Financial Partners Group, LLC Reduced Holdings in Q3 2024

Financial Partners Group, LLC

  • $267 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OXY
Occidental Petroleum Corp

Energy
-3.26K
- 3.27%
$49.91 - $63.73 $163K - $208K
96.4K $4.97B
FDX
Fedex Corp

Industrials
-351
- 0.96%
$254.64 - $313.52 $89.4K - $110K
36.3K $9.94B
XLE
Energy Sector Spdr

ETFs
-5.73K
- 35.65%
$84.35 - $93.39 $483K - $535K
10.3K $907M
MSFT
Microsoft Corp

Technology
-7
- 0.02%
$395.15 - $467.56 $2.77K - $3.27K
30.4K $13.1B
CVX
Chevron Corp

Energy
-522
- 1.53%
$137.88 - $161.97 $72K - $84.5K
33.7K $4.96B
COP
Conocophillips

Energy
-1.91K
- 31.27%
$102.3 - $116.61 $195K - $222K
4.19K $441M
ABBV
Abb Vie Inc.

Healthcare
-1.25K
- 41.37%
$163.84 - $199.33 $205K - $249K
1.77K $350M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-345
- 14.0%
$434.77 - $502.96 $150K - $174K
2.12K $1.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.03K
- 19.51%
$105.53 - $118.34 $214K - $240K
8.36K $977M
AMZN
Amazon Com Inc

Consumer Cyclical
-67
- 0.42%
$161.02 - $200.0 $10.8K - $13.4K
15.8K $2.94B
FHN
First Horizon Corp

Financial Services
-1.32K
- 1.1%
$14.63 - $17.45 $19.4K - $23.1K
119K $1.84B
BAC
Bank Of America Corp

Financial Services
-776
- 1.54%
$36.65 - $44.13 $28.4K - $34.2K
49.7K $1.97B
LLY
Eli Lilly & CO

Healthcare
-28
- 9.66%
$772.14 - $960.02 $21.6K - $26.9K
262 $232M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-930
- 10.75%
$77.02 - $85.06 $71.6K - $79.1K
7.72K $652M
ATO
Atmos Energy Corp

Utilities
-588
- 18.04%
$114.08 - $138.75 $67.1K - $81.6K
2.67K $370M
PANW
Palo Alto Networks Inc

Technology
-273
- 0.83%
$294.18 - $368.01 $80.3K - $100K
32.4K $11.1B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-574
- 7.14%
$58.03 - $65.37 $33.3K - $37.5K
7.46K $483M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-186
- 4.11%
$71.45 - $75.64 $13.3K - $14.1K
4.34K $326M
DUK
Duke Energy Corp

Utilities
-868
- 11.89%
$99.35 - $117.71 $86.2K - $102K
6.43K $742M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-70
- 3.68%
$162.83 - $179.16 $11.4K - $12.5K
1.83K $328M
VTV
Vanguard Value ETF

ETFs
-10
- 0.67%
$159.75 - $174.57 $1.6K - $1.75K
1.49K $260M
PG
Procter & Gamble CO

Consumer Defensive
-428
- 3.44%
$160.76 - $177.82 $68.8K - $76.1K
12K $2.08B
LUV
Southwest Airlines CO

Industrials
-1.01K
- 1.75%
$23.7 - $29.93 $23.9K - $30.2K
56.7K $1.68B
TFC
Truist Financial Corp

Financial Services
-2.54K
- 6.59%
$38.22 - $44.94 $97.1K - $114K
36K $1.54B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-85
- 3.7%
$156.14 - $187.2 $13.3K - $15.9K
2.21K $409M
TXN
Texas Instruments Inc

Technology
-305
- 3.01%
$194.6 - $194.6 $59.4K - $59.4K
9.81K $2.03B
KO
Coca Cola CO

Consumer Defensive
-488
- 4.07%
$62.69 - $73.01 $30.6K - $35.6K
11.5K $827M
JBHT
Hunt J B Transport Services Inc

Industrials
-208
- 2.16%
$155.54 - $176.97 $32.4K - $36.8K
9.41K $1.62B
WMT
Walmart Inc.

Consumer Defensive
-273
- 3.03%
$66.91 - $81.4 $18.3K - $22.2K
8.74K $706M
FTNT
Fortinet, Inc.

Technology
-4.1K
- 16.7%
$55.39 - $77.55 $227K - $318K
20.5K $1.59B
LOW
Lowes Companies Inc

Consumer Cyclical
-702
- 10.08%
$213.3 - $270.78 $150K - $190K
6.26K $1.7B
MO
Altria Group, Inc.

Consumer Defensive
-1.96K
- 3.74%
$45.95 - $54.71 $90K - $107K
50.4K $2.57B
IBM
International Business Machines Corp

Technology
-208
- 3.41%
$175.1 - $223.38 $36.4K - $46.5K
5.89K $1.3B
JPM
Jpmorgan Chase & CO

Financial Services
-24
- 0.05%
$194.9 - $224.8 $4.68K - $5.4K
48.3K $10.2B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-634
- 1.08%
$95.1 - $106.76 $60.3K - $67.7K
58.3K $6.22B
HD
Home Depot, Inc.

Consumer Cyclical
-96
- 0.67%
$333.64 - $405.2 $32K - $38.9K
14.1K $5.73B
Activity Summary
Buys All Purchases 51 New Holdings 6 Increased Positions 45 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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