Financial Partners Group, Inc Incresed Positions in Q3 2025

Financial Partners Group, Inc

  • $768 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.46K
+ 3.0%
$620.67 - $670.08 $2.15M - $2.32M
119K $79.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.81K
+ 12.89%
$617.65 - $666.84 $4.21M - $4.54M
59.7K $39.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.7K
+ 9.03%
$225.11 - $247.9 $2.42M - $2.66M
130K $32M
AVUV
American Centy ETF Tr Avantis

ETFs
656
+ 0.17%
$90.37 - $102.12 $59.3K - $67K
394K $39.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
29.7K
+ 67.8%
$62.54 - $68.42 $1.86M - $2.04M
73.6K $4.97M
NVDA
Nvidia Corp

Technology
5.5K
+ 13.61%
$153.3 - $186.58 $843K - $1.03M
45.9K $8.56M
ITOT
Ishares Core S&P Total U.S. St

ETFs
918
+ 0.51%
$135.0 - $146.02 $124K - $134K
180K $26.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.1K
+ 4.44%
$182.33 - $194.5 $748K - $797K
96.5K $18.8M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
31.8K
+ 33.91%
$44.58 - $48.01 $1.42M - $1.52M
125K $6M
MSFT
Microsoft Corp

Technology
922
+ 2.15%
$491.09 - $535.64 $453K - $494K
43.8K $22.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.22K
+ 3.27%
$53.81 - $57.52 $442K - $473K
259K $14.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.57K
+ 8.63%
$110.74 - $122.12 $617K - $680K
70.1K $8.48M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
15.6K
+ 3.48%
$52.55 - $54.37 $818K - $846K
463K $25M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
16.2K
+ 8.92%
$45.92 - $47.76 $745K - $775K
198K $9.42M
PAVE
Global X Fds Us Infrastructure

ETFs
3.81K
+ 2.14%
$44.02 - $47.63 $168K - $181K
182K $8.67M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
194
+ 0.12%
$94.17 - $99.95 $18.3K - $19.4K
160K $16M
META
Meta Platforms, Inc.

Communication Services
1.17K
+ 31.21%
$695.21 - $791.73 $810K - $922K
4.9K $3.6M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.58K
+ 8.34%
$139.82 - $155.45 $361K - $401K
33.5K $5.21M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16.1K
+ 33.2%
$50.53 - $50.82 $812K - $817K
64.5K $3.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.47K
+ 3.31%
$97.75 - $100.75 $534K - $551K
170K $17.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
147
+ 0.11%
$137.51 - $145.26 $20.2K - $21.4K
136K $19.3M
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.7K
+ 180.63%
$46.37 - $47.77 $494K - $509K
16.5K $786K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7.25K
+ 58.27%
$45.07 - $47.56 $327K - $345K
19.7K $906K
JPM
Jpmorgan Chase & CO

Financial Services
471
+ 8.54%
$282.78 - $316.06 $133K - $149K
5.99K $1.89M
PWR
Quanta Services, Inc.

Industrials
499
+ 21.99%
$372.29 - $421.68 $186K - $210K
2.77K $1.15M
ORCL
Oracle Corp

Technology
41
+ 0.99%
$218.96 - $328.33 $8.98K - $13.5K
4.17K $1.17M
MBB
Ishares Tr

ETFs
2.78K
+ 78.7%
$92.46 - $95.73 $257K - $266K
6.31K $600K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
295
+ 4.67%
$459.11 - $506.91 $135K - $150K
6.61K $3.32M
PLTR
Palantir Technologies Inc.

Technology
505
+ 15.64%
$130.68 - $186.97 $66K - $94.4K
3.73K $681K
JNJ
Johnson & Johnson

Healthcare
735
+ 25.96%
$155.17 - $185.42 $114K - $136K
3.57K $661K
GLD
Spdr Gold Trust

ETFs
129
+ 3.74%
$300.96 - $355.47 $38.8K - $45.9K
3.58K $1.27M
ABBV
Abb Vie Inc.

Healthcare
559
+ 37.67%
$184.85 - $231.54 $103K - $129K
2.04K $473K
CAT
Caterpillar Inc

Industrials
140
+ 9.75%
$390.92 - $477.15 $54.7K - $66.8K
1.58K $751K
MUB
Ishares National Muni Bond ETF

ETFs
1.56K
+ 14.55%
$103.24 - $106.68 $161K - $166K
12.3K $1.31M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
267
+ 12.87%
$224.68 - $282.71 $60K - $75.5K
2.34K $654K
IFRA
Ishares Tr

ETFs
428
+ 1.3%
$49.77 - $52.82 $21.3K - $22.6K
33.3K $1.76M
EVRG
Evergy, Inc.

Utilities
96
+ 0.55%
$67.73 - $76.02 $6.5K - $7.3K
17.7K $1.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
67
+ 0.54%
$108.46 - $120.63 $7.27K - $8.08K
12.4K $1.48M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
435
+ 11.57%
$148.97 - $165.88 $64.8K - $72.2K
4.2K $690K
BX
Blackstone Inc.

Financial Services
168
+ 3.89%
$152.77 - $188.68 $25.7K - $31.7K
4.48K $765K
WMT
Walmart Inc.

Consumer Defensive
38
+ 0.17%
$94.4 - $104.27 $3.59K - $3.96K
21.8K $2.25M
XLK
Technology Sector Spdr

ETFs
3
+ 0.08%
$250.97 - $282.66 $753 - $848
3.83K $1.08M
IWR
Ishares Russell Mid Cap ETF

ETFs
305
+ 1.78%
$92.26 - $97.51 $28.1K - $29.7K
17.4K $1.68M
FDG
American Centy ETF Tr Focused

ETFs
424
+ 10.62%
$108.35 - $122.35 $45.9K - $51.9K
4.42K $531K
AVGO
Broadcom Inc.

Technology
91
+ 8.17%
$264.74 - $369.57 $24.1K - $33.6K
1.21K $397K
CVX
Chevron Corp

Energy
76
+ 1.26%
$145.57 - $161.83 $11.1K - $12.3K
6.1K $946K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.01%
$108.97 - $121.65 $109 - $122
7.91K $954K
IJS
Ishares S&P Smallcap 600 Value

ETFs
7
+ 0.09%
$98.99 - $112.2 $693 - $785
7.45K $823K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
3.9K
+ 11.29%
$20.0 - $20.97 $78K - $81.7K
38.4K $795K
Activity Summary
Buys All Purchases 128 New Holdings 25 Increased Positions 103 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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