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Size ($ in 1000's)
At 12/31/2023: $557,720
At 09/30/2023: $483,644
Financial Partners Group Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Partners Group Inc 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Financial Partners Group Inc top holdings by largest position size, as per the latest 13f filing made by Financial Partners Group Inc.
In the Financial Partners Group Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Financial Partners Group Inc in that top holding, then the share count change between reporting periods, and finally the Financial Partners Group Inc top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
106,031 |
+906 |
$50,644 | | IVV | 106,031 | +906 | $50,644 | | ISHARES TR (OEF) |
139,410 |
+11,312 |
$31,143 | | OEF | 139,410 | +11,312 | $31,143 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
546,723 |
+6,455 |
$30,059 | | JEPI | 546,723 | +6,455 | $30,059 | | PROSHARES TR (NOBL) |
242,429 |
+9,210 |
$23,079 | | NOBL | 242,429 | +9,210 | $23,079 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
410,509 |
+14,104 |
$21,211 | | RDVY | 410,509 | +14,104 | $21,211 | | APPLE INC |
106,392 |
+1,507 |
$20,484 | | AAPL | 106,392 | +1,507 | $20,484 | | FIRST TR EXCHANGE TRAD FD VI (FTGC) |
865,648 |
-119,332 |
$19,425 | | FTGC | 865,648 | -119,332 | $19,425 | | AMERICAN CENTY ETF TR (AVUV) |
211,984 |
+28,815 |
$19,036 | | AVUV | 211,984 | +28,815 | $19,036 | | ISHARES TR (ITOT) |
180,501 |
+1,560 |
$18,994 | | ITOT | 180,501 | +1,560 | $18,994 | | SPDR SER TR (SJNK) |
734,672 |
+59,508 |
$18,470 | | SJNK | 734,672 | +59,508 | $18,470 | | INVESCO EXCH TRADED FD TR II (QQQM) |
101,763 |
+6,318 |
$17,151 | | QQQM | 101,763 | +6,318 | $17,151 | | AMERICAN CENTY ETF TR (AVIG) |
389,416 |
+389,416 |
$16,289 | | AVIG | 389,416 | +389,416 | $16,289 | | CAMBRIA ETF TR (SYLD) |
239,485 |
+7,633 |
$16,182 | | SYLD | 239,485 | +7,633 | $16,182 | | FIDELITY COVINGTON TRUST |
111,753 |
-418 |
$16,052 | | FTEC | 111,753 | -418 | $16,052 | | MICROSOFT CORP |
40,273 |
+951 |
$15,144 | | MSFT | 40,273 | +951 | $15,144 | | ISHARES TR (IGIB) |
290,454 |
+34,113 |
$15,104 | | IGIB | 290,454 | +34,113 | $15,104 | | SPDR S&P 500 ETF TR (SPY) |
27,778 |
+3,371 |
$13,203 | | SPY | 27,778 | +3,371 | $13,203 | | ISHARES TR (IHI) |
206,832 |
+13,431 |
$11,163 | | IHI | 206,832 | +13,431 | $11,163 | | AMAZON COM INC |
66,723 |
+1,350 |
$10,138 | | AMZN | 66,723 | +1,350 | $10,138 | | FIRST TR EXCH TRADED FD III (FMHI) |
182,030 |
+73,299 |
$8,679 | | FMHI | 182,030 | +73,299 | $8,679 | | AMERICAN CENTY ETF TR (AVMU) |
181,713 |
+181,713 |
$8,519 | | AVMU | 181,713 | +181,713 | $8,519 | | PACER FDS TR |
