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
$74.7B
$992 Million 0.43% of portfolio
3,638
Q1 2025 Reduced 30.39%
$0
$977 Million 0.42% of portfolio
1,832
Q1 2025 Reduced 12.26%
$189B
$822 Million 0.36% of portfolio
6,206
Q1 2025 Reduced 43.27%
$111B
$812 Million 0.35% of portfolio
4,759
Q1 2025 Reduced 36.55%
$0
$776 Million 0.34% of portfolio
7,420
Q1 2025 Reduced 6.94%
$403B
$773 Million 0.34% of portfolio
5,531
Q1 2025 Reduced 29.46%
$376B
$789 Million 0.34% of portfolio
4,630
Q1 2025 Reduced 37.27%
$0
$786 Million 0.34% of portfolio
9,962
Q1 2025 Reduced 19.51%
$32.5B
$760 Million 0.33% of portfolio
2,871
Q1 2025 Reduced 0.17%
$0
$651 Million 0.28% of portfolio
23,300
Q1 2025 Added 0.31%
$83.2B
$622 Million 0.27% of portfolio
27,386
Q1 2025 Added 63.82%
$310B
$600 Million 0.26% of portfolio
8,377
Q1 2025 Reduced 5.37%
$71.5B
$574 Million 0.25% of portfolio
3,937
Q1 2025 Added 65.84%
$99.1B
$525 Million 0.23% of portfolio
5,714
Q1 2025 Reduced 3.37%
$270B
$500 Million 0.22% of portfolio
5,697
Q1 2025 Reduced 34.02%
$0
$469 Million 0.2% of portfolio
3,576
Q1 2025 Reduced 42.67%
$106B
$405 Million 0.18% of portfolio
6,639
Q4 2024 Added 0.65%
$0
$380 Million 0.16% of portfolio
6,260
Q2 2024 Reduced 0.95%
$0
$315 Million 0.14% of portfolio
1,821
Q1 2025 Added 0.39%
$48.6B
$300 Million 0.13% of portfolio
1,577
Q1 2025 New
$0
$289 Million 0.13% of portfolio
5,308
Q3 2024 New
$0
$301 Million 0.13% of portfolio
4,097
Q1 2025 Reduced 8.81%
$66.9B
$275 Million 0.12% of portfolio
1,562
Q1 2025 Reduced 28.58%
$347B
$274 Million 0.12% of portfolio
1,310
Q1 2025 Reduced 33.33%
$79.5B
$286 Million 0.12% of portfolio
1,293
Q4 2024 Added 2.29%
$22.6B
$259 Million 0.11% of portfolio
1,677
Q1 2025 Reduced 37.26%
$268B
$238 Million 0.1% of portfolio
1,497
Q1 2025 New
$61.6B
$218 Million 0.09% of portfolio
5,165
Q1 2025 Reduced 15.47%
$112B
$217 Million 0.09% of portfolio
2,063
Q1 2025 Reduced 18.68%
$363M
$54.6 Million 0.02% of portfolio
10,000
Q4 2022 New

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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