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:
Search and click to pin securities to the top
Page 9 of 10
092528108
Shares:10.8K
Value:$244.5K
14020Y102
Shares:10.8K
Value:$242.3K
46641Q647
Shares:4.8K
Value:$240.3K
464287291
Shares:3.1K
Value:$233.7K
316092204
Shares:2.8K
Value:$233.3K
464285204
Shares:3.9K
Value:$227.4K
032108615
Shares:3.4K
Value:$226.2K
316092840
Shares:4.5K
Value:$225.3K
46641Q670
Shares:4.7K
Value:$220.0K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip092528108)✕ | 10.8K | QoQ +0.59% (+64)YoY NEW(+10.8K) | All Managers (Combined) | $244.5K | YoY NEW(+$244.5K) |
(cusip14020Y102)✕ | 10.8K | All Managers (Combined) | $242.3K | ||
| 3.0K | QoQ +0.10% (-3) | All Managers (Combined) | $240.5K | ||
(cusip46641Q647)✕ | 4.8K | QoQ -8.85% (-467)YoY -6.09% (-312) | All Managers (Combined) | $240.3K | |
| 448 | All Managers (Combined) | $239.0K | |||
| 5.2K | QoQ +1.02% (+53)YoY -5.26% (-291) | All Managers (Combined) | $237.5K | ||
ADOBE INC.(ADBEcusip00724F101) | 618 | All Managers (Combined) | $237.0K | ||
| 471 | QoQ +14.59% (+60)YoY +8.27% (-36) | All Managers (Combined) | $234.2K | ||
(cusip464287291)✕ | 3.1K | All Managers (Combined) | $233.7K | ||
(cusip316092204)✕ | 2.8K | All Managers (Combined) | $233.3K | ||
| 10.7K | QoQ NEW(+10.7K) YoY NEW(+10.7K) | All Managers (Combined) | $230.7K | QoQ NEW(+$230.7K) YoY NEW(+$230.7K) | |
| 546 | QoQ NEW(+546) YoY NEW(+546) | All Managers (Combined) | $229.3K | QoQ NEW(+$229.3K) YoY NEW(+$229.3K) | |
| 866 | QoQ -5.76% (-53) | All Managers (Combined) | $229.1K | ||
(cusip464285204)✕ | 3.9K | QoQ NEW(+3.9K) YoY NEW(+3.9K) | All Managers (Combined) | $227.4K | QoQ NEW(+$227.4K) YoY NEW(+$227.4K) |
ONEOK INC /NEW/(OKEcusip682680103) | 2.3K | QoQ -3.87% (-92)YoY NEW(+2.3K) | All Managers (Combined) | $226.8K | YoY NEW(+$226.8K) |
(cusip032108615)✕ | 3.4K | QoQ 0.00% (+0)YoY NEW(+3.4K) | All Managers (Combined) | $226.2K | YoY NEW(+$226.2K) |
(cusip316092840)✕ | 4.5K | YoY NEW(+4.5K) | All Managers (Combined) | $225.3K | YoY NEW(+$225.3K) |
Mastercard Inc(MAcusip57636Q104) | 402 | QoQ 0.00% (+0) | All Managers (Combined) | $220.5K | |
(cusip46641Q670)✕ | 4.7K | QoQ +1.10% (+51)YoY -1.03% (-49) | All Managers (Combined) | $220.0K | |
Broadcom Inc.(AVGOcusip11135F101) | 1.3K | YoY NEW(+1.3K) | All Managers (Combined) | $217.6K | YoY NEW(+$217.6K) |