Financial Partners Capital Management LLC Incresed Positions in Q4 2022

Financial Partners Capital Management LLC

  • $449 Billion
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
87K
+ 72.47%
$84.0 - $104.29 $7.3M - $9.07M
207K $20.9B
JPM
Jpmorgan Chase & CO

Financial Services
1.1K
+ 0.92%
$101.96 - $137.84 $112K - $151K
120K $16.1B
GS
Goldman Sachs Group Inc

Financial Services
1.88K
+ 4.24%
$293.4 - $388.86 $551K - $730K
46.2K $15.9B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.44K
+ 8.04%
$409.49 - $470.66 $1M - $1.15M
32.8K $14.5B
MRK
Merck & Co., Inc.

Healthcare
48.2K
+ 60.85%
$87.44 - $112.11 $4.22M - $5.41M
128K $14.1B
PFE
Pfizer Inc

Healthcare
236K
+ 1286.36%
$41.75 - $54.5 $9.86M - $12.9M
255K $13B
C
Citigroup Inc

Financial Services
11.3K
+ 4.8%
$40.3 - $50.19 $453K - $565K
246K $11.1B
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
12.7K
+ 17.02%
$104.7 - $128.4 $1.33M - $1.63M
87K $11.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.26K
+ 26.5%
$357.63 - $407.42 $1.88M - $2.14M
25.1K $9.6B
AAPL
Apple Inc.

Technology
52.5K
+ 266.16%
$126.04 - $155.74 $6.62M - $8.17M
72.2K $9.38B
GOOGL
Alphabet Inc.

Communication Services
89.9K
+ 2707.5%
$83.43 - $104.48 $7.5M - $9.4M
93.3K $8.23B
AMZN
Amazon Com Inc

Consumer Cyclical
85.8K
+ 2079.33%
$81.82 - $121.09 $7.02M - $10.4M
89.9K $7.55B
KMI
Kinder Morgan, Inc.

Energy
23.1K
+ 7.28%
$16.91 - $19.17 $391K - $444K
341K $6.16B
CAG
Conagra Brands Inc.

Consumer Defensive
115K
+ 492.8%
$32.56 - $39.01 $3.74M - $4.48M
138K $5.35B
AIA
Ishares S&P Asia 50 ETF

ETFs
2.43K
+ 3.42%
$45.3 - $58.75 $110K - $143K
73.5K $4.17B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.23K
+ 94.82%
$327.64 - $374.54 $1.71M - $1.96M
10.8K $3.78B
T
At&T Inc.

Communication Services
136K
+ 1586.49%
$14.76 - $19.3 $2M - $2.62M
144K $2.66B
VGSH
Vanguard

ETFs
8.6K
+ 29.83%
$57.38 - $58.13 $493K - $500K
37.4K $2.16B
VEU
Vanguard Ftse All World Ex Us

ETFs
29.8K
+ 271.22%
$44.03 - $52.21 $1.31M - $1.56M
40.8K $2.04B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
35.9K
+ 483.19%
$45.61 - $46.84 $1.64M - $1.68M
43.3K $2.01B
BCO
Brinks CO

Industrials
2.64K
+ 7.81%
$51.05 - $62.74 $135K - $166K
36.5K $1.96B
WMT
Walmart Inc.

Consumer Defensive
1.23K
+ 9.82%
$128.56 - $153.48 $159K - $189K
13.8K $1.96B
DEO
Diageo PLC

Consumer Defensive
996
+ 11.92%
$162.98 - $191.39 $162K - $191K
9.35K $1.67B
IBM
International Business Machines Corp

Technology
8.8K
+ 385.08%
$117.75 - $150.62 $1.04M - $1.33M
11.1K $1.56B
MTB
M&T Bank Corp

Financial Services
1.19K
+ 15.12%
$140.05 - $189.36 $166K - $224K
9.02K $1.31B
UNP
Union Pacific Corp

Industrials
4.09K
+ 248.48%
$186.45 - $218.02 $763K - $892K
5.74K $1.19B
VHT
Vanguard Health Care ETF

ETFs
1.72K
+ 61.45%
$224.15 - $255.96 $384K - $439K
4.51K $1.12B
MMM
3 M CO

Industrials
7.14K
+ 476.0%
$107.52 - $132.98 $768K - $949K
8.64K $1.04B
BAC
Bank Of America Corp

Financial Services
13.8K
+ 82.54%
$29.77 - $38.41 $412K - $532K
30.6K $1.01B
ABT
Abbott Laboratories

Healthcare
1.03K
+ 15.79%
$95.06 - $111.52 $98.1K - $115K
7.57K $831M
QQQ
Invesco Qqq Trust, Series 1

ETFs
745
+ 40.58%
$260.1 - $293.72 $194K - $219K
2.58K $687M
IWM
Ishares Russell 2000 ETF

ETFs
73
+ 2.1%
$166.81 - $188.05 $12.2K - $13.7K
3.55K $618M
ABBV
Abb Vie Inc.

Healthcare
992
+ 42.32%
$138.31 - $165.87 $137K - $165K
3.34K $539M
PARA
Paramount Global

Communication Services
7.72K
+ 36.3%
$15.38 - $20.38 $119K - $157K
29K $489M
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
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