Ffg Partners, LLC Portfolio Holdings by Sector
Ffg Partners, LLC
- $243 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$35 Million
14.79% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$32.3 Million
13.65% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$30.3 Million
12.8% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$27.7 Million
11.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
GLD IAU XAR CIBR BND 5 stocks |
$26.3 Million
11.09% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PLTR PANW 2 stocks |
$23.6 Million
9.97% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$19.9 Million
8.39% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$17.2 Million
7.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$15.3 Million
6.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$6.78 Million
2.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$899,952
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$534,688
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$437,340
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
MSTR 1 stocks |
$282,505
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$251,797
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|