Financial Partners Group, Inc Reduced Holdings in Q4 2024

Financial Partners Group, Inc

  • $664 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYLD
Cambria Shareholder Yld ETF

ETFs
-56.9K
- 65.4%
$68.06 - $76.27 $3.87M - $4.34M
30.1K $2.06M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-26.1K
- 16.06%
$99.2 - $108.47 $2.59M - $2.83M
136K $13.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-16.1K
- 3.4%
$57.53 - $60.83 $924K - $977K
456K $26.2M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-4.17K
- 0.94%
$51.33 - $53.74 $214K - $224K
441K $22.7M
SOXX
Ishares Semiconductor ETF

ETFs
-1.85K
- 4.31%
$211.27 - $239.8 $391K - $444K
41.1K $8.86M
OEF
Ishares S&P 100 ETF

ETFs
-3.6K
- 2.51%
N/A
140K $37.2M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-17.3K
- 36.96%
$43.84 - $48.76 $760K - $845K
29.6K $1.3M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-14.3K
- 45.2%
$50.06 - $55.0 $716K - $787K
17.3K $870K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-18.2K
- 7.52%
$23.14 - $26.91 $420K - $489K
223K $5.33M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-10.7K
- 37.02%
$37.33 - $40.39 $399K - $432K
18.2K $680K
AVMU
American Centy ETF Travantis C

ETFs
-6.72K
- 3.63%
$45.75 - $46.94 $308K - $316K
179K $8.24M
MSFT
Microsoft Corp

Technology
-108
- 0.25%
$406.35 - $454.46 $43.9K - $49.1K
42.3K $17.8M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-16K
- 18.3%
$31.7 - $36.82 $507K - $589K
71.5K $2.44M
CGCP
Capital Group Core Plus Income

ETFs
-11K
- 48.12%
$22.13 - $23.17 $243K - $255K
11.9K $263K
URI
United Rentals, Inc.

Industrials
-129
- 20.94%
$704.44 - $880.32 $90.9K - $114K
487 $343K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.71K
- 3.08%
N/A
53.7K $4.61M
CVX
Chevron Corp

Energy
-884
- 12.06%
$141.15 - $162.53 $125K - $144K
6.44K $933K
NEE
Nextera Energy Inc

Utilities
-94
- 0.88%
$69.77 - $85.43 $6.56K - $8.03K
10.6K $761K
JNJ
Johnson & Johnson

Healthcare
-589
- 17.78%
$143.34 - $165.86 $84.4K - $97.7K
2.72K $393K
LLY
Eli Lilly & CO

Healthcare
-21
- 2.05%
$727.2 - $932.06 $15.3K - $19.6K
1K $773K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-141
- 2.01%
$442.29 - $483.08 $62.4K - $68.1K
6.88K $3.12M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-55
- 0.43%
$79.93 - $88.06 $4.4K - $4.84K
12.6K $1.01M
O
Realty Income Corp

Real Estate
-528
- 6.68%
$51.76 - $64.71 $27.3K - $34.2K
7.38K $393K
EVRG
Evergy, Inc.

Utilities
-1.59K
- 8.9%
$59.06 - $65.0 $94K - $103K
16.3K $1M
COP
Conocophillips

Energy
-809
- 24.6%
$95.12 - $114.72 $77K - $92.8K
2.48K $245K
KO
Coca Cola CO

Consumer Defensive
-734
- 12.96%
$61.74 - $71.71 $45.3K - $52.6K
4.93K $306K
IYE
Ishares Tr

ETFs
-1.56K
- 12.3%
$43.93 - $51.37 $68.7K - $80.3K
11.1K $508K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-195
- 2.73%
$103.53 - $112.72 $20.2K - $22K
6.95K $723K
ADBE
Adobe Inc.

Technology
-24
- 2.87%
$437.39 - $552.96 $10.5K - $13.3K
811 $360K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-51
- 0.8%
$131.66 - $144.0 $6.71K - $7.34K
6.35K $838K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-639
- 8.8%
$124.61 - $133.96 $79.6K - $85.6K
6.62K $853K
MCD
Mcdonalds Corp

Consumer Cyclical
-122
- 6.82%
$288.47 - $316.54 $35.2K - $38.6K
1.67K $483K
GLD
Spdr Gold Trust

ETFs
-234
- 7.39%
$236.59 - $257.5 $55.4K - $60.3K
2.93K $710K
PWR
Quanta Services, Inc.

Industrials
-317
- 13.96%
$296.05 - $346.6 $93.8K - $110K
1.95K $617K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-24
- 5.52%
$501.29 - $612.85 $12K - $14.7K
411 $213K
FDVV
Fidelity High Dividend ETF

ETFs
-960
- 12.81%
$49.66 - $52.63 $47.7K - $50.5K
6.54K $326K
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.25K
- 4.84%
$35.96 - $39.8 $44.8K - $49.6K
24.5K $919K
ABBV
Abb Vie Inc.

Healthcare
-37
- 1.69%
$164.99 - $203.87 $6.1K - $7.54K
2.15K $382K
VHT
Vanguard Health Care ETF

ETFs
-78
- 7.82%
$250.81 - $283.3 $19.6K - $22.1K
919 $233K
EFG
Msci Eafe Growth ETF

ETFs
-215
- 8.79%
$96.83 - $106.88 $20.8K - $23K
2.23K $216K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-92
- 1.06%
$185.87 - $204.12 $17.1K - $18.8K
8.61K $1.62M
VZ
Verizon Communications Inc

Communication Services
-389
- 6.98%
$39.6 - $45.21 $15.4K - $17.6K
5.18K $207K
IFRA
Ishares Tr

ETFs
-342
- 1.0%
$45.94 - $51.71 $15.7K - $17.7K
33.7K $1.56M
HYMU
Blackrock ETF Tr Ii High Yield
-1.28K
- 10.64%
$22.59 - $23.2 $28.8K - $29.6K
10.7K $242K
VIG
Vanguard Dividend Appreciation

ETFs
-188
- 3.42%
N/A
5.31K $966K
XT
Ishares Tr Exponential Technol

ETFs
-360
- 4.47%
$58.7 - $62.72 $21.1K - $22.6K
7.69K $459K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-296
- 5.31%
$50.02 - $51.24 $14.8K - $15.2K
5.27K $264K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2
- 0.08%
$89.81 - $104.0 $180 - $208
2.43K $218K
CRM
Salesforce, Inc.

Technology
-316
- 22.28%
$270.87 - $367.87 $85.6K - $116K
1.1K $368K
Activity Summary
Buys All Purchases 90 New Holdings 14 Increased Positions 76 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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