Financial Partners Group, LLC
- SEC CIK
- 0001965246
- 最新申報
- 2025/7/17
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位。
- 持股檔數
- 69
- 2022 年第 3 季沒有申報
- 總值
- $1.69 億
- 2022 年第 3 季沒有申報
Financial Partners Group, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 153,466 | $1,693 萬 | 10.0% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 86,125 | $1,115 萬 | 6.6% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 17,984 | $874.9 萬 | 5.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 25,805 | $797.1 萬 | 4.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 31,128 | $746.5 萬 | 4.4% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 48,552 | $677.5 萬 | 4.0% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 47,258 | $633.7 萬 | 3.7% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 26,296 | $630.0 萬 | 3.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 70,832 | $625.0 萬 | 3.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 31,526 | $565.9 萬 | 3.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 17,355 | $548.2 萬 | 3.2% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 31,619 | $547.6 萬 | 3.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,950 | $474.5 萬 | 2.8% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 51,671 | $465.0 萬 | 2.7% | – | – | – |
| CVSCVS Health Corp | Stock | 49,554 | $461.8 萬 | 2.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 35,051 | $455.4 萬 | 2.7% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 8,790 | $369.4 萬 | 2.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 31,647 | $351.1 萬 | 2.1% | – | – | 歷史 |
| BPBP PLC | ADR | 89,035 | $311.0 萬 | 1.8% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 36,209 | $281.4 萬 | 1.7% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 40,669 | $264.0 萬 | 1.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 60,113 | $236.8 萬 | 1.4% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 51,867 | $226.2 萬 | 1.3% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 45,861 | $209.6 萬 | 1.2% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 11,531 | $200.5 萬 | 1.2% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 20,956 | $174.5 萬 | 1.0% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 9,502 | $166.4 萬 | 1.0% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 17,932 | $156.8 萬 | 0.9% | – | – | – |
| MLMMartin Marietta Materials Inc | COM | 4,459 | $150.7 萬 | 0.9% | – | – | 歷史 |
| INTCIntel Corp | Stock | 46,895 | $123.9 萬 | 0.7% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 6,182 | $123.2 萬 | 0.7% | – | – | 歷史 |
| RFRegions Financial Corp | COM | 52,718 | $113.7 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,739 | $111.1 萬 | 0.7% | – | – | – |
| JBHTHunt J B Transport Services Inc | COM | 6,284 | $109.6 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 17,130 | $109.0 萬 | 0.6% | – | – | 歷史 |
| NUENucor Corp | COM | 7,289 | $96.1 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 6,652 | $94.3 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,110 | $90.3 萬 | 0.5% | – | – | 歷史 |
| BABoeing Co | Stock | 4,659 | $88.7 萬 | 0.5% | – | – | 歷史 |
| FFord Motor Co | Stock | 75,211 | $87.5 萬 | 0.5% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,890 | $83.0 萬 | 0.5% | – | – | 歷史 |
| SCIService Corp International | COM | 11,814 | $81.7 萬 | 0.5% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,175 | $76.9 萬 | 0.5% | – | – | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 2,774 | $76.6 萬 | 0.5% | – | – | – |
| QCOMQualcomm Inc | Stock | 6,802 | $74.8 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 14,031 | $71.9 萬 | 0.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,931 | $69.6 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,780 | $68.1 萬 | 0.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,530 | $67.4 萬 | 0.4% | – | – | – |
| TSNTyson Foods, Inc. | Stock | 9,731 | $60.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,058 | $60.3 萬 | 0.4% | – | – | – |
| BIIBBiogen Inc. | COM | 2,130 | $59.0 萬 | 0.3% | – | – | 歷史 |
| XPOXPO, Inc. | COM | 15,673 | $52.2 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,885 | $48.9 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,596 | $47.5 萬 | 0.3% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 4,193 | $43.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,491 | $38.7 萬 | 0.2% | – | – | – |
| PSXPhillips 66 | Stock | 3,471 | $36.1 萬 | 0.2% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,096 | $36.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 826 | $31.7 萬 | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 6,320 | $31.7 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,888 | $30.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 750 | $26.4 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,659 | $26.3 萬 | 0.2% | – | – | – |
| ATOAtmos Energy Corp | COM | 2,009 | $22.5 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 5,154 | $22.2 萬 | 0.1% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,419 | $20.4 萬 | 0.1% | – | – | – |
| BBCPConcrete Pumping Holdings, Inc. | COM | 10,000 | $5.85 萬 | <0.1% | – | – | 歷史 |
| UPWheels Up Experience Inc. | COMMON STOCK | 50,000 | $5.15 萬 | <0.1% | – | – | 歷史 |