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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
CCI +62,480+$6,612
HUM +18,320+$6,352
STLD +9,802+$1,453
COST +1,615+$1,183
FTNT +17,300+$1,182
LUV +37,686+$1,100
VUG +1,000+$344
CMI +1,095+$323
ORCL +1,973+$248
VTV +1,500+$244
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
HAL -15,351-$555
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
WMT +17,318+$296
BAC +8,516+$506
UPS +8,069+$1,086
F +5,289+$164
GOOGL +4,767+$1,525
NUE +3,842+$927
KO +3,355+$224
IBM +2,982+$743
XLG +2,647+$267
COP +2,316+$334
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
PANW -19,951-$6,191
FHN -5,211+$80
MOAT -4,384-$220
INTC -4,202-$449
IJR -2,980-$300
AGG -2,833-$298
TFC -2,424-$12
PSX -1,415-$141
SCHW -1,347+$30
Financial Partners Group LLC Info
Size ($ 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

All Stocks Held By Financial Partners Group LLC
As of  03/31/2024, we find all stocks held by Financial Partners Group LLC to be as follows, presented in the table below with each row detailing each Financial Partners Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Financial Partners Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Financial Partners Group LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
MICROSOFT CORP 30,643 -94 $12,892
     MSFT30,643-94$12,892
ALPHABET INC 76,397 +4,767 $11,531
     GOOGL76,397+4,767$11,531
EXXON MOBIL CORP 96,111 +2,236 $11,172
     XOM96,111+2,236$11,172
FEDEX CORP 36,523 +1,065 $10,582
     FDX36,523+1,065$10,582
BERKSHIRE HATHAWAY INC DEL      $10,133
     BRK.B24,096-506$10,133
CATERPILLAR INC 26,754 -530 $9,803
     CAT26,754-530$9,803
JPMORGAN CHASE & CO 48,347 +1,437 $9,684
     JPM48,347+1,437$9,684
CVS HEALTH CORP 117,516 +134 $9,373
     CVS117,516+134$9,373
ECOLAB INC 40,549 +29 $9,363
     ECL40,549+29$9,363
LAM RESEARCH CORP 8,790 UNCH $8,540
     LRCX8,790UNCH$8,540
LOCKHEED MARTIN CORP 17,964 -32 $8,171
     LMT17,964-32$8,171
PALO ALTO NETWORKS INC 28,711 -19,951 $8,158
     PANW28,711-19,951$8,158
CROWN CASTLE INC 62,480 +62,480 $6,612
     CCI62,480+62,480$6,612
HOME DEPOT INC 16,995 -91 $6,519
     HD16,995-91$6,519
OCCIDENTAL PETE CORP 98,496 +801 $6,401
     OXY98,496+801$6,401
HUMANA INC 18,320 +18,320 $6,352
     HUM18,320+18,320$6,352
PROSHARES TR (NOBL) 57,691 +447 $5,850
     NOBL57,691+447$5,850
APPLE INC 33,633 -106 $5,767
     AAPL33,633-106$5,767
CHEVRON CORP NEW 34,001 +1,167 $5,363
     CVX34,001+1,167$5,363
EOG RES INC 40,111 UNCH $5,128
     EOG40,111UNCH$5,128
MERCK & CO INC 30,580 +42 $4,035
     MRK30,580+42$4,035
UNITEDHEALTH GROUP INC 7,845 +162 $3,881
     UNH7,845+162$3,881
MEDTRONIC PLC 43,322 +69 $3,776
     MDT43,322+69$3,776
BP PLC 88,163 +1,105 $3,322
     BP88,163+1,105$3,322
UNITED PARCEL SERVICE INC 21,250 +8,069 $3,158
     UPS21,250+8,069$3,158
AMAZON COM INC 16,557 -1,107 $2,987
     AMZN16,557-1,107$2,987
ALTRIA GROUP INC 62,482 +1,156 $2,725
     MO62,482+1,156$2,725
VANECK ETF TRUST (MOAT) 30,129 -4,384 $2,709
     MOAT30,129-4,384$2,709
SCHWAB CHARLES CORP 34,745 -1,347 $2,513
     SCHW34,745-1,347$2,513
TEXAS INSTRS INC 13,501 +614 $2,352
     TXN13,501+614$2,352
NXP SEMICONDUCTORS N V 9,381 -532 $2,324
     NXPI9,381-532$2,324
NUCOR CORP 10,797 +3,842 $2,137
     NUE10,797+3,842$2,137
VULCAN MATLS CO 7,409 -571 $2,022
     VMC7,409-571$2,022
OWENS CORNING NEW 11,988 -25 $2,000
     OC11,988-25$2,000
BANK AMERICA CORP 51,717 +8,516 $1,961
     BAC51,717+8,516$1,961
FIRST HORIZON CORPORATION 123,808 -5,211 $1,907
     FHN123,808-5,211$1,907
INTERNATIONAL BUSINESS MACHS 9,324 +2,982 $1,780
     IBM9,324+2,982$1,780
INTEL CORP 39,162 -4,202 $1,730
     INTC39,162-4,202$1,730
INVESCO EXCHANGE TRADED FD T (XLG) 37,962 +2,647 $1,599
