The Analysis of Financial Partners Group, Inc's Holdings


Currently, Financial Partners Group, Inc holds 220 types of securities in its portfolio with a total value $802.9M. In the most recent quarter, they have increased their positions in SPY (+6.8K shares, valued at $4.5M), ANGL (+90.1K shares, valued at $2.7M), QQQM (+10.7K shares, valued at $2.7M); decreased their positions in FELC (-64.3K shares, valued at $2.4M), COWZ (-29.9K shares, valued at $1.7M), VFMO (-8.8K shares, valued at $1.7M); initiated new positions in ANGL (+90.1K shares, valued at $2.7M), SOFI (+38.6K shares, valued at $1.0M), JPIB (+16.9K shares, valued at $826.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR118.8K shares3.00%2025-09-302025-10-17history
SPY SPDR S&P 500 ETF TR59.7K shares12.89%2025-09-302025-10-17history
AVUV AMERICAN CENTY ETF TR394.0K shares0.17%2025-09-302025-10-17history
OEF ISHARES TR114.7K shares-0.70%2025-09-302025-10-17history
RDVY FIRST TR EXCHANGE TRADED FD524.0K shares-0.32%2025-09-302025-10-17history
QQQM INVESCO EXCH TRADED FD TR II129.5K shares9.03%2025-09-302025-10-17history
ITOT ISHARES TR180.1K shares0.51%2025-09-302025-10-17history
AAPL APPLE INC100.0K shares-1.06%2025-09-302025-10-17history
Sponsored
IGIB ISHARES TR462.7K shares3.48%2025-09-302025-10-17history
FTEC FIDELITY COVINGTON TRUST108.4K shares-0.29%2025-09-302025-10-17history
MSFT MICROSOFT CORP43.8K shares2.15%2025-09-302025-10-17history
IWP ISHARES TR135.6K shares0.11%2025-09-302025-10-17history
QUAL ISHARES TR96.5K shares4.44%2025-09-302025-10-17history
AGG ISHARES TR170.4K shares3.31%2025-09-302025-10-17history
IUSV ISHARES TR160.4K shares0.12%2025-09-302025-10-17history
XMMO INVESCO EXCHANGE TRADED FD T110.9K shares4.29%2025-09-302025-10-17history
Sponsored
AMZN AMAZON COM INC68.2K shares0.13%2025-09-302025-10-17history
JEPQ J P MORGAN EXCHANGE TRADED F259.2K shares3.27%2025-09-302025-10-17history
SOXX ISHARES TR49.5K shares-0.05%2025-09-302025-10-17history
GOOGL ALPHABET INC55.0K shares-0.34%2025-09-302025-10-17history
COWZ PACER FDS TR228.2K shares-11.59%2025-09-302025-10-17history
FMHI FIRST TR EXCH TRADED FD III198.3K shares8.92%2025-09-302025-10-17history
PAVE GLOBAL X FDS182.0K shares2.14%2025-09-302025-10-17history
NVDA NVIDIA CORPORATION45.9K shares13.61%2025-09-302025-10-17history
Sponsored
SPMO INVESCO EXCH TRADED FD TR II70.1K shares8.63%2025-09-302025-10-17history
VFMO VANGUARD WELLINGTON FD40.4K shares-17.92%2025-09-302025-10-17history
SCHD SCHWAB STRATEGIC TR259.5K shares-3.93%2025-09-302025-10-17history
SJNK SPDR SERIES TRUST273.7K shares0.35%2025-09-302025-10-17history
QQQ INVESCO QQQ TR10.9K shares-0.66%2025-09-302025-10-17history
GOOG ALPHABET INC26.8K shares-0.15%2025-09-302025-10-17history
IWY ISHARES TR23.4K shares-0.15%2025-09-302025-10-17history
IMTM ISHARES TR125.4K shares33.91%2025-09-302025-10-17history
Sponsored
NOBL PROSHARES TR52.2K shares-12.85%2025-09-302025-10-17history
PPA INVESCO EXCHANGE TRADED FD T33.5K shares8.34%2025-09-302025-10-17history
EMXC ISHARES INC73.6K shares67.80%2025-09-302025-10-17history
MOAT VANECK ETF TRUST49.2K shares-4.14%2025-09-302025-10-17history
