Financial Partners Group, Inc Incresed Positions in Q3 2024

Financial Partners Group, Inc

  • $660 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
85.9K
+ 23.9%
$50.85 - $53.88 $4.37M - $4.63M
445K $23.9M
AVUV
American Centy ETF Tr Avantis

ETFs
31.5K
+ 9.45%
$88.24 - $99.7 $2.78M - $3.14M
364K $35M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
45.1K
+ 934.15%
$87.56 - $95.49 $3.94M - $4.3M
49.9K $4.76M
IVV
Ishares Core S&P 500 ETF

ETFs
515
+ 0.47%
$520.18 - $576.82 $268K - $297K
111K $63.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.19K
+ 9.88%
$517.38 - $573.86 $1.65M - $1.83M
35.5K $20.4M
AAPL
Apple Inc.

Technology
778
+ 0.73%
$207.23 - $234.82 $161K - $183K
107K $24.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
12.4K
+ 6.35%
$94.31 - $103.26 $1.17M - $1.28M
208K $21.3M
SJNK
Spdr Bloomberg Short Term High

ETFs
61.5K
+ 9.25%
$24.8 - $25.75 $1.53M - $1.58M
727K $18.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
31.5K
+ 28.0%
$49.7 - $56.11 $1.57M - $1.77M
144K $7.92M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
16.3K
+ 7.42%
$48.27 - $49.43 $786K - $805K
236K $11.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
19.4K
+ 110.74%
$31.18 - $33.5 $605K - $650K
36.9K $1.23M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
10.5K
+ 9.93%
$40.48 - $45.39 $426K - $477K
116K $5.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
221
+ 3.25%
$405.19 - $478.57 $89.5K - $106K
7.03K $3.23M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.6K
+ 7.59%
$162.64 - $179.3 $260K - $287K
22.7K $4.06M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
3.07K
+ 21.16%
$82.69 - $94.63 $253K - $290K
17.5K $1.63M
MUB
Ishares National Muni Bond ETF

ETFs
3.2K
+ 33.9%
$106.13 - $108.7 $339K - $347K
12.6K $1.37M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
931
+ 1.36%
$67.43 - $74.23 $62.8K - $69.1K
69.3K $5.05M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
5.41K
+ 23.07%
$35.7 - $41.13 $193K - $223K
28.9K $1.17M
TPYP
Managed Portfolio Ser Tortoise

ETFs
452
+ 0.52%
$28.68 - $32.0 $13K - $14.5K
87.5K $2.74M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7.32K
+ 17.45%
$22.38 - $23.66 $164K - $173K
49.3K $1.16M
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.7K
+ 5.45%
$50.37 - $55.21 $85.7K - $93.9K
32.9K $1.79M
META
Meta Platforms, Inc.

Communication Services
73
+ 3.41%
$453.41 - $572.44 $33.1K - $41.8K
2.22K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 4.49%
$801.83 - $917.05 $80.2K - $91.7K
2.33K $2.06M
NVDA
Nvidia Corp

Technology
2.01K
+ 5.21%
$98.91 - $134.91 $198K - $271K
40.5K $4.92M
NEE
Nextera Energy Inc

Utilities
161
+ 1.53%
$69.9 - $84.97 $11.3K - $13.7K
10.7K $905K
ORCL
Oracle Corp

Technology
148
+ 3.5%
$125.9 - $170.35 $18.6K - $25.2K
4.38K $745K
IVE
Ishares S&P 500 Value ETF

ETFs
458
+ 16.45%
$181.06 - $197.17 $82.9K - $90.3K
3.24K $639K
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 3.17%
$245.82 - $304.51 $13.5K - $16.7K
1.79K $545K
IJS
Ishares S&P Smallcap 600 Value

ETFs
20
+ 0.27%
$95.81 - $109.03 $1.92K - $2.18K
7.38K $794K
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.46%
$99.55 - $123.34 $1.59K - $1.97K
3.52K $426K
CRM
Salesforce, Inc.

Technology
132
+ 10.26%
$238.42 - $276.53 $31.5K - $36.5K
1.42K $388K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.44%
$333.64 - $405.2 $1.33K - $1.62K
919 $372K
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.37%
$163.84 - $199.33 $1.31K - $1.59K
2.19K $432K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.64%
$460.3 - $584.56 $1.38K - $1.75K
475 $277K
NFLX
Netflix Inc

Communication Services
25
+ 2.61%
$598.55 - $722.26 $15K - $18.1K
983 $697K
DGRO
Ishares Core Dividend Growth E

ETFs
171
+ 2.26%
$57.47 - $62.76 $9.83K - $10.7K
7.73K $484K
KO
Coca Cola CO

Consumer Defensive
35
+ 0.62%
$62.69 - $73.01 $2.19K - $2.56K
5.66K $406K
MSFT
Microsoft Corp

Technology
1.69K
+ 4.15%
$395.15 - $467.56 $667K - $789K
42.4K $18.2M
ANET
Arista Networks, Inc.

Technology
65
+ 10.16%
$311.42 - $388.21 $20.2K - $25.2K
705 $270K
IJK
Ishares S&P Midcap 400 Growth

ETFs
361
+ 11.56%
$84.81 - $93.54 $30.6K - $33.8K
3.48K $320K
SO
Southern CO

Utilities
57
+ 1.88%
$77.0 - $90.52 $4.39K - $5.16K
3.09K $278K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.04%
$200.87 - $224.6 $201 - $225
2.37K $523K
HYG
Ishares Tr

ETFs
4
+ 0.03%
$76.72 - $80.36 $307 - $321
13.2K $1.06M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.21%
$459.02 - $510.25 $918 - $1.02K
971 $480K
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.4%
$237.84 - $263.83 $1.66K - $1.85K
1.76K $464K
XLV
Select Sector Spdr Fund Health

ETFs
6
+ 0.15%
$143.3 - $157.24 $860 - $943
4.12K $634K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
604
+ 12.16%
$50.15 - $51.27 $30.3K - $31K
5.57K $285K
XLI
Industrial Sector Spdr

ETFs
21
+ 0.99%
$120.56 - $135.44 $2.53K - $2.84K
2.15K $290K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
56
+ 2.01%
$102.5 - $112.27 $5.74K - $6.29K
2.85K $319K
Activity Summary
Buys All Purchases 102 New Holdings 23 Increased Positions 79 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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