Financial Partners Group

Financial Partners Group as of June 30, 2025

Portfolio Holdings for Financial Partners Group

Financial Partners Group holds 88 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.2 $14M 29k 497.40
Alphabet Cap Stk Cl A (GOOGL) 5.0 $14M 79k 176.23
JPMorgan Chase & Co. (JPM) 4.9 $14M 46k 289.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.8 $13M 27k 485.77
Palo Alto Networks (PANW) 4.6 $13M 62k 204.64
Ecolab (ECL) 4.0 $11M 41k 269.44
Chevron Corporation (CVX) 3.7 $10M 71k 143.19
UnitedHealth (UNH) 3.5 $9.7M 31k 311.97
Proshares Tr S&p 500 Dv Arist (NOBL) 3.4 $9.4M 94k 100.70
United Parcel Service CL B (UPS) 3.3 $9.1M 90k 100.94
Caterpillar (CAT) 3.2 $8.9M 23k 388.21
Pepsi (PEP) 3.2 $8.9M 67k 132.04
Exxon Mobil Corporation (XOM) 3.1 $8.6M 80k 107.80
Lam Research Corp Com New (LRCX) 3.1 $8.5M 88k 97.34
Lockheed Martin Corporation (LMT) 3.0 $8.2M 18k 463.14
FedEx Corporation (FDX) 2.9 $8.1M 36k 227.31
Apple (AAPL) 2.5 $6.8M 33k 205.17
Crown Castle Intl (CCI) 2.4 $6.8M 66k 102.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $5.7M 73k 78.70
EOG Resources (EOG) 1.7 $4.8M 40k 119.61
Home Depot (HD) 1.7 $4.6M 13k 366.63
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.6 $4.4M 84k 52.10
Amazon (AMZN) 1.5 $4.2M 19k 219.39
Medtronic SHS (MDT) 1.5 $4.1M 47k 87.17
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.3 $3.7M 40k 93.79
Merck & Co (MRK) 1.0 $2.9M 36k 79.16
BP Sponsored Adr (BP) 0.9 $2.6M 85k 29.93
Altria (MO) 0.9 $2.6M 44k 58.63
First Horizon National Corporation (FHN) 0.9 $2.5M 119k 21.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $2.2M 4.0k 551.59
Charles Schwab Corporation (SCHW) 0.8 $2.2M 24k 91.24
Occidental Petroleum Corporation (OXY) 0.7 $2.0M 48k 42.01
Fortinet (FTNT) 0.7 $2.0M 19k 105.72
Truist Financial Corp equities (TFC) 0.7 $2.0M 46k 42.99
Bank of America Corporation (BAC) 0.7 $2.0M 41k 47.32
Vulcan Materials Company (VMC) 0.7 $1.8M 7.1k 260.80
Novo-nordisk A S Adr (NVO) 0.7 $1.8M 26k 69.02
Verizon Communications (VZ) 0.6 $1.8M 41k 43.27
Owens Corning (OC) 0.6 $1.6M 12k 137.52
Ishares Tr Us Aer Def Etf (ITA) 0.6 $1.6M 8.3k 188.64
Southwest Airlines (LUV) 0.5 $1.5M 47k 32.44
Steel Dynamics (STLD) 0.5 $1.4M 11k 128.01
Costco Wholesale Corporation (COST) 0.5 $1.4M 1.4k 989.94
Regions Financial Corporation (RF) 0.5 $1.4M 59k 23.52
J.B. Hunt Transport Services (JBHT) 0.5 $1.4M 9.4k 143.60
Oracle Corporation (ORCL) 0.5 $1.4M 6.2k 218.63
International Business Machines (IBM) 0.5 $1.3M 4.5k 294.79
Lowe's Companies (LOW) 0.5 $1.3M 5.9k 221.88
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.3M 14k 89.39
Nucor Corporation (NUE) 0.5 $1.2M 9.6k 129.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.1M 1.8k 617.83
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $1.1M 1.9k 566.48
Boeing Company (BA) 0.3 $839k 4.0k 209.53
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $825k 7.5k 109.29
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $771k 9.6k 80.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $703k 5.3k 133.31
Humana (HUM) 0.3 $702k 2.9k 244.48
Duke Energy Corp Com New (DUK) 0.2 $680k 5.8k 118.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $667k 1.2k 568.03
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $620k 23k 26.50
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $588k 5.9k 99.20
Coca-Cola Company (KO) 0.2 $543k 7.7k 70.75
Target Corporation (TGT) 0.2 $533k 5.4k 98.65
Raytheon Technologies Corp (RTX) 0.2 $519k 3.6k 146.02
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $508k 14k 35.84
General Dynamics Corporation (GD) 0.2 $500k 1.7k 291.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $485k 7.0k 69.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $421k 6.3k 67.22
Select Sector Spdr Tr Energy (XLE) 0.1 $408k 4.8k 84.81
Marathon Petroleum Corp (MPC) 0.1 $398k 2.4k 166.14
Intel Corporation (INTC) 0.1 $397k 18k 22.40
Nxp Semiconductors N V (NXPI) 0.1 $390k 1.8k 218.49
Bristol Myers Squibb (BMY) 0.1 $357k 7.7k 46.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $352k 7.1k 49.46
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $350k 3.3k 106.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $342k 6.0k 57.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $335k 1.8k 181.77
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $317k 5.3k 59.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $302k 4.1k 73.63
Southern Company (SO) 0.1 $279k 3.0k 91.84
Wal-Mart Stores (WMT) 0.1 $279k 2.8k 97.78
Atmos Energy Corporation (ATO) 0.1 $236k 1.5k 154.11
Fiserv (FI) 0.1 $223k 1.3k 172.41
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $219k 468.00 467.82
Us Bancorp Del Com New (USB) 0.1 $215k 4.8k 45.25
Xpo Logistics Inc equity (XPO) 0.1 $206k 1.6k 126.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $204k 672.00 303.93
Concrete Pumping Hldgs (BBCP) 0.0 $62k 10k 6.15