Financial Partners Group, LLC Portfolio Holdings

Financial Partners Group, LLC

  • $276 Billion
  • Q2 2025

Financial Partners Group, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $276 Billion distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.3B, Alphabet Inc. with a value of $13.9B, Jpmorgan Chase & CO with a value of $13.5B, Berkshire Hathaway Inc Class B with a value of $13.3B, and Palo Alto Networks Inc with a value of $12.7B.

Examining the 13F form we can see an increase of $45.9B in the current position value, from $230B to 276B.

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 $276 Billion
Industrials: $40.9 Billion
Technology: $39.5 Billion
ETFs: $38.7 Billion
Financial Services: $37 Billion
Energy: $28.5 Billion
Healthcare: $19.5 Billion
Communication Services: $15.7 Billion
Basic Materials: $15.5 Billion
Other: $32.5 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 88
  • Current Value $276 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
Track This Portfolio

Track Financial Partners Group, LLC Portfolio

Follow Financial Partners Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email