Financial Partners Group, Inc Portfolio Holdings

Financial Partners Group, Inc

  • $693 Million
  • Q2 2025

Financial Partners Group, Inc has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $693 Million distributed in 201 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 $71.6M, American Centy ETF Tr Avantis with a value of $35.8M, First Trust Rising Dividend Ac with a value of $33M, Spdr S&P 500 ETF Trust with a value of $32.7M, and Ishares S&P 100 ETF with a value of $30.7M.

Examining the 13F form we can see an increase of $65.4M in the current position value, from $627M to 693M.

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 $693 Million
ETFs: $576 Million
Technology: $52.5 Million
Communication Services: $18.7 Million
Consumer Cyclical: $17.1 Million
Financial Services: $8.8 Million
Consumer Defensive: $5.4 Million
Industrials: $4.59 Million
Utilities: $2.46 Million
Other: $4.82 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$21.3 Million 3.08% of portfolio
42,898
Q2 2025 Added 0.86%
$3.45T
$20.7 Million 2.99% of portfolio
101,104
Q2 2025 Reduced 2.25%
$2.32T
$14.9 Million 2.16% of portfolio
68,077
Q2 2025 Reduced 0.13%
$1.14T
$9.72 Million 1.4% of portfolio
55,167
Q2 2025 Added 1.43%
$416B
$6.38 Million 0.92% of portfolio
40,392
Q2 2025 Reduced 5.36%
$1.17T
$4.75 Million 0.69% of portfolio
26,804
Q2 2025 Reduced 0.32%
$622B
$3.07 Million 0.44% of portfolio
6,317
Q2 2025 Reduced 3.31%
$1.58T
$2.76 Million 0.4% of portfolio
3,733
Q2 2025 Added 9.96%
$417B
$2.24 Million 0.32% of portfolio
2,264
Q2 2025 Reduced 15.68%
$260B
$2.13 Million 0.31% of portfolio
21,772
Q2 2025 Reduced 0.97%
$855B
$1.6 Million 0.23% of portfolio
5,518
Q2 2025 Added 1.27%
$1.05T
$1.35 Million 0.19% of portfolio
4,252
Q2 2025 Added 14.76%
$530B
$1.29 Million 0.19% of portfolio
960
Q1 2025 Added 0.21%
$642B
$902,000 0.13% of portfolio
4,127
Q2 2025 Reduced 5.52%
$294B
$862,000 0.12% of portfolio
6,021
Q2 2025 Added 3.19%
$429B
$728,000 0.11% of portfolio
1
Q4 2020 Reduced 50.0%
$239B
$695,000 0.1% of portfolio
983
Q2 2025 Added 1.44%
$280B
$669,000 0.1% of portfolio
9,648
Q2 2025 Reduced 1.8%
$452B
$598,000 0.09% of portfolio
5,552
Q2 2025 Reduced 0.04%
$220B
$557,000 0.08% of portfolio
1,436
Q2 2025 Reduced 6.02%
$219B
$522,000 0.08% of portfolio
3,581
Q2 2025 Added 0.79%
$1.22T
$469,000 0.07% of portfolio
2,075
Q2 2025 Added 2.02%
$220B
$477,000 0.07% of portfolio
1,635
Q2 2025 Reduced 2.39%
$375B
$501,000 0.07% of portfolio
3,150
Q2 2025 Added 1.06%
$439B
$432,000 0.06% of portfolio
2,831
Q2 2025 Added 0.57%
$293B
$440,000 0.06% of portfolio
3,229
Q2 2025 New
$301B
$323,000 0.05% of portfolio
4,571
Q2 2025 Reduced 9.47%
$380B
$358,000 0.05% of portfolio
978
Q2 2025 Added 0.41%
$264B
$300,000 0.04% of portfolio
1,103
Q2 2025 Reduced 2.04%
$331B
$275,000 0.04% of portfolio
1,484
Q2 2025 Added 0.68%
$207B
$274,000 0.04% of portfolio
3,466
Q2 2025 Added 0.9%
$575B
$291,000 0.04% of portfolio
822
Q2 2025 Added 9.16%
$201B
$203,000 0.03% of portfolio
1,538
Q2 2025 New
$533B
$226,000 0.03% of portfolio
403
Q2 2025 Added 0.25%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $693 Million
  • Prior Value $627 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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