FELC FIDELITY COVINGTON TRUST121.9K shares-34.55%2025-09-302025-10-17history
ITA ISHARES TR21.2K shares-0.49%2025-09-302025-10-17history
FHLC FIDELITY COVINGTON TRUST61.2K shares-14.83%2025-09-302025-10-17history
CP CANADIAN PACIFIC KANSAS CITY49.5K shares-0.57%2025-09-302025-10-17history
Sponsored
XMHQ INVESCO EXCHANGE TRADED FD T35.1K shares-2.37%2025-09-302025-10-17history
META META PLATFORMS INC4.9K shares31.21%2025-09-302025-10-17history
FENY FIDELITY COVINGTON TRUST141.5K shares-14.73%2025-09-302025-10-17history
BRK.B BERKSHIRE HATHAWAY INC DEL6.6K shares4.67%2025-09-302025-10-17history
JAAA JANUS DETROIT STR TR64.5K shares33.20%2025-09-302025-10-17history
HYMB SPDR SERIES TRUST111.6K shares1.40%2025-09-302025-10-17history
ANGL VANECK ETF TRUST90.1K sharesnew addition2025-09-302025-10-17history
FBTC FIDELITY WISE ORIGIN BITCOIN24.2K shares0.64%2025-09-302025-10-17history
Sponsored
TPYP TORTOISE CAPITAL SERIES TRUS65.5K shares-0.66%2025-09-302025-10-17history
HYG ISHARES TR28.4K shares0.04%2025-09-302025-10-17history
WMT WALMART INC21.8K shares0.17%2025-09-302025-10-17history
FEOE RBB FUND TRUST46.7K shares143.19%2025-09-302025-10-17history
COST COSTCO WHSL CORP NEW2.3K shares0.00%2025-09-302025-10-17history
MLPX GLOBAL X FDS32.5K shares1.61%2025-09-302025-10-17history
BKDV BNY MELLON ETF TRUST II72.5K shares29.36%2025-09-302025-10-17history
QTEC FIRST TR EXCHANGE-TRADED FD8.6K shares0.00%2025-09-302025-10-17history
Sponsored
IJH ISHARES TR29.6K shares-0.12%2025-09-302025-10-17history
JPM JPMORGAN CHASE & CO.6.0K shares8.54%2025-09-302025-10-17history
IFRA ISHARES TR33.3K shares1.30%2025-09-302025-10-17history
TSLA TESLA INC3.9K shares-9.10%2025-09-302025-10-17history
SHLD GLOBAL X FDS24.4K shares265.20%2025-09-302025-10-17history
IWR ISHARES TR17.4K shares1.78%2025-09-302025-10-17history
JEPI J P MORGAN EXCHANGE TRADED F26.6K shares-19.48%2025-09-302025-10-17history
IJR ISHARES TR12.4K shares0.54%2025-09-302025-10-17history
Sponsored
IWF ISHARES TR3.1K shares-2.14%2025-09-302025-10-17history
FELG FIDELITY COVINGTON TRUST33.1K shares-42.98%2025-09-302025-10-17history
ONEQ FIDELITY COMWLTH TR15.2K shares-1.11%2025-09-302025-10-17history
EVRG EVERGY INC17.7K shares0.55%2025-09-302025-10-17history
HYS PIMCO ETF TR13.7K shares0.00%2025-09-302025-10-17history
MUB ISHARES TR12.3K shares14.55%2025-09-302025-10-17history
GLD SPDR GOLD TR3.6K shares3.74%2025-09-302025-10-17history
AVLV AMERICAN CENTY ETF TR17.5K shares-25.95%2025-09-302025-10-17history
Sponsored
IJJ ISHARES TR9.1K shares-0.13%2025-09-302025-10-17history
ORCL ORACLE CORP4.2K shares0.99%2025-09-302025-10-17history
NFLX NETFLIX INC969 shares0.94%2025-09-302025-10-17history
VIGI VANGUARD WHITEHALL FDS12.9K shares0.11%2025-09-302025-10-17history
PWR QUANTA SVCS INC2.8K shares21.99%2025-09-302025-10-17history
VIG VANGUARD SPECIALIZED FUNDS5.3K shares0.34%2025-09-302025-10-17history
SYLD CAMBRIA ETF TR16.2K shares-8.36%2025-09-302025-10-17history
XLK SELECT SECTOR SPDR TR3.8K shares0.08%2025-09-302025-10-17history
Sponsored
SOFI SOFI TECHNOLOGIES INC38.6K sharesnew addition2025-09-302025-10-17history
NUKZ EXCHANGE TRADED CONCEPTS TRU15.3K shares121.77%2025-09-302025-10-17history
