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CIK: 0001965246
Total reported value
$276.3M
$276.3M
98 檔
23.7%
The Q3 2024 SEC filing reveals that Financial Partners Group, LLC held a total portfolio value of $276.3M, covering 98 public equity positions.
During Q3 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 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.09% | — | +51.15% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.06% | — | +4.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.91% | — | -0.02% | |
| 4 | LMT | Lockheed Martin CORP | Stock-Industrials | 4.34% | — | +8.03% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 4.16% | — | -0.83% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 4.15% | — | +0.40% | |
| 7 | ECL | Ecolab Inc | Stock-Materials | 3.89% | — | +0.15% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 3.88% | — | +0.48% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.82% | — | -0.05% | |
| 10 | FDX | Fedex CORP | Stock-Industrials | 3.73% | — | -0.96% | |
| 11 | CCI | Crown Castle Inc | Stock-Real Estate | 2.82% | — | +1.46% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.80% | — | +0.05% | |
| 13 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.69% | — | — | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.33% | — | -1.08% | |
| 15 | HUM | Humana Inc | Stock-Healthcare | 2.21% | — | +1.31% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.15% | — | -0.67% | |
| 17 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.86% | — | -3.27% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.86% | — | -1.53% | |
| 19 | EOG | Eog Resources Inc | Stock-Energy | 1.85% | — | +0.11% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.76% | — | +0.31% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 1.50% | — | +2.78% | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.49% | — | +10.68% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.30% | — | — | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.17% | — | +1.38% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | — | -0.42% | |
| 26 | BP | Bp Plc-spons Adr | Stock-Energy | 1.05% | — | +6.14% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.96% | — | -3.74% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | — | -3.44% | |
| 29 | NUE | Nucor CORP | Stock-Materials | 0.76% | — | +10.62% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.76% | — | -3.01% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.74% | — | +18.94% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | — | -1.54% | |
| 33 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.74% | — | +12.06% | |
| 34 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.73% | — | +3.86% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.70% | — | — | |
| 36 | FHN | First Horizon CORP | Stock-Financials | 0.69% | — | -1.10% | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.65% | — | +44.14% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.64% | — | -10.08% | |
| 39 | LUV | Southwest Airlines Co | Stock-Industrials | 0.63% | — | -1.75% | |
| 40 | STLD | Steel Dynamics Inc | Stock-Materials | 0.63% | — | +19.31% | |
| 41 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.61% | — | -2.16% | |
| 42 | FTNT | Fortinet Inc | Stock-Tech | 0.60% | — | -16.70% | |
| 43 | TFC | Truist Financial CORP | Stock-Financials | 0.58% | — | -6.59% | |
| 44 | OC | Owens Corning | Stock-Industrials | 0.58% | — | +0.02% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | — | -8.08% | |
| 46 | VMC | Vulcan Materials Co | Stock-Materials | 0.57% | — | +1.96% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | — | +1.40% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | — | +55.03% | |
| 49 | RF | Regions Financial CORP | Stock-Financials | 0.51% | — | +0.37% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.50% | — | +251.68% |
According to official SEC Form 13F filings, Financial Partners Group, LLC reported a total U.S. public equity portfolio value of $276.3M across 98 disclosed positions in Q3 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 BRK-B, GOOGL, MSFT) accounted for 23.7% of total reported equity market value during Q3 2024.
During Q3 2024, Financial Partners Group, LLC's top holdings by market value included BRK-B (6.1%)、GOOGL (5.1%)、MSFT (4.9%). The largest single position, BRK-B, represented 6.1% of total portfolio value.
In Q3 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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