Financial Partners Capital Management LLC Portfolio Holdings

Financial Partners Capital Management LLC

  • $449 Billion
  • Q4 2022

Financial Partners Capital Management LLC has filed its 13F form on February 13, 2023 for Q4 2022 where it was disclosed a total value porftolio of $449 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Philip Morris International Inc. with a value of $20.9B, Microsoft Corp with a value of $17.7B, Procter & Gamble CO with a value of $16.8B, Jpmorgan Chase & CO with a value of $16.1B, and Goldman Sachs Group Inc with a value of $15.9B.

Examining the 13F form we can see an increase of $449B in the current position value, from $347M to 449B. Also it can be appreciated an additional of 44 stocks purchases and 21 closed positions.

Financial Partners Capital Management LLC is based out at New York, NY

Below you can find more details about Financial Partners Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $449 Billion
ETFs: $93.8 Billion
Financial Services: $70.7 Billion
Consumer Defensive: $63.4 Billion
Healthcare: $58.9 Billion
Technology: $37.6 Billion
Communication Services: $32.8 Billion
Energy: $32 Billion
Real Estate: $20.3 Billion
Other: $37.4 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.3T
$17.7 Billion 3.95% of portfolio
73,971
Q4 2020 Reduced 1.83%
$408B
$16.8 Billion 3.73% of portfolio
110,644
Q4 2020 Reduced 0.49%
$712B
$16.1 Billion 3.59% of portfolio
120,133
Q4 2020 Added 0.9%
$307B
$14.2 Billion 3.17% of portfolio
79,240
Q4 2020 Reduced 21.82%
$256B
$14.1 Billion 3.15% of portfolio
127,515
Q4 2020 Added 18.64%
$3.98T
$9.38 Billion 2.09% of portfolio
72,211
Q4 2020 Added 2.2%
$602B
$8.78 Billion 1.96% of portfolio
28,433
Q4 2020 Reduced 1.08%
$1.14T
$8.27 Billion 1.84% of portfolio
93,235
Q4 2020 Reduced 0.76%
$1.11T
$8.23 Billion 1.83% of portfolio
93,265
Q4 2020 Reduced 2.71%
$2.29T
$7.55 Billion 1.68% of portfolio
89,919
Q4 2020 Reduced 0.22%
$511B
$4.65 Billion 1.04% of portfolio
22,403
Q4 2020 Reduced 0.1%
$1.38T
$4.1 Billion 0.91% of portfolio
34,054
Q4 2020 Reduced 1.26%
$349B
$3.89 Billion 0.87% of portfolio
29,359
Q3 2022 Added 0.92%
$226B
$3.25 Billion 0.72% of portfolio
21,965
Q4 2020 Reduced 2.9%
$206B
$2.48 Billion 0.55% of portfolio
1,231
Q4 2021 Added 6.72%
$220B
$2.04 Billion 0.45% of portfolio
11,313
Q4 2020 Reduced 0.24%
$470B
$1.83 Billion 0.41% of portfolio
16,604
Q4 2020 Reduced 4.81%
$238B
$1.79 Billion 0.4% of portfolio
20,335
Q4 2020 Added 2.07%
$208B
$1.56 Billion 0.35% of portfolio
11,089
Q4 2020 Added 13.12%
$367B
$1.01 Billion 0.23% of portfolio
30,604
Q4 2020 Added 53.68%
$390B
$937 Million 0.21% of portfolio
5,303
Q3 2020 Reduced 11.45%
$202B
$831 Million 0.18% of portfolio
7,569
Q4 2020 Reduced 0.14%
$311B
$539 Million 0.12% of portfolio
3,336
Q4 2020 Reduced 32.85%
$209B
$561 Million 0.12% of portfolio
6,456
Q3 2020 Reduced 5.33%
$272B
$416 Million 0.09% of portfolio
6,538
Q3 2020 Reduced 2.94%
$241B
$384 Million 0.09% of portfolio
8,050
Q4 2020 Added 2.47%
$433B
$346 Million 0.08% of portfolio
1,095
Q3 2020 Reduced 6.24%
$529B
$237 Million 0.05% of portfolio
447
Q4 2021 Added 4.76%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $449 Billion
  • Prior Value $347 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 13, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 44 stocks
  • Additional Purchases 35 stocks
  • Sold out of 21 stocks
  • Reduced holdings in 35 stocks
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