Financial Partners Group, Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Financial Partners Group, Inc

CIK Number: 0001731169

723.15M
Market Value
187
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 6, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
653.63
+0.23% 112.45K +1.00% 63.18M 345.84 9.75% Share
2 AVUV Avantis U.S. Sm...
99.83
-1% 382.66K +2.54% 33.36M 84.57 5.15% Share
3 OEF iShares S&P 100...
323.74
+0.44% 116.48K -16.63% 31.55M 204.3 4.87% Share
4 RDVY First Trust Ris...
65.79
-0.36% 517.24K +6.01% 30.28M 48.43 4.67% Share
5 SPY SPDR S&P 500 ET...
650.36
+0.24% 42.59K +8.30% 23.83M 466.39 3.68% Share
6 IGIB iShares 5-10 Ye...
54.04
-0.11% 439.85K -0.26% 23.1M 51.06 3.57% Share
7 AAPL Apple Inc.
234.35
-1.48% 103.43K -1.25% 22.98M 68.43 3.55% Share
8 ITOT iShares Core S&...
142.53
+0.16% 179.21K -0.46% 21.87M 77.87 3.38% Share
9 QQQM Invesco NASDAQ ...
238.97
+0.29% 111.58K -0.48% 21.54M 156.03 3.32% Share
10 JEPI JPMorgan Equity...
56.74
-0.11% 325.35K -28.67% 18.59M 52.8 2.87% Share
11 FTEC Fidelity MSCI I...
210.01
+0.18% 104.09K -0.7% 16.79M 59.55 2.59% Share
12 MSFT Microsoft Corpo...
498.41
+0.04% 42.53K +0.60% 15.97M 185.7 2.46% Share
13 IWP iShares Russell...
143.71
-0.02% 127.61K +518.66% 14.99M 112.25 2.31% Share
14 QUAL iShares MSCI US...
190.01
+0.16% 82.68K +10.48% 14.13M 169.29 2.18% Share
15 COWZ Pacer US Cash C...
57.39
-0.21% 256.19K +2.78% 14.03M 53.03 2.17% Share
16 IUSV iShares Core S&...
98.40
-0.08% 151.62K +7.96% 13.99M 93.27 2.16% Share
17 AMZN Amazon.com, Inc...
238.24
+1.02% 68.17K +0.35% 12.97M 106.16 2.00% Share
18 FMHI First Trust Mun...
47.18
-0.02% 251.11K +2.57% 12M 46.86 1.85% Share
19 JEPQ JPMorgan Nasdaq...
56.17
+0.27% 220.06K +20.52% 11.39M 52.9 1.76% Share
20 SJNK SPDR Bloomberg ...
25.48
-0.1% 450.73K -49.25% 11.34M 24.72 1.75% Share
21 VFMO Vanguard U.S. M...
183.48
+0.28% 59.73K +100.00% 9.06M 151.71 1.40% Share
22 GOOGL Alphabet Inc.
239.63
+2.39% 54.39K +0.03% 8.41M 72.11 1.30% Share
23 SOXX iShares Semicon...
249.06
+0.08% 43.5K +5.76% 8.19M 136.37 1.26% Share
24 AVMU Avantis Core Mu...
45.09
-0.14% 174.64K -2.19% 7.94M 46.85 1.23% Share
25 XMMO Invesco S&P Mid...
133.38
-0.48% 69.33K +2.07K% 7.89M 114.21 1.22% Share
26 NOBL ProShares S&P 5...
103.77
-0.57% 73.15K -46.35% 7.47M 78.32 1.15% Share
27 SCHD Schwab U.S. Div...
27.44
-0.02% 240.74K +7.98% 6.73M 27.42 1.04% Share
28 FELC Fidelity Coving...
36.45
