Financial-Partners-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  "ABBV",
  "ADBE",
  null,
  "GOOGL",
  null,
  "BLK",
  null,
  "CAT",
  null,
  "AVGO",
  null,
  null,
  "CP.TO",
  null,
  null,
  null,
  null,
  null,
  "PECO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BUSE",
  null,
  null,
  null,
  "GD",
  "HD",
  null,
  null,
  null,
  "MCD",
  "FTF",
  null,
  "UNP",
  "QCOM",
  "FSCO",
  "ISRG",
  null,
  "MUB",
  "META",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PWR",
  "MA",
  null,
  "MSFT",
  "EVRG",
  null,
  null,
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  "IWF",
  null,
  "VGSH",
  "IJK",
  "IVV",
  null,
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "MSTR",
  null,
  null,
  null,
  null,
  "O",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "TMO",
  "VO",
  "SLQT",
  "VOE",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "IWO",
  null,
  "TSM",
  null,
  null,
  null,
  null,
  "MGC",
  "SAIA",
  "PSN",
  "SDY",
  "IWP",
  "IWR",
  null,
  null,
  null,
  "VIGI",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "VTWO",
  "V",
  "WMT",
  "IUSG",
  null,
  "SCHD",
  "ET",
  "SO",
  "CRM",
  null,
  "DIA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IUSV",
  "DGRO",
  "ESGU",
  "BRK-A",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "DOCU",
  null,
  "IJJ",
  "EFA",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 190
Total Value: 647782837
Accession Number: 0001667731-25-000599
Form Type: 13F-HR
CIK: financial-partners-group
Manager Name: Financial-Partners-Group

Data Enrichment

54% identified

103 identified87 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

190 positions • $647.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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DOCUSIGN, INC.

DOCU|256163106

Shares:2.7K

Value:$217.4K

% of Portfolio:0.0% ($217.4K/$647.8M)

Arista Networks, Inc.

ANET|040413205

Shares:2.8K

Value:$215.0K

% of Portfolio:0.0% ($215.0K/$647.8M)

Accenture plc

ACN|G1151C101

Shares:688

Value:$214.6K

% of Portfolio:0.0% ($214.6K/$647.8M)

464288885

EFG|464288885

Shares:2.1K

Value:$213.8K

% of Portfolio:0.0% ($213.8K/$647.8M)

025072505

Shares:4.3K

Value:$213.6K

% of Portfolio:0.0% ($213.6K/$647.8M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:464

Value:$207.1K

% of Portfolio:0.0% ($207.1K/$647.8M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:412

Value:$204.1K

% of Portfolio:0.0% ($204.1K/$647.8M)

02072L714

Shares:15.3K

Value:$195.2K

% of Portfolio:0.0% ($195.2K/$647.8M)

FS Credit Opportunities Corp.

FSCO|30290Y101

Shares:20.5K

Value:$144.5K

% of Portfolio:0.0% ($144.5K/$647.8M)

SelectQuote, Inc.

SLQT|816307300

Shares:34.2K

Value:$114.3K

% of Portfolio:0.0% ($114.3K/$647.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DOCUSIGN, INC.(DOCUcusip256163106)	2.7K	QoQ -6.44% (-184) YoY -23.42% (-817)	All Managers (Combined)	$217.4K	0.0% ($217.4K/$647.8M)	QoQ -15.32% (-$39.4K) YoY +4.68% (-$9.7K)
Arista Networks, Inc.(ANETcusip040413205)	2.8K	QoQ 0.00% (-0) YoY NEW(+2.8K)	All Managers (Combined)	$215.0K	0.0% ($215.0K/$647.8M)	QoQ -29.90% (-$91.7K) YoY NEW(+$215.0K)
Accenture plc(ACNcusipG1151C101)	688	QoQ NEW(+688) YoY NEW(+688)	All Managers (Combined)	$214.6K	0.0% ($214.6K/$647.8M)	QoQ NEW(+$214.6K) YoY NEW(+$214.6K)
(EFGcusip464288885)	2.1K	QoQ -4.21% (-94) YoY -27.77% (-822)	All Managers (Combined)	$213.8K	0.0% ($213.8K/$647.8M)	QoQ -1.08% (-$2.3K) YoY -30.41% (-$93.5K)
(cusip025072505)✕	4.3K	QoQ -11.93% (-585) YoY -15.99% (-822)	All Managers (Combined)	$213.6K	0.0% ($213.6K/$647.8M)	QoQ -13.09% (-$32.2K) YoY -17.78% (-$46.2K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	464	QoQ -3.73% (-18) YoY -5.69% (-28)	All Managers (Combined)	$207.1K	0.0% ($207.1K/$647.8M)	QoQ -11.59% (-$27.2K) YoY -7.50% (-$16.8K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	412	QoQ -3.73% (-16) YoY NEW(+412)	All Managers (Combined)	$204.1K	0.0% ($204.1K/$647.8M)	QoQ -8.56% (-$19.1K) YoY NEW(+$204.1K)
(cusip02072L714)✕	15.3K	QoQ NEW(+15.3K) YoY NEW(+15.3K)	All Managers (Combined)	$195.2K	0.0% ($195.2K/$647.8M)	QoQ NEW(+$195.2K) YoY NEW(+$195.2K)
FS Credit Opportunities Corp.(FSCOcusip30290Y101)	20.5K	QoQ +1.20% (+244) YoY +4.80% (+939)	All Managers (Combined)	$144.5K	0.0% ($144.5K/$647.8M)	QoQ +4.61% (+$6.4K) YoY +24.59% (+$28.5K)
SelectQuote, Inc.(SLQTcusip816307300)	34.2K	QoQ -5.32% (-1.9K) YoY -14.87% (-6.0K)	All Managers (Combined)	$114.3K	0.0% ($114.3K/$647.8M)	QoQ -14.99% (-$20.2K) YoY +42.16% (-$33.9K)