Financial Partners Group, Inc has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $621 Million distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $57.1M, Ishares S&P 100 ETF with a value of $35.7M, J P Morgan Exchange Traded Fd with a value of $29.9M, American Centy ETF Tr Avantis with a value of $29.2M, and First Trust Rising Dividend Ac with a value of $25.7M.

Examining the 13F form we can see an increase of $67.8M in the current position value, from $553M to 621M.

Financial Partners Group, Inc is based out at Overland Park, KS

Below you can find more details about Financial Partners Group, Inc portfolio as well as his latest detailed transactions.

Portfolio value $621 Million
ETFs: $529 Million
Technology: $40.8 Million
Communication Services: $14.1 Million
Consumer Cyclical: $13.9 Million
Financial Services: $6.37 Million
Consumer Defensive: $3.84 Million
Industrials: $3.44 Million
Energy: $3.36 Million
Other: $5.92 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $621 Million
  • Prior Value $553 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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