+0.19% 211.38K +20.09% 6.59M 31.8 1.02% Share
29 PAVE Global X U.S. I...
45.97
-1.36% 166.81K +15.11% 6.29M 38.91 0.97% Share
30 FENY Fidelity MSCI E...
24.24
+0.46% 215.14K -3.72% 5.5M 20.38 0.85% Share
31 SPMO Invesco S&P 500...
118.50
+0.66% 57.93K +679.64% 5.36M 91.34 0.83% Share
32 QQQ Invesco QQQ Tru...
580.48
+0.28% 10.97K +1.27% 5.14M 285.46 0.79% Share
33 IWY iShares Russell...
263.17
+0.34% 23.45K -0.92% 4.95M 119.71 0.76% Share
34 XMHQ Invesco S&P Mid...
105.34
-0.99% 52.35K -77.39% 4.79M 101.08 0.74% Share
35 FHLC Fidelity MSCI H...
66.50
+0.59% 69.3K -0.92% 4.73M 47.46 0.73% Share
36 NVDA NVIDIA Corporat...
170.76
+1.46% 42.68K +1.45% 4.63M 59.09 0.71% Share
37 MOAT VanEck Mornings...
98.36
-0.41% 52.39K -2.5% 4.61M 53.83 0.71% Share
38 GOOG Alphabet Inc.
239.94
+2.47% 26.89K +3.20% 4.2M 66.11 0.65% Share
39 BRK-B Berkshire Hatha...
492.72
-0.21% 6.53K -5.1% 3.48M 274.59 0.54% Share
40 CP Canadian Pacifi...
74.73
-1.86% 49.33K +0.32% 3.46M 80.96 0.53% Share
41 ITA iShares U.S. Ae...
196.23
-0.72% 21.75K -5.94% 3.33M 99.09 0.51% Share
42 PPA Invesco Aerospa...
146.83
-0.45% 25.28K -3.83% 2.95M 101.71 0.45% Share
43 COST Costco Wholesal...
979.25
+0.76% 2.69K +16.99% 2.54M 495.52 0.39% Share
44 TPYP Tortoise North ...
35.29
+0.54% 66.51K -6.92% 2.42M 23.75 0.37% Share
45 MLPX Global X MLP & ...
60.45
+0.36% 33.35K +6.39% 2.13M 51.85 0.33% Share
46 FELG Fidelity Coving...
39.70
+0.29% 62.72K +7.34% 1.98M 32.9 0.30% Share
47 META Meta Platforms,...
765.70
+1.78% 3.4K +35.37% 1.96M 341.8 0.30% Share
48 WMT Walmart Inc.
102.30
+0.02% 21.99K +0.37% 1.93M 46.78 0.30% Share
49 FBTC Fidelity Wise O...
97.13
-0.7% 24.89K -11.13% 1.79M 75.85 0.28% Share
50 IJR iShares Core S&...
117.93
-0.86% 16.62K -0.1% 1.74M 98.66 0.27% Share
51 IJH iShares Core S&...
65.46
-0.89% 29.41K +0.68% 1.72M 46.06 0.26% Share
52 SYLD Cambria Shareho...
69.43
-1.04% 26.78K -11.03% 1.71M 63.25 0.26% Share
53 QTEC First Trust NAS...
217.54
+0.44% 8.61K +0.01% 1.49M 75.35 0.23% Share
54 MUB iShares Nationa...
105.68
-0.14% 14.02K +9.89% 1.48M 107.12 0.23% Share
55 IWR iShares Russell...
96.16
-0.42% 17.21K +0.08% 1.46M 52.28 0.23% Share
56 IFRA iShares U.S. In...
51.12
-0.81% 31.84K -5.6% 1.44M 33.88 0.22% Share
57 JAAA Janus Henderson...
50.68
+0.06% 27.46K +100.00% 1.39M 50.71 0.21% Share
58 JPM JPMorgan Chase ...
297.80
+1.67% 5.45K +4.09% 1.34M 121.97 0.21% Share
59 AVLV Avantis U.S. La...
71.56
