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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$623B
$16.2 Billion 6.09% of portfolio
35,288
Q3 2024 Added 51.15%
$1.01T
$13.5 Billion 5.06% of portfolio
81,299
Q3 2024 Added 4.8%
$3.19T
$13.1 Billion 4.91% of portfolio
30,430
Q3 2024 Reduced 0.02%
$137B
$11.6 Billion 4.34% of portfolio
19,798
Q3 2024 Added 8.03%
$119B
$11.1 Billion 4.16% of portfolio
32,423
Q3 2024 Reduced 0.83%
$492B
$11.1 Billion 4.15% of portfolio
94,377
Q3 2024 Added 0.4%
$70.5B
$10.4 Billion 3.89% of portfolio
40,578
Q3 2024 Added 0.15%
$215B
$10.3 Billion 3.88% of portfolio
26,455
Q3 2024 Added 0.48%
$733B
$10.2 Billion 3.82% of portfolio
48,325
Q3 2024 Reduced 0.05%
$78.8B
$9.94 Billion 3.73% of portfolio
36,335
Q3 2024 Reduced 0.96%
$46B
$7.52 Billion 2.82% of portfolio
63,394
Q3 2024 Added 1.46%
$3.78T
$7.46 Billion 2.8% of portfolio
32,012
Q3 2024 Added 0.05%
$9.91B
$7.17 Billion 2.69% of portfolio
8,790
Q4 2022 New
$0
$6.22 Billion 2.33% of portfolio
58,250
Q3 2024 Reduced 1.08%
$37.4B
$5.89 Billion 2.21% of portfolio
18,591
Q3 2024 Added 1.31%
$440B
$5.73 Billion 2.15% of portfolio
14,147
Q3 2024 Reduced 0.67%
$46.4B
$4.97 Billion 1.86% of portfolio
96,372
Q3 2024 Reduced 3.27%
$77.7B
$4.94 Billion 1.85% of portfolio
40,157
Q3 2024 Added 0.11%
$568B
$4.68 Billion 1.76% of portfolio
8,013
Q3 2024 Added 0.31%
$114B
$4.01 Billion 1.5% of portfolio
44,527
Q3 2024 Added 2.78%
$98.5B
$3.97 Billion 1.49% of portfolio
29,131
Q3 2024 Added 10.68%
$257B
$3.46 Billion 1.3% of portfolio
30,465
Q2 2024 Reduced 0.38%
$0
$3.12 Billion 1.17% of portfolio
32,223
Q3 2024 Added 1.38%
$2.12T
$2.94 Billion 1.1% of portfolio
15,799
Q3 2024 Reduced 0.42%
$88.7B
$2.79 Billion 1.05% of portfolio
88,776
Q3 2024 Added 6.14%
$103B
$2.57 Billion 0.96% of portfolio
50,397
Q3 2024 Reduced 3.74%
$425B
$2.08 Billion 0.78% of portfolio
11,997
Q3 2024 Reduced 3.44%
$177B
$2.03 Billion 0.76% of portfolio
9,814
Q3 2024 Reduced 3.01%
$39.6B
$2.04 Billion 0.76% of portfolio
13,555
Q3 2024 Added 10.62%
$150B
$1.98 Billion 0.74% of portfolio
30,477
Q3 2024 Added 18.94%
$60B
$1.97 Billion 0.74% of portfolio
8,212
Q3 2024 Added 12.06%
$383B
$1.97 Billion 0.74% of portfolio
49,699
Q3 2024 Reduced 1.54%
$0
$1.94 Billion 0.73% of portfolio
40,887
Q3 2024 Added 3.86%
$0
$1.87 Billion 0.7% of portfolio
23,112
Q3 2024 New
$11.4B
$1.84 Billion 0.69% of portfolio
118,730
Q3 2024 Reduced 1.1%
$98.7B
$1.72 Billion 0.65% of portfolio
73,478
Q3 2024 Added 44.14%
$170B
$1.7 Billion 0.64% of portfolio
6,261
Q3 2024 Reduced 10.08%
$17.2B
$1.67 Billion 0.63% of portfolio
13,269
Q3 2024 Added 19.31%
$19B
$1.68 Billion 0.63% of portfolio
56,678
Q3 2024 Reduced 1.75%
$19.8B
$1.62 Billion 0.61% of portfolio
9,414
Q3 2024 Reduced 2.16%
$73.4B
$1.59 Billion 0.6% of portfolio
20,473
Q3 2024 Reduced 16.7%
$63.3B
$1.54 Billion 0.58% of portfolio
36,012
Q3 2024 Reduced 6.59%
$19.7B
$1.54 Billion 0.58% of portfolio
8,706
Q3 2024 Added 0.02%
$38.3B
$1.51 Billion 0.57% of portfolio
6,033
Q3 2024 Added 1.96%
$430B
$1.51 Billion 0.57% of portfolio
1,706
Q3 2024 Reduced 8.08%
$186B
$1.46 Billion 0.55% of portfolio
32,586
Q3 2024 Added 1.4%
$0
$1.42 Billion 0.53% of portfolio
17,013
Q3 2024 Added 55.03%
$25.5B
$1.36 Billion 0.51% of portfolio
58,357
Q3 2024 Added 0.37%
$513B
$1.34 Billion 0.5% of portfolio
7,860
Q3 2024 Added 251.68%

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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