Financial Partners Group, LLC Portfolio Holdings

Financial Partners Group, LLC

  • $267 Billion
  • Q3 2024

Financial Partners Group, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $16.2B, Alphabet Inc. with a value of $13.5B, Microsoft Corp with a value of $13.1B, Lockheed Martin Corp with a value of $11.6B, and Palo Alto Networks Inc with a value of $11.1B.

Examining the 13F form we can see an increase of $9.04B in the current position value, from $258B to 267B.

Financial Partners Group, LLC is based out at Gallatin, TN

Below you can find more details about Financial Partners Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $267 Billion
Technology: $49.5 Billion
Industrials: $45.5 Billion
Financial Services: $37.6 Billion
Energy: $29.7 Billion
ETFs: $24.6 Billion
Healthcare: $20.9 Billion
Basic Materials: $15.6 Billion
Communication Services: $14.9 Billion
Other: $28.3 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.91B
$7.17 Billion 2.69% of portfolio
8,790
Q4 2022 New
$5.84B
$855 Million 0.32% of portfolio
19,896
Q3 2024 Added 7.59%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $267 Billion
  • Prior Value $258 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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