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Size ($ in 1000's)
At 03/31/2024: $258,473
At 12/31/2023: $221,103
Financial Partners Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Partners Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Financial Partners Group LLC top holdings by largest position size, as per the latest 13f filing made by Financial Partners Group LLC.
In the Financial Partners Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Financial Partners Group LLC in that top holding, then the share count change between reporting periods, and finally the Financial Partners Group LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
30,643 |
-94 |
$12,892 | | MSFT | 30,643 | -94 | $12,892 | | ALPHABET INC |
76,397 |
+4,767 |
$11,531 | | GOOGL | 76,397 | +4,767 | $11,531 | | EXXON MOBIL CORP |
96,111 |
+2,236 |
$11,172 | | XOM | 96,111 | +2,236 | $11,172 | | FEDEX CORP |
36,523 |
+1,065 |
$10,582 | | FDX | 36,523 | +1,065 | $10,582 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$10,133 | | BRK.B | 24,096 | -506 | $10,133 | | CATERPILLAR INC |
26,754 |
-530 |
$9,803 | | CAT | 26,754 | -530 | $9,803 | | JPMORGAN CHASE & CO |
48,347 |
+1,437 |
$9,684 | | JPM | 48,347 | +1,437 | $9,684 | | CVS HEALTH CORP |
117,516 |
+134 |
$9,373 | | CVS | 117,516 | +134 | $9,373 | | ECOLAB INC |
40,549 |
+29 |
$9,363 | | ECL | 40,549 | +29 | $9,363 | | LAM RESEARCH CORP |
8,790 |
UNCH |
$8,540 | | LRCX | 8,790 | UNCH | $8,540 | | LOCKHEED MARTIN CORP |
17,964 |
-32 |
$8,171 | | LMT | 17,964 | -32 | $8,171 | | PALO ALTO NETWORKS INC |
28,711 |
-19,951 |
$8,158 | | PANW | 28,711 | -19,951 | $8,158 | | CROWN CASTLE INC |
62,480 |
+62,480 |
$6,612 | | CCI | 62,480 | +62,480 | $6,612 | | HOME DEPOT INC |
16,995 |
-91 |
$6,519 | | HD | 16,995 | -91 | $6,519 | | OCCIDENTAL PETE CORP |
98,496 |
+801 |
$6,401 | | OXY | 98,496 | +801 | $6,401 | | HUMANA INC |
18,320 |
+18,320 |
$6,352 | | HUM | 18,320 | +18,320 | $6,352 | | PROSHARES TR (NOBL) |
57,691 |
+447 |
$5,850 | | NOBL | 57,691 | +447 | $5,850 | | APPLE INC |
33,633 |
-106 |
$5,767 | | AAPL | 33,633 | -106 | $5,767 | | CHEVRON CORP NEW |
34,001 |
+1,167 |
$5,363 | | CVX | 34,001 | +1,167 | $5,363 | | EOG RES INC |
40,111 |
UNCH |
$5,128 | | EOG | 40,111 | UNCH | $5,128 | | MERCK & CO INC |
30,580 |
+42 |
$4,035 | | MRK | 30,580 | +42 | $4,035 | | UNITEDHEALTH GROUP INC |
7,845 |
+162 |
$3,881 | | UNH | 7,845 | +162 | $3,881 | | MEDTRONIC PLC |
43,322 |
+69 |
$3,776 | | MDT | 43,322 | +69 | $3,776 | | BP PLC |
88,163 |
+1,105 |
$3,322 | | BP | 88,163 | +1,105 | $3,322 | | UNITED PARCEL SERVICE INC |
21,250 |
+8,069 |
$3,158 | | UPS | 21,250 | +8,069 | $3,158 | | AMAZON COM INC |
16,557 |
-1,107 |
$2,987 | | AMZN | 16,557 | -1,107 | $2,987 | | ALTRIA GROUP INC |
62,482 |
+1,156 |
$2,725 | | MO | 62,482 | +1,156 | $2,725 | | VANECK ETF TRUST (MOAT) |
30,129 |
-4,384 |
$2,709 | | MOAT | 30,129 | -4,384 | $2,709 | | SCHWAB CHARLES CORP |
34,745 |
-1,347 |
$2,513 | | SCHW | 34,745 | -1,347 | $2,513 | | TEXAS INSTRS INC |
13,501 |
+614 |
$2,352 | | TXN | 13,501 | +614 | $2,352 | | NXP SEMICONDUCTORS N V |
9,381 |
-532 |
$2,324 | | NXPI | 9,381 | -532 | $2,324 | | NUCOR CORP |
10,797 |
+3,842 |
$2,137 | | NUE | 10,797 | +3,842 | $2,137 | | VULCAN MATLS CO |
7,409 |
-571 |
$2,022 | | VMC | 7,409 | -571 | $2,022 | | OWENS CORNING NEW |
11,988 |
-25 |
$2,000 | | OC | 11,988 | -25 | $2,000 | | BANK AMERICA CORP |
51,717 |
+8,516 |
$1,961 | | BAC | 51,717 | +8,516 | $1,961 | | FIRST HORIZON CORPORATION |
123,808 |
-5,211 |
$1,907 | | FHN | 123,808 | -5,211 | $1,907 | | INTERNATIONAL BUSINESS MACHS |
9,324 |
+2,982 |
$1,780 | | IBM | 9,324 | +2,982 | $1,780 | | INTEL CORP |
39,162 |
-4,202 |
$1,730 | | INTC | 39,162 | -4,202 | $1,730 | | INVESCO EXCHANGE TRADED FD T (XLG) |
37,962 |
+2,647 |
$1,599 | | XLG | 37,962 | +2,647 | $1,599 | | LOWES COS INC |
6,094 |
-298 |
$1,552 | | LOW | 6,094 | -298 | $1,552 | | SELECT SECTOR SPDR TR (XLE) |
16,423 |
+223 |
$1,551 | | XLE | 16,423 | +223 | $1,551 | | WALMART INC |
24,976 |
+17,318 |
$1,503 | | WMT | 24,976 | +17,318 | $1,503 | | TRUIST FINL CORP |
37,593 |
-2,424 |
$1,465 | | TFC | 37,593 | -2,424 | $1,465 | | STEEL DYNAMICS INC |
9,802 |
+9,802 |
$1,453 | | STLD | 9,802 | +9,802 | $1,453 | | VERIZON COMMUNICATIONS INC |
32,468 |
+217 |
$1,362 | | VZ | 32,468 | +217 | $1,362 | | PROCTER AND GAMBLE CO |
8,213 |
-302 |
$1,333 | | PG | 8,213 | -302 | $1,333 | | HUNT J B TRANS SVCS INC |
6,384 |
-532 |
$1,272 | | JBHT | 6,384 | -532 | $1,272 | | ISHARES TR (AGG) |
12,938 |
-2,833 |
$1,267 | | AGG | 12,938 | -2,833 | $1,267 | | WALGREENS BOOTS ALLIANCE INC |
58,317 |
+2,021 |
$1,265 | | WBA | 58,317 | +2,021 | $1,265 | | REGIONS FINANCIAL CORP NEW |
58,036 |
+299 |
$1,221 | | RF | 58,036 | +299 | $1,221 |
See Full List: All Stocks Held By Financial Partners Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Partners Group LLC
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