Top 50 Financial Partners Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 5.18% | 28.8K | $14.3M | โ | โ | โ | 2025-06-30 |
| GOOGL | ALPHABET INC | 5.03% | 78.9K | $13.9M | โ | โ | โ | 2025-06-30 |
| JPM | JPMORGAN CHASE & CO. | 4.87% | 46.4K | $13.5M | โ | โ | โ | 2025-06-30 |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 4.82% | 27.4K | $13.3M | โ | โ | โ | 2025-06-30 |
| PANW | PALO ALTO NETWORKS INC | 4.6% | 62.1K | $12.7M | โ | โ | โ | 2025-06-30 |
| ECL | ECOLAB INC | 3.98% | 40.8K | $11.0M | โ | โ | โ | 2025-06-30 |
| CVX | CHEVRON CORP NEW | 3.66% | 70.5K | $10.1M | โ | โ | โ | 2025-06-30 |
| UNH | UNITEDHEALTH GROUP INC | 3.5% | 31.0K | $9.7M | โ | โ | โ | 2025-06-30 |
| NOBL | PROSHARES TR | 3.41% | 93.5K | $9.4M | โ | โ | โ | 2025-06-30 |
| UPS | UNITED PARCEL SERVICE INC | 3.3% | 90.2K | $9.1M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.24% | +21.90% |
| Top 20 Holdings Unweighted | +12.00% | +32.75% |
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