The Analysis of Financial Partners Group, LLC's Holdings
Currently, Financial Partners Group, LLC holds 88 types of securities in its portfolio with a total value $276.3M. In the most recent quarter, they have increased their positions in PEP (+67.3K shares, valued at $8.9M), UNH (+23.2K shares, valued at $7.2M), CVX (+44.7K shares, valued at $6.4M); decreased their positions in EFA (-19.3K shares, valued at $1.7M), XLE (-10.2K shares, valued at $863.4K), LMT (-1.4K shares, valued at $656.3K); initiated new positions in PEP (+67.3K shares, valued at $8.9M), BSV (+72.6K shares, valued at $5.7M), ITA (+8.3K shares, valued at $1.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP28.8K shares0.20%2025-06-302025-07-17
GOOGL ALPHABET INC78.9K shares3.91%2025-06-302025-07-17 JPM JPMORGAN CHASE & CO.46.4K shares-1.09%2025-06-302025-07-17 BRK.B BERKSHIRE HATHAWAY INC DEL27.4K shares-1.81%2025-06-302025-07-17 PANW PALO ALTO NETWORKS INC62.1K shares1.83%2025-06-302025-07-17 ECL ECOLAB INC40.8K shares-0.20%2025-06-302025-07-17 CVX CHEVRON CORP NEW70.5K shares173.18%2025-06-302025-07-17 UNH UNITEDHEALTH GROUP INC31.0K shares297.81%2025-06-302025-07-17 NOBL PROSHARES TR93.5K shares56.50%2025-06-302025-07-17 UPS UNITED PARCEL SERVICE INC90.2K shares-0.82%2025-06-302025-07-17 CAT CATERPILLAR INC23.0K shares-0.48%2025-06-302025-07-17 PEP PEPSICO INC67.3K sharesnew addition2025-06-302025-07-17 XOM EXXON MOBIL CORP79.7K shares-3.76%2025-06-302025-07-17 LRCX LAM RESEARCH CORP87.5K shares-0.44%2025-06-302025-07-17 LMT LOCKHEED MARTIN CORP17.6K shares-7.44%2025-06-302025-07-17 FDX FEDEX CORP35.6K shares2.09%2025-06-302025-07-17 AAPL APPLE INC33.3K shares22.09%2025-06-302025-07-17 CCI CROWN CASTLE INC65.8K shares3.81%2025-06-302025-07-17 BSV VANGUARD BD INDEX FDS72.6K sharesnew addition2025-06-302025-07-17 EOG EOG RES INC40.0K shares0.02%2025-06-302025-07-17 HD HOME DEPOT INC12.5K shares-4.82%2025-06-302025-07-17 XLG INVESCO EXCHANGE TRADED FD T83.8K shares142.08%2025-06-302025-07-17 AMZN AMAZON COM INC19.1K shares80.48%2025-06-302025-07-17 MDT MEDTRONIC PLC47.2K shares7.16%2025-06-302025-07-17 MOAT VANECK ETF TRUST39.6K shares6.88%2025-06-302025-07-17 MRK MERCK & CO INC36.2K shares21.76%2025-06-302025-07-17 BP BP PLC85.3K shares-0.07%2025-06-302025-07-17 MO ALTRIA GROUP INC43.5K shares-2.17%2025-06-302025-07-17 FHN FIRST HORIZON CORPORATION118.5K shares20.98%2025-06-302025-07-17 QQQ INVESCO QQQ TR4.0K shares10.46%2025-06-302025-07-17 SCHW SCHWAB CHARLES CORP24.1K shares-3.27%2025-06-302025-07-17 OXY OCCIDENTAL PETE CORP48.1K shares-1.79%2025-06-302025-07-17 FTNT FORTINET INC18.7K shares27.94%2025-06-302025-07-17 TFC TRUIST FINL CORP46.0K shares29.94%2025-06-302025-07-17 BAC BANK AMERICA CORP41.4K shares-3.90%2025-06-302025-07-17 VMC VULCAN MATLS CO7.1K shares12.93%2025-06-302025-07-17 NVO NOVO-NORDISK A S26.3K shares43.71%2025-06-302025-07-17 VZ VERIZON COMMUNICATIONS INC41.1K shares29.05%2025-06-302025-07-17 OC OWENS CORNING NEW12.0K shares23.20%2025-06-302025-07-17 ITA ISHARES