Financial Partners

Latest statistics and disclosures from Financial Partners's latest quarterly 13F-HR filing:

Portfolio Holdings for Financial Partners

Companies in the Financial Partners portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Ishares Core Msci Eafe Etf core msci eafe 11.76 398548 +3% 47.59
iShares S&P; 500 Index (IVV) 10.70 69942 -43% 246.80
iShares S&P; 1500 Index Fund (ISI) 10.36 306668 54.49
Ishares Tr usa min vo 6.05 187868 +5% 51.94
Ishares Inc core msci emkt 5.89 244549 -15% 38.83
* Proshares Tr S&p 500 Aristo Added 4.98 145061 +37% 55.35
Apple (AAPL) 4.80 32152 +253% 240.92
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 4.65 138014 +119% 54.37
Fidelity msci info tech i 4.53 122593 -10% 59.66
Microsoft Corporation (MSFT) 4.03 42710 +913% 152.12
Amazon (AMZN) 3.53 2983 +891% 1907.81
Fidelity msci hlth care i 2.45 95797 NEW 41.21
Realty Income (O) 2.36 81826 +34% 46.46
Alphabet Inc Class A cs 2.23 3264 NEW 1102.02
iShares NASDAQ Biotechnology Index (IBB) 2.16 33642 +5% 103.80
Vaneck Vectors Etf Tr morningstar wide 1.74 67223 +456% 41.85
Fidelity corp bond etf 1.26 40702 49.80
Invesco Qqq Trust Series 1 1.21 10679 -38% 182.32
Alphabet Inc Class C cs 1.09 1590 +683% 1105.66
SPDR S&P; 500 ETF (SPY) 1.09 7129 -9% 246.18
iShares Russell Midcap Index Fund (IWR) 0.82 32430 -68% 41.04
Fidelity Comwlth Tr ndq cp idx trk 0.76 4309 -9% 285.68
First Trust Amex Biotech Index Fnd (FBT) 0.71 9052 NEW 127.15
iShares S&P; 100 Index (OEF) 0.71 10122 +36% 113.52
First Trust Health Care AlphaDEX Fd (FXH) 0.64 14551 NEW 70.65
First Trust NASDAQ-100 Tech Sector InETF (QTEC) 0.49 9838 -44% 80.30
Vanguard Dividend Appreciation ETF (VIG) 0.48 7797 -6% 99.27
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.45 5307 +113% 136.42
Verizon Communications (VZ) 0.41 12475 +199% 52.91
Evergy Inc 0.40 12592 +10% 51.78
iShares S&P; 500 Growth Index (IVW) 0.40 4091 157.91
iShares S&P; MidCap 400 Index (IJH) 0.34 4108 -91% 135.35
Berkshire Hathaway (BRK.A) 0.32 2 261500.00
Berkshire Hathaway (BRK.B) 0.32 2910 +14% 175.94
SPDR S&P; Dividend (SDY) 0.28 5905 -53% 76.21
iShares Russell 1000 Growth Index (IWF) 0.27 3070 144.30
iShares Russell 2000 Index (IWM) 0.27 4112 +53% 106.76
SPDR S&P; Biotech (XBI) 0.26 5774 73.26
iShares S&P; MidCap 400 Value Index (IJJ) 0.21 3342 -57% 103.23
Wal-Mart Stores (WMT) 0.21 3010 114.29
JPMorgan Chase & Co. (JPM) 0.21 3992 +96% 84.42
Commerce Bancshares (CBSH) 0.21 6782 +62% 49.54
Netflix (NFLX) 0.19 858 363.64
Fidelity low volity etf 0.19 10261 -31% 29.92
AT&T; (T) 0.19 10894 +10% 28.09
iShares Russell 3000 Growth Index (IWZ) 0.19 5586 -93% 54.60
Ishares Trust Msci China msci china idx 0.18 5331 NEW 55.15
Home Depot (HD) 0.18 1639 NEW 178.77
Technology SPDR (XLK) 0.18 3821 -3% 76.42
Procter & Gamble Company (PG) 0.18 2622 +54% 109.46
Costco Wholesale Corporation (COST) 0.18 999 NEW 286.29
Cerner Corporation (CERN) 0.17 4582 +45% 60.67
iShares FTSE NAREIT Resi Plus Capp (REZ) 0.17 5306 +40% 51.07
Vanguard Scottsdale Fds vng rus2000idx 0.17 3147 -62% 85.80
Blackstone Group Inc Com Cl A stock 0.17 6606 +16% 40.87
Health Care SPDR (XLV) 0.16 3024 -7% 85.32
Invesco Exchng Traded Fd Tr s&p midcp low 0.15 6439 37.58
iShares Dow Jones US Healthcare (IYH) 0.14 1290 NEW 180.62
iShares S&P; 500 Value Index (IVE) 0.14 2520 -92% 92.06
Vanguard Mega Cap 300 Index (MGC) 0.14 2660 NEW 86.84
McDonald's Corporation (MCD) 0.14 1412 NEW 157.93
iShares S&P; SmallCap 600 Index (IJR) 0.14 4281 -96% 52.09
iShares Dow Jones US Energy Sector (IYE) 0.14 15238 +14% 14.57
Vanguard Whitehall Fds Inc intl dvd etf 0.13 3865 +13% 55.89
Ishares Tr core div grwth 0.13 6592 -91% 31.10
Global Medical Reit, Inc. stock 0.11 17740 9.58
Crossfirst Bankshares Inc 0.10 20000 7.75
Denbury Resources (DNR) 0.00 17596 +29% 0.17
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Past Filings by Financial Partners

View past SEC 13F filings by Financial Partners

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