Financial Partners Group, Inc Incresed Positions in Q1 2025

Financial Partners Group, Inc

  • $627 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
107K
+ 518.66%
$114.9 - $139.6 $12.3M - $14.9M
128K $15M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
66.1K
+ 2069.24%
$110.9 - $132.93 $7.33M - $8.79M
69.3K $7.89M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
50.5K
+ 679.64%
$91.76 - $103.26 $4.63M - $5.21M
57.9K $5.36M
RDVY
First Trust Rising Dividend Ac

ETFs
29.3K
+ 6.01%
$57.22 - $63.39 $1.68M - $1.86M
517K $30.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
37.5K
+ 20.52%
$51.45 - $58.51 $1.93M - $2.19M
220K $11.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11.2K
+ 7.96%
$90.0 - $96.32 $1.01M - $1.08M
152K $14M
AVLV
American Centy ETF Tr Avantis
14.1K
+ 238.13%
$63.51 - $70.42 $896K - $993K
20K $1.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.84K
+ 10.48%
$168.16 - $186.21 $1.32M - $1.46M
82.7K $14.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.26K
+ 8.3%
$551.42 - $612.93 $1.8M - $2M
42.6K $23.8M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
14.9K
+ 284.97%
$50.87 - $51.09 $756K - $760K
20.1K $1.03M
UNP
Union Pacific Corp

Industrials
2.47K
+ 161.12%
$225.21 - $254.42 $556K - $628K
4K $945K
META
Meta Platforms, Inc.

Communication Services
887
+ 35.37%
$576.36 - $736.67 $511K - $653K
3.4K $1.96M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
10.3K
+ 56.86%
$37.06 - $41.11 $383K - $425K
28.5K $1.14M
PAVE
Global X Fds Us Infrastructure

ETFs
21.9K
+ 15.11%
$37.31 - $43.82 $817K - $959K
167K $6.29M
COST
Costco Wholesale Corp

Consumer Defensive
390
+ 16.99%
$890.62 - $1076.86 $347K - $420K
2.69K $2.54M
MLPX
Global X Mlp & Energy Infrastr

ETFs
2K
+ 6.39%
$59.6 - $67.2 $119K - $135K
33.3K $2.13M
EVRG
Evergy, Inc.

Utilities
1.33K
+ 8.18%
$59.9 - $69.52 $79.8K - $92.7K
17.6K $1.22M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
6.29K
+ 2.57%
$47.47 - $48.84 $298K - $307K
251K $12M
GLD
Spdr Gold Trust

ETFs
38
+ 1.3%
$243.19 - $288.14 $9.24K - $10.9K
2.97K $856K
MUB
Ishares National Muni Bond ETF

ETFs
1.26K
+ 9.89%
$104.71 - $107.69 $132K - $136K
14K $1.48M
XOM
Exxon Mobil Corp

Energy
333
+ 6.38%
$105.44 - $118.93 $35.1K - $39.6K
5.55K $660K
JPM
Jpmorgan Chase & CO

Financial Services
214
+ 4.09%
$225.19 - $279.95 $48.2K - $59.9K
5.45K $1.34M
JNJ
Johnson & Johnson

Healthcare
91
+ 3.34%
$142.06 - $167.7 $12.9K - $15.3K
2.82K $466K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
818
+ 27.9%
$126.86 - $146.45 $104K - $120K
3.75K $476K
RTX
Raytheon Technologies Corp

Industrials
15
+ 0.42%
$114.1 - $135.66 $1.71K - $2.03K
3.55K $470K
FTF
Franklin LTD Duration Income Trust

Financial Services
11.8K
+ 9.93%
$6.43 - $6.7 $75.7K - $78.9K
130K $842K
KO
Coca Cola CO

Consumer Defensive
120
+ 2.43%
$60.81 - $72.32 $7.3K - $8.68K
5.05K $361K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.1%
$725.72 - $929.72 $726 - $930
1K $828K
O
Realty Income Corp

Real Estate
336
+ 4.56%
$51.67 - $58.49 $17.4K - $19.7K
7.71K $447K
HYG
Ishares Tr

ETFs
596
+ 4.5%
$78.51 - $80.11 $46.8K - $47.7K
13.8K $1.09M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
66
+ 0.52%
$78.97 - $85.82 $5.21K - $5.66K
12.7K $1.05M
NFLX
Netflix Inc

Communication Services
2
+ 0.21%
$828.4 - $1058.6 $1.66K - $2.12K
960 $895K
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.42%
$279.74 - $321.29 $1.96K - $2.25K
1.68K $523K
V
Visa Inc.

Financial Services
37
+ 5.17%
$306.92 - $362.71 $11.4K - $13.4K
753 $263K
SO
Southern CO

Utilities
16
+ 0.51%
$80.96 - $92.96 $1.3K - $1.49K
3.14K $289K
VZ
Verizon Communications Inc

Communication Services
53
+ 1.02%
$37.81 - $46.49 $2K - $2.46K
5.24K $237K
XLF
Financial Sector Spdr

ETFs
438
+ 9.63%
$47.32 - $52.19 $20.7K - $22.9K
4.99K $248K
CSCO
Cisco Systems, Inc.

Technology
68
+ 0.7%
$58.74 - $64.87 $3.99K - $4.41K
9.83K $606K
TMO
Thermo Fisher Scientific Inc.

Healthcare
60
+ 14.6%
$497.6 - $606.74 $29.9K - $36.4K
471 $234K
COP
Conocophillips

Energy
31
+ 1.25%
$88.6 - $105.85 $2.75K - $3.28K
2.51K $263K
XLI
Industrial Sector Spdr

ETFs
118
+ 3.8%
$128.78 - $141.67 $15.2K - $16.7K
3.23K $422K
XLP
Consumer Staples Sector Spdr

ETFs
126
+ 2.95%
N/A
4.4K $334K
MSTR
Microstrategy Inc

Technology
40
+ 4.7%
$239.27 - $396.5 $9.57K - $15.9K
891 $256K
IYG
Ishares Tr

ETFs
51
+ 0.74%
$74.6 - $84.81 $3.8K - $4.33K
6.98K $548K
JCPB
J P Morgan Exchange Traded Fd

ETFs
51
+ 1.1%
$45.56 - $47.23 $2.32K - $2.41K
4.68K $220K
DGRO
Ishares Core Dividend Growth E

ETFs
35
+ 0.45%
$60.46 - $64.42 $2.12K - $2.25K
7.79K $481K
HYMU
Blackrock ETF Tr Ii High Yield
64
+ 0.6%
$22.43 - $23.19 $1.44K - $1.48K
10.8K $247K
VIG
Vanguard Dividend Appreciation

ETFs
21
+ 0.4%
N/A
5.33K $970K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
2
+ 0.07%
$106.44 - $113.12 $213 - $226
2.85K $311K
Activity Summary
Buys All Purchases 115 New Holdings 18 Increased Positions 97 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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