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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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