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CIK: 0001965246
Total reported value
$276.3M
$276.3M
96 檔
20.4%
During the Q1 2024 filing period, Financial Partners Group, LLC (CIK: 0001965246) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $276.3M across 96 reported positions.
During Q1 2024, Financial Partners Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.99% | — | -0.31% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.46% | — | +6.66% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.32% | — | +2.38% | |
| 4 | FDX | Fedex CORP | Stock-Industrials | 4.09% | — | +3.00% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.92% | — | -2.06% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 3.79% | — | -1.94% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.75% | — | +3.06% | |
| 8 | CVS | Cvs Health CORP | Stock-Healthcare | 3.63% | — | +0.11% | |
| 9 | ECL | Ecolab Inc | Stock-Materials | 3.62% | — | +0.07% | |
| 10 | LRCXEUR | Lam Research CORP | Stock-Tech | 3.30% | — | — | |
| 11 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.16% | — | -0.18% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.16% | — | -41.00% | |
| 13 | CCI | Crown Castle Inc | Stock-Real Estate | 2.56% | — | — | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.52% | — | -0.53% | |
| 15 | OXY | Occidental Petroleum CORP | Stock-Energy | 2.48% | — | +0.82% | |
| 16 | HUM | Humana Inc | Stock-Healthcare | 2.46% | — | — | |
| 17 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.26% | — | +0.78% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.23% | — | -0.31% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 2.08% | — | +3.55% | |
| 20 | EOG | Eog Resources Inc | Stock-Energy | 1.98% | — | — | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.56% | — | +0.14% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.50% | — | +2.11% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.46% | — | +0.16% | |
| 24 | BP | Bp Plc-spons Adr | Stock-Energy | 1.29% | — | +1.27% | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.22% | — | +61.22% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | — | -6.27% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 1.05% | — | +1.89% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.05% | — | -12.70% | |
| 29 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.97% | — | -3.73% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.91% | — | +4.76% | |
| 31 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.90% | — | -5.37% | |
| 32 | NUE | Nucor CORP | Stock-Materials | 0.83% | — | +55.24% | |
| 33 | VMC | Vulcan Materials Co | Stock-Materials | 0.78% | — | -7.16% | |
| 34 | OC | Owens Corning | Stock-Industrials | 0.77% | — | -0.21% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | — | +19.71% | |
| 36 | FHN | First Horizon CORP | Stock-Financials | 0.74% | — | -4.04% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.69% | — | +47.02% | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.67% | — | -9.69% | |
| 39 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.62% | — | +7.50% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.60% | — | -4.66% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.60% | — | +1.38% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | — | +226.14% | |
| 43 | TFC | Truist Financial CORP | Stock-Financials | 0.57% | — | -6.06% | |
| 44 | STLD | Steel Dynamics Inc | Stock-Materials | 0.56% | — | — | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | — | +0.67% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | — | -3.55% | |
| 47 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.49% | — | -7.69% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | — | -17.96% | |
| 49 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.49% | — | +3.59% | |
| 50 | RF | Regions Financial CORP | Stock-Financials | 0.47% | — | +0.52% |
According to official SEC Form 13F filings, Financial Partners Group, LLC reported a total U.S. public equity portfolio value of $276.3M across 96 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, XOM) accounted for 20.4% of total reported equity market value during Q1 2024.
During Q1 2024, Financial Partners Group, LLC's top holdings by market value included MSFT (5.0%)、GOOGL (4.5%)、XOM (4.3%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q1 2024, Financial Partners Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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