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CIK: 0001731169
Total reported value
$963.6M
$963.6M
182 檔
20.4%
At the close of Q4 2024, Financial Partners Group, Inc disclosed equity holdings valued at approximately $963.6M, spread across 182 reported holdings.
Financial Partners Group, Inc executed strategic sector rebalancing during Q4 2024, establishing 14 new positions while fully exiting 20 holdings and trimming 83 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, OEF, AVUV) accounted for 20.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
ISPY
市值: $1.0M
Top Position Liquidated / Trimmed
PPH
前期市值: $8.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.56% | +1.28% | +0.54% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-Other | 5.89% | +0.22% | -2.51% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.26% | -0.18% | +2.43% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 4.21% | +0.03% | +4.13% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.83% | — | -3.40% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.83% | +0.49% | -1.85% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.44% | +0.15% | -0.47% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.38% | +0.21% | -1.16% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.36% | +0.13% | +10.90% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.33% | — | +11.27% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.31% | -1.30% | -0.94% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 3.27% | -0.32% | +22.21% | |
| 13 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 2.83% | +0.11% | -1.07% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.60% | +0.68% | -0.25% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.12% | -0.39% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.05% | +0.03% | +2.66% | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.98% | -0.01% | -16.06% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.94% | +0.22% | +230.22% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.90% | -0.12% | +181.58% | |
| 20 | FMHI | First Trust Municipal High I | ETF-Other | 1.72% | -0.44% | +3.90% | |
| 21 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.50% | — | +26.65% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | -0.02% | +0.92% | |
| 23 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.29% | -1.05% | -4.31% | |
| 24 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 1.20% | — | -3.63% | |
| 25 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.04% | — | +5.33% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | -0.09% | +4536.06% | |
| 27 | PAVE | Global X US Infrastructure | ETF-Other | 0.85% | -0.16% | +0.57% | |
| 28 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.85% | +0.07% | +26.89% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.18% | +3.80% | |
| 30 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.81% | +0.01% | -0.11% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.02% | -2.72% | |
| 32 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.78% | +0.06% | -7.52% | |
| 33 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.73% | -0.25% | -3.08% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | -0.07% | -0.40% | |
| 35 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.67% | +0.05% | +0.86% | |
| 36 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.52% | — | -5.27% | |
| 37 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.49% | -0.14% | +0.47% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | +0.01% | -2.01% | |
| 39 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.44% | -0.13% | +25.12% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.38% | -0.01% | +0.92% | |
| 41 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 0.36% | — | -18.30% | |
| 42 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.33% | +0.03% | +289.25% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.01% | -1.38% | |
| 44 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 0.30% | +0.01% | +7.11% | |
| 45 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.30% | — | -65.40% | |
| 46 | DWAS | Invesco Dorsey Wright Smallc | ETF-Other | 0.30% | -0.02% | +27.91% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.01% | -0.35% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | -0.01% | +9.95% | |
| 49 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.28% | -0.02% | -4.77% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | -0.01% | +3.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | +1.3% | +230.22% | Add |
| 2 | IUSV | Ishares Core S&p U.s. Value | +1.2% | +181.58% | Add |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.8% | +4536.06% | Add |
| 4 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.5% | +22.21% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +10.90% | Add |
| 6 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +26.65% | Add |
| 7 | AMZN | Amazon.com Inc | +0.3% | -0.39% | Trim |
| 8 | FBTC | Fidelity Wise Origin Bitcoin | +0.3% | +289.25% | Add |
| 9 | FELC | Fidelity Enh Lrg Cap Cor ETF | +0.2% | +26.89% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.92% | Add |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | +0.2% | +11.27% | Add |
| 12 | AAPL | Apple Inc | +0.2% | -1.85% | Trim |
| 13 | ISPY | Proshares S&p High Incom ETF | +0.2% | NEW | New buy |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.54% | Add |
| 15 | RDVY | First Trust Rising Dividend | +0.1% | +4.13% | Add |
| 16 | AVUV | Avantis US Small Cap Value | +0.1% | +2.43% | Add |
| 17 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -0.47% | Trim |
| 18 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | -1.07% | Trim |
| 19 | NVDA | Nvidia CORP | +0.1% | +3.80% | Add |
| 20 | TSLA | Tesla Inc | +0.1% | +3.88% | Add |
| 21 | PPA | Invesco Aerospace & Defense | +0.1% | +25.12% | Add |
| 22 | FTF | Franklin LTD Dur Inc Tr | +0.1% | +242.23% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | -0.40% | Trim |
| 24 | HODL | Vaneck Bitcoin ETF | +0.1% | NEW | New buy |
| 25 | DWAS | Invesco Dorsey Wright Smallc | +0.1% | +27.91% | Add |
| 26 | XMMO | Invesco S&p Midcap Momentum | +0.1% | NEW | New buy |
| 27 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 28 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 29 | IWY | Ishares Russell Top 200 Grow | 0% | -0.11% | Trim |
| 30 | VOE | Vanguard Mid-cap Value ETF | 0% | NEW | New buy |
| 31 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 32 | RSP | Invesco S&p 500 Equal Weight | 0% | NEW | New buy |
| 33 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 34 | IWF | Ishares Russell 1000 Growth | 0% | +17.67% | Add |
| 35 | MSTR | Strategy Inc | 0% | NEW | New buy |
| 36 | FELG | Fidelity Enh Lrg Cap Gwth | 0% | +7.11% | Add |
| 37 | V | Visa Inc-class A Shares | 0% | NEW | New buy |
| 38 | IWP | Ishares Russell Mid-cap Grow | 0% | +0.92% | Add |
| 39 | MA | Mastercard Inc - A | 0% | NEW | New buy |
| 40 | MGC | Vanguard Mega Cap ETF | 0% | +35.77% | Add |
| 41 | IUSG | Ishares Core S&p U.s. Growth | 0% | +92.01% | Add |
| 42 | WMT | Walmart Inc | 0% | -0.35% | Trim |
| 43 | BA | Boeing Co/the | 0% | NEW | New buy |
| 44 | SCHG | Schwab US Large-cap Growth | 0% | NEW | New buy |
| 45 | OEF | Ishares S&p 100 ETF | 0% | -2.51% | Trim |
| 46 | JPM | Jpmorgan Chase & Co | 0% | +4.78% | Add |
| 47 | META | Meta Platforms Inc-class A | 0% | +13.23% | Add |
| 48 | FLQM | Franklin U.s. Mid Cap Multif | 0% | +5.33% | Add |
| 49 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +24.08% | Add |
| 50 | NFLX | Netflix Inc | 0% | -2.54% | Trim |
According to official SEC Form 13F filings, Financial Partners Group, Inc reported a total U.S. public equity portfolio value of $963.6M across 182 disclosed positions in Q4 2024.
During Q4 2024, Financial Partners Group, Inc's top holdings by market value included IVV (9.6%)、OEF (5.9%)、AVUV (5.3%). The largest single position, IVV, represented 9.6% of total portfolio value.
In Q4 2024, Financial Partners Group, Inc made 192 total portfolio adjustments, initiating 14 new buys, adding to 75 positions, trimming 83 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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