     XLG37,962+2,647$1,599
LOWES COS INC 6,094 -298 $1,552
     LOW6,094-298$1,552
SELECT SECTOR SPDR TR (XLE) 16,423 +223 $1,551
     XLE16,423+223$1,551
WALMART INC 24,976 +17,318 $1,503
     WMT24,976+17,318$1,503
TRUIST FINL CORP 37,593 -2,424 $1,465
     TFC37,593-2,424$1,465
STEEL DYNAMICS INC 9,802 +9,802 $1,453
     STLD9,802+9,802$1,453
VERIZON COMMUNICATIONS INC 32,468 +217 $1,362
     VZ32,468+217$1,362
PROCTER AND GAMBLE CO 8,213 -302 $1,333
     PG8,213-302$1,333
HUNT J B TRANS SVCS INC 6,384 -532 $1,272
     JBHT6,384-532$1,272
ISHARES TR (AGG) 12,938 -2,833 $1,267
     AGG12,938-2,833$1,267
WALGREENS BOOTS ALLIANCE INC 58,317 +2,021 $1,265
     WBA58,317+2,021$1,265
REGIONS FINANCIAL CORP NEW 58,036 +299 $1,221
     RF58,036+299$1,221
FORD MTR CO DEL 91,313 +5,289 $1,213
     F91,313+5,289$1,213
SPDR S&P MIDCAP 400 ETF TR (MDY) 2,167 +1,739 $1,206
     MDY2,167+1,739$1,206
COSTCO WHSL CORP NEW 1,615 +1,615 $1,183
     COST1,615+1,615$1,183
FORTINET INC 17,300 +17,300 $1,182
     FTNT17,300+17,300$1,182
ISHARES TR (IJR) 10,245 -2,980 $1,132
     IJR10,245-2,980$1,132
XPO INC 9,119 -324 $1,113
     XPO9,119-324$1,113
SOUTHWEST AIRLS CO 37,686 +37,686 $1,100
     LUV37,686+37,686$1,100
INVESCO QQQ TR 2,465 +251 $1,095
     QQQ2,465+251$1,095
WELLS FARGO CO NEW 17,932 -487 $1,039
     WFC17,932-487$1,039
NOVO NORDISK A S 7,587 -1,044 $974
     NVO7,587-1,044$974
SPDR S&P 500 ETF TR (SPY) 1,814 +7 $949
     SPY1,814+7$949
BOEING CO 4,724 +448 $912
     BA4,724+448$912
ISHARES TR (EFA) 11,153 +722 $891
     EFA11,153+722$891
BANK OZK LITTLE ROCK ARK 18,803 -1,021 $855
     OZK18,803-1,021$855
CONOCOPHILLIPS 5,833 +2,316 $742
     COP5,833+2,316$742
COCA COLA CO 11,640 +3,355 $712
     KO11,640+3,355$712
DUKE ENERGY CORP NEW 7,269 +42 $703
     DUK7,269+42$703
SCHWAB STRATEGIC TR 8,652 -296 $698
     SCHD8,652-296$698
SELECT SECTOR SPDR TR (XLF) 14,189 -526 $598
     XLF14,189-526$598
VANGUARD INDEX FDS (VOO) 1,038 +115 $499
     VOO1,038+115$499
MCDONALDS CORP 1,748 +745 $493
     MCD1,748+745$493
VANGUARD STAR FDS (VXUS) 8,168 +13 $493
     VXUS8,168+13$493
ISHARES TR (IVV) 842 +3 $443
     IVV842+3$443
ABBVIE INC 2,392 +236 $436
     ABBV2,392+236$436
MARATHON PETE CORP 2,033 -1,218 $410
     MPC2,033-1,218$410
ATMOS ENERGY CORP 3,245 +1,003 $386
     ATO3,245+1,003$386
PNC FINL SVCS GROUP INC 2,296 +41 $371
     PNC2,296+41$371
VANGUARD INTL EQUITY INDEX F (VEU) 6,320 UNCH $371
     VEU6,320UNCH$371
BRISTOL MYERS SQUIBB CO 6,596 UNCH $358
     BMY6,596UNCH$358
VANGUARD INDEX FDS (VUG) 1,000 +1,000 $344
     VUG1,000+1,000$344
INVESCO EXCHANGE TRADED FD T (RSP) 2,003 -257 $339
     RSP2,003-257$339
RTX CORPORATION 3,401 -42 $332
     RTX3,401-42$332
VANGUARD BD INDEX FDS (BND) 4,497 +106 $327
     BND4,497+106$327
CUMMINS INC 1,095 +1,095 $323
     CMI1,095+1,095$323
VANGUARD TAX MANAGED FDS (VEA) 6,143 +1,132 $308
     VEA6,143+1,132$308
PHILLIPS 66 1,548 -1,415 $253
     PSX1,548-1,415$253
ORACLE CORP 1,973 +1,973 $248
     ORCL1,973+1,973$248
US BANCORP DEL 5,469 -73 $244
     USB5,469-73$244
VANGUARD INDEX FDS (VTV) 1,500 +1,500 $244
     VTV1,500+1,500$244
THERMO FISHER SCIENTIFIC INC 415 +415 $241
     TMO415+415$241
ELI LILLY & CO 298 +298 $232
     LLY298+298$232
BIOGEN INC 1,048 +1,048 $226
     BIIB1,048+1,048$226
VANGUARD SPECIALIZED FUNDS (VIG) 1,179 +1,179 $215
     VIG1,179+1,179$215
SOUTHERN CO 2,827 +2,827 $203
     SO2,827+2,827$203
FISERV INC 1,264 +1,264 $202
     FI1,264+1,264$202
CONCRETE PUMPING HLDGS INC 10,000 +0 $79
     BBCP10,000UNCH$79
HALLIBURTON CO 0 -15,351 $0 (exited)
     HAL0-15,351$0

See Summary: Financial Partners Group LLC Top Holdings
See Details: Top 10 Stocks Held By Financial Partners Group LLC

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