TR8.3K sharesnew addition2025-06-302025-07-17 LUV SOUTHWEST AIRLS CO46.6K shares-1.08%2025-06-302025-07-17 STLD STEEL DYNAMICS INC11.1K shares1.63%2025-06-302025-07-17 COST COSTCO WHSL CORP NEW1.4K shares-9.47%2025-06-302025-07-17 RF REGIONS FINANCIAL CORP NEW58.9K shares-0.31%2025-06-302025-07-17 JBHT HUNT J B TRANS SVCS INC9.4K shares2.28%2025-06-302025-07-17 ORCL ORACLE CORP6.2K shares11.91%2025-06-302025-07-17 IBM INTERNATIONAL BUSINESS MACHS4.5K shares-9.58%2025-06-302025-07-17 LOW LOWES COS INC5.9K shares-8.46%2025-06-302025-07-17 EFA ISHARES TR14.3K shares-57.44%2025-06-302025-07-17 NUE NUCOR CORP9.6K shares-10.66%2025-06-302025-07-17 SPY SPDR S&P 500 ETF TR1.8K shares0.33%2025-06-302025-07-17 MDY SPDR S&P MIDCAP 400 ETF TR1.9K shares1.36%2025-06-302025-07-17 BA BOEING CO4.0K shares-15.91%2025-06-302025-07-17 IJR ISHARES TR7.5K shares1.73%2025-06-302025-07-17 HYG ISHARES TR9.6K shares-4.11%2025-06-302025-07-17 VYM VANGUARD WHITEHALL FDS5.3K sharesnew addition2025-06-302025-07-17 HUM HUMANA INC2.9K shares0.00%2025-06-302025-07-17 DUK DUKE ENERGY CORP NEW5.8K shares-30.40%2025-06-302025-07-17 VOO VANGUARD INDEX FDS1.2K sharesnew addition2025-06-302025-07-17 SCHD SCHWAB STRATEGIC TR23.4K shares0.34%2025-06-302025-07-17 AGG ISHARES TR5.9K sharesnew addition2025-06-302025-07-17 KO COCA COLA CO7.7K shares-8.34%2025-06-302025-07-17 TGT TARGET CORP5.4K sharesnew addition2025-06-302025-07-17 RTX RTX CORPORATION3.6K shares-42.77%2025-06-302025-07-17 DFAC DIMENSIONAL ETF TRUST14.2K sharesnew addition2025-06-302025-07-17 GD GENERAL DYNAMICS CORP1.7K shares-52.89%2025-06-302025-07-17 VXUS VANGUARD STAR FDS7.0K shares0.00%2025-06-302025-07-17 VEU VANGUARD INTL EQUITY INDEX F6.3K shares0.00%2025-06-302025-07-17 XLE SELECT SECTOR SPDR TR4.8K shares-67.92%2025-06-302025-07-17 MPC MARATHON PETE CORP2.4K shares-39.14%2025-06-302025-07-17 INTC INTEL CORP17.7K shares-35.35%2025-06-302025-07-17 NXPI NXP SEMICONDUCTORS N V1.8K shares13.19%2025-06-302025-07-17 BMY BRISTOL-MYERS SQUIBB CO7.7K shares16.04%2025-06-302025-07-17 VWO VANGUARD INTL EQUITY INDEX F7.1K sharesnew addition2025-06-302025-07-17 SUB ISHARES TR3.3K sharesnew addition2025-06-302025-07-17 VEA VANGUARD TAX-MANAGED FDS6.0K sharesnew addition2025-06-302025-07-17 RSP INVESCO EXCHANGE TRADED FD T1.8K shares1.15%2025-06-302025-07-17 FEZ SPDR INDEX SHS FDS5.3K shares0.00%2025-06-302025-07-17 BND VANGUARD BD INDEX FDS4.1K shares0.00%2025-06-302025-07-17 SO SOUTHERN CO3.0K shares-46.85%2025-06-302025-07-17 WMT WALMART INC2.8K shares-50.01%2025-06-302025-07-17 ATO ATMOS ENERGY CORP1.5K shares-8.53%2025-06-302025-07-17 FI FISERV INC1.3K shares0.00%2025-06-302025-07-17 ULTA ULTA BEAUTY INC468 sharesnew addition2025-06-302025-07-17 USB US BANCORP DEL4.8K shares-7.94%2025-06-302025-07-17 XPO XPO INC1.6K sharesnew addition2025-06-302025-07-17 VTI VANGUARD INDEX FDS672 sharesnew addition2025-06-302025-07-17 BBCP CONCRETE PUMPING HLDGS INC10.0K shares0.00%2025-06-302025-07-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available