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CIK: 0001965246
Total reported value
$276.3M
$276.3M
81 檔
21.5%
At the close of Q1 2025, Financial Partners Group, LLC disclosed equity holdings valued at approximately $276.3M, spread across 81 reported holdings.
During Q1 2025, 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 | 6.45% | — | -5.06% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.09% | — | -2.39% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.00% | — | -2.34% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | — | -3.95% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 4.51% | — | -3.20% | |
| 6 | ECL | Ecolab Inc | Stock-Materials | 4.50% | — | +3.26% | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.34% | — | +164.31% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 4.28% | — | -5.96% | |
| 9 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.69% | — | -5.30% | |
| 10 | FDX | Fedex CORP | Stock-Industrials | 3.69% | — | -5.15% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 3.30% | — | -4.34% | |
| 12 | CCI | Crown Castle Inc | Stock-Real Estate | 2.87% | — | +0.34% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 2.77% | — | — | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.65% | — | +7.65% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.63% | — | -10.52% | |
| 16 | EOG | Eog Resources Inc | Stock-Energy | 2.23% | — | — | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.09% | — | -6.53% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.87% | — | -8.47% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.77% | — | -3.14% | |
| 20 | MDT | Medtronic plc | Stock-Healthcare | 1.72% | — | -0.64% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.42% | — | +15.58% | |
| 22 | BP | Bp Plc-spons Adr | Stock-Energy | 1.25% | — | -16.68% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.19% | — | +92.87% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.16% | — | -1.71% | |
| 25 | MO | Altria Group Inc | Stock-Consumer Staples | 1.16% | — | -10.99% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.09% | — | -22.33% | |
| 27 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.05% | — | +0.24% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | — | -12.36% | |
| 29 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.85% | — | -4.68% | |
| 30 | FHN | First Horizon CORP | Stock-Financials | 0.83% | — | -4.58% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.78% | — | -9.17% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | — | +82.83% | |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.69% | — | -11.29% | |
| 34 | LUV | Southwest Airlines Co | Stock-Industrials | 0.69% | — | -8.78% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.66% | — | +2.95% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | — | -5.88% | |
| 37 | VMC | Vulcan Materials Co | Stock-Materials | 0.63% | — | +5.82% | |
| 38 | TFC | Truist Financial CORP | Stock-Financials | 0.63% | — | +0.06% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.63% | — | -3.18% | |
| 40 | FTNT | Fortinet Inc | Stock-Tech | 0.61% | — | -11.82% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.61% | — | -30.85% | |
| 42 | OC | Owens Corning | Stock-Industrials | 0.60% | — | +17.96% | |
| 43 | STLD | Steel Dynamics Inc | Stock-Materials | 0.59% | — | -7.97% | |
| 44 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.59% | — | +1.74% | |
| 45 | NUE | Nucor CORP | Stock-Materials | 0.56% | — | -29.64% | |
| 46 | RF | Regions Financial CORP | Stock-Financials | 0.56% | — | +0.60% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.55% | — | +27.27% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | — | -11.46% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | — | +0.27% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.44% | — | -7.59% |
According to official SEC Form 13F filings, Financial Partners Group, LLC reported a total U.S. public equity portfolio value of $276.3M across 81 disclosed positions in Q1 2025.
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, JPM) accounted for 21.5% of total reported equity market value during Q1 2025.
During Q1 2025, Financial Partners Group, LLC's top holdings by market value included BRK-B (6.5%)、GOOGL (5.1%)、JPM (5.0%). The largest single position, BRK-B, represented 6.5% of total portfolio value.
In Q1 2025, 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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