Financial Partners Group, Inc Reduced Holdings in Q3 2025

Financial Partners Group, Inc

  • $768 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-29.9K
- 11.59%
$55.15 - $58.11 $1.65M - $1.74M
228K $13.1M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-8.81K
- 17.92%
$170.68 - $192.95 $1.5M - $1.7M
40.4K $7.73M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-7.7K
- 12.85%
$101.12 - $106.18 $779K - $818K
52.2K $5.38M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-12.2K
- 43.65%
$50.82 - $51.09 $620K - $623K
15.8K $804K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-10.7K
- 14.83%
$61.56 - $66.95 $656K - $713K
61.2K $4.09M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-24.4K
- 14.73%
$23.27 - $25.46 $569K - $622K
142K $3.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6.44K
- 19.48%
$55.61 - $57.37 $358K - $369K
26.6K $1.52M
AVLV
American Centy ETF Tr Avantis
-6.12K
- 25.95%
$68.33 - $72.69 $418K - $445K
17.5K $1.26M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-3.08K
- 48.4%
$98.56 - $110.68 $303K - $341K
3.28K $359K
OEF
Ishares S&P 100 ETF

ETFs
-814
- 0.7%
N/A
115K $30.5M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.13K
- 4.14%
N/A
49.2K $4.22M
FTF
Franklin LTD Duration Income Trust

Financial Services
-18.1K
- 15.08%
$6.34 - $6.51 $115K - $118K
102K $649K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2.5K
- 22.42%
$48.72 - $50.73 $122K - $127K
8.65K $426K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.6K
- 3.93%
$26.38 - $27.95 $280K - $297K
260K $7.08M
CRM
Salesforce, Inc.

Technology
-85
- 7.71%
$231.66 - $273.65 $19.7K - $23.3K
1.02K $241K
KO
Coca Cola CO

Consumer Defensive
-399
- 8.73%
$65.67 - $71.67 $26.2K - $28.6K
4.17K $276K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.7K
- 14.88%
$39.37 - $44.24 $106K - $119K
15.4K $675K
V
Visa Inc.

Financial Services
-103
- 12.53%
$332.09 - $358.86 $34.2K - $37K
719 $245K
SYLD
Cambria Shareholder Yld ETF

ETFs
-1.48K
- 8.36%
$63.93 - $70.45 $94.6K - $104K
16.2K $1.11M
CGCP
Capital Group Core Plus Income

ETFs
-1.64K
- 15.4%
$22.27 - $22.95 $36.5K - $37.6K
9K $204K
PG
Procter & Gamble CO

Consumer Defensive
-104
- 3.3%
$150.47 - $161.22 $15.6K - $16.8K
3.05K $468K
ADBE
Adobe Inc.

Technology
-30
- 4.79%
$333.65 - $392.1 $10K - $11.8K
596 $210K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-195
- 3.08%
$59.29 - $62.87 $11.6K - $12.3K
6.13K $368K
VRT
Vertiv Holdings CO

Industrials
-278
- 8.9%
N/A
2.85K $246K
KKR
Kkr & Co. Inc.

Financial Services
-95
- 5.7%
$129.95 - $152.16 $12.3K - $14.5K
1.57K $204K
XLP
Consumer Staples Sector Spdr

ETFs
-175
- 3.38%
N/A
5K $380K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-106
- 4.15%
$136.48 - $142.97 $14.5K - $15.2K
2.45K $342K
EFG
Msci Eafe Growth ETF

ETFs
-62
- 2.9%
$106.99 - $114.46 $6.63K - $7.1K
2.08K $236K
UNP
Union Pacific Corp

Industrials
-120
- 2.9%
$214.91 - $237.16 $25.8K - $28.5K
4.02K $950K
QCOM
Qualcomm Inc

Technology
-93
- 4.74%
$145.84 - $173.55 $13.6K - $16.1K
1.87K $310K
Fidelity Covington Trust
-64.3K
- 34.55%
N/A
122K $0
Fidelity Covington Trust
-25K
- 42.98%
N/A
33.1K $0
Proshares Tr
-7.82K
- 51.83%
N/A
7.27K $0
Canadian Pacific Kansas City
-282
- 0.57%
N/A
49.5K $0
Blackrock Inc
-22
- 8.66%
N/A
232 $0
American Centy ETF Tr
-1.21K
- 25.2%
N/A
3.6K $0
Bondbloxx ETF Trust
-2.21K
- 12.44%
N/A
15.6K $0
Tortoise Capital Series Trus
-434
- 0.66%
N/A
65.5K $0
NRG
Nrg Energy, Inc.

Utilities
-4
- 0.3%
$144.77 - $173.91 $579 - $696
1.32K $213K
TAXF
American Centy ETF Tr Diversif

ETFs
-68
- 1.48%
$48.42 - $50.27 $3.29K - $3.42K
4.51K $226K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-18
- 0.37%
$49.09 - $50.58 $884 - $910
4.83K $243K
MCD
Mcdonalds Corp

Consumer Cyclical
-37
- 2.26%
$291.67 - $316.99 $10.8K - $11.7K
1.6K $485K
COP
Conocophillips

Energy
-3
- 0.13%
$91.0 - $98.99 $273 - $297
2.29K $216K
O
Realty Income Corp

Real Estate
-153
- 2.22%
$56.13 - $60.79 $8.59K - $9.3K
6.73K $409K
SAIA
Saia Inc

Industrials
-5
- 0.49%
$281.49 - $333.61 $1.41K - $1.67K
1.01K $302K
IAU
Ishares Gold Trust

ETFs
-147
- 3.81%
$61.62 - $72.77 $9.06K - $10.7K
3.71K $269K
IETC
Ishares U S ETF Tr

ETFs
-9
- 0.21%
$92.7 - $103.65 $834 - $933
4.23K $430K
VTI
Vanguard Total Stock Market Et

ETFs
-2
- 0.11%
$303.93 - $329.86 $608 - $660
1.78K $584K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-1
- 0.01%
$82.81 - $93.09 $82.8 - $93.1
7.47K $688K
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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