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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Financial-Partners-Group
Data Enrichment
54% identified103 identified87 unidentified
Holdings
190 positions
Manager:
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Page 10 of 10
025072505
Shares:4.3K
Value:$213.6K
02072L714
Shares:15.3K
Value:$195.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
DOCUSIGN, INC.(DOCUcusip256163106) | 2.7K | All Managers (Combined) | $217.4K | ||
2.8K | QoQ 0.00% (-0)YoY NEW(+2.8K) | All Managers (Combined) | $215.0K | YoY NEW(+$215.0K) | |
Accenture plc(ACNcusipG1151C101) | 688 | QoQ NEW(+688) YoY NEW(+688) | All Managers (Combined) | $214.6K | QoQ NEW(+$214.6K) YoY NEW(+$214.6K) |
2.1K | QoQ -4.21% (-94) | All Managers (Combined) | $213.8K | ||
(cusip025072505)✕ | 4.3K | All Managers (Combined) | $213.6K | ||
464 | QoQ -3.73% (-18)YoY -5.69% (-28) | All Managers (Combined) | $207.1K | ||
412 | QoQ -3.73% (-16)YoY NEW(+412) | All Managers (Combined) | $204.1K | YoY NEW(+$204.1K) | |
(cusip02072L714)✕ | 15.3K | QoQ NEW(+15.3K) YoY NEW(+15.3K) | All Managers (Combined) | $195.2K | QoQ NEW(+$195.2K) YoY NEW(+$195.2K) |
20.5K | QoQ +1.20% (+244)YoY +4.80% (+939) | All Managers (Combined) | $144.5K | ||
34.2K | All Managers (Combined) | $114.3K |