Ffg Partners, LLC Top Holdings and 13F Report (2025) About Ffg Partners, LLCInvestment ActivityFfg Partners, LLC has $243.01 million in total holdings as of March 31, 2025.Ffg Partners, LLC owns shares of 26 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 25.53% of the portfolio was purchased this quarter.About 39.60% of the portfolio was sold this quarter.This quarter, Ffg Partners, LLC has purchased 31 new stocks and bought additional shares in 12 stocks.Ffg Partners, LLC sold shares of 7 stocks and completely divested from 11 stocks this quarter.Largest Holdings Energy Transfer $27,701,214NVIDIA $25,468,893SPDR Gold Shares $23,090,099Meta Platforms $18,799,920Costco Wholesale $17,824,930 Largest New Holdings this Quarter 931142103 - Walmart $12,488,698 Holding95040Q104 - Welltower $6,775,826 Holding01609W102 - Alibaba Group $6,596,731 Holding09290D101 - BLACKROCK INC $6,189,511 Holding594972408 - Strategy $282,505 Holding Largest Purchases this Quarter Walmart 142,256 shares (about $12.49M)Broadcom 55,153 shares (about $9.23M)PALANTIR TECHNOLOGIES INC 93,600 shares (about $7.90M)Welltower 44,225 shares (about $6.78M)Alibaba Group 49,888 shares (about $6.60M) Largest Sales this Quarter NVIDIA 103,249 shares (about $11.19M)Costco Wholesale 4,993 shares (about $4.72M)Energy Transfer 160,461 shares (about $2.98M)SPDR S&P Aerospace & Defense ETF 766 shares (about $123.10K)First Trust Nasdaq Cybersecurity ETF 1,548 shares (about $97.53K) 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 PortfolioSectorETEnergy Transfer$27,701,214$2,982,971 ▼-9.7%1,490,11311.4%EnergyNVDANVIDIA$25,468,893$11,190,138 ▼-30.5%234,99610.5%Computer and TechnologyGLDSPDR Gold Shares$23,090,099$69,154 ▲0.3%80,1359.5%FinanceMETAMeta Platforms$18,799,920$2,808,634 ▲17.6%32,6187.7%Computer and TechnologyCOSTCostco Wholesale$17,824,930$4,722,481 ▼-20.9%18,8467.3%Retail/WholesaleLLYEli Lilly and Company$17,226,004$646,719 ▲3.9%20,8567.1%MedicalBRK.BBerkshire Hathaway$15,283,448$3,706,757 ▲32.0%28,6976.3%FinancePALANTIR TECHNOLOGIES INC$13,352,924$7,899,840 ▲144.9%158,2105.5%CL AAMZNAmazon.com$13,272,347$1,516,753 ▲12.9%69,7595.5%Retail/WholesaleWMTWalmart$12,488,698$12,488,698 ▲New Holding142,2565.1%Retail/WholesaleGOOGLAlphabet$12,153,785$50,258 ▲0.4%78,5945.0%Computer and TechnologyPANWPalo Alto Networks$10,265,020$3,466,893 ▲51.0%60,1564.2%Computer and TechnologyAVGOBroadcom$9,565,996$9,234,315 ▲2,784.1%57,1343.9%Computer and TechnologyWELLWelltower$6,775,826$6,775,826 ▲New Holding44,2252.8%FinanceBABAAlibaba Group$6,596,731$6,596,731 ▲New Holding49,8882.7%Retail/WholesaleBLACKROCK INC$6,189,511$6,189,511 ▲New Holding6,5392.5%COMIAUiShares Gold Trust$1,701,350$49,762 ▼-2.8%28,8560.7%FinanceGOOGAlphabet$1,365,353$3,281 ▼-0.2%8,7390.6%Computer and TechnologyAAPLApple$899,952$889 ▲0.1%4,0510.4%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$760,757$123,097 ▼-13.9%4,7340.3%ETFASMLASML$534,688$43,120 ▲8.8%8060.2%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$484,930$97,528 ▼-16.7%7,6970.2%ManufacturingVTIVanguard Total Stock Market ETF$437,3400.0%1,5910.2%ETFMSTRStrategy$282,505$282,505 ▲New Holding9800.1%Computer and TechnologyJPMJPMorgan Chase & Co.$251,797$251,797 ▲New Holding1,0260.1%FinanceBNDVanguard Total Bond Market ETF$235,901$1,469 ▲0.6%3,2110.1%ETFMSFTMicrosoft$0$17,617,559 ▼-100.0%00.0%Computer and TechnologySMINiShares MSCI India Small-Cap ETF$0$13,131,886 ▼-100.0%00.0%ETFDLRDigital Realty Trust$0$11,657,386 ▼-100.0%00.0%FinanceNEENextEra Energy$0$9,314,041 ▼-100.0%00.0%UtilitiesLMTLockheed Martin$0$9,271,260 ▼-100.0%00.0%AerospaceCMGChipotle Mexican Grill$0$9,087,512 ▼-100.0%00.0%Retail/WholesaleGDGeneral Dynamics$0$5,361,659 ▼-100.0%00.0%AerospaceXLEEnergy Select Sector SPDR Fund$0$695,477 ▼-100.0%00.0%ETFBKNGBooking$0$496,842 ▼-100.0%00.0%Retail/WholesaleNOWServiceNow$0$216,264 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$205,010 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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