Financial-Partners-Group-Llc
AI_NATIVE detailed information: This accession holds the following tickers:[ "HUM", "RF", null, "ABBV", "GOOGL", "CAT", "LOW", "CCI", "DUK", "EOG", "GD", "HD", "LRCX", "MPC", "MDT", "MSFT", "FHN", "OXY", "IJR", "ORCL", null, null, null, "PANW", "PNC", "UNH", "AAPL", "SPY", "ECL", "INTC", "LMT", "PG", "MRK", "VZ", "RTX", null, "BP", "IBM", "STLD", "TFC", "UPS", "SCHW", null, "ATO", "FI", "FTNT", "NVO", "AMZN", "LUV", "VEU", "USB", "VXUS", "BND", "WMT", "OC", "SCHD", "JBHT", "NXPI", "SO", null, null, "NUE", "FDX", "BAC", "BRK-B", "BA", "BMY", "CVX", "KO", "COP", "BBCP", "COST", "RSP", "EFA", "VMC", "QQQ", "MDY", "XOM", "PM", "MO", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-18
- Total Holdings
- 81
- Total Value
- 230405786
- Accession Number
- 0001221073-25-000039
- Form Type
- 13F-HR
- Manager Name
- Financial-Partners-Group-Llc
Data Enrichment
90% identified73 identified8 unidentified
Holdings
81 positions • $230.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
10.0K | All Managers (Combined) | $54.6K | 0.0% ($54.6K/$230.4M) |