LFG Wealth Partners, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LFG Wealth Partners, LLC opened 12 positions, added to 42, reduced 9, sold out of 9 and left 1 unchanged. The largest increase in value was MU (+$6,172,467); the largest decrease was PM (-$2,433,823).
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 27,721; Shares 2026-06-30 35,554.
- AMZN: Country of operation United States; Class COM; Shares 2026-03-31 32,803; Shares 2026-06-30 48,330.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 37,106; Shares 2026-06-30 39,303.
- NUE: Country of operation United States; Class COM; Shares 2026-03-31 11,219; Shares 2026-06-30 14,089.
Two Form 13F-HR filings compared (SEC CIK 2044171): 2026-03-31 (filed 2026-06-11) and 2026-06-30 (filed 2026-08-05). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 27,721 | 35,554 | +7,833 | $7,971,578 | $12,706,048 | +$4,734,470 |
|---|
AMZN
AMAZON COM INC | United States | COM | 32,803 | 48,330 | +15,527 | $6,831,880 | $11,519,086 | +$4,687,206 |
|---|
AAPL
APPLE INC | United States | COM | 37,106 | 39,303 | +2,197 | $9,417,231 | $11,372,808 | +$1,955,577 |
|---|
NUE
NUCOR CORP | United States | COM | 11,219 | 14,089 | +2,870 | $1,897,152 | $3,138,252 | +$1,241,100 |
|---|
AVGO
BROADCOM INC | United States | COM | 9,511 | 10,908 | +1,397 | $2,943,761 | $4,120,516 | +$1,176,755 |
|---|
TSLA
TESLA INC | United States | COM | 9,634 | 11,230 | +1,596 | $3,581,402 | $4,723,378 | +$1,141,976 |
|---|
CAT
CATERPILLAR INC | United States | COM | 2,452 | 2,669 | +217 | $1,736,860 | $2,842,401 | +$1,105,541 |
|---|
LLY
ELI LILLY & CO | United States | COM | 2,269 | 2,647 | +378 | $2,086,605 | $3,175,156 | +$1,088,551 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 1,883 | 2,627 | +744 | $1,592,636 | $2,656,542 | +$1,063,906 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 25,640 | 27,977 | +2,337 | $9,491,242 | $10,436,009 | +$944,767 |
|---|
AGNC
AGNC INVT CORP | United States | COM | 299,242 | 354,210 | +54,968 | $3,001,398 | $3,860,888 | +$859,490 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 11,281 | 12,635 | +1,354 | $3,318,418 | $4,135,966 | +$817,548 |
|---|
ARCC
ARES CAPITAL CORP | United States | COM | 164,037 | 195,003 | +30,966 | $2,955,948 | $3,613,413 | +$657,465 |
|---|
RITM
RITHM CAPITAL CORP | United States | COM NEW | 134,854 | 197,575 | +62,721 | $1,278,417 | $1,855,229 | +$576,812 |
|---|
EMR
EMERSON ELEC CO | United States | COM | 11,189 | 13,948 | +2,759 | $1,465,968 | $1,996,688 | +$530,720 |
|---|
ABBV
ABBVIE INC | United States | COM | 6,903 | 7,864 | +961 | $1,501,331 | $1,978,805 | +$477,474 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 1,397 | 2,428 | +1,031 | $400,829 | $857,817 | +$456,988 |
|---|
FITB
FIFTH THIRD BANCORP | United States | COM | 25,629 | 28,785 | +3,156 | $1,190,714 | $1,622,636 | +$431,922 |
|---|
GM
GENERAL MTRS CO | United States | COM | 19,863 | 24,051 | +4,188 | $1,479,811 | $1,853,885 | +$374,074 |
|---|
MRK
MERCK & CO INC | United States | COM | 10,282 | 12,471 | +2,189 | $1,236,825 | $1,602,544 | +$365,719 |
|---|
AM
ANTERO MIDSTREAM CORP | United States | COM | 78,987 | 90,838 | +11,851 | $1,800,906 | $2,066,556 | +$265,650 |
|---|
EIX
EDISON INTL | United States | COM | 11,110 | 14,424 | +3,314 | $813,012 | $1,073,834 | +$260,822 |
|---|
SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 22,948 | 33,448 | +10,500 | $1,023,924 | $1,278,705 | +$254,781 |
|---|
OGE
OGE ENERGY CORP | United States | COM | 24,787 | 29,101 | +4,314 | $1,188,791 | $1,416,078 | +$227,287 |
|---|
DTE
DTE ENERGY CO | United States | COM | 5,474 | 6,422 | +948 | $800,470 | $978,557 | +$178,087 |
|---|
PPL
PPL CORP | United States | COM | 20,577 | 26,426 | +5,849 | $786,052 | $960,580 | +$174,528 |
|---|
ENB
ENBRIDGE INC | | COM | 31,268 | 34,310 | +3,042 | $1,692,826 | $1,859,949 | +$167,123 |
|---|
META
META PLATFORMS INC | United States | CL A | 5,031 | 5,398 | +367 | $2,878,273 | $3,040,616 | +$162,343 |
|---|
EXC
EXELON CORP | United States | COM | 17,352 | 21,476 | +4,124 | $850,572 | $1,001,202 | +$150,630 |
|---|
T
AT&T INC | United States | COM | 52,959 | 67,806 | +14,847 | $1,535,275 | $1,403,594 | -$131,681 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 826 | 853 | +27 | $223,476 | $354,643 | +$131,167 |
|---|
FE
FIRSTENERGY CORP | United States | COM | 16,327 | 19,968 | +3,641 | $827,133 | $949,283 | +$122,150 |
|---|
WMT
WALMART INC | United States | COM | 10,379 | 10,501 | +122 | $1,289,944 | $1,189,322 | -$100,622 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 48,703 | 55,530 | +6,827 | $2,444,879 | $2,351,145 | -$93,734 |
|---|
V
VISA INC | United States | COM CL A | 1,136 | 1,227 | +91 | $343,325 | $420,943 | +$77,618 |
|---|
FBTC
FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 44,101 | 51,869 | +7,768 | $2,603,282 | $2,647,907 | +$44,625 |
|---|
PFE
PFIZER INC | United States | COM | 57,796 | 65,762 | +7,966 | $1,622,913 | $1,583,547 | -$39,366 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 4,911 | 4,966 | +55 | $324,067 | $357,331 | +$33,264 |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 565 | 593 | +28 | $243,114 | $218,449 | -$24,665 |
|---|
AMGN
AMGEN INC | United States | COM | 813 | 816 | +3 | $286,054 | $295,498 | +$9,444 |
|---|
RTX
RTX CORPORATION | United States | COM | 1,855 | 1,871 | +16 | $357,791 | $355,042 | -$2,749 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 281 | 302 | +21 | $280,003 | $282,524 | +$2,521 |
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