0001398344-23-003350.txt : 20230214 0001398344-23-003350.hdr.sgml : 20230214 20230214144945 ACCESSION NUMBER: 0001398344-23-003350 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: Lumature Wealth Partners, LLC CENTRAL INDEX KEY: 0001843558 IRS NUMBER: 850937890 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20611 FILM NUMBER: 23627490 BUSINESS ADDRESS: STREET 1: 2325 LAKEVIEW PARKWAY STREET 2: STE. 175 CITY: ALPHARETTA STATE: GA ZIP: 30009 BUSINESS PHONE: 678-680-6500 MAIL ADDRESS: STREET 1: 2325 LAKEVIEW PARKWAY STREET 2: STE. 175 CITY: ALPHARETTA STATE: GA ZIP: 30009 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001843558 XXXXXXXX 12-31-2022 12-31-2022 false Lumature Wealth Partners, LLC

2325 LAKEVIEW PARKWAY STE. 175 ALPHARETTA GA 30009

13F HOLDINGS REPORT 028-20611 000309049 801-118746 N A. Ross Ramsey 678-680-6500 /s/ A. Ross Ramsey Alpharetta GA 02-14-2023 0 387 178931302 INFORMATION TABLE 2 fp0082093-1_13fhr-table.xml AFLAC INC COM 001055102 457610 6361 SH SOLE 0 0 6361 ALPS ETF TR ALERIAN MLP 00162Q452 17931 471 SH SOLE 0 0 471 AT&T INC COM 00206R102 556589 30233 SH SOLE 0 0 30233 ARK ETF TR INNOVATION ETF 00214Q104 7185 230 SH SOLE 0 0 230 ABBOTT LABS COM 002824100 255481 2327 SH SOLE 0 0 2327 ABBVIE INC COM 00287Y109 315463 1952 SH SOLE 0 0 1952 ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 003264108 389051 16930 SH SOLE 0 0 16930 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 580720 33241 SH SOLE 0 0 33241 ADOBE SYSTEMS INCORPORATED COM 00724F101 2692 8 SH SOLE 0 0 8 ADVANCED MICRO DEVICES INC COM 007903107 43202 667 SH SOLE 0 0 667 AGILENT TECHNOLOGIES INC COM 00846U101 1022683 6834 SH SOLE 0 0 6834 AIR PRODS & CHEMS INC COM 009158106 342785 1112 SH SOLE 0 0 1112 ALBEMARLE CORP COM 012653101 258063 1190 SH SOLE 0 0 1190 ALCOA CORP COM 013872106 3001 66 SH SOLE 0 0 66 ALIBABA GROUP HLDG LTD SPONSORED 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COM STK 806857108 25607 479 SH SOLE 0 0 479 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 141455 1821 SH SOLE 0 0 1821 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 904218 6656 SH SOLE 0 0 6656 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 3191784 42814 SH SOLE 0 0 42814 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 560554 4340 SH SOLE 0 0 4340 SELECT SECTOR SPDR TR ENERGY 81369Y506 661448 7562 SH SOLE 0 0 7562 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 564745 16513 SH SOLE 0 0 16513 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 466989 4755 SH SOLE 0 0 4755 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3768417 30283 SH SOLE 0 0 30283 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 12813 267 SH SOLE 0 0 267 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 181185 2570 SH SOLE 0 0 2570 SERVICENOW INC COM 81762P102 3106 8 SH SOLE 0 0 8 SHARECARE INC COM CL A 81948W104 1600 1000 SH SOLE 0 0 1000 SHERWIN WILLIAMS CO COM 824348106 294289 1240 SH SOLE 0 0 1240 SHOPIFY INC CL A 82509L107 1388 40 SH SOLE 0 0 40 SMITH A O CORP COM 831865209 235199 4109 SH SOLE 0 0 4109 SMUCKER J M CO COM NEW 832696405 158 1 SH SOLE 0 0 1 SNAP ON INC COM 833034101 68775 301 SH SOLE 0 0 301 SONY GROUP CORPORATION SPONSORED ADR 835699307 4882 64 SH SOLE 0 0 64 SOUTHSTATE CORPORATION COM 840441109 28100 368 SH SOLE 0 0 368 SOUTHERN CO COM 842587107 524363 7343 SH SOLE 0 0 7343 BLOCK INC CL A 852234103 5027 80 SH SOLE 0 0 80 STANLEY BLACK & DECKER INC COM 854502101 155724 2073 SH SOLE 0 0 2073 STARBUCKS CORP COM 855244109 1549314 15618 SH SOLE 0 0 15618 STRYKER CORPORATION COM 863667101 79948 327 SH SOLE 0 0 327 SYNOVUS FINL CORP COM NEW 87161C501 3978 106 SH SOLE 0 0 106 SYNCHRONY FINANCIAL COM 87165B103 5455 166 SH SOLE 0 0 166 SYSCO CORP COM 871829107 238295 3117 SH SOLE 0 0 3117 TJX COS INC NEW COM 872540109 492384 6186 SH SOLE 0 0 6186 T-MOBILE US INC COM 872590104 1400 10 SH SOLE 0 0 10 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 23619 317 SH SOLE 0 0 317 TARGET CORP COM 87612E106 176910 1187 SH SOLE 0 0 1187 TELADOC HEALTH INC COM 87918A105 4730 200 SH SOLE 0 0 200 TESLA INC COM 88160R101 2956 24 SH SOLE 0 0 24 THE TRADE DESK INC COM CL A 88339J105 44830 1000 SH SOLE 0 0 1000 