ESGU ISHARES TR6.7K shares-0.04%2025-09-302025-10-17history
IVW ISHARES TR7.9K shares0.01%2025-09-302025-10-17history
UNP UNION PAC CORP4.0K shares-2.90%2025-09-302025-10-17history
CVX CHEVRON CORP NEW6.1K shares1.26%2025-09-302025-10-17history
DEM WISDOMTREE TR19.7K shares58.27%2025-09-302025-10-17history
MGC VANGUARD WORLD FD3.5K shares0.00%2025-09-302025-10-17history
Sponsored
LLY ELI LILLY & CO1.1K shares8.30%2025-09-302025-10-17history
JPIB J P MORGAN EXCHANGE TRADED F16.9K sharesnew addition2025-09-302025-10-17history
IJS ISHARES TR7.4K shares0.09%2025-09-302025-10-17history
NEE NEXTERA ENERGY INC10.8K shares0.00%2025-09-302025-10-17history
FLOT ISHARES TR15.8K shares-43.65%2025-09-302025-10-17history
FTSL FIRST TR EXCHANGE-TRADED FD17.5K shares0.01%2025-09-302025-10-17history
AGGH SIMPLIFY EXCHANGE TRADED FUN38.4K shares11.29%2025-09-302025-10-17history
PCMM BONDBLOXX ETF TRUST15.6K shares-12.44%2025-09-302025-10-17history
Sponsored
JCPB J P MORGAN EXCHANGE TRADED F16.5K shares180.63%2025-09-302025-10-17history
GS GOLDMAN SACHS GROUP INC982 shares-0.10%2025-09-302025-10-17history
BX BLACKSTONE INC4.5K shares3.89%2025-09-302025-10-17history
BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-10-17history
CAT CATERPILLAR INC1.6K shares9.75%2025-09-302025-10-17history
HODL VANECK BITCOIN ETF22.4K shares19.71%2025-09-302025-10-17history
GOVT ISHARES TR31.1K shares1.83%2025-09-302025-10-17history
XLV SELECT SECTOR SPDR TR5.1K shares7.19%2025-09-302025-10-17history
Sponsored
IVE ISHARES TR3.4K shares0.30%2025-09-302025-10-17history
IUSG ISHARES TR4.2K shares11.57%2025-09-302025-10-17history
DWAS INVESCO EXCH TRADED FD TR II7.5K shares-0.01%2025-09-302025-10-17history
PLTR PALANTIR TECHNOLOGIES INC3.7K shares15.64%2025-09-302025-10-17history
CALF PACER FDS TR15.4K shares-14.88%2025-09-302025-10-17history
PFF ISHARES TR21.2K shares0.00%2025-09-302025-10-17history
VFVA VANGUARD WELLINGTON FD5.2K shares0.13%2025-09-302025-10-17history
CSCO CISCO SYS INC9.7K shares0.44%2025-09-302025-10-17history
Sponsored
JNJ JOHNSON & JOHNSON3.6K shares25.96%2025-09-302025-10-17history
IYG ISHARES TR7.3K shares5.32%2025-09-302025-10-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.3K shares12.87%2025-09-302025-10-17history
FTF FRANKLIN LTD DURATION INCOME102.0K shares-15.08%2025-09-302025-10-17history
XOM EXXON MOBIL CORP5.6K shares0.92%2025-09-302025-10-17history
VGSH VANGUARD SCOTTSDALE FDS10.4K shares0.00%2025-09-302025-10-17history
IWM ISHARES TR2.5K shares-1.11%2025-09-302025-10-17history
RTX RTX CORPORATION3.6K shares0.42%2025-09-302025-10-17history
Sponsored
MBB ISHARES TR6.3K shares78.70%2025-09-302025-10-17history
VTI VANGUARD INDEX FDS1.8K shares-0.11%2025-09-302025-10-17history
BINC BLACKROCK ETF TRUST II10.9K shares0.87%2025-09-302025-10-17history
SMH VANECK ETF TRUST1.8K shares0.00%2025-09-302025-10-17history
DGRO ISHARES TR8.1K shares3.15%2025-09-302025-10-17history
FPEI FIRST TR EXCH TRADED FD III28.3K shares0.07%2025-09-302025-10-17history
XT ISHARES TR7.6K shares0.00%2025-09-302025-10-17history
FDG AMERICAN CENTY ETF TR4.4K shares10.62%2025-09-302025-10-17history
Sponsored
IWO ISHARES TR1.6K shares0.00%2025-09-302025-10-17history
