Ffg Partners, LLC Top Holdings and 13F Report (2025) About Ffg Partners, LLCInvestment ActivityFfg Partners, LLC has $285.42 million in total holdings as of December 31, 2024.Ffg Partners, LLC owns shares of 31 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 8.13% of the portfolio was purchased this quarter.About 12.29% of the portfolio was sold this quarter.This quarter, Ffg Partners, LLC has purchased 28 new stocks and bought additional shares in 23 stocks.Ffg Partners, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $45,422,943Energy Transfer $32,334,752Costco Wholesale $21,843,485SPDR Gold Shares $19,344,976Microsoft $17,617,559 Largest New Holdings this Quarter PALANTIR TECHNOLOGIES INC $4,886,454 HoldingBooking $496,842 HoldingServiceNow $216,264 HoldingTaiwan Semiconductor Manufacturing $205,010 Holding Largest Purchases this Quarter Meta Platforms 12,995 shares (about $7.61M)PALANTIR TECHNOLOGIES INC 64,610 shares (about $4.89M)Palo Alto Networks 22,480 shares (about $4.09M)Eli Lilly and Company 3,022 shares (about $2.33M)iShares MSCI India Small-Cap ETF 12,561 shares (about $960.29K) Largest Sales this Quarter NVIDIA 215,305 shares (about $28.91M)Energy Select Sector SPDR Fund 8,256 shares (about $707.21K)SPDR S&P Aerospace & Defense ETF 439 shares (about $72.80K)First Trust Nasdaq Cybersecurity ETF 588 shares (about $37.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFfg Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$45,422,943$28,913,322 ▼-38.9%338,24515.9%Computer and TechnologyETEnergy Transfer$32,334,752$273,241 ▲0.9%1,650,57411.3%Oils/EnergyCOSTCostco Wholesale$21,843,485$22,907 ▲0.1%23,8397.7%Retail/WholesaleGLDSPDR Gold Shares$19,344,976$131,961 ▲0.7%79,8956.8%FinanceMSFTMicrosoft$17,617,559$223,818 ▲1.3%41,7976.2%Computer and TechnologyMETAMeta Platforms$16,245,508$7,608,952 ▲88.1%27,7455.7%Computer and TechnologyLLYEli Lilly and Company$15,496,988$2,333,079 ▲17.7%20,0735.4%MedicalGOOGLAlphabet$14,816,326$118,691 ▲0.8%78,2695.2%Computer and TechnologyAMZNAmazon.com$13,555,450$112,328 ▲0.8%61,7874.7%Retail/WholesaleSMINiShares MSCI India Small-Cap ETF$13,131,886$960,294 ▲7.9%171,7704.6%ETFDLRDigital Realty Trust$11,657,386$210,315 ▲1.8%65,7384.1%FinanceBRK.BBerkshire Hathaway$9,852,947$185,845 ▲1.9%21,7373.5%FinanceNEENextEra Energy$9,314,041$189,907 ▲2.1%129,9213.3%UtilitiesLMTLockheed Martin$9,271,260$180,284 ▲2.0%19,0793.2%AerospaceCMGChipotle Mexican Grill$9,087,512$365,720 ▲4.2%150,7053.2%Retail/WholesalePANWPalo Alto Networks$7,249,104$4,090,461 ▲129.5%39,8392.5%Computer and TechnologyGDGeneral Dynamics$5,361,659$124,635 ▲2.4%20,3481.9%AerospacePALANTIR TECHNOLOGIES INC$4,886,454$4,886,454 ▲New Holding64,6101.7%CL AGOOGAlphabet$1,668,311$1,524 ▲0.1%8,7600.6%Computer and TechnologyIAUiShares Gold Trust$1,470,447$19,804 ▲1.4%29,7000.5%FinanceAAPLApple$1,013,593$6,512 ▲0.6%4,0470.4%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$912,052$72,798 ▼-7.4%5,5000.3%ETFXLEEnergy Select Sector SPDR Fund$695,477$707,212 ▼-50.4%8,1190.2%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$586,621$37,310 ▼-6.0%9,2450.2%ManufacturingASMLASML$513,612$230,120 ▲81.2%7410.2%Computer and TechnologyBKNGBooking$496,842$496,842 ▲New Holding1000.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$461,161$2,899 ▲0.6%1,5910.2%ETFAVGOBroadcom$459,364$1,391 ▲0.3%1,9810.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$229,521$2,805 ▲1.2%3,1910.1%ETFNOWServiceNow$216,264$216,264 ▲New Holding2040.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$205,010$205,010 ▲New Holding1,0380.1%Computer and TechnologyUSOUnited States Oil Fund$0$5,333,288 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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