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

About Financial Partners Group, LLC

Investment Activity

Financial Partners Group, LLC has $240.79 million in total holdings as of December 31, 2024.
Financial Partners Group, LLC owns shares of 94 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 8.39% of the portfolio was purchased this quarter.
About 14.16% of the portfolio was sold this quarter.
This quarter, Financial Partners Group, LLC has purchased 98 new stocks and bought additional shares in 32 stocks.
Financial Partners Group, LLC sold shares of 50 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Alphabet: $14,719,712
Berkshire Hathaway: $13,321,446
Microsoft: $12,597,949
JPMorgan Chase & Co.: $11,518,175
Palo Alto Networks: $11,459,295

Largest New Holdings this Quarter

LAM RESEARCH CORP: $6,349,017 Holding
iShares iBoxx $ High Yield Corporate Bond ETF: $973,452 Holding
Industrial Select Sector SPDR Fund: $821,919 Holding
NVIDIA: $247,515 Holding
Vanguard Total Stock Market ETF: $210,403 Holding

Largest Purchases this Quarter

LAM RESEARCH CORP: 87,900 shares (about $6.35M)
Palo Alto Networks: 30,554 shares (about $5.56M)
Utilities Select Sector SPDR Fund: 17,961 shares (about $1.36M)
iShares iBoxx $ High Yield Corporate Bond ETF: 12,377 shares (about $973.45K)
Energy Select Sector SPDR Fund: 11,341 shares (about $971.46K)

Largest Sales this Quarter

Humana: 15,715 shares (about $3.99M)
Berkshire Hathaway: 5,899 shares (about $2.67M)
Occidental Petroleum: 47,464 shares (about $2.35M)
Intel: 56,761 shares (about $1.14M)
XPO: 7,719 shares (about $1.01M)

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
GOOGL Alphabet	$14,719,712	$670,119 ▼	-4.4%	77,759	6.1%	Computer and Technology
BRK.B Berkshire Hathaway	$13,321,446	$2,673,899 ▼	-16.7%	29,389	5.5%	Finance
MSFT Microsoft	$12,597,949	$228,456 ▼	-1.8%	29,888	5.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,518,175	$65,921 ▼	-0.6%	48,050	4.8%	Finance
PANW Palo Alto Networks	$11,459,295	$5,559,606 ▲	94.2%	62,977	4.8%	Computer and Technology
FDX FedEx	$10,332,808	$110,564 ▲	1.1%	36,728	4.3%	Transportation
LMT Lockheed Martin	$9,767,002	$146,269 ▲	1.5%	20,099	4.1%	Aerospace
XOM Exxon Mobil	$9,476,229	$675,859 ▼	-6.7%	88,094	3.9%	Oils/Energy
ECL Ecolab	$9,280,244	$227,993 ▼	-2.4%	39,605	3.9%	Basic Materials
CAT Caterpillar	$8,755,499	$841,233 ▼	-8.8%	24,136	3.6%	Industrial Products
AAPL Apple	$7,643,352	$373,127 ▼	-4.7%	30,522	3.2%	Computer and Technology
LAM RESEARCH CORP	$6,349,017	$6,349,017 ▲	New Holding	87,900	2.6%	COM NEW
CCI Crown Castle	$5,736,486	$17,154 ▼	-0.3%	63,205	2.4%	Finance
NOBL ProShares S&P 500 Aristocrats ETF	$5,522,973	$275,855 ▼	-4.8%	55,479	2.3%	ETF
HD Home Depot	$5,472,751	$30,342 ▼	-0.6%	14,069	2.3%	Retail/Wholesale
EOG EOG Resources	$4,903,078	$19,368 ▼	-0.4%	39,999	2.0%	Oils/Energy
UPS United Parcel Service	$4,341,353	$667,949 ▲	18.2%	34,428	1.8%	Transportation
CVX Chevron	$4,085,640	$793,867 ▼	-16.3%	28,208	1.7%	Oils/Energy
UNH UnitedHealth Group	$4,074,469	$21,245 ▲	0.5%	8,055	1.7%	Medical
MDT Medtronic	$3,538,445	$18,372 ▼	-0.5%	44,297	1.5%	Medical
XLU Utilities Select Sector SPDR Fund	$3,108,816	$1,359,468 ▲	77.7%	41,073	1.3%	ETF
BP BP	$3,029,004	$404,793 ▲	15.4%	102,470	1.3%	Oils/Energy
MRK Merck & Co., Inc.	$3,010,226	$20,393 ▼	-0.7%	30,260	1.3%	Medical
MOAT VanEck Morningstar Wide Moat ETF	$2,973,498	$14,372 ▼	-0.5%	32,068	1.2%	ETF
AMZN Amazon.com	$2,648,257	$817,886 ▼	-23.6%	12,071	1.1%	Retail/Wholesale
MO Altria Group	$2,612,837	$22,432 ▼	-0.9%	49,968	1.1%	Consumer Staples
OXY Occidental Petroleum	$2,416,548	$2,345,200 ▼	-49.3%	48,908	1.0%	Oils/Energy
BAC Bank of America	$2,082,941	$101,350 ▼	-4.6%	47,393	0.9%	Finance
FHN First Horizon	$2,067,196	$324,033 ▼	-13.6%	102,641	0.9%	Finance
XLG Invesco S&P 500 Top 50 ETF	$1,950,289	$92,426 ▼	-4.5%	39,037	0.8%	ETF
SCHW Charles Schwab	$1,937,817	$317,801 ▼	-14.1%	26,183	0.8%	Finance
XLE Energy Select Sector SPDR Fund	$1,856,582	$971,463 ▲	109.8%	21,674	0.8%	ETF
NUE Nucor	$1,788,251	$206,229 ▲	13.0%	15,322	0.7%	Basic Materials
LUV Southwest Airlines	$1,737,774	$167,729 ▼	-8.8%	51,689	0.7%	Transportation
FTNT Fortinet	$1,566,479	$367,811 ▼	-19.0%	16,580	0.7%	Computer and Technology
LOW Lowe's Companies	$1,556,350	$11,106 ▲	0.7%	6,306	0.6%	Retail/Wholesale
JBHT J.B. Hunt Transport Services	$1,547,430	$59,221 ▼	-3.7%	9,067	0.6%	Transportation
TFC Truist Financial	$1,534,123	$28,067 ▼	-1.8%	35,365	0.6%	Finance
VMC Vulcan Materials	$1,521,055	$30,869 ▼	-2.0%	5,913	0.6%	Construction
COST Costco Wholesale	$1,511,939	$51,314 ▼	-3.3%	1,650	0.6%	Retail/Wholesale
OC Owens Corning	$1,405,712	$77,158 ▼	-5.2%	8,253	0.6%	Construction
RF Regions Financial	$1,381,771	$9,220 ▲	0.7%	58,749	0.6%	Finance
GD General Dynamics	$1,376,901	$409,434 ▲	42.3%	5,226	0.6%	Aerospace
STLD Steel Dynamics	$1,357,312	$156,275 ▼	-10.3%	11,899	0.6%	Basic Materials
BA Boeing	$1,327,500	$63,897 ▼	-4.6%	7,500	0.6%	Aerospace
EFA iShares MSCI EAFE ETF	$1,320,302	$33,949 ▲	2.6%	17,462	0.5%	Finance
VZ Verizon Communications	$1,314,142	$11,037 ▲	0.8%	32,862	0.5%	Computer and Technology
ORCL Oracle	$1,306,683	$3,166 ▼	-0.2%	7,841	0.5%	Computer and Technology
RTX RTX	$1,265,966	$215,006 ▲	20.5%	10,940	0.5%	Aerospace
