Financial Partners Group, LLC Top Holdings and 13F Report (2025)

About Financial Partners Group, LLC

Investment Activity

Financial Partners Group, LLC has $230.41 million in total holdings as of March 31, 2025.
Financial Partners Group, LLC owns shares of 81 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 4.86% of the portfolio was purchased this quarter.
About 8.20% of the portfolio was sold this quarter.
This quarter, Financial Partners Group, LLC has purchased 94 new stocks and bought additional shares in 20 stocks.
Financial Partners Group, LLC sold shares of 52 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $14,860,580
Alphabet: $11,737,334
JPMorgan Chase & Co.: $11,510,599
Microsoft: $10,776,565
Palo Alto Networks: $10,402,215

Largest New Holdings this Quarter

N6596X109 - NXP Semiconductors: $299,725 Holding
718172109 - Philip Morris International: $237,619 Holding

Largest Purchases this Quarter

United Parcel Service: 56,569 shares (about $6.22M)
iShares MSCI EAFE ETF: 16,217 shares (about $1.33M)
Invesco QQQ: 1,650 shares (about $773.62K)
VanEck Morningstar Wide Moat ETF: 4,996 shares (about $439.65K)
ProShares S&P 500 Aristocrats ETF: 4,244 shares (about $433.65K)

Largest Sales this Quarter

Berkshire Hathaway: 1,486 shares (about $791.41K)
Utilities Select Sector SPDR Fund: 9,172 shares (about $723.22K)
Apple: 3,212 shares (about $713.48K)
RTX: 4,734 shares (about $627.04K)
Energy Select Sector SPDR Fund: 6,686 shares (about $624.80K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$14,860,580	$791,414 ▼	-5.1%	27,903	6.4%	Finance
GOOGL Alphabet	$11,737,334	$287,321 ▼	-2.4%	75,901	5.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,510,599	$275,960 ▼	-2.3%	46,925	5.0%	Finance
MSFT Microsoft	$10,776,565	$442,955 ▼	-3.9%	28,708	4.7%	Computer and Technology
PANW Palo Alto Networks	$10,402,215	$344,181 ▼	-3.2%	60,960	4.5%	Computer and Technology
ECL Ecolab	$10,367,954	$327,294 ▲	3.3%	40,896	4.5%	Basic Materials
UPS United Parcel Service	$10,008,777	$6,222,035 ▲	164.3%	90,997	4.3%	Transportation
XOM Exxon Mobil	$9,852,542	$624,503 ▼	-6.0%	82,843	4.3%	Energy
LMT Lockheed Martin	$8,502,412	$476,203 ▼	-5.3%	19,033	3.7%	Aerospace
FDX FedEx	$8,491,989	$461,471 ▼	-5.2%	34,835	3.7%	Transportation
CAT Caterpillar	$7,614,344	$345,627 ▼	-4.3%	23,088	3.3%	Industrials
CCI Crown Castle	$6,610,267	$22,409 ▲	0.3%	63,420	2.9%	Finance
LAM RESEARCH CORP	$6,390,330		0.0%	87,900	2.8%	COM NEW
NOBL ProShares S&P 500 Aristocrats ETF	$6,102,509	$433,653 ▲	7.6%	59,723	2.6%	ETF
AAPL Apple	$6,066,353	$713,480 ▼	-10.5%	27,310	2.6%	Computer and Technology
EOG EOG Resources	$5,129,472		0.0%	39,999	2.2%	Energy
HD Home Depot	$4,819,364	$336,806 ▼	-6.5%	13,150	2.1%	Retail/Wholesale
CVX Chevron	$4,319,016	$399,816 ▼	-8.5%	25,818	1.9%	Energy
UNH UnitedHealth Group	$4,086,476	$132,515 ▼	-3.1%	7,802	1.8%	Medical
