Financial Partners Group, LLC Portfolio Holdings

Financial Partners Group, LLC

  • $267 Billion
  • Q3 2024

Financial Partners Group, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $16.2B, Alphabet Inc. with a value of $13.5B, Microsoft Corp with a value of $13.1B, Lockheed Martin Corp with a value of $11.6B, and Palo Alto Networks Inc with a value of $11.1B.

Examining the 13F form we can see an increase of $9.04B in the current position value, from $258B to 267B.

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 $267 Billion
Technology: $49.5 Billion
Industrials: $45.5 Billion
Financial Services: $37.6 Billion
Energy: $29.7 Billion
ETFs: $24.6 Billion
Healthcare: $20.9 Billion
Basic Materials: $15.6 Billion
Communication Services: $14.9 Billion
Other: $28.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$203B
$1.3 Billion 0.49% of portfolio
5,886
Q3 2024 Reduced 3.41%
$236B
$1.3 Billion 0.49% of portfolio
10,946
Q3 2024 Added 0.23%
$0
$1.26 Billion 0.47% of portfolio
2,208
Q3 2024 Added 1.89%
$91.2B
$1.2 Billion 0.45% of portfolio
7,861
Q3 2024 Added 33.17%
$77.2B
$1.11 Billion 0.42% of portfolio
3,672
Q3 2024 Added 331.49%
$174B
$1.1 Billion 0.41% of portfolio
9,082
Q3 2024 New
$0
$1.03 Billion 0.39% of portfolio
2,120
Q3 2024 Reduced 14.0%
$0
$1.05 Billion 0.39% of portfolio
1,825
Q3 2024 Added 0.27%
$17.5B
$1.02 Billion 0.38% of portfolio
9,494
Q3 2024 Added 11.84%
$0
$977 Million 0.37% of portfolio
8,356
Q3 2024 Reduced 19.51%
$0
$907 Million 0.34% of portfolio
10,333
Q3 2024 Reduced 35.65%
$292B
$904 Million 0.34% of portfolio
16,011
Q3 2024 Added 10.35%
$5.98B
$855 Million 0.32% of portfolio
19,896
Q3 2024 Added 7.59%
$278B
$827 Million 0.31% of portfolio
11,506
Q3 2024 Reduced 4.07%
$45B
$800 Million 0.3% of portfolio
75,736
Q3 2024 Added 8.3%
$88.5B
$742 Million 0.28% of portfolio
6,431
Q3 2024 Reduced 11.89%
$0
$652 Million 0.24% of portfolio
7,718
Q3 2024 Reduced 10.75%
$0
$574 Million 0.22% of portfolio
1,088
Q2 2024 Added 4.82%
$0
$489 Million 0.18% of portfolio
848
Q3 2024 Added 0.47%
$0
$483 Million 0.18% of portfolio
7,460
Q3 2024 Reduced 7.14%
$135B
$441 Million 0.17% of portfolio
4,187
Q3 2024 Reduced 31.27%
$85.8B
$409 Million 0.15% of portfolio
2,210
Q3 2024 Reduced 3.7%
$0
$394 Million 0.15% of portfolio
6,260
Q2 2024 Reduced 0.95%
$0
$361 Million 0.14% of portfolio
6,837
Q3 2024 Added 2.78%
$0
$384 Million 0.14% of portfolio
1,000
Q1 2024 New
$78B
$362 Million 0.14% of portfolio
2,220
Q3 2024 Added 3.3%
$21B
$370 Million 0.14% of portfolio
2,671
Q3 2024 Reduced 18.04%
$52.9B
$381 Million 0.14% of portfolio
1,177
Q3 2024 Added 0.17%
$313B
$350 Million 0.13% of portfolio
1,773
Q3 2024 Reduced 41.37%
$125B
$341 Million 0.13% of portfolio
6,596
Q4 2022 New
$22.9B
$347 Million 0.13% of portfolio
1,788
Q3 2024 Added 28.36%
$218B
$308 Million 0.12% of portfolio
1,011
Q3 2024 Added 0.3%
$0
$328 Million 0.12% of portfolio
1,833
Q3 2024 Reduced 3.68%
$0
$326 Million 0.12% of portfolio
4,338
Q3 2024 Reduced 4.11%
$0
$283 Million 0.11% of portfolio
5,308
Q3 2024 New
$79.7B
$295 Million 0.11% of portfolio
6,451
Q3 2024 Added 9.26%
$96.3B
$263 Million 0.1% of portfolio
2,914
Q2 2024 Added 3.08%
$201B
$257 Million 0.1% of portfolio
416
Q2 2024 Added 0.24%
$0
$260 Million 0.1% of portfolio
1,490
Q3 2024 Reduced 0.67%
$78.1B
$259 Million 0.1% of portfolio
925
Q3 2024 Added 61.71%
$48.1B
$252 Million 0.09% of portfolio
3,749
Q3 2024 New
$18.6B
$252 Million 0.09% of portfolio
648
Q3 2024 New
$717B
$232 Million 0.09% of portfolio
262
Q3 2024 Reduced 9.66%
$0
$234 Million 0.09% of portfolio
1,179
Q1 2024 New
$79.5B
$227 Million 0.09% of portfolio
1,264
Q3 2024 New
$64.1B
$204 Million 0.08% of portfolio
1,553
Q3 2024 Added 0.78%
$372M
$57.9 Million 0.02% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $267 Billion
  • Prior Value $258 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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