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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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