MDT Medtronic	$3,955,099	$25,430 ▼	-0.6%	44,014	1.7%	Medical
MOAT VanEck Morningstar Wide Moat ETF	$3,261,625	$439,647 ▲	15.6%	37,064	1.4%	ETF
BP BP	$2,884,740	$577,705 ▼	-16.7%	85,373	1.3%	Energy
EFA iShares MSCI EAFE ETF	$2,752,585	$1,325,416 ▲	92.9%	33,679	1.2%	Finance
MRK Merck & Co., Inc.	$2,669,826	$46,316 ▼	-1.7%	29,744	1.2%	Medical
MO Altria Group	$2,669,573	$329,510 ▼	-11.0%	44,478	1.2%	Consumer Staples
XLU Utilities Select Sector SPDR Fund	$2,515,431	$723,223 ▼	-22.3%	31,901	1.1%	ETF
OXY Occidental Petroleum	$2,419,828	$5,726 ▲	0.2%	49,024	1.1%	Energy
AMZN Amazon.com	$2,012,761	$283,868 ▼	-12.4%	10,579	0.9%	Retail/Wholesale
SCHW Charles Schwab	$1,953,647	$95,972 ▼	-4.7%	24,957	0.8%	Finance
FHN First Horizon	$1,901,917	$91,371 ▼	-4.6%	97,936	0.8%	Finance
BAC Bank of America	$1,796,385	$181,316 ▼	-9.2%	43,048	0.8%	Finance
QQQ Invesco QQQ	$1,707,590	$773,620 ▲	82.8%	3,642	0.7%	Finance
XLG Invesco S&P 500 Top 50 ETF	$1,593,581	$202,902 ▼	-11.3%	34,628	0.7%	ETF
LUV Southwest Airlines	$1,583,361	$152,352 ▼	-8.8%	47,152	0.7%	Transportation
LOW Lowe's Companies	$1,514,043	$43,378 ▲	2.9%	6,492	0.7%	Retail/Wholesale
COST Costco Wholesale	$1,468,925	$91,749 ▼	-5.9%	1,553	0.6%	Retail/Wholesale
VMC Vulcan Materials	$1,459,666	$80,250 ▲	5.8%	6,257	0.6%	Construction
TFC Truist Financial	$1,456,144	$864 ▲	0.1%	35,386	0.6%	Finance
VZ Verizon Communications	$1,443,221	$47,401 ▼	-3.2%	31,817	0.6%	Computer and Technology
FTNT Fortinet	$1,407,418	$188,573 ▼	-11.8%	14,621	0.6%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$1,400,613	$624,800 ▼	-30.8%	14,988	0.6%	ETF
OC Owens Corning	$1,390,369	$211,662 ▲	18.0%	9,735	0.6%	Construction
STLD Steel Dynamics	$1,369,788	$118,579 ▼	-8.0%	10,951	0.6%	Basic Materials
JBHT J.B. Hunt Transport Services	$1,364,799	$23,375 ▲	1.7%	9,225	0.6%	Transportation
NUE Nucor	$1,297,228	$546,569 ▼	-29.6%	10,780	0.6%	Basic Materials
RF Regions Financial	$1,284,269	$7,649 ▲	0.6%	59,101	0.6%	Finance
NVO Novo Nordisk A/S	$1,271,169	$272,344 ▲	27.3%	18,306	0.6%	Medical
IBM International Business Machines	$1,240,512	$160,628 ▼	-11.5%	4,989	0.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,027,255	$2,798 ▲	0.3%	1,836	0.4%	Finance
DUK Duke Energy	$1,009,434	$82,940 ▼	-7.6%	8,276	0.4%	Utilities
GD General Dynamics	$991,742	$432,899 ▼	-30.4%	3,638	0.4%	Aerospace
MDY SPDR S&P MidCap 400 ETF Trust	$977,336	$136,571 ▼	-12.3%	1,832	0.4%	ETF
RTX RTX	$822,019	$627,044 ▼	-43.3%	6,206	0.4%	Aerospace
BA Boeing	$811,648	$467,478 ▼	-36.5%	4,759	0.4%	Aerospace
PG Procter & Gamble	$789,104	$468,861 ▼	-37.3%	4,630	0.3%	Consumer Staples
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$785,903	$190,520 ▼	-19.5%	9,962	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$775,876	$57,825 ▼	-6.9%	7,420	0.3%	ETF
ORCL Oracle	$773,297	$322,964 ▼	-29.5%	5,531	0.3%	Computer and Technology
HUM Humana	$759,667	$1,323 ▼	-0.2%	2,871	0.3%	Medical
