Financial Partners Group, LLC Top Holdings and 13F Report (2025) About Financial Partners Group, LLCInvestment ActivityFinancial Partners Group, LLC has $276.27 million in total holdings as of June 30, 2025.Financial Partners Group, LLC owns shares of 88 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 17.78% of the portfolio was purchased this quarter.About 4.53% of the portfolio was sold this quarter.This quarter, Financial Partners Group, LLC has purchased 81 new stocks and bought additional shares in 33 stocks.Financial Partners Group, LLC sold shares of 34 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $14,307,772Alphabet $13,899,468JPMorgan Chase & Co. $13,455,545Berkshire Hathaway $13,309,613Palo Alto Networks $12,703,233 Largest New Holdings this Quarter 713448108 - PepsiCo $8,886,784 Holding921937827 - Vanguard Short-Term Bond ETF $5,713,227 Holding464288760 - iShares U.S. Aerospace & Defense ETF $1,574,390 Holding921946406 - Vanguard High Dividend Yield ETF $702,544 Holding922908363 - Vanguard S&P 500 ETF $667,436 Holding Largest Purchases this Quarter PepsiCo 67,304 shares (about $8.89M)UnitedHealth Group 23,235 shares (about $7.25M)Chevron 44,711 shares (about $6.40M)Vanguard Short-Term Bond ETF 72,595 shares (about $5.71M)ProShares S&P 500 Aristocrats ETF 33,743 shares (about $3.40M) Largest Sales this Quarter iShares MSCI EAFE ETF 19,344 shares (about $1.73M)Energy Select Sector SPDR Fund 10,180 shares (about $863.40K)Lockheed Martin 1,417 shares (about $656.27K)General Dynamics 1,924 shares (about $561.15K)RTX 2,654 shares (about $387.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Partners Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$14,307,772$28,352 ▲0.2%28,7655.2%Computer and TechnologyGOOGLAlphabet$13,899,468$523,404 ▲3.9%78,8715.0%Computer and TechnologyJPMJPMorgan Chase & Co.$13,455,545$148,433 ▼-1.1%46,4134.9%FinanceBRK.BBerkshire Hathaway$13,309,613$244,828 ▼-1.8%27,3994.8%FinancePANWPalo Alto Networks$12,703,233$228,378 ▲1.8%62,0764.6%Computer and TechnologyECLEcolab$10,997,318$21,825 ▼-0.2%40,8154.0%Basic MaterialsCVXChevron$10,099,083$6,402,191 ▲173.2%70,5293.7%EnergyUNHUnitedHealth Group$9,682,760$7,248,733 ▲297.8%31,0373.5%MedicalNOBLProShares S&P 500 Aristocrats ETF$9,411,981$3,397,904 ▲56.5%93,4663.4%ETFUPSUnited Parcel Service$9,109,554$75,705 ▼-0.8%90,2473.3%TransportationCATCaterpillar$8,920,361$42,703 ▼-0.5%22,9783.2%IndustrialsPEPPepsiCo$8,886,784$8,886,784 ▲New Holding67,3043.2%Consumer StaplesXOMExxon Mobil$8,594,292$336,230 ▼-3.8%79,7243.1%EnergyLAM RESEARCH CORP$8,518,950$37,281 ▼-0.4%87,5173.1%COM NEWLMTLockheed Martin$8,158,649$656,267 ▼-7.4%17,6163.0%AerospaceFDXFedEx$8,083,878$165,483 ▲2.1%35,5632.9%TransportationAAPLApple$6,841,140$1,237,987 ▲22.1%33,3442.5%Computer and TechnologyCCICrown Castle$6,763,628$248,503 ▲3.8%65,8392.4%FinanceBSVVanguard Short-Term Bond ETF$5,713,227$5,713,227 ▲New Holding72,5952.1%ETFEOGEOG Resources$4,784,971$718 ▲0.0%40,0051.7%EnergyHDHome Depot$4,588,752$232,444 ▼-4.8%12,5161.7%Retail/WholesaleXLGInvesco S&P 500 Top 50 ETF$4,367,376$2,563,262 ▲142.1%83,8271.6%ETFAMZNAmazon.com$4,188,814$1,867,887 ▲80.5%19,0931.5%Retail/WholesaleMDTMedtronic$4,111,461$274,760 ▲7.2%47,1661.5%MedicalMOATVanEck Morningstar Wide Moat ETF$3,715,483$239,258 ▲6.9%39,6151.3%ETFMRKMerck & Co., Inc.$2,866,827$512,318 ▲21.8%36,2161.0%MedicalBPBP$2,553,534$1,676 ▼-0.1%85,3170.9%EnergyMOAltria Group$2,551,094$56,636 ▼-2.2%43,5120.9%Consumer StaplesFHNFirst Horizon$2,511,857$435,617 ▲21.0%118,4840.9%FinanceQQQInvesco QQQ$2,219,033$210,155 ▲10.5%4,0230.8%FinanceSCHWCharles Schwab$2,202,732$74,361 ▼-3.3%24,1420.8%FinanceOXYOccidental Petroleum$2,022,620$36,885 ▼-1.8%48,1460.7%EnergyFTNTFortinet$1,977,599$431,866 ▲27.9%18,7060.7%Computer and TechnologyTFCTruist Financial$1,976,787$455,527 ▲29.9%45,9820.7%FinanceBACBank of America$1,957,672$79,355 ▼-3.9%41,3710.7%FinanceVMCVulcan Materials$1,842,829$210,989 ▲12.9%7,0660.7%ConstructionNVONovo Nordisk A/S$1,815,779$552,298 ▲43.7%26,3080.7%MedicalVZVerizon Communications$1,776,625$399,902 ▲29.0%41,0590.6%Computer and TechnologyOCOwens Corning$1,649,431$310,661 ▲23.2%11,9940.6%ConstructionITAiShares U.S. Aerospace & Defense ETF$1,574,390$1,574,390 ▲New Holding8,3460.6%ETFLUVSouthwest Airlines$1,513,132$16,480 ▼-1.1%46,6440.5%TransportationSTLDSteel Dynamics$1,424,624$22,786 ▲1.6%11,1290.5%Basic MaterialsCOSTCostco Wholesale$1,391,856$145,521 ▼-9.5%1,4060.5%Retail/WholesaleRFRegions Financial$1,385,802$4,257 ▼-0.3%58,9200.5%FinanceJBHTJ.B. Hunt Transport Services$1,354,887$30,156 ▲2.3%9,4350.5%TransportationORCLOracle$1,353,323$144,078 ▲11.9%6,1900.5%Computer and TechnologyIBMInternational Business Machines$1,329,814$140,911 ▼-9.6%4,5110.5%Computer and TechnologyLOWLowe's Companies$1,318,644$121,813 ▼-8.5%5,9430.5%Retail/WholesaleEFAiShares MSCI EAFE ETF$1,281,406$1,729,161 ▼-57.4%14,3350.5%FinanceNUENucor$1,247,546$148,835 ▼-10.7%9,6310.5%Basic MaterialsSPYSPDR S&P 500 ETF Trust$1,138,044$3,707 ▲0.3%1,8420.4%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,051,954$14,162 ▲1.4%1,8570.4%ETFBABoeing$838,540$158,614 ▼-15.9%4,0020.3%AerospaceIJRiShares Core S&P Small-Cap ETF$824,927$13,989 ▲1.7%7,5480.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$770,450$32,986 ▼-4.1%9,5530.3%ETFVYMVanguard High Dividend Yield ETF$702,544$702,544 ▲New Holding5,2700.3%ETFHUMHumana$701,9030.0%2,8710.3%MedicalDUKDuke Energy$679,710$296,901 ▼-30.4%5,7600.2%UtilitiesVOOVanguard S&P 500 ETF$667,436$667,436 ▲New Holding1,1750.2%ETFSCHDSchwab US Dividend Equity ETF$619,531$2,093 ▲0.3%23,3790.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$587,959$587,959 ▲New Holding5,9270.2%FinanceKOCocaCola$543,247$49,457 ▼-8.3%7,6780.2%Consumer StaplesTGTTarget$533,204$533,204 ▲New Holding5,4050.2%Retail/WholesaleRTXRTX$518,664$387,538 ▼-42.8%3,5520.2%AerospaceDFACDimensional U.S. Core Equity 2 ETF$508,032$508,032 ▲New Holding14,1750.2%ETFGDGeneral Dynamics$499,906$561,155 ▼-52.9%1,7140.2%AerospaceVXUSVanguard Total International Stock ETF$484,8050.0%7,0170.2%ETFVEUVanguard FTSE All-World ex-US ETF$420,7980.0%6,2600.2%ETFXLEEnergy Select Sector SPDR Fund$407,784$863,403 ▼-67.9%4,8080.1%ETFMPCMarathon Petroleum$398,065$256,018 ▼-39.1%2,3960.1%EnergyINTCIntel$396,593$216,855 ▼-35.4%17,7050.1%Computer and TechnologyNXPINXP Semiconductors$390,005$45,446 ▲13.2%1,7850.1%Computer and TechnologyBMYBristol Myers Squibb$356,619$49,299 ▲16.0%7,7040.1%MedicalVWOVanguard FTSE Emerging Markets ETF$352,106$352,106 ▲New Holding7,1190.1%ETFSUBiShares Short-Term National Muni Bond ETF$349,859$349,859 ▲New Holding3,2900.1%ETFVEAVanguard FTSE Developed Markets ETF$342,289$342,289 ▲New Holding6,0040.1%ETFRSPInvesco S&P 500 Equal Weight ETF$334,821$3,817 ▲1.2%1,8420.1%ETFFEZSPDR EURO STOXX 50 ETF$317,0470.0%5,3080.1%ETFBNDVanguard Total Bond Market ETF$301,6630.0%4,0970.1%ETFSOSouthern$278,906$245,845 ▼-46.8%3,0370.1%UtilitiesWMTWalmart$278,467$278,565 ▼-50.0%2,8480.1%Retail/WholesaleATOAtmos Energy$236,405$22,038 ▼-8.5%1,5340.1%UtilitiesFIFiserv$222,9270.0%1,2930.1%Business ServicesULTAUlta Beauty$218,940$218,940 ▲New Holding4680.1%Retail/WholesaleUSBU.S. Bancorp$215,168$18,553 ▼-7.9%4,7550.1%FinanceXPOXPO$205,601$205,601 ▲New Holding1,6280.1%TransportationVTIVanguard Total Stock Market ETF$204,241$204,241 ▲New Holding6720.1%ETFBBCPConcrete Pumping$61,5000.0%10,0000.0%Business ServicesXLUUtilities Select Sector SPDR Fund$0$2,515,431 ▼-100.0%00.0%ETFPGProcter & Gamble$0$789,104 ▼-100.0%00.0%Consumer StaplesXLIIndustrial Select Sector SPDR Fund$0$468,707 ▼-100.0%00.0%ETFPNCThe PNC Financial Services Group$0$274,555 ▼-100.0%00.0%FinanceABBVAbbVie$0$274,404 ▼-100.0%00.0%MedicalPMPhilip Morris International$0$237,619 ▼-100.0%00.0%Consumer StaplesCOPConocoPhillips$0$216,679 ▼-100.0%00.0%EnergyShowing 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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