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 8 of 10
78468R770
Shares:2.8K
Value:$311.2K
46431W648
Shares:4.1K
Value:$309.1K
025072133
Shares:4.8K
Value:$295.7K
33734K109
Shares:2.8K
Value:$284.9K
81369Y506
Shares:3.0K
Value:$283.1K
032108664
Shares:3.9K
Value:$280.5K
66538H534
Shares:7.0K
Value:$267.2K
81369Y605
Shares:5.0K
Value:$248.4K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip78468R770)✕ | 2.8K | QoQ +0.07% (+2)YoY +0.74% (+21) | All Managers (Combined) | $311.2K | |
(cusip46431W648)✕ | 4.1K | QoQ +1.00% (-41)YoY +7.61% (+292) | All Managers (Combined) | $309.1K | |
AbbVie Inc.(ABBVcusip00287Y109) | 1.5K | All Managers (Combined) | $308.9K | ||
| 3.4K | All Managers (Combined) | $308.3K | |||
| 483 | QoQ -0.82% (-4) | All Managers (Combined) | $302.7K | ||
Salesforce, Inc.(CRMcusip79466L302) | 1.1K | QoQ +2.17% (-24) | All Managers (Combined) | $302.2K | |
(cusip025072133)✕ | 4.8K | QoQ NEW(+4.8K) YoY NEW(+4.8K) | All Managers (Combined) | $295.7K | QoQ NEW(+$295.7K) YoY NEW(+$295.7K) |
SOUTHERN CO(SOcusip842587107) | 3.1K | All Managers (Combined) | $289.1K | ||
(cusip33734K109)✕ | 2.8K | QoQ +0.14% (-4)YoY +0.54% (+15) | All Managers (Combined) | $284.9K | |
(cusip81369Y506)✕ | 3.0K | QoQ -1.17% (-36) | All Managers (Combined) | $283.1K | |
(cusip032108664)✕ | 3.9K | QoQ -1.18% (-47)YoY NEW(+3.9K) | All Managers (Combined) | $280.5K | YoY NEW(+$280.5K) |
| 1.7K | YoY NEW(+1.7K) | All Managers (Combined) | $268.8K | YoY NEW(+$268.8K) | |
(cusip66538H534)✕ | 7.0K | QoQ 0.00% (-0)YoY +0.91% (-63) | All Managers (Combined) | $267.2K | |
| 753 | QoQ +5.16% (+37) | All Managers (Combined) | $263.7K | ||
CONOCOPHILLIPS(COPcusip20825C104) | 2.5K | QoQ +1.25% (+31) | All Managers (Combined) | $263.7K | |
| 891 | QoQ +4.70% (+40)YoY NEW(+891) | All Managers (Combined) | $256.9K | YoY NEW(+$256.9K) | |
BlackRock, Inc.(BLKcusip09290D101) | 266 | QoQ +2.30% (-6)YoY NEW(+266) | All Managers (Combined) | $251.3K | YoY NEW(+$251.3K) |
PARSONS CORP(PSNcusip70202L102) | 4.2K | All Managers (Combined) | $249.7K | ||
(cusip81369Y605)✕ | 5.0K | QoQ +9.62% (+438)YoY NEW(+5.0K) | All Managers (Combined) | $248.4K | YoY NEW(+$248.4K) |
| 904 | QoQ NEW(+904) YoY NEW(+904) | All Managers (Combined) | $246.3K | QoQ NEW(+$246.3K) YoY NEW(+$246.3K) |