LFG Wealth Partners, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, LFG Wealth Partners, LLC opened 17 positions, added to 76, reduced 27 and sold out of 13.
- Q2 2026: Stock GOOGL; Country of operation United States; Class CAP STK CL A; Shares before 27,721.
- Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 32,803.
- Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 37,106.
- Q2 2026: Stock NUE; Country of operation United States; Class COM; Shares before 11,219.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2044171), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 27,721 | 35,554 | +7,833 | $7,971,578 | $12,706,048 | +$4,734,470 | 2026-08-05 |
|---|
| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 32,803 | 48,330 | +15,527 | $6,831,880 | $11,519,086 | +$4,687,206 | 2026-08-05 |
|---|
| Q2 2026 | AAPL
APPLE INC | United States | COM | 37,106 | 39,303 | +2,197 | $9,417,231 | $11,372,808 | +$1,955,577 | 2026-08-05 |
|---|
| Q2 2026 | NUE
NUCOR CORP | United States | COM | 11,219 | 14,089 | +2,870 | $1,897,152 | $3,138,252 | +$1,241,100 | 2026-08-05 |
|---|
| Q2 2026 | AVGO
BROADCOM INC | United States | COM | 9,511 | 10,908 | +1,397 | $2,943,761 | $4,120,516 | +$1,176,755 | 2026-08-05 |
|---|
| Q2 2026 | TSLA
TESLA INC | United States | COM | 9,634 | 11,230 | +1,596 | $3,581,402 | $4,723,378 | +$1,141,976 | 2026-08-05 |
|---|
| Q2 2026 | CAT
CATERPILLAR INC | United States | COM | 2,452 | 2,669 | +217 | $1,736,860 | $2,842,401 | +$1,105,541 | 2026-08-05 |
|---|
| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 2,269 | 2,647 | +378 | $2,086,605 | $3,175,156 | +$1,088,551 | 2026-08-05 |
|---|
| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 1,883 | 2,627 | +744 | $1,592,636 | $2,656,542 | +$1,063,906 | 2026-08-05 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 25,640 | 27,977 | +2,337 | $9,491,242 | $10,436,009 | +$944,767 | 2026-08-05 |
|---|
| Q2 2026 | AGNC
AGNC INVT CORP | United States | COM | 299,242 | 354,210 | +54,968 | $3,001,398 | $3,860,888 | +$859,490 | 2026-08-05 |
|---|
| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 11,281 | 12,635 | +1,354 | $3,318,418 | $4,135,966 | +$817,548 | 2026-08-05 |
|---|
| Q2 2026 | ARCC
ARES CAPITAL CORP | United States | COM | 164,037 | 195,003 | +30,966 | $2,955,948 | $3,613,413 | +$657,465 | 2026-08-05 |
|---|
| Q2 2026 | RITM
RITHM CAPITAL CORP | United States | COM NEW | 134,854 | 197,575 | +62,721 | $1,278,417 | $1,855,229 | +$576,812 | 2026-08-05 |
|---|
| Q2 2026 | EMR
EMERSON ELEC CO | United States | COM | 11,189 | 13,948 | +2,759 | $1,465,968 | $1,996,688 | +$530,720 | 2026-08-05 |
|---|
| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 6,903 | 7,864 | +961 | $1,501,331 | $1,978,805 | +$477,474 | 2026-08-05 |
|---|
| Q2 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 1,397 | 2,428 | +1,031 | $400,829 | $857,817 | +$456,988 | 2026-08-05 |
|---|
| Q2 2026 | FITB
FIFTH THIRD BANCORP | United States | COM | 25,629 | 28,785 | +3,156 | $1,190,714 | $1,622,636 | +$431,922 | 2026-08-05 |
|---|
| Q2 2026 | GM
GENERAL MTRS CO | United States | COM | 19,863 | 24,051 | +4,188 | $1,479,811 | $1,853,885 | +$374,074 | 2026-08-05 |
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| Q2 2026 | MRK
MERCK & CO INC | United States | COM | 10,282 | 12,471 | +2,189 | $1,236,825 | $1,602,544 | +$365,719 | 2026-08-05 |
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| Q2 2026 | AM
ANTERO MIDSTREAM CORP | United States | COM | 78,987 | 90,838 | +11,851 | $1,800,906 | $2,066,556 | +$265,650 | 2026-08-05 |
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| Q2 2026 | EIX
EDISON INTL | United States | COM | 11,110 | 14,424 | +3,314 | $813,012 | $1,073,834 | +$260,822 | 2026-08-05 |
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| Q2 2026 | SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 22,948 | 33,448 | +10,500 | $1,023,924 | $1,278,705 | +$254,781 | 2026-08-05 |
|---|
| Q2 2026 | OGE
OGE ENERGY CORP | United States | COM | 24,787 | 29,101 | +4,314 | $1,188,791 | $1,416,078 | +$227,287 | 2026-08-05 |
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| Q2 2026 | DTE
DTE ENERGY CO | United States | COM | 5,474 | 6,422 | +948 | $800,470 | $978,557 | +$178,087 | 2026-08-05 |
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| Q2 2026 | PPL
PPL CORP | United States | COM | 20,577 | 26,426 | +5,849 | $786,052 | $960,580 | +$174,528 | 2026-08-05 |
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| Q2 2026 | ENB
ENBRIDGE INC | | COM | 31,268 | 34,310 | +3,042 | $1,692,826 | $1,859,949 | +$167,123 | 2026-08-05 |
|---|
| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 5,031 | 5,398 | +367 | $2,878,273 | $3,040,616 | +$162,343 | 2026-08-05 |
|---|
| Q2 2026 | EXC
EXELON CORP | United States | COM | 17,352 | 21,476 | +4,124 | $850,572 | $1,001,202 | +$150,630 | 2026-08-05 |
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| Q2 2026 | T
AT&T INC | United States | COM | 52,959 | 67,806 | +14,847 | $1,535,275 | $1,403,594 | -$131,681 | 2026-08-05 |
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| Q2 2026 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 826 | 853 | +27 | $223,476 | $354,643 | +$131,167 | 2026-08-05 |
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| Q2 2026 | FE
FIRSTENERGY CORP | United States | COM | 16,327 | 19,968 | +3,641 | $827,133 | $949,283 | +$122,150 | 2026-08-05 |
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| Q2 2026 | WMT
WALMART INC | United States | COM | 10,379 | 10,501 | +122 | $1,289,944 | $1,189,322 | -$100,622 | 2026-08-05 |
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| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 48,703 | 55,530 | +6,827 | $2,444,879 | $2,351,145 | -$93,734 | 2026-08-05 |
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| Q2 2026 | V
VISA INC | United States | COM CL A | 1,136 | 1,227 | +91 | $343,325 | $420,943 | +$77,618 | 2026-08-05 |
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| Q2 2026 | FBTC
FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 44,101 | 51,869 | +7,768 | $2,603,282 | $2,647,907 | +$44,625 | 2026-08-05 |
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| Q2 2026 | PFE
PFIZER INC | United States | COM | 57,796 | 65,762 | +7,966 | $1,622,913 | $1,583,547 | -$39,366 | 2026-08-05 |
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| Q2 2026 | MO
ALTRIA GROUP INC | United States | COM | 4,911 | 4,966 | +55 | $324,067 | $357,331 | +$33,264 | 2026-08-05 |
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| Q2 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 565 | 593 | +28 | $243,114 | $218,449 | -$24,665 | 2026-08-05 |
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| Q2 2026 | AMGN
AMGEN INC | United States | COM | 813 | 816 | +3 | $286,054 | $295,498 | +$9,444 | 2026-08-05 |
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| Q2 2026 | RTX
RTX CORPORATION | United States | COM | 1,855 | 1,871 | +16 | $357,791 | $355,042 | -$2,749 | 2026-08-05 |
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| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 281 | 302 | +21 | $280,003 | $282,524 | +$2,521 | 2026-08-05 |
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| Q1 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 7,428 | 11,477 | +4,049 | $893,891 | $1,947,148 | +$1,053,257 | 2026-06-11 |
|---|
| Q1 2026 | AAPL
APPLE INC | United States | COM | 30,775 | 37,106 | +6,331 | $8,366,368 | $9,417,231 | +$1,050,863 | 2026-06-11 |
|---|
| Q1 2026 | ARCC
ARES CAPITAL CORP | United States | COM | 121,653 | 164,037 | +42,384 | $2,461,050 | $2,955,948 | +$494,898 | 2026-06-11 |
|---|
| Q1 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 26,953 | 27,721 | +768 | $8,436,366 | $7,971,578 | -$464,788 | 2026-06-11 |
|---|
| Q1 2026 | CAT
CATERPILLAR INC | United States | COM | 2,293 | 2,452 | +159 | $1,313,630 | $1,736,860 | +$423,230 | 2026-06-11 |
|---|
| Q1 2026 | AMZN
AMAZON COM INC | United States | COM | 28,165 | 32,803 | +4,638 | $6,501,051 | $6,831,880 | +$330,829 | 2026-06-11 |
|---|
| Q1 2026 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 11,454 | 12,453 | +999 | $1,320,812 | $1,632,390 | +$311,578 | 2026-06-11 |
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| Q1 2026 | HONZZZZ
HONEYWELL INTL INC | | COM | 6,093 | 6,588 | +495 | $1,188,616 | $1,489,138 | +$300,522 | 2026-06-11 |
|---|
| Q1 2026 | LLY
