT | $213.301 | 0,10% | 9.364 | Naik ×1 | |||
| BIL | $208.018 | 0,10% | 2.270 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| AMD | $4.623.016 | 7.958 | 2,17% |
| NVDY | $3.530.382 | 283.793 | 1,66% |
| HPE | $3.362.177 | 74.533 | 1,58% |
| CSCO | $2.062.333 | 17.558 | 0,97% |
| CCJ | $1.952.750 | 19.171 | 0,92% |
| HCA | $1.878.525 | 4.818 | 0,88% |
| A | $1.750.127 | 13.176 | 0,82% |
| CI | $1.695.340 | 6.150 | 0,79% |
| CRM | $1.628.840 | 10.397 | 0,76% |
| ORCL | $1.522.692 | 10.390 | 0,71% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $1.151.188 | 6.738 | 0,54% |
| TSMY | $1.021.504 | 56.813 | 0,48% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $760.765 | 3.398 | 0,36% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $751.184 | 3.398 | 0,35% |
| CLOA | $512.259 | 9.868 | 0,24% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| MU | Dipangkas | -966 | +$6.2M |
| GOOGL | Beli lebih banyak | +8K | +$4.7M |
| AMZN | Beli lebih banyak | +16K | +$4.7M |
| TSM | Beli lebih banyak | +2K | +$2.2M |
| AAPL | Beli lebih banyak | +2K | +$2.0M |
| EWY | Beli lebih banyak | +1K | +$1.3M |
| NUE | Beli lebih banyak | +3K | +$1.2M |
| AVGO | Beli lebih banyak | +1K | +$1.2M |
| TSLA | Beli lebih banyak | +2K | +$1.1M |
| CAT | Beli lebih banyak | +217 | +$1.1M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| JBBB | 30 Juni 2026 | 64.852 | $3.022.441 | Tidak lagi dilacak |
| IBIT | 31 Maret 2026 | 54.599 | $2.710.820 | |
| XOM | 30 Juni 2026 | 11.477 | $1.947.148 | 22,8% |
| LMT | 30 Juni 2026 | 3.020 | $1.824.973 | 18,5% |
| OKE | 30 Juni 2026 | 18.701 | $1.690.426 | 11,9% |
| VRP | 30 Juni 2026 | 63.050 | $1.511.940 | Tidak lagi dilacak |
| HON | 30 Juni 2026 | 6.588 | $1.489.138 | 0,8% |
| ING | 30 Juni 2026 | 55.880 | $1.455.683 | 11,8% |
| QCOM | 31 Maret 2026 | 8.492 | $1.452.622 | 25,6% |
| HMC | 31 Maret 2026 | 49.126 | $1.448.232 | 30,9% |
| DLTR | 30 Juni 2026 | 12.900 | $1.412.729 | 11,5% |
| NEM | 30 Juni 2026 | 13.028 | $1.410.329 | 33,5% |
| GDXY | 30 Juni 2026 | 94.095 | $1.315.453 | Tidak lagi dilacak |
| DB | 31 Maret 2026 | 33.666 | $1.298.152 | 28,6% |
| NVO | 30 Juni 2026 | 29.136 | $1.070.741 | -2,1% |
| COIN | 31 Maret 2026 | 4.135 | $935.044 | -13,1% |
| BABA | 30 Juni 2026 | 6.586 | $826.334 | 33,3% |
| PLTR | 31 Maret 2026 | 4.312 | $766.498 | 17,0% |
| BITO | 30 Juni 2026 | 71.693 | $667.458 | Tidak lagi dilacak |
| EETH | 31 Maret 2026 | 8.241 | $306.560 | Tidak lagi dilacak |
| HUM | 30 Juni 2026 | 1.326 | $229.915 | -3,8% |
| SCHB | 30 Juni 2026 | 9.087 | $228.084 | Tidak lagi dilacak |
| IVW | 30 Juni 2026 | 1.806 | $204.278 | Tidak lagi dilacak |
| CL | 30 Juni 2026 | 2.381 | $202.917 | 1,2% |
| DGRO | 30 Juni 2026 | 2.872 | $201.557 | Tidak lagi dilacak |
| USFR | 30 Juni 2026 | 3.984 | $200.545 | Tidak lagi dilacak |