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:

Search and click to pin securities to the top

Page 3 of 10

Sort by:

464288760

Shares:21.8K

Value:$3.3M

% of Portfolio:0.5% ($3.3M/$647.8M)

46137V100

Shares:25.3K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$647.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.7K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$647.8M)

56167N720

Shares:66.5K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$647.8M)

37954Y293

Shares:33.3K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$647.8M)

31609A305

Shares:62.7K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$647.8M)

Meta Platforms, Inc.

META|30303M102

Shares:3.4K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$647.8M)

Walmart Inc.

WMT|931142103

Shares:22.0K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$647.8M)

315948109

Shares:24.9K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$647.8M)

464287804

IJR|464287804

Shares:16.6K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$647.8M)

464287507

IJH|464287507

Shares:29.4K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$647.8M)

132061201

Shares:26.8K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$647.8M)

337345102

Shares:8.6K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$647.8M)

464288414

MUB|464288414

Shares:14.0K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$647.8M)

464287499

IWR|464287499

Shares:17.2K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$647.8M)

46435U713

Shares:31.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$647.8M)

47103U845

Shares:27.5K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$647.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$647.8M)

025072349

Shares:20.0K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$647.8M)

Evergy, Inc.

EVRG|30034W106

Shares:17.6K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$647.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288760)✕	21.8K	QoQ -5.93% (-1.4K) YoY -2.13% (-474)	All Managers (Combined)	$3.3M	0.5% ($3.3M/$647.8M)	QoQ -0.92% (-$31.0K) YoY +13.57% (-$398.0K)
(cusip46137V100)✕	25.3K	QoQ -3.82% (-1.0K) YoY +123.38% (+14.0K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$647.8M)	QoQ -2.30% (-$69.4K) YoY +156.32% (+$1.8M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.7K	QoQ +16.99% (+390) YoY +19.59% (+440)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$647.8M)	QoQ +20.75% (+$436.4K) YoY +54.37% (+$894.4K)
(cusip56167N720)✕	66.5K	QoQ -6.91% (-4.9K) YoY -24.79% (-21.9K)	All Managers (Combined)	$2.4M	0.4% ($2.4M/$647.8M)	QoQ -0.69% (-$16.8K) YoY -2.17% (-$53.7K)
(cusip37954Y293)✕	33.3K	QoQ +6.39% (+2.0K) YoY NEW(+33.3K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$647.8M)	QoQ +12.09% (+$229.7K) YoY NEW(+$2.1M)
(cusip31609A305)✕	62.7K	QoQ +7.33% (-4.3K) YoY NEW(+62.7K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$647.8M)	QoQ -4.38% (-$90.5K) YoY NEW(+$2.0M)
Meta Platforms, Inc.(METAcusip30303M102)	3.4K	QoQ +35.36% (+887) YoY +73.21% (+1.4K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$647.8M)	QoQ +33.24% (+$488.2K) YoY +105.66% (+$1.0M)
Walmart Inc.(WMTcusip931142103)	22.0K	QoQ +0.36% (-80) YoY -3.46% (-788)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$647.8M)	QoQ -2.48% (-$49.1K) YoY +40.85% (-$559.8K)
(cusip315948109)✕	24.9K	QoQ -11.13% (-3.1K) YoY +399.31% (+19.9K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$647.8M)	QoQ -21.59% (-$493.4K) YoY +479.04% (+$1.5M)
(IJRcusip464287804)	16.6K	QoQ -0.09% (-16) YoY -8.83% (-1.6K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$647.8M)	QoQ -9.33% (-$178.9K) YoY -13.74% (-$276.9K)
(IJHcusip464287507)	29.4K	QoQ +0.68% (-200) YoY +3.39% (-967)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$647.8M)	QoQ -5.71% (-$104.0K) YoY -0.67% (-$11.6K)
(cusip132061201)✕	26.8K	QoQ -11.02% (-3.3K) YoY -70.34% (-63.5K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$647.8M)	QoQ -17.09% (-$352.4K) YoY -74.17% (-$4.9M)
(cusip337345102)✕	8.6K	QoQ +0.01% (-1) YoY -1.94% (-171)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$647.8M)	QoQ -7.81% (-$126.7K) YoY -10.75% (-$180.2K)
(MUBcusip464288414)	14.0K	QoQ +9.88% (+1.3K) YoY +337.89% (+10.8K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$647.8M)	QoQ +8.74% (+$118.8K) YoY +329.09% (+$1.1M)
(IWRcusip464287499)	17.2K	QoQ +0.07% (-13) YoY -5.73% (-1.0K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$647.8M)	QoQ -3.69% (-$56.2K) YoY -4.63% (-$71.1K)
(cusip46435U713)✕	31.8K	QoQ -5.60% (-1.9K) YoY -7.96% (-2.8K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$647.8M)	QoQ -8.09% (-$126.3K) YoY -4.33% (-$65.1K)
(cusip47103U845)✕	27.5K	QoQ NEW(+27.5K) YoY NEW(+27.5K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$647.8M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.4K	QoQ +4.08% (+214) YoY +8.20% (+413)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$647.8M)	QoQ +6.50% (+$81.6K) YoY +32.50% (+$327.9K)
(cusip025072349)✕	20.0K	QoQ +238.13% (+14.1K) YoY NEW(+20.0K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$647.8M)	QoQ +230.20% (+$910.6K) YoY NEW(+$1.3M)
Evergy, Inc.(EVRGcusip30034W106)	17.6K	QoQ +8.18% (+1.3K) YoY +5.94% (+989)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$647.8M)	QoQ +21.18% (+$212.5K) YoY +36.84% (+$327.3K)