IBM International Business Machines	$1,238,707	$55,176 ▼	-4.3%	5,635	0.5%	Computer and Technology
PG Procter & Gamble	$1,237,403	$773,859 ▼	-38.5%	7,381	0.5%	Consumer Staples
NVO Novo Nordisk A/S	$1,237,312	$295,737 ▲	31.4%	14,384	0.5%	Medical
MDY SPDR S&P MidCap 400 ETF Trust	$1,189,284	$68,350 ▼	-5.4%	2,088	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$1,072,904	$3,516 ▲	0.3%	1,831	0.4%	Finance
QQQ Invesco QQQ	$1,018,134	$65,422 ▼	-6.0%	1,992	0.4%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$973,452	$973,452 ▲	New Holding	12,377	0.4%	ETF
DUK Duke Energy	$964,893	$272,036 ▲	39.3%	8,956	0.4%	Utilities
IJR iShares Core S&P Small-Cap ETF	$918,594	$44,127 ▼	-4.6%	7,973	0.4%	ETF
XLI Industrial Select Sector SPDR Fund	$821,919	$821,919 ▲	New Holding	6,238	0.3%	ETF
WMT Walmart	$780,112	$9,668 ▼	-1.2%	8,634	0.3%	Retail/Wholesale
HUM Humana	$729,670	$3,987,053 ▼	-84.5%	2,876	0.3%	Medical
SCHD Schwab US Dividend Equity ETF	$634,598	$423,739 ▲	201.0%	23,228	0.3%	ETF
VOO Vanguard S&P 500 ETF	$623,404	$37,178 ▲	6.3%	1,157	0.3%	ETF
IVV iShares Core S&P 500 ETF	$573,685	$74,726 ▲	15.0%	975	0.2%	ETF
KO Coca-Cola	$551,098	$165,230 ▼	-23.1%	8,852	0.2%	Consumer Staples
SO Southern	$486,775	$246,886 ▲	102.9%	5,913	0.2%	Utilities
VXUS Vanguard Total International Stock ETF	$439,618		0.0%	7,460	0.2%	ETF
PNC The PNC Financial Services Group	$421,843	$4,436 ▼	-1.0%	2,187	0.2%	Finance
VUG Vanguard Growth ETF	$410,440		0.0%	1,000	0.2%	ETF
CMI Cummins	$407,099	$3,137 ▼	-0.8%	1,168	0.2%	Auto/Tires/Trucks
BMY Bristol-Myers Squibb	$375,502	$2,432 ▲	0.7%	6,639	0.2%	Medical
ATO Atmos Energy	$372,288	$279 ▲	0.1%	2,673	0.2%	Utilities
VEU Vanguard FTSE All-World ex-US ETF	$359,387		0.0%	6,260	0.1%	ETF
ABBV AbbVie	$349,262	$34,126 ▲	10.8%	1,965	0.1%	Medical
VEA Vanguard FTSE Developed Markets ETF	$335,888	$8,942 ▲	2.7%	7,024	0.1%	ETF
INTC Intel	$335,182	$1,138,079 ▼	-77.2%	16,717	0.1%	Computer and Technology
MPC Marathon Petroleum	$331,209	$21,485 ▲	6.9%	2,374	0.1%	Oils/Energy
BND Vanguard Total Bond Market ETF	$323,092	$11,146 ▲	3.6%	4,493	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$317,836	$3,329 ▼	-1.0%	1,814	0.1%	ETF
MCD McDonald's	$302,678	$9,567 ▲	3.3%	1,044	0.1%	Retail/Wholesale
USB U.S. Bancorp	$292,223	$16,309 ▼	-5.3%	6,110	0.1%	Finance
ULTA Ulta Beauty	$288,359	$6,524 ▲	2.3%	663	0.1%	Retail/Wholesale
FI Fiserv	$265,609	$5,957 ▲	2.3%	1,293	0.1%	Business Services
FEZ SPDR EURO STOXX 50 ETF	$255,581		0.0%	5,308	0.1%	ETF
VTV Vanguard Value ETF	$252,257		0.0%	1,490	0.1%	ETF
COP ConocoPhillips	$251,555	$163,605 ▼	-39.4%	2,537	0.1%	Oils/Energy
NVDA NVIDIA	$247,515	$247,515 ▲	New Holding	1,843	0.1%	Computer and Technology
BLOCK INC	$244,772	$73,857 ▼	-23.2%	2,880	0.1%	CL A
XPO XPO	$232,792	$1,012,350 ▼	-81.3%	1,775	0.1%	Transportation
VIG Vanguard Dividend Appreciation ETF	$230,884		0.0%	1,179	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$210,403	$210,403 ▲	New Holding	726	0.1%	ETF
TMO Thermo Fisher Scientific	$207,629	$8,846 ▼	-4.1%	399	0.1%	Medical
LLY Eli Lilly and Company	$203,179	$773 ▲	0.4%	263	0.1%	Medical
BBCP Concrete Pumping	$66,600		0.0%	10,000	0.0%	Business Services
LRCX Lam Research	$0	$7,173,344 ▼	-100.0%	0	0.0%	Computer and Technology
TXN Texas Instruments	$0	$2,027,343 ▼	-100.0%	0	0.0%	Computer and Technology
NXPI NXP Semiconductors	$0	$1,970,963 ▼	-100.0%	0	0.0%	Computer and Technology
WFC Wells Fargo & Company	$0	$904,464 ▼	-100.0%	0	0.0%	Finance
OZK Bank OZK	$0	$855,341 ▼	-100.0%	0	0.0%	Finance
F Ford Motor	$0	$799,770 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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