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CIK: 0001965246
Total reported value
$276.3M
$276.3M
94 檔
23.0%
During the Q4 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 94 reported positions.
During Q4 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 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.11% | — | -4.35% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.53% | — | -16.72% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.23% | — | -1.78% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.78% | — | -0.57% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 4.76% | — | +94.24% | |
| 6 | FDX | Fedex CORP | Stock-Industrials | 4.29% | — | +1.08% | |
| 7 | LMT | Lockheed Martin CORP | Stock-Industrials | 4.06% | — | +1.52% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.94% | — | -6.66% | |
| 9 | ECL | Ecolab Inc | Stock-Materials | 3.85% | — | -2.40% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 3.64% | — | -8.77% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.17% | — | -4.65% | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 2.64% | — | — | |
| 13 | CCI | Crown Castle Inc | Stock-Real Estate | 2.38% | — | -0.30% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.29% | — | -4.76% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.27% | — | -0.55% | |
| 16 | EOG | Eog Resources Inc | Stock-Energy | 2.04% | — | -0.39% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.80% | — | +18.18% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.70% | — | -16.27% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.69% | — | +0.52% | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 1.47% | — | -0.52% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.29% | — | +77.71% | |
| 22 | BP | Bp Plc-spons Adr | Stock-Energy | 1.26% | — | +15.43% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.25% | — | -0.67% | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.23% | — | -0.48% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | — | -23.60% | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 1.09% | — | -0.85% | |
| 27 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.00% | — | -49.25% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.87% | — | -4.64% | |
| 29 | FHN | First Horizon CORP | Stock-Financials | 0.86% | — | -13.55% | |
| 30 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.81% | — | -4.52% | |
| 31 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.80% | — | -14.09% | |
| 32 | XLE | Ss Energy Select Sector | ETF-Other | 0.77% | — | +109.76% | |
| 33 | NUE | Nucor CORP | Stock-Materials | 0.74% | — | +13.04% | |
| 34 | LUV | Southwest Airlines Co | Stock-Industrials | 0.72% | — | -8.80% | |
| 35 | FTNT | Fortinet Inc | Stock-Tech | 0.65% | — | -19.02% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | — | +0.72% | |
| 37 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.64% | — | -3.69% | |
| 38 | TFC | Truist Financial CORP | Stock-Financials | 0.64% | — | -1.80% | |
| 39 | VMC | Vulcan Materials Co | Stock-Materials | 0.63% | — | -1.99% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | — | -3.28% | |
| 41 | OC | Owens Corning | Stock-Industrials | 0.58% | — | -5.20% | |
| 42 | RF | Regions Financial CORP | Stock-Financials | 0.57% | — | +0.67% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.57% | — | +42.32% | |
| 44 | STLD | Steel Dynamics Inc | Stock-Materials | 0.56% | — | -10.32% | |
| 45 | BA | Boeing Co/the | Stock-Industrials | 0.55% | — | -4.59% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.55% | — | +2.64% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | — | +0.85% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.54% | — | -0.24% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.53% | — | +20.46% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | — | -4.26% |
According to official SEC Form 13F filings, Financial Partners Group, LLC reported a total U.S. public equity portfolio value of $276.3M across 94 disclosed positions in Q4 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 GOOGL, BRK-B, MSFT) accounted for 23.0% of total reported equity market value during Q4 2024.
During Q4 2024, Financial Partners Group, LLC's top holdings by market value included GOOGL (6.1%)、BRK-B (5.5%)、MSFT (5.2%). The largest single position, GOOGL, represented 6.1% of total portfolio value.
In Q4 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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