153,886 |
+37,851 |
$8,001 | | COWZ | 153,886 | +37,851 | $8,001 | | ISHARES TR (SOXX) |
13,069 |
-93 |
$7,529 | | SOXX | 13,069 | -93 | $7,529 | | ALPHABET INC |
51,731 |
+2,097 |
$7,226 | | GOOGL | 51,731 | +2,097 | $7,226 | | FIDELITY COVINGTON TRUST |
290,418 |
-16,065 |
$6,691 | | FENY | 290,418 | -16,065 | $6,691 | | FIRST TR EXCHANGE TRADED FD (FTRI) |
501,883 |
-76,050 |
$6,535 | | FTRI | 501,883 | -76,050 | $6,535 | | ISHARES TR (IFRA) |
161,793 |
-8,591 |
$6,515 | | IFRA | 161,793 | -8,591 | $6,515 | | VANECK ETF TRUST (MOAT) |
64,582 |
-620 |
$5,481 | | MOAT | 64,582 | -620 | $5,481 | | FIDELITY COVINGTON TRUST |
71,845 |
-8,663 |
$4,648 | | FHLC | 71,845 | -8,663 | $4,648 | | INVESCO EXCHANGE TRADED FD T (XMHQ) |
49,590 |
+7,693 |
$4,399 | | XMHQ | 49,590 | +7,693 | $4,399 | | INVESCO QQQ TR |
10,684 |
+26 |
$4,375 | | QQQ | 10,684 | +26 | $4,375 | | ISHARES TR (IWY) |
23,940 |
-188 |
$4,195 | | IWY | 23,940 | -188 | $4,195 | | CANADIAN PACIFIC KANSAS CITY |
50,843 |
UNCH |
$4,020 | | CP | 50,843 | UNCH | $4,020 | | ALPHABET INC |
27,978 |
+106 |
$3,943 | | GOOG | 27,978 | +106 | $3,943 | | ISHARES TR (ITA) |
22,040 |
-132 |
$2,790 | | ITA | 22,040 | -132 | $2,790 |  BERKSHIRE HATHAWAY INC DEL |
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$2,603 | | BRK.B | 5,777 | -153 | $2,060 | | BRK.A | 1 | UNCH | $543 | | ISHARES TR (IJR) |
21,473 |
+430 |
$2,325 | | IJR | 21,473 | +430 | $2,325 | | MANAGED PORTFOLIO SERIES |
87,600 |
-5,027 |
$2,272 | | TPYP | 87,600 | -5,027 | $2,272 | | SPDR INDEX SHS FDS (SPEM) |
64,122 |
+2,483 |
$2,271 | | SPEM | 64,122 | +2,483 | $2,271 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
45,356 |
+12,382 |
$2,265 | | JEPQ | 45,356 | +12,382 | $2,265 | | ISHARES TR (IWP) |
21,295 |
-285 |
$2,224 | | IWP | 21,295 | -285 | $2,224 | | ISHARES TR (IJH) |
5,606 |
+252 |
$1,554 | | IJH | 5,606 | +252 | $1,554 | | FIRST TR NASDAQ 100 TECH IND (QTEC) |
8,822 |
+1 |
$1,548 | | QTEC | 8,822 | +1 | $1,548 | | WISDOMTREE TR |
37,585 |
+2,691 |
$1,529 | | DEM | 37,585 | +2,691 | $1,529 | | ISHARES TR (QUAL) |
10,065 |
+18 |
$1,481 | | QUAL | 10,065 | +18 | $1,481 | | COSTCO WHSL CORP NEW |
2,209 |
-15 |
$1,458 | | COST | 2,209 | -15 | $1,458 | | ISHARES TR (IWR) |
18,558 |
-205 |
$1,442 | | IWR | 18,558 | -205 | $1,442 | | NVIDIA CORPORATION |
2,769 |
+503 |
$1,371 | | NVDA | 2,769 | +503 | $1,371 | | ISHARES TR (IJJ) |
11,895 |
-136 |
$1,357 | | IJJ | 11,895 | -136 | $1,357 | | ADOBE INC |
2,160 |
-7 |
$1,289 | | ADBE | 2,160 | -7 | $1,289 |
See Full List: All Stocks Held By Financial Partners Group Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Partners Group Inc
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