Financial Partners Group, LLC Portfolio Holdings

Financial Partners Group, LLC

  • $241 Billion
  • Q4 2024

Financial Partners Group, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $241 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $14.7B, Berkshire Hathaway Inc Class B with a value of $13.3B, Microsoft Corp with a value of $12.6B, Jpmorgan Chase & CO with a value of $11.5B, and Palo Alto Networks Inc with a value of $11.5B.

Examining the 13F form we can see an decrease of $25.8B in the current position value, from $267B to 241B.

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 $241 Billion
Industrials: $42.6 Billion
Technology: $36.9 Billion
Financial Services: $34.6 Billion
ETFs: $27.7 Billion
Energy: $24.5 Billion
Communication Services: $16 Billion
Basic Materials: $13.9 Billion
Healthcare: $13.7 Billion
Other: $24.5 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $241 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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