SCHD Schwab US Dividend Equity ETF	$651,457	$2,013 ▲	0.3%	23,300	0.3%	ETF
INTC Intel	$621,947	$242,297 ▲	63.8%	27,386	0.3%	Computer and Technology
KO Coca-Cola	$599,986	$34,021 ▼	-5.4%	8,377	0.3%	Consumer Staples
MPC Marathon Petroleum	$573,547	$227,700 ▲	65.8%	3,937	0.2%	Energy
SO Southern	$525,364	$18,297 ▼	-3.4%	5,714	0.2%	Utilities
WMT Walmart	$500,170	$257,855 ▼	-34.0%	5,697	0.2%	Retail/Wholesale
XLI Industrial Select Sector SPDR Fund	$468,707	$348,909 ▼	-42.7%	3,576	0.2%	ETF
VXUS Vanguard Total International Stock ETF	$435,756	$27,510 ▼	-5.9%	7,017	0.2%	ETF
BMY Bristol-Myers Squibb	$404,913		0.0%	6,639	0.2%	Medical
VEU Vanguard FTSE All-World ex-US ETF	$379,732		0.0%	6,260	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$315,495	$1,213 ▲	0.4%	1,821	0.1%	ETF
BND Vanguard Total Bond Market ETF	$300,925	$29,086 ▼	-8.8%	4,097	0.1%	ETF
NXPI NXP Semiconductors	$299,725	$299,725 ▲	New Holding	1,577	0.1%	Computer and Technology
FEZ SPDR EURO STOXX 50 ETF	$288,809		0.0%	5,308	0.1%	ETF
FI Fiserv	$285,534		0.0%	1,293	0.1%	Business Services
PNC The PNC Financial Services Group	$274,555	$109,857 ▼	-28.6%	1,562	0.1%	Finance
ABBV AbbVie	$274,404	$137,202 ▼	-33.3%	1,310	0.1%	Medical
ATO Atmos Energy	$259,293	$153,999 ▼	-37.3%	1,677	0.1%	Utilities
PM Philip Morris International	$237,619	$237,619 ▲	New Holding	1,497	0.1%	Consumer Staples
USB U.S. Bancorp	$218,077	$39,900 ▼	-15.5%	5,165	0.1%	Finance
COP ConocoPhillips	$216,679	$49,785 ▼	-18.7%	2,063	0.1%	Energy
BBCP Concrete Pumping	$54,600		0.0%	10,000	0.0%	Business Services
VOO Vanguard S&P 500 ETF	$0	$623,404 ▼	-100.0%	0	0.0%	ETF
IVV iShares Core S&P 500 ETF	$0	$573,685 ▼	-100.0%	0	0.0%	ETF
VUG Vanguard Growth ETF	$0	$410,440 ▼	-100.0%	0	0.0%	ETF
CMI Cummins	$0	$407,099 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
VEA Vanguard FTSE Developed Markets ETF	$0	$335,888 ▼	-100.0%	0	0.0%	ETF
MCD McDonald's	$0	$302,678 ▼	-100.0%	0	0.0%	Retail/Wholesale
ULTA Ulta Beauty	$0	$288,359 ▼	-100.0%	0	0.0%	Retail/Wholesale
VTV Vanguard Value ETF	$0	$252,257 ▼	-100.0%	0	0.0%	ETF
NVDA NVIDIA	$0	$247,515 ▼	-100.0%	0	0.0%	Computer and Technology
BLOCK INC	$0	$244,772 ▼	-100.0%	0	0.0%	CL A
XPO XPO	$0	$232,792 ▼	-100.0%	0	0.0%	Transportation
VIG Vanguard Dividend Appreciation ETF	$0	$230,884 ▼	-100.0%	0	0.0%	ETF
VTI Vanguard Total Stock Market ETF	$0	$210,403 ▼	-100.0%	0	0.0%	ETF
TMO Thermo Fisher Scientific	$0	$207,629 ▼	-100.0%	0	0.0%	Medical
LLY Eli Lilly and Company	$0	$203,179 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Financial Partners Group, LLC Top Holdings and 13F Report (2025)

About Financial Partners Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Financial Partners Group, LLC Top Holdings and 13F Report (2025)

About Financial Partners Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Partners Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools