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Financial Partners Capital Management Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$449.21M
# of Holdings
116
Performance Rank
N/A
Allocation (Top 20)
N/A

Financial Partners Capital Management Llc Holdings Map

Top 50 Financial Partners Capital Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PM
PHILIP MORRIS INTL INC
4.66%207.0K$20.9Mnew2022-Q4: 207.0K shares2022-12-31
MSFT
MICROSOFT CORP
3.95%74.0K$17.7Mnew2022-Q4: 74.0K shares2022-12-31
PG
PROCTER AND GAMBLE CO
3.73%110.6K$16.8Mnew2022-Q4: 110.6K shares2022-12-31
JPM
JPMORGAN CHASE & CO
3.59%120.1K$16.1Mnew2022-Q4: 120.1K shares2022-12-31
GS
GOLDMAN SACHS GROUP INC
3.53%46.2K$15.9Mnew2022-Q4: 46.2K shares2022-12-31
MDY
SPDR S&P MIDCAP 400 ETF TR
3.24%32.8K$14.5Mnew2022-Q4: 32.8K shares2022-12-31
CVX
CHEVRON CORP NEW
3.17%79.2K$14.2Mnew2022-Q4: 79.2K shares2022-12-31
MRK
MERCK & CO INC
3.15%127.5K$14.1Mnew2022-Q4: 127.5K shares2022-12-31
PFE
PFIZER INC
2.9%254.6K$13.0Mnew2022-Q4: 254.6K shares2022-12-31
IQV
IQVIA HLDGS INC
2.86%62.7K$12.8Mnew2022-Q4: 62.7K shares2022-12-31

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