-0.21% 20.03K +238.13% 1.31M 65.47 0.20% Share
60 EVRG Evergy, Inc.
71.10
+0.47% 17.63K +8.18% 1.22M 60.19 0.19% Share
61 ISPY ProShares Trust...
43.84
+0.21% 28.79K +25.94% 1.21M 43.84 0.19% Share
62 IMTM iShares MSCI In...
47.02
-0.08% 28.53K +56.86% 1.14M 39.42 0.18% Share
63 PFF iShares Preferr...
31.80
-0.22% 36.9K 0.00% 1.13M 31.77 0.17% Share
64 IWF iShares Russell...
453.07
+0.27% 3.13K +2.15% 1.13M 182.32 0.17% Share
65 IJJ iShares S&P Mid...
130.61
-0.71% 9.31K -1.88% 1.11M 93.11 0.17% Share
66 HYG iShares iBoxx $...
80.78
-0.11% 13.84K +4.50% 1.09M 73.96 0.17% Share
67 VIGI Vanguard Intern...
89.95
-0.59% 12.67K +0.52% 1.05M 70.35 0.16% Share
68 ONEQ Fidelity Nasdaq...
86.18
+0.34% 15.34K +1.41% 1.04M 31.03 0.16% Share
69 VIG Vanguard Divide...
212.57
-0.07% 5.33K +0.40% 1.03M 114.1 0.16% Share
70 FLOT iShares Floatin...
50.88
-0.02% 20.08K +284.97% 1.03M 50.97 0.16% Share
71 CVX Chevron Corpora...
154.78
+0.51% 5.83K -9.45% 976.2K 140.15 0.15% Share
72 TSLA Tesla, Inc.
346.99
+0.17% 3.71K -8.38% 960.08K 216.02 0.15% Share
73 UNP Union Pacific C...
216.04
-0.56% 4K +161.12% 945.69K 233.1 0.15% Share
74 PECO Phillips Edison...
35.59
-0.45% 24.54K 0.00% 895.63K 33.04 0.14% Share
75 NFLX Netflix, Inc.
1263.25
+1.49% 960 +0.21% 895.05K 283.13 0.14% Share
76 TAXM BondBloxx ETF T...
49.80
+0.18% 17.25K +100.00% 877.88K 50.88 0.14% Share
77 CALF Pacer US Small ...
43.43
-0.87% 23.18K -21.56% 869.42K 48.45 0.13% Share
78 GLD SPDR Gold Share...
334.11
-0.21% 2.97K +1.30% 856.25K 173.16 0.13% Share
79 LLY Eli Lilly and C...
750.59
+1.62% 1K +0.10% 828.64K 274.39 0.13% Share
80 ESGU iShares ESG Awa...
142.13
+0.23% 6.68K +0.79% 813.92K 85.43 0.13% Share
81 KNG FT Cboe Vest S&...
49.73
-0.52% 15.85K -8.59% 800.93K 53.5 0.12% Share
82 FTSL First Trust Sen...
45.99
-0.02% 17.53K 0.00% 800.31K 44.36 0.12% Share
83 BRK-A Berkshire Hatha...
739455.20
-0.09% 1 0.00% 798.44K 298350 0.12% Share
84 XLK Technology Sele...
265.33
+0.19% 3.82K -0.21% 788.77K 85.45 0.12% Share
85 NEE NextEra Energy,...
70.08
+0.44% 10.64K +0.12% 754.05K 74.88 0.12% Share
86 IJS iShares S&P Sma...
109.79
-0.97% 7.63K +0.18% 744.11K 91.41 0.11% Share
87 IVW iShares S&P 500...
117.14
+0.45% 7.9K -2.46% 733.74K 44.18 0.11% Share
88 MGC Vanguard Mega C...
237.70
+0.36% 3.48K +0.14% 701.21K 133.58 0.11% Share
89 GOVT iShares U.S. Tr...
23.14
-0.22% 30.31K +0.23% 696.67K 22.78 0.11% Share
90 SDY SPDR S&P Divide...
