Ffg Partners, LLC Portfolio Holdings by Sector

Ffg Partners, LLC

$301 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AVGO TSM 3 stocks	$54 Million 18.28% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR HOOD CRWD PANW MSFT 5 stocks	$52.3 Million 17.73% of portfolio	4	1	3	-	0 Calls 0 Puts
ETFs \| ETFs GLD EWG IAU XAR CIBR BND 6 stocks	$30.2 Million 10.23% of portfolio	3	3	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA 2 stocks	$29.2 Million 9.88% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT GOOGL META GOOG 4 stocks	$26.9 Million 9.11% of portfolio	1	3	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET 1 stocks	$23.8 Million 8.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$23.7 Million 8.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$17 Million 5.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$14.6 Million 4.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER MSTR 2 stocks	$11.8 Million 4.0% of portfolio	1	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$9.26 Million 3.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$831,850 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$672,486 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$516,988 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$454,154 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ffg Partners, LLC with notifications on news.