Financial Partners Group, LLC Portfolio Holdings

Financial Partners Group, LLC

  • $241 Billion
  • Q4 2024

Financial Partners Group, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $241 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $14.7B, Berkshire Hathaway Inc Class B with a value of $13.3B, Microsoft Corp with a value of $12.6B, Jpmorgan Chase & CO with a value of $11.5B, and Palo Alto Networks Inc with a value of $11.5B.

Examining the 13F form we can see an decrease of $25.8B in the current position value, from $267B to 241B.

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 $241 Billion
Industrials: $42.6 Billion
Technology: $36.9 Billion
Financial Services: $34.6 Billion
ETFs: $27.7 Billion
Energy: $24.5 Billion
Communication Services: $16 Billion
Basic Materials: $13.9 Billion
Healthcare: $13.7 Billion
Other: $24.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$960B
$14.7 Billion 6.11% of portfolio
77,759
Q4 2024 Reduced 4.35%
$681B
$13.3 Billion 5.53% of portfolio
29,389
Q4 2024 Reduced 16.72%
$2.89T
$12.6 Billion 5.23% of portfolio
29,888
Q4 2024 Reduced 1.78%
$701B
$11.5 Billion 4.78% of portfolio
48,050
Q4 2024 Reduced 0.57%
$56.1B
$11.5 Billion 4.76% of portfolio
62,977
Q4 2024 Added 94.24%
$64.3B
$10.3 Billion 4.29% of portfolio
36,728
Q4 2024 Added 1.08%
$123B
$9.77 Billion 4.06% of portfolio
20,099
Q4 2024 Added 1.52%
$481B
$9.48 Billion 3.94% of portfolio
88,094
Q4 2024 Reduced 6.66%
$72.4B
$9.28 Billion 3.85% of portfolio
39,605
Q4 2024 Reduced 2.4%
$179B
$8.76 Billion 3.64% of portfolio
24,136
Q4 2024 Reduced 8.77%
$3.46T
$7.64 Billion 3.17% of portfolio
30,522
Q4 2024 Reduced 4.65%
$45.2B
$5.74 Billion 2.38% of portfolio
63,205
Q4 2024 Reduced 0.3%
$362B
$5.47 Billion 2.27% of portfolio
14,069
Q4 2024 Reduced 0.55%
$73.2B
$4.9 Billion 2.04% of portfolio
39,999
Q4 2024 Reduced 0.39%
$85.7B
$4.34 Billion 1.8% of portfolio
34,428
Q4 2024 Added 18.18%
$321B
$4.09 Billion 1.7% of portfolio
28,208
Q4 2024 Reduced 16.27%
$122B
$3.54 Billion 1.47% of portfolio
44,297
Q4 2024 Reduced 0.52%
$106B
$3.03 Billion 1.26% of portfolio
102,470
Q4 2024 Added 15.43%
$238B
$3.01 Billion 1.25% of portfolio
30,260
Q4 2024 Reduced 0.67%
$1.99T
$2.65 Billion 1.1% of portfolio
12,071
Q4 2024 Reduced 23.6%
$104B
$2.61 Billion 1.09% of portfolio
49,968
Q4 2024 Reduced 0.85%
$44.7B
$2.42 Billion 1.0% of portfolio
48,908
Q4 2024 Reduced 49.25%
$339B
$2.08 Billion 0.87% of portfolio
47,393
Q4 2024 Reduced 4.64%
$10.3B
$2.07 Billion 0.86% of portfolio
102,641
Q4 2024 Reduced 13.55%
$143B
$1.94 Billion 0.8% of portfolio
26,183
Q4 2024 Reduced 14.09%
$33.7B
$1.79 Billion 0.74% of portfolio
15,322
Q4 2024 Added 13.04%
$20B
$1.74 Billion 0.72% of portfolio
51,689
Q4 2024 Reduced 8.8%
$77.4B
$1.57 Billion 0.65% of portfolio
16,580
Q4 2024 Reduced 19.02%
$140B
$1.56 Billion 0.65% of portfolio
6,306
Q4 2024 Added 0.72%
$15.2B
$1.55 Billion 0.64% of portfolio
9,067
Q4 2024 Reduced 3.69%
$54.8B
$1.53 Billion 0.64% of portfolio
35,365
Q4 2024 Reduced 1.8%
$400B
$1.51 Billion 0.63% of portfolio
1,650
Q4 2024 Reduced 3.28%
$32B
$1.52 Billion 0.63% of portfolio
5,913
Q4 2024 Reduced 1.99%
$13.8B
$1.41 Billion 0.58% of portfolio
8,253
Q4 2024 Reduced 5.2%
$20.3B
$1.38 Billion 0.57% of portfolio
58,749
Q4 2024 Added 0.67%
$73.6B
$1.38 Billion 0.57% of portfolio
5,226
Q4 2024 Added 42.32%
$17.2B
$1.36 Billion 0.56% of portfolio
11,899
Q4 2024 Reduced 10.32%
$185B
$1.31 Billion 0.55% of portfolio
32,862
Q4 2024 Added 0.85%
$103B
$1.33 Billion 0.55% of portfolio
7,500
Q4 2024 Reduced 4.59%
$411B
$1.31 Billion 0.54% of portfolio
7,841
Q4 2024 Reduced 0.24%
$199B
$1.27 Billion 0.53% of portfolio
10,940
Q4 2024 Added 20.46%
$399B
$1.24 Billion 0.51% of portfolio
7,381
Q4 2024 Reduced 38.48%
$178B
$1.24 Billion 0.51% of portfolio
14,384
Q4 2024 Added 31.41%
$226B
$1.24 Billion 0.51% of portfolio
5,635
Q4 2024 Reduced 4.26%
$91.9B
$965 Million 0.4% of portfolio
8,956
Q4 2024 Added 39.26%
$234B
$780 Million 0.32% of portfolio
8,634
Q4 2024 Reduced 1.22%
$33.8B
$730 Million 0.3% of portfolio
2,876
Q4 2024 Reduced 84.53%
$300B
$551 Million 0.23% of portfolio
8,852
Q4 2024 Reduced 23.07%
$97.5B
$487 Million 0.2% of portfolio
5,913
Q4 2024 Added 102.92%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $241 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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