Financial Partners Capital Management LLC Reduced Holdings in Q4 2022

Financial Partners Capital Management LLC

  • $449 Billion
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-15K
- 31.68%
$8.27 - $8.78 $124K - $132K
32.4K $278M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-520
- 7.41%
$50.02 - $50.42 $26K - $26.2K
6.5K $327M
HD
Home Depot, Inc.

Consumer Cyclical
-437
- 28.52%
$269.46 - $333.38 $118K - $146K
1.1K $346M
VSTO
Vista Outdoor Inc.

Consumer Cyclical
-4.21K
- 22.61%
$23.22 - $29.64 $97.6K - $125K
14.4K $351M
CSCO
Cisco Systems, Inc.

Technology
-35.3K
- 81.45%
$39.58 - $49.97 $1.4M - $1.77M
8.05K $384M
KO
Coca Cola CO

Consumer Defensive
-262
- 3.85%
$54.39 - $64.37 $14.3K - $16.9K
6.54K $416M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-4.57K
- 31.54%
$47.0 - $50.83 $215K - $232K
9.92K $491M
DIS
Walt Disney CO

Communication Services
-1.07K
- 14.26%
$84.16 - $106.54 $90.4K - $114K
6.46K $561M
VDC
Vanguard Consumer Staples ETF

ETFs
-352
- 9.36%
$171.56 - $199.59 $60.4K - $70.3K
3.41K $653M
CDNS
Cadence Design Systems Inc

Technology
-104
- 2.04%
$140.86 - $176.78 $14.6K - $18.4K
4.99K $801M
CL
Colgate Palmolive CO

Consumer Defensive
-100
- 0.88%
$68.48 - $79.94 $6.85K - $7.99K
11.3K $886M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-14.6K
- 60.91%
$98.19 - $99.0 $1.43M - $1.44M
9.34K $922M
JNJ
Johnson & Johnson

Healthcare
-1.21K
- 18.57%
$160.2 - $179.79 $194K - $217K
5.3K $937M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-16.5K
- 52.92%
$74.07 - $75.87 $1.22M - $1.25M
14.7K $1.1B
AMP
Ameriprise Financial Inc

Financial Services
-300
- 6.12%
$257.84 - $332.52 $77.4K - $99.8K
4.6K $1.43B
XLF
Financial Sector Spdr

ETFs
-27.5K
- 36.16%
$30.29 - $36.31 $834K - $999K
48.6K $1.66B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-4.89K
- 19.37%
$63.15 - $94.17 $309K - $460K
20.3K $1.79B
XOM
Exxon Mobil Corp

Energy
-4.58K
- 21.6%
$91.92 - $114.2 $421K - $522K
16.6K $1.83B
PEP
Pepsico Inc

Consumer Defensive
-277
- 2.39%
$161.61 - $185.9 $44.8K - $51.5K
11.3K $2.04B
MO
Altria Group, Inc.

Consumer Defensive
-11.9K
- 20.31%
$41.37 - $47.63 $491K - $565K
46.6K $2.13B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-21.2K
- 41.12%
$91.33 - $91.67 $1.94M - $1.95M
30.4K $2.78B
AXP
American Express CO

Financial Services
-16.9K
- 43.55%
$136.81 - $157.67 $2.32M - $2.67M
22K $3.25B
META
Meta Platforms, Inc.

Communication Services
-29.5K
- 46.4%
$88.91 - $140.28 $2.62M - $4.13M
34.1K $4.1B
V
Visa Inc.

Financial Services
-9.37K
- 29.49%
$179.14 - $217.69 $1.68M - $2.04M
22.4K $4.65B
ZTS
Zoetis Inc.

Healthcare
-13.1K
- 28.44%
$131.14 - $157.47 $1.72M - $2.06M
33K $4.83B
GBIL
Goldman Sachs Access Treasury

ETFs
-98.4K
- 66.05%
$99.58 - $99.94 $9.8M - $9.83M
50.6K $5.04B
VZ
Verizon Communications Inc

Communication Services
-7.1K
- 4.74%
$35.35 - $39.81 $251K - $283K
143K $5.62B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-22K
- 18.56%
$67.55 - $94.42 $1.49M - $2.08M
96.6K $6.88B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15.5K
- 35.32%
$264.0 - $318.6 $4.1M - $4.95M
28.4K $8.78B
IBB
Ishares Biotechnology ETF

ETFs
-4.02K
- 5.18%
$117.58 - $138.43 $472K - $556K
73.5K $9.65B
IQV
Iqvia Holdings Inc.

Healthcare
-27.2K
- 30.29%
$172.45 - $226.53 $4.7M - $6.17M
62.7K $12.8B
CVX
Chevron Corp

Energy
-13.3K
- 14.36%
$151.73 - $188.05 $2.02M - $2.5M
79.2K $14.2B
PG
Procter & Gamble CO

Consumer Defensive
-16.2K
- 12.77%
$123.76 - $153.95 $2.01M - $2.49M
111K $16.8B
MSFT
Microsoft Corp

Technology
-13.6K
- 15.57%
$214.25 - $257.22 $2.92M - $3.51M
74K $17.7B
Activity Summary
Buys All Purchases 79 New Holdings 44 Increased Positions 35 Sells All Sells 56 Reductions 35 Sold out 21 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Partners Capital Management LLC Portfolio

Follow Financial Partners Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Partners Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email