Financial Partners Group, Inc Portfolio Holdings

Financial Partners Group, Inc

  • $660 Million
  • Q3 2024

Financial Partners Group, Inc has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $660 Million distributed in 188 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 $63.9M, Ishares S&P 100 ETF with a value of $38.1M, American Centy ETF Tr Avantis with a value of $35M, J P Morgan Exchange Traded Fd with a value of $28.1M, and First Trust Rising Dividend Ac with a value of $27.7M.

Examining the 13F form we can see an increase of $35M in the current position value, from $625M to 660M.

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 $660 Million
ETFs: $554 Million
Technology: $51.1 Million
Communication Services: $15.5 Million
Consumer Cyclical: $14.9 Million
Financial Services: $6.63 Million
Consumer Defensive: $4.76 Million
Industrials: $3.56 Million
Healthcare: $3.08 Million
Other: $6.76 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.55B
$972,000 0.15% of portfolio
25,791
Q4 2023 Reduced 4.54%
$9.93B
$437,000 0.07% of portfolio
4,218
Q2 2023 New
$9.03B
$234,000 0.04% of portfolio
3,240
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $660 Million
  • Prior Value $625 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 23 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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