Ffg Partners, LLC Top Holdings and 13F Report (2024) About Ffg Partners, LLCInvestment ActivityFfg Partners, LLC has $288.93 million in total holdings as of September 30, 2024.Ffg Partners, LLC owns shares of 28 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 20.28% of the portfolio was purchased this quarter.About 9.02% of the portfolio was sold this quarter.This quarter, Ffg Partners, LLC has purchased 27 new stocks and bought additional shares in 23 stocks.Ffg Partners, LLC sold shares of 1 stock and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $67,223,207Energy Transfer $26,267,854Costco Wholesale $21,112,319SPDR Gold Shares $19,286,811Microsoft $17,757,043 Largest New Holdings this Quarter NextEra Energy $10,758,309 HoldingDigital Realty Trust $10,446,450 HoldingBerkshire Hathaway $9,815,965 HoldingASML $341,365 Holding Largest Purchases this Quarter NVIDIA 92,196 shares (about $11.20M)NextEra Energy 127,272 shares (about $10.76M)Digital Realty Trust 64,552 shares (about $10.45M)Berkshire Hathaway 21,327 shares (about $9.82M)Chipotle Mexican Grill 141,140 shares (about $8.13M) Largest Sales this Quarter Alphabet 304 shares (about $50.83K) 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$67,223,207$11,196,298 ▲20.0%553,55023.3%Computer and TechnologyETEnergy Transfer$26,267,854$839,447 ▲3.3%1,636,6269.1%Oils/EnergyCOSTCostco Wholesale$21,112,319$114,365 ▲0.5%23,8147.3%Retail/WholesaleGLDSPDR Gold Shares$19,286,811$368,965 ▲2.0%79,3506.7%FinanceMSFTMicrosoft$17,757,043$287,445 ▲1.6%41,2666.1%Computer and TechnologyLLYEli Lilly and Company$15,106,188$4,447,426 ▲41.7%17,0515.2%MedicalSMINiShares MSCI India Small-Cap ETF$13,692,028$262,731 ▲2.0%159,2094.7%ETFGOOGLAlphabet$12,877,056$196,700 ▲1.6%77,6424.5%Computer and TechnologyAMZNAmazon.com$11,417,371$39,129 ▲0.3%61,2754.0%Retail/WholesaleLMTLockheed Martin$10,935,995$517,922 ▲5.0%18,7083.8%AerospaceNEENextEra Energy$10,758,309$10,758,309 ▲New Holding127,2723.7%UtilitiesDLRDigital Realty Trust$10,446,450$10,446,450 ▲New Holding64,5523.6%FinanceBRK.BBerkshire Hathaway$9,815,965$9,815,965 ▲New Holding21,3273.4%FinanceMETAMeta Platforms$8,443,978$69,269 ▲0.8%14,7502.9%Computer and TechnologyCMGChipotle Mexican Grill$8,334,157$8,132,487 ▲4,032.6%144,6402.9%Retail/WholesaleGDGeneral Dynamics$6,006,376$201,875 ▲3.5%19,8752.1%AerospacePANWPalo Alto Networks$5,933,306$68,702 ▲1.2%17,3592.1%Computer and TechnologyUSOUnited States Oil Fund$5,333,288$114,669 ▲2.2%76,2771.8%ETFGOOGAlphabet$1,463,280$50,827 ▼-3.4%8,7520.5%Computer and TechnologyIAUiShares Gold Trust$1,456,210$13,270 ▲0.9%29,3000.5%FinanceXLEEnergy Select Sector SPDR Fund$1,437,800$6,146 ▲0.4%16,3750.5%ETFAAPLApple$936,917$1,165 ▲0.1%4,0210.3%Computer and TechnologyXARSPDR S&P Aerospace & Defense ETF$934,457$8,654 ▲0.9%5,9390.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$582,439$24,286 ▲4.4%9,8330.2%ManufacturingVTIVanguard Total Stock Market ETF$447,754$1,699 ▲0.4%1,5810.2%ETFASMLASML$341,365$341,365 ▲New Holding4090.1%Computer and TechnologyAVGOBroadcom$340,714$313,629 ▲1,158.0%1,9750.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$236,786$2,103 ▲0.9%3,1520.1%ETFNVONovo Nordisk A/S$0$11,858,277 ▼-100.0%00.0%MedicalMPCMarathon Petroleum$0$7,649,540 ▼-100.0%00.0%Oils/EnergyCRWDCrowdStrike$0$6,488,939 ▼-100.0%00.0%Computer and TechnologyShowing 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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