StockDriftsStockDriftsTop 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 | — | — | — | 2025-06-30 |
| GOOGL | ALPHABET INC | 5.03% | 78.9K | $13.9M | — | — | — | 2025-06-30 |
| JPM | JPMORGAN CHASE & CO. | 4.87% | 46.4K | $13.5M | — | — | — | 2025-06-30 |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 4.82% | 27.4K | $13.3M | — | — | — | 2025-06-30 |
| PANW | PALO ALTO NETWORKS INC | 4.6% | 62.1K | $12.7M | — | — | — | 2025-06-30 |
| ECL | ECOLAB INC | 3.98% | 40.8K | $11.0M | — | — | — | 2025-06-30 |
| CVX | CHEVRON CORP NEW | 3.66% | 70.5K | $10.1M | — | — | — | 2025-06-30 |
| UNH | UNITEDHEALTH GROUP INC | 3.5% | 31.0K | $9.7M | — | — | — | 2025-06-30 |
| NOBL | PROSHARES TR | 3.41% | 93.5K | $9.4M | — | — | — | 2025-06-30 |
| UPS | UNITED PARCEL SERVICE INC | 3.3% | 90.2K | $9.1M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.90% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.75% |
Financial Partners Group, Llc reports $276.27M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.2%), GOOGL (5.0%) and JPM (4.9%). The top 20 holdings account for 69.6% of reported assets. Its disclosed equity book has returned +21.90% cumulatively over 10 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Financial Partners Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965246). View Financial Partners Group, Llc’s 13F filings on SEC