139.91
-0.31% 4.99K -21.33% 677.55K 111.68 0.10% Share
91 XOM Exxon Mobil Cor...
110.67
+0.75% 5.55K +6.38% 660.51K 109.95 0.10% Share
92 FXH First Trust Hea...
110.06
+0.37% 6.36K -8.47% 658.56K 74.89 0.10% Share
93 IVE iShares S&P 500...
202.90
+0.02% 3.28K +0.24% 625.87K 129.74 0.10% Share
94 ORCL Oracle Corporat...
241.58
+1.30% 4.37K +0.09% 610.73K 81.35 0.09% Share
95 CSCO Cisco Systems, ...
67.34
+0.69% 9.82K +0.70% 606.32K 46.99 0.09% Share
96 VGSH Vanguard Short-...
58.78
-0.12% 10.3K +100.00% 604.5K 58.69 0.09% Share
97 XLV Health Care Sel...
138.59
+0.54% 4.09K -1.11% 597.96K 98.46 0.09% Share
98 VFVA Vanguard U.S. V...
128.05
-0.13% 5.21K -0.29% 594.4K 92.24 0.09% Share
99 DWAS Invesco DWA Sma...
89.57
-0.41% 7.47K -66.7% 582.9K 85.93 0.09% Share
100 PWR Quanta Services...
373.64
-0.5% 2.23K +14.02% 566.34K 258.3 0.09% Share
101 BX Blackstone Inc.
173.16
-0.08% 3.98K +1.32% 556.2K 68.25 0.09% Share
102 BINC Blackrock Etf T...
53.21
+0.04% 10.56K +1.19% 553.33K 52.11 0.09% Share
103 IYG iShares U.S. Fi...
88.79
+0.54% 6.98K +0.74% 548.57K 58.51 0.08% Share
104 IYE iShares U.S. En...
46.65
+0.48% 11.06K -0.75% 545.46K 32.57 0.08% Share
105 PG The Procter & G...
159.46
+0.28% 3.12K -0.61% 531.26K 133.78 0.08% Share
106 GS The Goldman Sac...
763.85
+2.97% 969 -0.1% 529.17K 324.1 0.08% Share
107 MCD McDonald's Corp...
312.44
-0.12% 1.68K +0.42% 523.15K 192.64 0.08% Share
108 CAT Caterpillar Inc...
417.96
-1.14% 1.53K +0.07% 503.96K 232.07 0.08% Share
109 VTI Vanguard Total ...
320.97
+0.12% 1.78K 0.00% 489.82K 227.81 0.08% Share
110 IWM iShares Russell...
236.83
-0.6% 2.44K +2.39% 487.34K 196.14 0.08% Share
111 DGRO iShares Core Di...
66.97
+0.01% 7.79K +0.45% 481.53K 47.82 0.07% Share
112 IUSG iShares Core S&...
159.94
+0.39% 3.75K +27.90% 476.54K 127.74 0.07% Share
113 ET Energy Transfer...
17.16
+0.09% 25.39K +1.50% 471.97K 11.39 0.07% Share
114 RTX RTX Corporation
151.75
-1.6% 3.55K +0.42% 470.61K 72.9 0.07% Share
115 JNJ Johnson & Johns...
176.97
-0.65% 2.81K +3.34% 466.79K 150.16 0.07% Share
116 HODL VanEck Bitcoin ...
31.49
-0.69% 19.99K +315.83% 465.93K 23.5 0.07% Share
117 VO Vanguard Mid Ca...
289.83
-0.05% 1.78K +0.40% 459.37K 184.42 0.07% Share
118 O Realty Income C...
59.51
+0.69% 7.71K +4.56% 447.31K 61.65 0.07% Share
119 XT iShares Exponen...
69.68
-0.03% 7.53K -2.07% 433.66K 62.14 0.07% Share
120 BKDV BNY Mellon Dyna...
27.34
