Ffg Partners, LLC Portfolio Holdings by Sector

Ffg Partners, LLC

$243 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AVGO 2 stocks	$35 Million 14.79% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$32.3 Million 13.65% of portfolio	2	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$30.3 Million 12.8% of portfolio	1	1	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$27.7 Million 11.7% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs GLD IAU XAR CIBR BND 5 stocks	$26.3 Million 11.09% of portfolio	2	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR PANW 2 stocks	$23.6 Million 9.97% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA 2 stocks	$19.9 Million 8.39% of portfolio	2	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$17.2 Million 7.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$15.3 Million 6.45% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$6.78 Million 2.86% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$899,952 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$534,688 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$437,340 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology MSTR 1 stocks	$282,505 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$251,797 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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