XLI SELECT SECTOR SPDR TR3.3K shares2.08%2025-09-302025-10-17history
VO VANGUARD INDEX FDS1.8K shares0.40%2025-09-302025-10-17history
JNK SPDR SERIES TRUST5.1K sharesnew addition2025-09-302025-10-17history
IYE ISHARES TR10.2K shares0.05%2025-09-302025-10-17history
MCD MCDONALDS CORP1.6K shares-2.26%2025-09-302025-10-17history
ABBV ABBVIE INC2.0K shares37.67%2025-09-302025-10-17history
PG PROCTER AND GAMBLE CO3.0K shares-3.30%2025-09-302025-10-17history
Sponsored
URI UNITED RENTALS INC483 shares0.00%2025-09-302025-10-17history
IYY ISHARES TR2.7K shares0.00%2025-09-302025-10-17history
IETC ISHARES U S ETF TR4.2K shares-0.21%2025-09-302025-10-17history
VRT VERTIV HOLDINGS CO2.8K shares-8.90%2025-09-302025-10-17history
EFA ISHARES TR4.6K shares0.35%2025-09-302025-10-17history
KNG FIRST TR EXCHANGE-TRADED FD8.6K shares-22.42%2025-09-302025-10-17history
ET ENERGY TRANSFER L P24.2K shares0.38%2025-09-302025-10-17history
MSTY TIDAL TRUST II29.3K shares8.38%2025-09-302025-10-17history
Sponsored
O REALTY INCOME CORP6.7K shares-2.22%2025-09-302025-10-17history
AVGO BROADCOM INC1.2K shares8.17%2025-09-302025-10-17history
HD HOME DEPOT INC978 shares0.00%2025-09-302025-10-17history
XLP SELECT SECTOR SPDR TR5.0K shares-3.38%2025-09-302025-10-17history
AVUS AMERICAN CENTY ETF TR3.5K shares0.08%2025-09-302025-10-17history
RWL INVESCO EXCH TRADED FD TR II3.4K shares-37.68%2025-09-302025-10-17history
JGRO J P MORGAN EXCHANGE TRADED F4.0K sharesnew addition2025-09-302025-10-17history
IHI ISHARES TR6.1K shares-3.08%2025-09-302025-10-17history
Sponsored
SDVY FIRST TR EXCHANGE-TRADED FD9.6K sharesnew addition2025-09-302025-10-17history
IJK ISHARES TR3.8K shares0.03%2025-09-302025-10-17history
FXH FIRST TR EXCHANGE TRADED FD3.3K shares-48.40%2025-09-302025-10-17history
VG VENTURE GLOBAL INC25.0K sharesnew addition2025-09-302025-10-17history
IDMO INVESCO EXCH TRADED FD TR II6.6K sharesnew addition2025-09-302025-10-17history
GRMN GARMIN LTD1.4K sharesnew addition2025-09-302025-10-17history
GD GENERAL DYNAMICS CORP1.0K shares0.40%2025-09-302025-10-17history
IUSB ISHARES TR7.4K shares0.52%2025-09-302025-10-17history
Sponsored
SPIB SPDR SERIES TRUST10.1K shares1.82%2025-09-302025-10-17history
SDY SPDR SERIES TRUST2.4K shares-4.15%2025-09-302025-10-17history
HACK AMPLIFY ETF TR3.9K shares0.00%2025-09-302025-10-17history
IXN ISHARES TR3.2K shares4.89%2025-09-302025-10-17history
GAMR AMPLIFY ETF TR3.4K shares0.00%2025-09-302025-10-17history
FAST FASTENAL CO6.7K sharesnew addition2025-09-302025-10-17history
PECO PHILLIPS EDISON & CO INC9.6K shares2.13%2025-09-302025-10-17history
ISPY PROSHARES TR7.3K shares-51.83%2025-09-302025-10-17history
Sponsored
FEX FIRST TR EXCHANGE-TRADED ALP2.8K shares0.11%2025-09-302025-10-17history
MRK MERCK & CO INC3.8K shares8.42%2025-09-302025-10-17history
BIBL NORTHERN LTS FD TR IV7.0K shares0.29%2025-09-302025-10-17history
QCOM QUALCOMM INC1.9K shares-4.74%2025-09-302025-10-17history
AMD ADVANCED MICRO DEVICES INC1.9K sharesnew addition2025-09-302025-10-17history
SAIA SAIA INC1.0K shares-0.49%2025-09-302025-10-17history
SPGI S&P GLOBAL INC612 sharesnew addition2025-09-302025-10-17history