3M CO COM 88579Y101 322825 2692 SH SOLE 0 0 2692 TOTALENERGIES SE SPONSORED ADS 89151E109 8691 140 SH SOLE 0 0 140 TOYOTA MOTOR CORP ADS 892331307 27589 202 SH SOLE 0 0 202 TRACTOR SUPPLY CO COM 892356106 125533 558 SH SOLE 0 0 558 TRUIST FINL CORP COM 89832Q109 494164 11484 SH SOLE 0 0 11484 ULTA BEAUTY INC COM 90384S303 37995 81 SH SOLE 0 0 81 UNION PAC CORP COM 907818108 124242 600 SH SOLE 0 0 600 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 28257 836 SH SOLE 0 0 836 UNITED PARCEL SERVICE INC CL B 911312106 859087 4942 SH SOLE 0 0 4942 UNITEDHEALTH GROUP INC COM 91324P102 418970 790 SH SOLE 0 0 790 V F CORP COM 918204108 143793 5208 SH SOLE 0 0 5208 VAIL RESORTS INC COM 91879Q109 23835 100 SH SOLE 0 0 100 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 12859 179 SH SOLE 0 0 179 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 84821 2021 SH SOLE 0 0 2021 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 269423 5768 SH SOLE 0 0 5768 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 52254 1264 SH SOLE 0 0 1264 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1984 8 SH SOLE 0 0 8 VANGUARD WORLD FDS INF TECH ETF 92204A702 3514 11 SH SOLE 0 0 11 VANGUARD WORLD FDS MATERIALS ETF 92204A801 14127 83 SH SOLE 0 0 83 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 12482 166 SH SOLE 0 0 166 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 11006 142 SH SOLE 0 0 142 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2334808 17264 SH SOLE 0 0 17264 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2103662 11703 SH SOLE 0 0 11703 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 206695 2506 SH SOLE 0 0 2506 VANGUARD INDEX FDS SML CP GRW ETF 922908595 160231 799 SH SOLE 0 0 799 VANGUARD INDEX FDS SM CP VAL ETF 922908611 216921 1366 SH SOLE 0 0 1366 VANGUARD INDEX FDS GROWTH ETF 922908736 5748385 26974 SH SOLE 0 0 26974 VANGUARD INDEX FDS VALUE ETF 922908744 6489773 46233 SH SOLE 0 0 46233 VANGUARD INDEX FDS TOTAL STK MKT 922908769 146643 767 SH SOLE 0 0 767 VERIZON COMMUNICATIONS INC COM 92343V104 468151 11882 SH SOLE 0 0 11882 VERISK ANALYTICS INC COM 92345Y106 6351 36 SH SOLE 0 0 36 VIATRIS INC COM 92556V106 1380 124 SH SOLE 0 0 124 VICTORY PORTFOLIOS II VCSHS US DISCVRY 92647N774 1993542 36445 SH SOLE 0 0 36445 VICTORY PORTFOLIOS II VCSHS US 500 ENH 92647N782 6371811 99544 SH SOLE 0 0 99544 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 6275277 101100 SH SOLE 0 0 101100 VISA INC COM CL A 92826C839 485535 2337 SH SOLE 0 0 2337 VULCAN MATLS CO COM 929160109 482603 2756 SH SOLE 0 0 2756 WP CAREY INC COM 92936U109 562680 7200 SH SOLE 0 0 7200 WEC ENERGY GROUP INC COM 92939U106 26065 278 SH SOLE 0 0 278 WABTEC COM 929740108 599 6 SH SOLE 0 0 6 WALMART INC COM 931142103 1600744 11290 SH SOLE 0 0 11290 WALGREENS BOOTS ALLIANCE INC COM 931427108 313824 8400 SH SOLE 0 0 8400 WATSCO INC COM 942622200 46139 185 SH SOLE 0 0 185 WELLS FARGO CO NEW COM 949746101 61068 1479 SH SOLE 0 0 1479 WEST PHARMACEUTICAL SVSC INC COM 955306105 176513 750 SH SOLE 0 0 750 WISDOMTREE TR US LARGECAP DIVD 97717W307 49436 798 SH SOLE 0 0 798 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 126329 2513 SH SOLE 0 0 2513 WORKHORSE GROUP INC COM NEW 98138J206 91 60 SH SOLE 0 0 60 XCEL ENERGY INC COM 98389B100 28885 412 SH SOLE 0 0 412 AMCOR PLC ORD G0250X107 258911 21739 SH SOLE 0 0 21739 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1129356 4232 SH SOLE 0 0 4232 EATON CORP PLC SHS G29183103 12870 82 SH SOLE 0 0 82 LINDE PLC SHS G5494J103 263880 809 SH SOLE 0 0 809 MEDTRONIC PLC SHS G5960L103 208056 2677 SH SOLE 0 0 2677 PENTAIR PLC SHS G7S00T104 211451 4701 SH SOLE 0 0 4701 STERIS PLC SHS USD G8473T100 491898 2663 SH SOLE 0 0 2663 TRANE TECHNOLOGIES PLC SHS G8994E103 452140 2690 SH SOLE 0 0 2690 ALCON AG ORD SHS H01301128 6170 90 SH SOLE 0 0 90 CHUBB LIMITED COM H1467J104 293839 1332 SH SOLE 0 0 1332 TE CONNECTIVITY LTD SHS H84989104 230 2 SH SOLE 0 0 2 FIVERR INTL LTD ORD SHS M4R82T106 8509 292 SH SOLE 0 0 292 FERRARI N V COM N3167Y103 6641 31 SH SOLE 0 0 31 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 415 5 SH SOLE 0 0 5 NXP SEMICONDUCTORS N V COM N6596X109 431376 2730 SH SOLE 0 0 2730