Financial Partners Group, LLC
CIK 1965246 · Holdings on Jun 30, 2025 · First reported Jul 17, 2025
Top ten holdings
Q2 2025- MSFT5.18%
- GOOGL5.03%
- JPM4.87%
- BRK.B4.82%
- PANW4.60%
- ECL3.98%
- CVX3.66%
- UNH3.50%
- NOBL3.41%
- UPS3.30%
Share classes counted separately42.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CVXWeight increased · +1.79 pp1.87% → 3.66%Shares +44.71K (+173.18%)
- UNHWeight increased · +1.73 pp1.77% → 3.50%Shares +23.23K (+297.81%)
- BRK.BWeight decreased · -1.63 pp6.45% → 4.82%Shares -504 (-1.81%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $14.31M | 5.18% | 28.77K shares | 4.68% → 5.18%+0.50 pp +57 (+0.20%) | Added | ▾ |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $13.90M | 5.03% | 78.87K shares | 5.09% → 5.03%-0.06 pp +2.97K (+3.91%) | Added | ▾ |
| 03 | JPMJPMORGAN CHASE & CO View history and evidence | $13.46M | 4.87% | 46.41K shares | 5.00% → 4.87%-0.13 pp -512 (-1.09%) | Reduced | ▾ |
| 04 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $13.31M | 4.82% | 27.40K shares | 6.45% → 4.82%-1.63 pp -504 (-1.81%) | Reduced | ▾ |
| 05 | PANWPALO ALTO NETWORKS INC View history and evidence | $12.70M | 4.60% | 62.08K shares | 4.51% → 4.60%+0.09 pp +1.12K (+1.83%) | Added | ▾ |
| 06 | ECLECOLAB INC View history and evidence | $11.00M | 3.98% | 40.81K shares | 4.50% → 3.98%-0.52 pp -81 (-0.20%) | Reduced | ▾ |
| 07 | CVXCHEVRON CORP View history and evidence | $10.10M | 3.66% | 70.53K shares | 1.87% → 3.66%+1.79 pp +44.71K (+173.18%) | Added | ▾ |
| 08 | UNHUNITEDHEALTH GROUP INC View history and evidence | $9.68M | 3.50% | 31.04K shares | 1.77% → 3.50%+1.73 pp +23.23K (+297.81%) | Added | ▾ |
| 09 | NOBLPROSHARES S&P 500 DIVIDEND AS&P 500 DV ARIST View history and evidence | $9.41M | 3.41% | 93.47K shares | 2.65% → 3.41%+0.76 pp +33.74K (+56.50%) | Added | ▾ |
| 10 | UPSUNITED PARCEL SERVICE-CL BCL B View history and evidence | $9.11M | 3.30% | 90.25K shares | 4.34% → 3.30%-1.04 pp -750 (-0.82%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLU ST SR UTL SL SE SPDR ETF-USD | Non-derivative | -31,901 | -$2.52M | SEC filing ↗ | SEC filing ↗ |
| PG PROCTER & GAMBLE CO/THE | Non-derivative | -4,630 | -$789.10K | SEC filing ↗ | SEC filing ↗ |
| XLI SS INDUSTRIAL SELECT SECTOR | Non-derivative | -3,576 | -$468.71K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965246 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 276274596
}Research all 88 reported holdings.
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