Financial Partners Group, LLC Portfolio Holdings

Financial Partners Group, LLC

  • $230 Billion
  • Q1 2025

Financial Partners Group, LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $230 Billion distributed in 81 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 $14.9B, Alphabet Inc. with a value of $11.7B, Jpmorgan Chase & CO with a value of $11.5B, Microsoft Corp with a value of $10.8B, and Palo Alto Networks Inc with a value of $10.4B.

Examining the 13F form we can see an decrease of $10.4B in the current position value, from $241B to 230B.

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 $230 Billion
Industrials: $41.6 Billion
Financial Services: $35.3 Billion
Technology: $31.9 Billion
ETFs: $25.7 Billion
Energy: $25.4 Billion
Basic Materials: $14.5 Billion
Healthcare: $13.4 Billion
Communication Services: $13.2 Billion
Other: $23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$674B
$14.9 Billion 6.45% of portfolio
27,903
Q1 2025 Reduced 5.06%
$903B
$11.7 Billion 5.09% of portfolio
75,901
Q1 2025 Reduced 2.39%
$672B
$11.5 Billion 5.0% of portfolio
46,925
Q1 2025 Reduced 2.34%
$2.68T
$10.8 Billion 4.68% of portfolio
28,708
Q1 2025 Reduced 3.95%
$47.9B
$10.4 Billion 4.51% of portfolio
60,960
Q1 2025 Reduced 3.2%
$66B
$10.4 Billion 4.5% of portfolio
40,896
Q1 2025 Added 3.26%
$70.2B
$10 Billion 4.34% of portfolio
90,997
Q1 2025 Added 164.31%
$439B
$9.85 Billion 4.28% of portfolio
82,843
Q1 2025 Reduced 5.96%
$53.4B
$8.49 Billion 3.69% of portfolio
34,835
Q1 2025 Reduced 5.15%
$120B
$8.5 Billion 3.69% of portfolio
19,033
Q1 2025 Reduced 5.3%
$150B
$7.61 Billion 3.3% of portfolio
23,088
Q1 2025 Reduced 4.34%
$44.2B
$6.61 Billion 2.87% of portfolio
63,420
Q1 2025 Added 0.34%
Lam Research Corp
-
$6.39 Billion 2.77% of portfolio
-
Q4 2024 New
$0
$6.1 Billion 2.65% of portfolio
59,723
Q1 2025 Added 7.65%
$3.1T
$6.07 Billion 2.63% of portfolio
27,310
Q1 2025 Reduced 10.52%
$63.9B
$5.13 Billion 2.23% of portfolio
39,999
Q4 2024 Reduced 0.39%
$262B
$4.32 Billion 1.87% of portfolio
25,818
Q1 2025 Reduced 8.47%
$398B
$4.09 Billion 1.77% of portfolio
7,802
Q1 2025 Reduced 3.14%
$109B
$3.96 Billion 1.72% of portfolio
44,014
Q1 2025 Reduced 0.64%
$0
$3.26 Billion 1.42% of portfolio
37,064
Q1 2025 Added 15.58%
$86.1B
$2.88 Billion 1.25% of portfolio
85,373
Q1 2025 Reduced 16.68%
$0
$2.75 Billion 1.19% of portfolio
33,679
Q1 2025 Added 92.87%
$197B
$2.67 Billion 1.16% of portfolio
29,744
Q1 2025 Reduced 1.71%
$103B
$2.67 Billion 1.16% of portfolio
44,478
Q1 2025 Reduced 10.99%
$0
$2.52 Billion 1.09% of portfolio
31,901
Q1 2025 Reduced 22.33%
$36.3B
$2.42 Billion 1.05% of portfolio
49,024
Q1 2025 Added 0.24%
$1.7T
$2.01 Billion 0.87% of portfolio
10,579
Q1 2025 Reduced 12.36%
$136B
$1.95 Billion 0.85% of portfolio
24,957
Q1 2025 Reduced 4.68%
$8.91B
$1.9 Billion 0.83% of portfolio
97,936
Q1 2025 Reduced 4.58%
$296B
$1.8 Billion 0.78% of portfolio
43,048
Q1 2025 Reduced 9.17%
$0
$1.71 Billion 0.74% of portfolio
3,642
Q1 2025 Added 82.83%
$14.3B
$1.58 Billion 0.69% of portfolio
47,152
Q1 2025 Reduced 8.78%
$0
$1.59 Billion 0.69% of portfolio
34,628
Q1 2025 Reduced 11.29%
$132B
$1.51 Billion 0.66% of portfolio
6,492
Q1 2025 Added 2.95%
$424B
$1.47 Billion 0.64% of portfolio
1,553
Q1 2025 Reduced 5.88%
$31.1B
$1.46 Billion 0.63% of portfolio
6,257
Q1 2025 Added 5.82%
$180B
$1.44 Billion 0.63% of portfolio
31,817
Q1 2025 Reduced 3.18%
$46.8B
$1.46 Billion 0.63% of portfolio
35,386
Q1 2025 Added 0.06%
$0
$1.4 Billion 0.61% of portfolio
14,988
Q1 2025 Reduced 30.85%
$73.1B
$1.41 Billion 0.61% of portfolio
14,621
Q1 2025 Reduced 11.82%
$12.6B
$1.39 Billion 0.6% of portfolio
9,735
Q1 2025 Added 17.96%
$17.2B
$1.37 Billion 0.59% of portfolio
10,951
Q1 2025 Reduced 7.97%
$13.2B
$1.36 Billion 0.59% of portfolio
9,225
Q1 2025 Added 1.74%
$17.8B
$1.28 Billion 0.56% of portfolio
59,101
Q1 2025 Added 0.6%
$27.4B
$1.3 Billion 0.56% of portfolio
10,780
Q1 2025 Reduced 29.64%
$132B
$1.27 Billion 0.55% of portfolio
18,306
Q1 2025 Added 27.27%
$212B
$1.24 Billion 0.54% of portfolio
4,989
Q1 2025 Reduced 11.46%
$0
$1.03 Billion 0.45% of portfolio
1,836
Q1 2025 Added 0.27%
$92.5B
$1.01 Billion 0.44% of portfolio
8,276
Q1 2025 Reduced 7.59%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $230 Billion
  • Prior Value $241 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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