Financial Partners Group as of March 31, 2025
Portfolio Holdings for Financial Partners Group
Financial Partners Group holds 81 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.4 | $15M | 28k | 532.58 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $12M | 76k | 154.64 | |
| JPMorgan Chase & Co. (JPM) | 5.0 | $12M | 47k | 245.30 | |
| Microsoft Corporation (MSFT) | 4.7 | $11M | 29k | 375.39 | |
| Palo Alto Networks (PANW) | 4.5 | $10M | 61k | 170.64 | |
| Ecolab (ECL) | 4.5 | $10M | 41k | 253.52 | |
| United Parcel Service CL B (UPS) | 4.3 | $10M | 91k | 109.99 | |
| Exxon Mobil Corporation (XOM) | 4.3 | $9.9M | 83k | 118.93 | |
| Lockheed Martin Corporation (LMT) | 3.7 | $8.5M | 19k | 446.72 | |
| FedEx Corporation (FDX) | 3.7 | $8.5M | 35k | 243.78 | |
| Caterpillar (CAT) | 3.3 | $7.6M | 23k | 329.80 | |
| Crown Castle Intl (CCI) | 2.9 | $6.6M | 63k | 104.23 | |
| Lam Research Corp Com New (LRCX) | 2.8 | $6.4M | 88k | 72.70 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 2.6 | $6.1M | 60k | 102.18 | |
| Apple (AAPL) | 2.6 | $6.1M | 27k | 222.13 | |
| EOG Resources (EOG) | 2.2 | $5.1M | 40k | 128.24 | |
| Home Depot (HD) | 2.1 | $4.8M | 13k | 366.49 | |
| Chevron Corporation (CVX) | 1.9 | $4.3M | 26k | 167.29 | |
| UnitedHealth (UNH) | 1.8 | $4.1M | 7.8k | 523.77 | |
| Medtronic SHS (MDT) | 1.7 | $4.0M | 44k | 89.86 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 1.4 | $3.3M | 37k | 88.00 | |
| BP Sponsored Adr (BP) | 1.3 | $2.9M | 85k | 33.79 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $2.8M | 34k | 81.73 | |
| Merck & Co (MRK) | 1.2 | $2.7M | 30k | 89.76 | |
| Altria (MO) | 1.2 | $2.7M | 45k | 60.02 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.1 | $2.5M | 32k | 78.85 | |
| Occidental Petroleum Corporation (OXY) | 1.1 | $2.4M | 49k | 49.36 | |
| Amazon (AMZN) | 0.9 | $2.0M | 11k | 190.26 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $2.0M | 25k | 78.28 | |
| First Horizon National Corporation (FHN) | 0.8 | $1.9M | 98k | 19.42 | |
| Bank of America Corporation (BAC) | 0.8 | $1.8M | 43k | 41.73 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.7M | 3.6k | 468.86 | |
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.7 | $1.6M | 35k | 46.02 | |
| Southwest Airlines (LUV) | 0.7 | $1.6M | 47k | 33.58 | |
| Lowe's Companies (LOW) | 0.7 | $1.5M | 6.5k | 233.22 | |
| Costco Wholesale Corporation (COST) | 0.6 | $1.5M | 1.6k | 945.86 | |
| Vulcan Materials Company (VMC) | 0.6 | $1.5M | 6.3k | 233.29 | |
| Truist Financial Corp equities (TFC) | 0.6 | $1.5M | 35k | 41.15 | |
| Verizon Communications (VZ) | 0.6 | $1.4M | 32k | 45.36 | |
| Fortinet (FTNT) | 0.6 | $1.4M | 15k | 96.26 | |
| Select Sector Spdr Tr Energy (XLE) | 0.6 | $1.4M | 15k | 93.45 | |
| Owens Corning (OC) | 0.6 | $1.4M | 9.7k | 142.82 | |
| Steel Dynamics (STLD) | 0.6 | $1.4M | 11k | 125.08 | |
| J.B. Hunt Transport Services (JBHT) | 0.6 | $1.4M | 9.2k | 147.95 | |
| Nucor Corporation (NUE) | 0.6 | $1.3M | 11k | 120.34 | |
| Regions Financial Corporation (RF) | 0.6 | $1.3M | 59k | 21.73 | |
| Novo-nordisk A S Adr (NVO) | 0.6 | $1.3M | 18k | 69.44 | |
| International Business Machines (IBM) | 0.5 | $1.2M | 5.0k | 248.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.0M | 1.8k | 559.51 | |
| Duke Energy Corp Com New (DUK) | 0.4 | $1.0M | 8.3k | 121.97 | |
| General Dynamics Corporation (GD) | 0.4 | $992k | 3.6k | 272.61 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $977k | 1.8k | 533.48 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $822k | 6.2k | 132.46 | |
| Boeing Company (BA) | 0.4 | $812k | 4.8k | 170.55 | |
| Procter & Gamble Company (PG) | 0.3 | $789k | 4.6k | 170.43 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $786k | 10k | 78.89 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $776k | 7.4k | 104.57 | |
| Oracle Corporation (ORCL) | 0.3 | $773k | 5.5k | 139.81 | |
| Humana (HUM) | 0.3 | $760k | 2.9k | 264.60 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $652k | 23k | 27.96 | |
| Intel Corporation (INTC) | 0.3 | $622k | 27k | 22.71 | |
| Coca-Cola Company (KO) | 0.3 | $600k | 8.4k | 71.62 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $574k | 3.9k | 145.68 | |
| Southern Company (SO) | 0.2 | $525k | 5.7k | 91.94 | |
| Wal-Mart Stores (WMT) | 0.2 | $500k | 5.7k | 87.80 | |
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $469k | 3.6k | 131.07 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $436k | 7.0k | 62.10 | |
| Bristol Myers Squibb (BMY) | 0.2 | $405k | 6.6k | 60.99 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $380k | 6.3k | 60.66 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $316k | 1.8k | 173.25 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $301k | 4.1k | 73.45 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $300k | 1.6k | 190.06 | |
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $289k | 5.3k | 54.41 | |
| Fiserv (FI) | 0.1 | $286k | 1.3k | 220.83 | |
| PNC Financial Services (PNC) | 0.1 | $275k | 1.6k | 175.77 | |
| Abbvie (ABBV) | 0.1 | $274k | 1.3k | 209.47 | |
| Atmos Energy Corporation (ATO) | 0.1 | $259k | 1.7k | 154.62 | |
| Philip Morris International (PM) | 0.1 | $238k | 1.5k | 158.73 | |
| Us Bancorp Del Com New (USB) | 0.1 | $218k | 5.2k | 42.22 | |
| ConocoPhillips (COP) | 0.1 | $217k | 2.1k | 105.03 | |
| Concrete Pumping Hldgs (BBCP) | 0.0 | $55k | 10k | 5.46 |