-0.22% 16.78K +100.00% 424.41K 25.29 0.07% Share
121 XLI Industrial Sele...
150.24
-0.68% 3.23K +3.80% 422.64K 124.38 0.07% Share
122 IQQQ ProShares Nasda...
42.52
+0.21% 10.72K +100.00% 416.57K 38.85 0.06% Share
123 IWO iShares Russell...
310.61
-0.46% 1.62K +3.19% 412.95K 232.33 0.06% Share
124 EFA iShares MSCI EA...
92.39
-0.34% 4.51K -0.57% 369K 68.95 0.06% Share
125 IYY iShares Dow Jon...
158.88
+0.18% 2.71K -4.74% 368.96K 93.45 0.06% Share
126 RWL Invesco S&P 500...
108.76
+0.25% 3.69K +100.00% 366.15K 99.34 0.06% Share
127 KO The Coca-Cola C...
67.90
+0.70% 5.05K +2.43% 361.6K 56.51 0.06% Share
128 IHI iShares U.S. Me...
62.51
-0.03% 5.97K +100.00% 359.17K 60.19 0.06% Share
129 XLP Consumer Staple...
80.73
+0.20% 4.4K +2.95% 359.03K 69.2 0.06% Share
130 HD The Home Depot,...
415.33
-1.1% 974 +3.62% 357.11K 212.96 0.06% Share
131 SAIA Saia, Inc.
306.24
-1.87% 1.01K 0.00% 354.32K 295.06 0.05% Share
132 FDG American Centur...
118.03
+0.90% 3.82K +100.00% 346.71K 90.86 0.05% Share
133 TSM Taiwan Semicond...
250.88
+1.49% 2.03K +6.55% 337.65K 83.75 0.05% Share
134 QCOM QUALCOMM Incorp...
158.66
-0.99% 2.16K +100.00% 331.55K 153.61 0.05% Share
135 SPIB SPDR Portfolio ...
33.88
-0.09% 9.89K +100.00% 328.76K 33.24 0.05% Share
136 AVUS Avantis U.S. Eq...
106.71
+0.08% 3.52K -0.09% 325.35K 73.2 0.05% Share
137 SMH VanEck Semicond...
297.81
+0.44% 1.51K -1.12% 318.6K 242.17 0.05% Share
138 IJK iShares S&P Mid...
95.86
-0.96% 3.81K +2.70% 317.06K 73.02 0.05% Share
139 ONEY SPDR Russell 10...
114.17
-0.48% 2.85K +0.07% 311.21K 88.53 0.05% Share
140 IETC iShares Evolved...
100.03
+0.48% 4.13K +1.00% 309.13K 71.51 0.05% Share
141 ABBV AbbVie Inc.
210.41
+0.30% 1.47K -31.51% 308.9K 167.64 0.05% Share
142 MRK Merck & Co., In...
84.61
+0.62% 3.44K -10.69% 308.33K 84.48 0.05% Share
143 URI United Rentals,...
945.06
-2.59% 483 -0.82% 302.72K 444.56 0.05% Share
144 CRM Salesforce, Inc...
252.03
-0.1% 1.13K +2.18% 302.18K 161.01 0.05% Share
145 AVMV American Centur...
68.96
-0.79% 4.81K +100.00% 295.69K 61.44 0.05% Share
146 SO The Southern Co...
91.21
+0.42% 3.14K +0.51% 289.07K 71.7 0.04% Share
147 FEX First Trust Lar...
115.41
+0.08% 2.78K +0.14% 284.9K 80.23 0.04% Share
148 XLE Energy Select S...
87.61
+0.52% 3.03K -1.17% 283.12K 77.92 0.04% Share
149 HACK Amplify Cyberse...
85.84
-0.41% 3.91K -1.19% 280.53K 68.28 0.04% Share
150 VOE Vanguard Mid-Ca...
171.71
-0.41% 1.68K -12.12% 268.83K 161.77 0.04% Share