Top 50 Financial Partners Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | 4.66% | 207.0K | $20.9M | new | — | 2022-12-31 | |
| MSFT | MICROSOFT CORP | 3.95% | 74.0K | $17.7M | new | — | 2022-12-31 | |
| PG | PROCTER AND GAMBLE CO | 3.73% | 110.6K | $16.8M | new | — | 2022-12-31 | |
| JPM | JPMORGAN CHASE & CO | 3.59% | 120.1K | $16.1M | new | — | 2022-12-31 | |
| GS | GOLDMAN SACHS GROUP INC | 3.53% | 46.2K | $15.9M | new | — | 2022-12-31 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 3.24% | 32.8K | $14.5M | new | — | 2022-12-31 | |
| CVX | CHEVRON CORP NEW | 3.17% | 79.2K | $14.2M | new | — | 2022-12-31 | |
| MRK | MERCK & CO INC | 3.15% | 127.5K | $14.1M | new | — | 2022-12-31 | |
| PFE | PFIZER INC | 2.9% | 254.6K | $13.0M | new | — | 2022-12-31 | |
| IQV | IQVIA HLDGS INC | 2.86% | 62.7K | $12.8M | new | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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