Financial Partners Group, LLC Portfolio Holdings

Financial Partners Group, LLC

  • $258 Billion
  • Q2 2024

Financial Partners Group, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $258 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $14.1B, Microsoft Corp with a value of $13.6B, Palo Alto Networks Inc with a value of $11.1B, Fedex Corp with a value of $11B, and Exxon Mobil Corp with a value of $10.8B.

Examining the 13F form we can see an decrease of $868M in the current position value, from $258B to 258B.

Financial Partners Group, LLC is based out at Gallatin, TN

Below you can find more details about Financial Partners Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $258 Billion
Technology: $49.4 Billion
Industrials: $39.2 Billion
Energy: $31.8 Billion
Financial Services: $29.9 Billion
Healthcare: $28.7 Billion
ETFs: $23.1 Billion
Communication Services: $15.5 Billion
Basic Materials: $14.5 Billion
Other: $25.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$991B
$14.1 Billion 5.49% of portfolio
77,576
Q2 2024 Added 1.54%
$3.1T
$13.6 Billion 5.28% of portfolio
30,437
Q2 2024 Reduced 0.67%
$102B
$11.1 Billion 4.3% of portfolio
32,696
Q2 2024 Added 13.88%
$67.8B
$11 Billion 4.27% of portfolio
36,686
Q2 2024 Added 0.45%
$520B
$10.8 Billion 4.2% of portfolio
93,997
Q2 2024 Reduced 2.2%
$620B
$9.78 Billion 3.8% of portfolio
48,349
Q2 2024 Added 0.0%
$71.5B
$9.64 Billion 3.74% of portfolio
40,518
Q2 2024 Reduced 0.08%
$589B
$9.5 Billion 3.69% of portfolio
23,347
Q2 2024 Reduced 3.11%
$11.1B
$9.36 Billion 3.63% of portfolio
8,790
Q4 2022 New
$210B
$8.77 Billion 3.4% of portfolio
26,329
Q2 2024 Reduced 1.59%
$159B
$8.56 Billion 3.32% of portfolio
18,326
Q2 2024 Added 2.02%
$30.4B
$6.86 Billion 2.66% of portfolio
18,350
Q2 2024 Added 0.16%
$3.64T
$6.74 Billion 2.62% of portfolio
31,995
Q2 2024 Reduced 4.87%
$84.8B
$6.35 Billion 2.47% of portfolio
107,587
Q2 2024 Reduced 8.45%
$51.9B
$6.28 Billion 2.44% of portfolio
99,628
Q2 2024 Added 1.15%
$48.3B
$6.1 Billion 2.37% of portfolio
62,480
Q1 2024 New
$295B
$5.35 Billion 2.08% of portfolio
34,211
Q2 2024 Added 0.62%
$78B
$5.05 Billion 1.96% of portfolio
40,111
Q2 2023 Reduced 53.43%
$418B
$4.9 Billion 1.9% of portfolio
14,243
Q2 2024 Reduced 16.19%
$553B
$4.07 Billion 1.58% of portfolio
7,988
Q2 2024 Added 1.82%
$278B
$3.77 Billion 1.46% of portfolio
30,465
Q2 2024 Reduced 0.38%
$95.7B
$3.6 Billion 1.4% of portfolio
26,319
Q2 2024 Added 23.85%
$117B
$3.41 Billion 1.32% of portfolio
43,322
Q1 2024 Added 0.16%
$1.9T
$3.07 Billion 1.19% of portfolio
15,866
Q2 2024 Reduced 4.17%
$101B
$3.02 Billion 1.17% of portfolio
83,637
Q2 2024 Reduced 5.13%
$0
$2.75 Billion 1.07% of portfolio
31,783
Q2 2024 Added 5.49%
$89.8B
$2.38 Billion 0.93% of portfolio
52,355
Q2 2024 Reduced 16.21%
$400B
$2.05 Billion 0.8% of portfolio
12,425
Q2 2024 Added 51.28%
$322B
$2.01 Billion 0.78% of portfolio
50,475
Q2 2024 Reduced 2.4%
$61.5B
$1.97 Billion 0.77% of portfolio
7,328
Q2 2024 Reduced 21.88%
$177B
$1.97 Billion 0.76% of portfolio
10,119
Q2 2024 Reduced 25.05%
$38.9B
$1.94 Billion 0.75% of portfolio
12,254
Q2 2024 Added 13.49%
$8.36B
$1.89 Billion 0.73% of portfolio
120,053
Q2 2024 Reduced 3.03%
$118B
$1.89 Billion 0.73% of portfolio
25,623
Q2 2024 Reduced 26.25%
$0
$1.8 Billion 0.7% of portfolio
39,367
Q2 2024 Added 3.7%
$18.6B
$1.65 Billion 0.64% of portfolio
57,687
Q2 2024 Added 53.07%
$260B
$1.56 Billion 0.61% of portfolio
10,921
Q2 2024 Added 43.94%
$391B
$1.58 Billion 0.61% of portfolio
1,856
Q2 2024 Added 14.92%
$92.8B
$1.58 Billion 0.61% of portfolio
50,978
Q2 2024 Added 30.17%
$166B
$1.53 Billion 0.6% of portfolio
6,963
Q2 2024 Added 14.26%
$17B
$1.54 Billion 0.6% of portfolio
9,622
Q2 2024 Added 50.72%
$16.1B
$1.51 Billion 0.59% of portfolio
8,704
Q2 2024 Reduced 27.39%
$56.2B
$1.5 Billion 0.58% of portfolio
38,553
Q2 2024 Added 2.55%
$0
$1.46 Billion 0.57% of portfolio
16,058
Q2 2024 Reduced 2.22%
$61.5B
$1.48 Billion 0.57% of portfolio
24,576
Q2 2024 Added 42.06%
$32.1B
$1.47 Billion 0.57% of portfolio
5,917
Q2 2024 Reduced 20.14%
$17.2B
$1.44 Billion 0.56% of portfolio
11,121
Q2 2024 Added 13.46%
$186B
$1.33 Billion 0.51% of portfolio
32,137
Q2 2024 Reduced 1.02%
$0
$1.25 Billion 0.48% of portfolio
12,855
Q2 2024 Reduced 0.64%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $258 Billion
  • Prior Value $258 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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