Financial Partners Group, LLC Top Holdings and 13F Report (2024) About Financial Partners Group, LLCInvestment ActivityFinancial Partners Group, LLC has $266.64 million in total holdings as of September 30, 2024.Financial Partners Group, LLC owns shares of 98 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 6.30% of the portfolio was purchased this quarter.About 4.78% of the portfolio was sold this quarter.This quarter, Financial Partners Group, LLC has purchased 96 new stocks and bought additional shares in 45 stocks.Financial Partners Group, LLC sold shares of 37 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $16,241,655Alphabet $13,483,456Microsoft $13,094,043Lockheed Martin $11,573,155Palo Alto Networks $11,082,182 Largest New Holdings this Quarter Utilities Select Sector SPDR Fund $1,866,988 HoldingRTX $1,100,382 HoldingSPDR EURO STOXX 50 ETF $282,598 HoldingUlta Beauty $252,150 HoldingBlock $251,671 Holding Largest Purchases this Quarter Berkshire Hathaway 11,941 shares (about $5.50M)Utilities Select Sector SPDR Fund 23,112 shares (about $1.87M)RTX 9,082 shares (about $1.10M)Oracle 5,625 shares (about $958.56K)Lockheed Martin 1,472 shares (about $860.48K) Largest Sales this Quarter Energy Select Sector SPDR Fund 5,725 shares (about $502.66K)Fortinet 4,103 shares (about $318.19K)AbbVie 1,251 shares (about $247.10K)iShares Core S&P Small-Cap ETF 2,026 shares (about $236.95K)ConocoPhillips 1,905 shares (about $200.57K) 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 PortfolioSectorBRK.BBerkshire Hathaway$16,241,655$5,495,965 ▲51.1%35,2886.1%FinanceGOOGLAlphabet$13,483,456$617,460 ▲4.8%81,2995.1%Computer and TechnologyMSFTMicrosoft$13,094,043$3,012 ▼0.0%30,4304.9%Computer and TechnologyLMTLockheed Martin$11,573,155$860,475 ▲8.0%19,7984.3%AerospacePANWPalo Alto Networks$11,082,182$93,311 ▼-0.8%32,4234.2%Computer and TechnologyXOMExxon Mobil$11,062,831$44,543 ▲0.4%94,3774.1%Oils/EnergyECLEcolab$10,360,781$15,320 ▲0.1%40,5783.9%Basic MaterialsCATCaterpillar$10,347,112$49,281 ▲0.5%26,4553.9%Industrial ProductsJPMJPMorgan Chase & Co.$10,189,751$5,061 ▼0.0%48,3253.8%FinanceFDXFedEx$9,944,193$96,062 ▼-1.0%36,3353.7%TransportationCCICrown Castle$7,520,431$108,428 ▲1.5%63,3942.8%FinanceAAPLApple$7,458,742$3,961 ▲0.1%32,0122.8%Computer and TechnologyLRCXLam Research$7,173,3440.0%8,7902.7%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$6,218,741$67,686 ▼-1.1%58,2502.3%ETFHUMHumana$5,888,514$76,334 ▲1.3%18,5912.2%MedicalHDHome Depot$5,732,370$38,899 ▼-0.7%14,1472.1%Retail/WholesaleOXYOccidental Petroleum$4,966,999$167,814 ▼-3.3%96,3721.9%Oils/EnergyCVXChevron$4,961,373$76,875 ▼-1.5%33,6891.9%Oils/EnergyEOGEOG Resources$4,936,501$5,655 ▲0.1%40,1571.9%Oils/EnergyUNHUnitedHealth Group$4,684,946$14,617 ▲0.3%8,0131.8%MedicalMDTMedtronic$4,008,766$108,486 ▲2.8%44,5271.5%MedicalUPSUnited Parcel Service$3,971,747$383,391 ▲10.7%29,1311.5%TransportationMRKMerck & Co., Inc.$3,459,6310.0%30,4651.3%MedicalMOATVanEck Morningstar Wide Moat ETF$3,123,997$42,658 ▲1.4%32,2231.2%ETFAMZNAmazon.com$2,943,828$12,484 ▼-0.4%15,7991.1%Retail/WholesaleBPBP$2,786,675$161,313 ▲6.1%88,7761.0%Oils/EnergyMOAltria Group$2,572,244$99,936 ▼-3.7%50,3971.0%Consumer StaplesPGProcter & Gamble$2,077,796$74,127 ▼-3.4%11,9970.8%Consumer StaplesNUENucor$2,037,785$195,585 ▲10.6%13,5550.8%Basic MaterialsTXNTexas Instruments$2,027,343$63,006 ▼-3.0%9,8140.8%Computer and TechnologySCHWCharles Schwab$1,975,226$314,590 ▲18.9%30,4770.7%FinanceBACBank of America$1,972,071$30,792 ▼-1.5%49,6990.7%FinanceNXPINXP Semiconductors$1,970,963$212,169 ▲12.1%8,2120.7%Computer and TechnologyXLGInvesco S&P 500 Top 50 ETF$1,943,360$72,246 ▲3.9%40,8870.7%ETFXLUUtilities Select Sector SPDR Fund$1,866,988$1,866,988 ▲New Holding23,1120.7%ETFFHNFirst Horizon$1,843,876$20,546 ▼-1.1%118,7300.7%FinanceINTCIntel$1,723,798$527,851 ▲44.1%73,4780.6%Computer and TechnologyLOWLowe's Companies$1,695,757$190,133 ▼-10.1%6,2610.6%Retail/WholesaleLUVSouthwest Airlines$1,679,360$29,897 ▼-1.7%56,6780.6%TransportationSTLDSteel Dynamics$1,672,907$270,812 ▲19.3%13,2690.6%Basic MaterialsJBHTJ.B. Hunt Transport Services$1,622,389$35,846 ▼-2.2%9,4140.6%TransportationFTNTFortinet$1,587,682$318,188 ▼-16.7%20,4730.6%Computer and TechnologyTFCTruist Financial$1,540,253$108,680 ▼-6.6%36,0120.6%FinanceOCOwens Corning$1,536,847$353 ▲0.0%8,7060.6%ConstructionCOSTCostco Wholesale$1,512,460$132,983 ▼-8.1%1,7060.6%Retail/WholesaleVMCVulcan Materials$1,510,820$29,049 ▲2.0%6,0330.6%ConstructionVZVerizon Communications$1,463,428$20,164 ▲1.4%32,5860.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,422,798$505,042 ▲55.0%17,0130.5%FinanceRFRegions Financial$1,361,476$4,969 ▲0.4%58,3570.5%FinanceORCLOracle$1,339,428$958,560 ▲251.7%7,8600.5%Computer and TechnologyNVONovo Nordisk A/S$1,303,341$2,977 ▲0.2%10,9460.5%MedicalIBMInternational Business Machines$1,301,245$45,984 ▼-3.4%5,8860.5%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,257,810$23,356 ▲1.9%2,2080.5%ETFBABoeing$1,195,187$297,694 ▲33.2%7,8610.4%AerospaceGDGeneral Dynamics$1,109,691$852,516 ▲331.5%3,6720.4%AerospaceRTXRTX$1,100,382$1,100,382 ▲New Holding9,0820.4%AerospaceSPYSPDR S&P 500 ETF Trust$1,047,255$2,869 ▲0.3%1,8250.4%FinanceQQQInvesco QQQ$1,034,905$168,416 ▼-14.0%2,1200.4%FinanceXPOXPO$1,020,700$108,048 ▲11.8%9,4940.4%TransportationIJRiShares Core S&P Small-Cap ETF$977,268$236,949 ▼-19.5%8,3560.4%ETFXLEEnergy Select Sector SPDR Fund$907,243$502,658 ▼-35.7%10,3330.3%ETFWFCWells Fargo & Company$904,464$84,848 ▲10.4%16,0110.3%FinanceOZKBank OZK$855,341$60,316 ▲7.6%19,8960.3%FinanceKOCoca-Cola$826,838$35,068 ▼-4.1%11,5060.3%Consumer StaplesFFord Motor$799,770$61,280 ▲8.3%75,7360.3%Auto/Tires/TrucksDUKDuke Energy$741,515$100,083 ▼-11.9%6,4310.3%UtilitiesWMTWalmart$705,871$22,046 ▼-3.0%8,7410.3%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$652,412$78,614 ▼-10.8%7,7180.2%ETFVOOVanguard S&P 500 ETF$574,1050.0%1,0880.2%ETFIVViShares Core S&P 500 ETF$488,879$2,306 ▲0.5%8480.2%ETFVXUSVanguard Total International Stock ETF$482,961$37,161 ▼-7.1%7,4600.2%ETFCOPConocoPhillips$440,840$200,573 ▼-31.3%4,1870.2%Oils/EnergyPNCThe PNC Financial Services Group$408,544$15,713 ▼-3.7%2,2100.2%FinanceVEUVanguard FTSE All-World ex-US ETF$394,3800.0%6,2600.1%ETFVUGVanguard Growth ETF$383,9300.0%1,0000.1%ETFCMICummins$380,964$647 ▲0.2%1,1770.1%Auto/Tires/TrucksATOAtmos Energy$370,497$81,562 ▼-18.0%2,6710.1%UtilitiesMPCMarathon Petroleum$361,723$11,569 ▲3.3%2,2200.1%Oils/EnergyVEAVanguard FTSE Developed Markets ETF$361,062$9,770 ▲2.8%6,8370.1%ETFABBVAbbVie$350,210$247,102 ▼-41.4%1,7730.1%MedicalBIIBBiogen$346,586$76,567 ▲28.4%1,7880.1%MedicalBMYBristol-Myers Squibb$341,2780.0%6,5960.1%MedicalRSPInvesco S&P 500 Equal Weight ETF$328,426$12,542 ▼-3.7%1,8330.1%ETFBNDVanguard Total Bond Market ETF$325,828$13,970 ▼-4.1%4,3380.1%ETFMCDMcDonald's$307,747$913 ▲0.3%1,0110.1%Retail/WholesaleUSBU.S. Bancorp$294,985$25,013 ▲9.3%6,4510.1%FinanceFEZSPDR EURO STOXX 50 ETF$282,598$282,598 ▲New Holding5,3080.1%ETFSOSouthern$262,8030.0%2,9140.1%UtilitiesVTVVanguard Value ETF$260,110$1,746 ▼-0.7%1,4900.1%ETFCRWDCrowdStrike$259,435$99,006 ▲61.7%9250.1%Computer and TechnologyTMOThermo Fisher Scientific$257,2330.0%4160.1%MedicalULTAUlta Beauty$252,150$252,150 ▲New Holding6480.1%Retail/WholesaleSQBlock$251,671$251,671 ▲New Holding3,7490.1%Business ServicesVIGVanguard Dividend Appreciation ETF$233,5130.0%1,1790.1%ETFLLYEli Lilly and Company$231,938$24,787 ▼-9.7%2620.1%MedicalFIFiserv$227,078$227,078 ▲New Holding1,2640.1%Business ServicesPSXPhillips 66$204,127$1,577 ▲0.8%1,5530.1%Oils/EnergyBBCPConcrete Pumping$57,9000.0%10,0000.0%Business ServicesCVSCVS Health$0$6,354,091 ▼-100.0%00.0%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$0$1,247,835 ▼-100.0%00.0%FinanceShowing 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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