ONEY SPDR SERIES TRUST2.6K shares0.00%2025-09-302025-10-17history
Sponsored
SO SOUTHERN CO3.1K shares0.00%2025-09-302025-10-17history
VTWO VANGUARD SCOTTSDALE FDS3.0K shares0.10%2025-09-302025-10-17history
APP APPLOVIN CORP405 sharesnew addition2025-09-302025-10-17history
MA MASTERCARD INCORPORATED503 shares24.81%2025-09-302025-10-17history
LMT LOCKHEED MARTIN CORP555 shares4.32%2025-09-302025-10-17history
KO COCA COLA CO4.2K shares-8.73%2025-09-302025-10-17history
TLH ISHARES TR2.7K sharesnew addition2025-09-302025-10-17history
BLK BLACKROCK INC232 shares-8.66%2025-09-302025-10-17history
Sponsored
XLF SELECT SECTOR SPDR TR5.0K shares0.60%2025-09-302025-10-17history
IAU ISHARES GOLD TR3.7K shares-3.81%2025-09-302025-10-17history
MDY SPDR S&P MIDCAP 400 ETF TR448 shares0.00%2025-09-302025-10-17history
BA BOEING CO1.2K shares0.00%2025-09-302025-10-17history
DIA SPDR DOW JONES INDL AVERAGE553 shares0.00%2025-09-302025-10-17history
BUSE FIRST BUSEY CORP10.9K shares1.07%2025-09-302025-10-17history
AVIV AMERICAN CENTY ETF TR3.7K shares0.00%2025-09-302025-10-17history
AVMV AMERICAN CENTY ETF TR3.6K shares-25.20%2025-09-302025-10-17history
Sponsored
V VISA INC719 shares-12.53%2025-09-302025-10-17history
JMUB J P MORGAN EXCHANGE TRADED F4.8K shares-0.37%2025-09-302025-10-17history
CRM SALESFORCE INC1.0K shares-7.71%2025-09-302025-10-17history
QCLN FIRST TR EXCHANGE-TRADED FD5.7K sharesnew addition2025-09-302025-10-17history
EFG ISHARES TR2.1K shares-2.90%2025-09-302025-10-17history
VOO VANGUARD INDEX FDS380 sharesnew addition2025-09-302025-10-17history
MU MICRON TECHNOLOGY INC1.4K sharesnew addition2025-09-302025-10-17history
TAXF AMERICAN CENTY ETF TR4.5K shares-1.48%2025-09-302025-10-17history
Sponsored
VHT VANGUARD WORLD FD867 shares0.12%2025-09-302025-10-17history
ASML ASML HOLDING N V230 sharesnew addition2025-09-302025-10-17history
XLU SELECT SECTOR SPDR TR2.5K shares0.00%2025-09-302025-10-17history
CIBR FIRST TR EXCHANGE TRADED FD2.9K shares6.80%2025-09-302025-10-17history
TMO THERMO FISHER SCIENTIFIC INC448 sharesnew addition2025-09-302025-10-17history
COP CONOCOPHILLIPS2.3K shares-0.13%2025-09-302025-10-17history
RSPN INVESCO EXCHANGE TRADED FD T3.9K shares0.00%2025-09-302025-10-17history
IEMG ISHARES INC3.3K sharesnew addition2025-09-302025-10-17history
Sponsored
CRWD CROWDSTRIKE HLDGS INC441 shares2.08%2025-09-302025-10-17history
NRG NRG ENERGY INC1.3K shares-0.30%2025-09-302025-10-17history
ABT ABBOTT LABS1.6K sharesnew addition2025-09-302025-10-17history
ADBE ADOBE INC596 shares-4.79%2025-09-302025-10-17history
PSN PARSONS CORP DEL2.5K sharesnew addition2025-09-302025-10-17history
CGCP CAPITAL GRP FIXED INCM ETF T9.0K shares-15.40%2025-09-302025-10-17history
SPXC SPX TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-10-17history
KKR KKR & CO INC1.6K shares-5.70%2025-09-302025-10-17history
Sponsored
WEC WEC ENERGY GROUP INC1.8K sharesnew addition2025-09-302025-10-17history
MTUM ISHARES TR784 sharesnew addition2025-09-302025-10-17history
FSCO FS CREDIT OPPORTUNITIES CORP19.5K shares1.36%2025-09-302025-10-17history
SLQT SELECTQUOTE INC54.6K shares36.23%2025-09-302025-10-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available