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 4 of 10
74347G242
Shares:28.8K
Value:$1.2M
46434V449
Shares:28.5K
Value:$1.1M
464288687
Shares:36.9K
Value:$1.1M
464288513
Shares:13.8K
Value:$1.1M
315912808
Shares:15.3K
Value:$1.0M
46429B655
Shares:20.1K
Value:$1.0M
09789C671
Shares:17.3K
Value:$877.9K
69374H857
Shares:23.2K
Value:$869.4K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip74347G242)✕ | 28.8K | YoY NEW(+28.8K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |
(cusip46434V449)✕ | 28.5K | All Managers (Combined) | $1.1M | ||
(cusip464288687)✕ | 36.9K | All Managers (Combined) | $1.1M | ||
| 3.1K | QoQ +2.15% (-66) | All Managers (Combined) | $1.1M | ||
| 9.3K | All Managers (Combined) | $1.1M | |||
(cusip464288513)✕ | 13.8K | QoQ +4.50% (+596)YoY +4.73% (+625) | All Managers (Combined) | $1.1M | |
| 12.7K | QoQ +0.52% (+66)YoY -0.94% (-121) | All Managers (Combined) | $1.1M | ||
(cusip315912808)✕ | 15.3K | QoQ +1.40% (-213)YoY -0.23% (-36) | All Managers (Combined) | $1.0M | |
| 5.3K | QoQ +0.39% (-21)YoY -6.98% (-400) | All Managers (Combined) | $1.0M | ||
(cusip46429B655)✕ | 20.1K | All Managers (Combined) | $1.0M | ||
CHEVRON CORP(CVXcusip166764100) | 5.8K | All Managers (Combined) | $976.2K | ||
Tesla, Inc.(TSLAcusip88160R101) | 3.7K | All Managers (Combined) | $960.1K | ||
| 4.0K | YoY NEW(+4.0K) | All Managers (Combined) | $945.7K | YoY NEW(+$945.7K) | |
| 24.5K | QoQ 0.00% (-0) | All Managers (Combined) | $895.6K | ||
NETFLIX INC(NFLXcusip64110L106) | 960 | QoQ +0.20% (+2)YoY +0.10% (+1) | All Managers (Combined) | $895.1K | |
(cusip09789C671)✕ | 17.3K | QoQ NEW(+17.3K) YoY NEW(+17.3K) | All Managers (Combined) | $877.9K | QoQ NEW(+$877.9K) YoY NEW(+$877.9K) |
(cusip69374H857)✕ | 23.2K | All Managers (Combined) | $869.4K | ||
SPDR GOLD TRUST(GLDcusip78463V107) | 3.0K | QoQ +1.29% (+38)YoY -7.15% (-229) | All Managers (Combined) | $856.2K | |
| 130.4K | YoY NEW(+130.4K) | All Managers (Combined) | $842.2K | YoY NEW(+$842.2K) | |
ELI LILLY & Co(LLYcusip532457108) | 1.0K | QoQ +0.09% (+1)YoY +1.41% (+14) | All Managers (Combined) | $828.6K |