ELI LILLY & CO | United States | COM | 2,218 | 2,269 | +51 | $2,384,075 | $2,086,605 | -$297,470 | 2026-06-11 |
|---|
| Q1 2026 | NUE
NUCOR CORP | United States | COM | 10,072 | 11,219 | +1,147 | $1,642,803 | $1,897,152 | +$254,349 | 2026-06-11 |
|---|
| Q1 2026 | ENB
ENBRIDGE INC | | COM | 30,723 | 31,268 | +545 | $1,469,475 | $1,692,826 | +$223,351 | 2026-06-11 |
|---|
| Q1 2026 | MRK
MERCK & CO INC | United States | COM | 9,813 | 10,282 | +469 | $1,032,923 | $1,236,825 | +$203,902 | 2026-06-11 |
|---|
| Q1 2026 | OGE
OGE ENERGY CORP | United States | COM | 23,366 | 24,787 | +1,421 | $997,711 | $1,188,791 | +$191,080 | 2026-06-11 |
|---|
| Q1 2026 | PFE
PFIZER INC | United States | COM | 57,766 | 57,796 | +30 | $1,438,369 | $1,622,913 | +$184,544 | 2026-06-11 |
|---|
| Q1 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 57,087 | 61,865 | +4,778 | $10,646,678 | $10,789,316 | +$142,638 | 2026-06-11 |
|---|
| Q1 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 9,859 | 11,281 | +1,422 | $3,176,631 | $3,318,418 | +$141,787 | 2026-06-11 |
|---|
| Q1 2026 | WMT
WALMART INC | United States | COM | 10,375 | 10,379 | +4 | $1,155,883 | $1,289,944 | +$134,061 | 2026-06-11 |
|---|
| Q1 2026 | SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 21,665 | 22,948 | +1,283 | $890,010 | $1,023,924 | +$133,914 | 2026-06-11 |
|---|
| Q1 2026 | FE
FIRSTENERGY CORP | United States | COM | 15,808 | 16,327 | +519 | $707,740 | $827,133 | +$119,393 | 2026-06-11 |
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| Q1 2026 | DTE
DTE ENERGY CO | United States | COM | 5,302 | 5,474 | +172 | $683,853 | $800,470 | +$116,617 | 2026-06-11 |
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| Q1 2026 | EXC
EXELON CORP | United States | COM | 17,202 | 17,352 | +150 | $749,816 | $850,572 | +$100,756 | 2026-06-11 |
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| Q1 2026 | PPL
PPL CORP | United States | COM | 19,725 | 20,577 | +852 | $690,771 | $786,052 | +$95,281 | 2026-06-11 |
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| Q1 2026 | ABBV
ABBVIE INC | United States | COM | 6,198 | 6,903 | +705 | $1,416,170 | $1,501,331 | +$85,161 | 2026-06-11 |
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| Q1 2026 | AGNC
AGNC INVT CORP | United States | COM | 273,465 | 299,242 | +25,777 | $2,931,543 | $3,001,398 | +$69,855 | 2026-06-11 |
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| Q1 2026 | RITM
RITHM CAPITAL CORP | United States | COM NEW | 121,938 | 134,854 | +12,916 | $1,329,121 | $1,278,417 | -$50,704 | 2026-06-11 |
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| Q1 2026 | TSLA
TESLA INC | United States | COM | 8,061 | 9,634 | +1,573 | $3,625,342 | $3,581,402 | -$43,940 | 2026-06-11 |
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| Q1 2026 | FITB
FIFTH THIRD BANCORP | United States | COM | 24,541 | 25,629 | +1,088 | $1,148,784 | $1,190,714 | +$41,930 | 2026-06-11 |
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| Q1 2026 | MSFT
MICROSOFT CORP | United States | COM | 19,700 | 25,640 | +5,940 | $9,527,300 | $9,491,242 | -$36,058 | 2026-06-11 |
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| Q1 2026 | GE
GE AEROSPACE | United States | COM NEW | 2,665 | 2,794 | +129 | $821,027 | $792,744 | -$28,283 | 2026-06-11 |
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| Q1 2026 | RTX
RTX CORPORATION | United States | COM | 1,849 | 1,855 | +6 | $339,069 | $357,791 | +$18,722 | 2026-06-11 |
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| Q1 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 1,832 | 1,883 | +51 | $1,610,733 | $1,592,636 | -$18,097 | 2026-06-11 |
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| Q1 2026 | JXN
JACKSON FINANCIAL INC | United States | COM CL A | 21,191 | 21,527 | +336 | $2,260,024 | $2,275,855 | +$15,831 | 2026-06-11 |
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| Q1 2026 | EMR
EMERSON ELEC CO | United States | COM | 10,967 | 11,189 | +222 | $1,455,502 | $1,465,968 | +$10,466 | 2026-06-11 |
|---|
| Q1 2026 | UPS
UNITED PARCEL SVCS INC | United States | CL B | 12,167 | 12,181 | +14 | $1,206,841 | $1,198,324 | -$8,517 | 2026-06-11 |
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