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Financial Partners Group, Llc

Portfolio Manager
Financial Partners Group, Llc
Performance
+3.63% (2025 Q2)
AUM (13F)
$276.27M
# of Holdings
88
Performance Rank
Allocation (Top 20)
69.6%

Financial Partners Group, Llc Holdings Map

Top 50 Financial Partners Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
5.18%28.8K$14.3Mโ€”โ€”โ€”2025-06-30
GOOGL
ALPHABET INC
5.03%78.9K$13.9Mโ€”โ€”โ€”2025-06-30
JPM
JPMORGAN CHASE & CO.
4.87%46.4K$13.5Mโ€”โ€”โ€”2025-06-30
BRKB
BERKSHIRE HATHAWAY INC DEL
4.82%27.4K$13.3Mโ€”โ€”โ€”2025-06-30
PANW
PALO ALTO NETWORKS INC
4.6%62.1K$12.7Mโ€”โ€”โ€”2025-06-30
ECL
ECOLAB INC
3.98%40.8K$11.0Mโ€”โ€”โ€”2025-06-30
CVX
CHEVRON CORP NEW
3.66%70.5K$10.1Mโ€”โ€”โ€”2025-06-30
UNH
UNITEDHEALTH GROUP INC
3.5%31.0K$9.7Mโ€”โ€”โ€”2025-06-30
NOBL
PROSHARES TR
3.41%93.5K$9.4Mโ€”โ€”โ€”2025-06-30
UPS
UNITED PARCEL SERVICE INC
3.3%90.2K$9.1Mโ€”โ€”โ€”2025-06-30

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