Financial Partners Group, LLC
- SEC CIK
- 0001965246
- Latest filing
- Jul 17, 2025
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only.
- Positions
- 69
- No filing for Q3 2022
- Portfolio value
- $169.3M
- No filing for Q3 2022
Financial Partners Group, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 153,466 | $16.9M | 10.0% | – | – | History |
| EOGEOG Resources Inc | Stock | 86,125 | $11.2M | 6.6% | – | – | History |
| LMTLockheed Martin Corp | Stock | 17,984 | $8.75M | 5.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 25,805 | $7.97M | 4.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 31,128 | $7.47M | 4.4% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 48,552 | $6.77M | 4.0% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 47,258 | $6.34M | 3.7% | – | – | History |
| CATCaterpillar Inc | Stock | 26,296 | $6.30M | 3.7% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 70,832 | $6.25M | 3.7% | – | – | History |
| CVXChevron Corp | Stock | 31,526 | $5.66M | 3.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 17,355 | $5.48M | 3.2% | – | – | History |
| FDXFedEx Corp | Stock | 31,619 | $5.48M | 3.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 8,950 | $4.75M | 2.8% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 51,671 | $4.65M | 2.7% | – | – | – |
| CVSCVS Health Corp | Stock | 49,554 | $4.62M | 2.7% | – | – | History |
| AAPLApple Inc. | Stock | 35,051 | $4.55M | 2.7% | – | – | History |
| LRCXLam Research Corp | COM | 8,790 | $3.69M | 2.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 31,647 | $3.51M | 2.1% | – | – | History |
| BPBP PLC | ADR | 89,035 | $3.11M | 1.8% | – | – | History |
| MDTMedtronic plc | Stock | 36,209 | $2.81M | 1.7% | – | – | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 40,669 | $2.64M | 1.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 60,113 | $2.37M | 1.4% | – | – | History |
| USBUS Bancorp DE | COM NEW | 51,867 | $2.26M | 1.3% | – | – | History |
| MOAltria Group, Inc. | Stock | 45,861 | $2.10M | 1.2% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 11,531 | $2.00M | 1.2% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 20,956 | $1.74M | 1.0% | – | – | History |
| VMCVulcan Materials CO | COM | 9,502 | $1.66M | 1.0% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 17,932 | $1.57M | 0.9% | – | – | – |
| MLMMartin Marietta Materials Inc | COM | 4,459 | $1.51M | 0.9% | – | – | History |
| INTCIntel Corp | Stock | 46,895 | $1.24M | 0.7% | – | – | History |
| LOWLowes Companies Inc | Stock | 6,182 | $1.23M | 0.7% | – | – | History |
| RFRegions Financial Corp | COM | 52,718 | $1.14M | 0.7% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,739 | $1.11M | 0.7% | – | – | – |
| JBHTHunt J B Transport Services Inc | COM | 6,284 | $1.10M | 0.6% | – | – | History |
| KOCoca Cola Co | Stock | 17,130 | $1.09M | 0.6% | – | – | History |
| NUENucor Corp | COM | 7,289 | $960.8K | 0.6% | – | – | History |
| WMTWalmart Inc. | Stock | 6,652 | $943.2K | 0.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 5,110 | $902.7K | 0.5% | – | – | History |
| BABoeing Co | Stock | 4,659 | $887.5K | 0.5% | – | – | History |
| FFord Motor Co | Stock | 75,211 | $874.7K | 0.5% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 5,890 | $829.8K | 0.5% | – | – | History |
| SCIService Corp International | COM | 11,814 | $816.8K | 0.5% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,175 | $768.6K | 0.5% | – | – | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 2,774 | $765.6K | 0.5% | – | – | – |
| QCOMQualcomm Inc | Stock | 6,802 | $747.8K | 0.4% | – | – | History |
| PFEPfizer Inc | Stock | 14,031 | $719.0K | 0.4% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,931 | $696.4K | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,780 | $680.9K | 0.4% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,530 | $673.7K | 0.4% | – | – | – |
| TSNTyson Foods, Inc. | Stock | 9,731 | $605.7K | 0.4% | – | – | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,058 | $603.1K | 0.4% | – | – | – |
| BIIBBiogen Inc. | COM | 2,130 | $589.8K | 0.3% | – | – | History |
| XPOXPO, Inc. | COM | 15,673 | $521.8K | 0.3% | – | – | History |
| GLDSPDR Gold Trust | ETF | 2,885 | $489.4K | 0.3% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 6,596 | $474.6K | 0.3% | – | – | History |
| DUKDuke Energy CORP | Stock | 4,193 | $431.9K | 0.3% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,491 | $387.4K | 0.2% | – | – | – |
| PSXPhillips 66 | Stock | 3,471 | $361.3K | 0.2% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 3,096 | $360.3K | 0.2% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 826 | $317.3K | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 6,320 | $316.9K | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,888 | $305.1K | 0.2% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 750 | $263.5K | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,659 | $262.9K | 0.2% | – | – | – |
| ATOAtmos Energy Corp | COM | 2,009 | $225.1K | 0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 5,154 | $221.8K | 0.1% | – | – | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,419 | $204.4K | 0.1% | – | – | – |
| BBCPConcrete Pumping Holdings, Inc. | COM | 10,000 | $58.5K | <0.1% | – | – | History |
| UPWheels Up Experience Inc. | COMMON STOCK | 50,000 | $51.5K | <0.1% | – | – | History |