Financial Partners Group, LLC Reduced Holdings in Q1 2025

Financial Partners Group, LLC

  • $230 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-1.86K
- 2.39%
$154.33 - $206.19 $287K - $383K
75.9K $11.7B
FDX
Fedex Corp

Industrials
-1.89K
- 5.15%
$230.33 - $281.53 $436K - $533K
34.8K $8.49B
MSFT
Microsoft Corp

Technology
-1.18K
- 3.95%
$375.39 - $447.2 $443K - $528K
28.7K $10.8B
AAPL
Apple Inc.

Technology
-3.21K
- 10.52%
$209.68 - $247.1 $673K - $794K
27.3K $6.07B
LMT
Lockheed Martin Corp

Industrials
-1.07K
- 5.3%
$423.19 - $506.29 $451K - $540K
19K $8.5B
CAT
Caterpillar Inc

Industrials
-1.05K
- 4.34%
$326.75 - $407.63 $342K - $427K
23.1K $7.61B
PANW
Palo Alto Networks Inc

Technology
-2.02K
- 3.2%
$167.82 - $208.28 $338K - $420K
61K $10.4B
HD
Home Depot, Inc.

Consumer Cyclical
-919
- 6.53%
$347.25 - $424.87 $319K - $390K
13.2K $4.82B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.49K
- 12.36%
$190.26 - $242.06 $284K - $361K
10.6K $2.01B
XLU
Utilities Sector Spdr

ETFs
-9.17K
- 22.33%
$74.7 - $80.27 $685K - $736K
31.9K $2.52B
BA
Boeing CO

Industrials
-2.74K
- 36.55%
$148.15 - $186.25 $406K - $511K
4.76K $812M
NUE
Nucor Corp

Basic Materials
-4.54K
- 29.64%
$114.48 - $142.52 $520K - $647K
10.8K $1.3B
XLE
Energy Sector Spdr

ETFs
-6.69K
- 30.85%
$85.7 - $93.96 $573K - $628K
15K $1.4B
PG
Procter & Gamble CO

Consumer Defensive
-2.75K
- 37.27%
$158.56 - $176.26 $436K - $485K
4.63K $789M
RTX
Raytheon Technologies Corp

Industrials
-4.73K
- 43.27%
$114.1 - $135.66 $540K - $642K
6.21K $822M
GD
General Dynamics Corp

Industrials
-1.59K
- 30.39%
$241.94 - $272.58 $384K - $433K
3.64K $992M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-4.41K
- 11.29%
$45.72 - $51.73 $202K - $228K
34.6K $1.59B
XLI
Industrial Sector Spdr

ETFs
-2.66K
- 42.67%
$128.78 - $141.67 $343K - $377K
3.58K $469M
MRK
Merck & Co., Inc.

Healthcare
-516
- 1.71%
$83.01 - $101.02 $42.8K - $52.1K
29.7K $2.67B
BAC
Bank Of America Corp

Financial Services
-4.35K
- 9.17%
$39.61 - $47.74 $172K - $207K
43K $1.8B
WMT
Walmart Inc.

Consumer Defensive
-2.94K
- 34.02%
$84.5 - $105.05 $248K - $309K
5.7K $500M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-256
- 12.26%
$522.96 - $601.18 $134K - $154K
1.83K $977M
HYG
Ishares Tr

ETFs
-2.42K
- 19.51%
$78.51 - $80.11 $190K - $193K
9.96K $786M
FHN
First Horizon Corp

Financial Services
-4.71K
- 4.58%
$17.7 - $22.43 $83.3K - $106K
97.9K $1.9B
FTNT
Fortinet, Inc.

Technology
-1.96K
- 11.82%
$92.49 - $114.57 $181K - $224K
14.6K $1.41B
LUV
Southwest Airlines CO

Industrials
-4.54K
- 8.78%
$28.18 - $34.84 $128K - $158K
47.2K $1.58B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-625
- 28.58%
$168.84 - $202.89 $106K - $127K
1.56K $275M
BP
Bp PLC

Energy
-17.1K
- 16.68%
$29.93 - $35.31 $512K - $604K
85.4K $2.88B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-553
- 6.94%
$102.49 - $119.96 $56.7K - $66.3K
7.42K $776M
ATO
Atmos Energy Corp

Utilities
-996
- 37.26%
$136.51 - $154.58 $136K - $154K
1.68K $259M
ABBV
Abb Vie Inc.

Healthcare
-655
- 33.33%
$169.2 - $216.66 $111K - $142K
1.31K $274M
USB
Us Bancorp \De\

Financial Services
-945
- 15.47%
$40.92 - $50.9 $38.7K - $48.1K
5.17K $218M
COST
Costco Wholesale Corp

Consumer Defensive
-97
- 5.88%
$890.62 - $1076.86 $86.4K - $104K
1.55K $1.47B
COP
Conocophillips

Energy
-474
- 18.68%
$88.6 - $105.85 $42K - $50.2K
2.06K $217M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-396
- 8.81%
$71.17 - $73.66 $28.2K - $29.2K
4.1K $301M
JPM
Jpmorgan Chase & CO

Financial Services
-1.13K
- 2.34%
$225.19 - $279.95 $253K - $315K
46.9K $11.5B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-443
- 5.94%
$58.01 - $64.46 $25.7K - $28.6K
7.02K $436M
IBM
International Business Machines Corp

Technology
-646
- 11.46%
$217.4 - $264.74 $140K - $171K
4.99K $1.24B
UNH
Unitedhealth Group Inc

Healthcare
-253
- 3.14%
$461.52 - $548.18 $117K - $139K
7.8K $4.09B
STLD
Steel Dynamics Inc

Basic Materials
-948
- 7.97%
N/A
11K $1.37B
SCHW
Schwab Charles Corp

Financial Services
-1.23K
- 4.68%
$71.24 - $83.64 $87.3K - $103K
25K $1.95B
HUM
Humana Inc

Healthcare
-5
- 0.17%
$249.11 - $303.11 $1.25K - $1.52K
2.87K $760M
SO
Southern CO

Utilities
-199
- 3.37%
$80.96 - $92.96 $16.1K - $18.5K
5.71K $525M
DUK
Duke Energy Corp

Utilities
-680
- 7.59%
$105.87 - $121.97 $72K - $82.9K
8.28K $1.01B
KO
Coca Cola CO

Consumer Defensive
-475
- 5.37%
$60.81 - $72.32 $28.9K - $34.4K
8.38K $600M
MO
Altria Group, Inc.

Consumer Defensive
-5.49K
- 10.99%
$50.81 - $60.02 $279K - $330K
44.5K $2.67B
VZ
Verizon Communications Inc

Communication Services
-1.05K
- 3.18%
$37.81 - $46.49 $39.5K - $48.6K
31.8K $1.44B
CVX
Chevron Corp

Energy
-2.39K
- 8.47%
$146.71 - $167.97 $351K - $401K
25.8K $4.32B
XOM
Exxon Mobil Corp

Energy
-5.25K
- 5.96%
$105.44 - $118.93 $554K - $625K
82.8K $9.85B
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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