Financial Partners Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001965246

Type: FundHoldings: 81Value: $230.4MLatest: 2025Q1

Financial Partners Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 81 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

SEC FilingSEC DataHachi Filing

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
CIK: financial-partners-group-llc
Manager Name: Financial-Partners-Group-Llc

Data Enrichment

90% identified

73 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

81 positions • $230.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:27.9K

Value:$14.9M

% of Portfolio:6.4% ($14.9M/$230.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:75.9K

Value:$11.7M

% of Portfolio:5.1% ($11.7M/$230.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:46.9K

Value:$11.5M

% of Portfolio:5.0% ($11.5M/$230.4M)

MICROSOFT CORP

MSFT|594918104

Shares:28.7K

Value:$10.8M

% of Portfolio:4.7% ($10.8M/$230.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:61.0K

Value:$10.4M

% of Portfolio:4.5% ($10.4M/$230.4M)

ECOLAB INC.

ECL|278865100

Shares:40.9K

Value:$10.4M

% of Portfolio:4.5% ($10.4M/$230.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:91.0K

Value:$10.0M

% of Portfolio:4.3% ($10.0M/$230.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:82.8K

Value:$9.9M

% of Portfolio:4.3% ($9.9M/$230.4M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:19.0K

Value:$8.5M

% of Portfolio:3.7% ($8.5M/$230.4M)

FEDEX CORP

FDX|31428X106

Shares:34.8K

Value:$8.5M

% of Portfolio:3.7% ($8.5M/$230.4M)

CATERPILLAR INC

CAT|149123101

Shares:23.1K

Value:$7.6M

% of Portfolio:3.3% ($7.6M/$230.4M)

CROWN CASTLE INC.

CCI|22822V101

Shares:63.4K

Value:$6.6M

% of Portfolio:2.9% ($6.6M/$230.4M)

LAM RESEARCH CORP

LRCX|512807306

Shares:87.9K

Value:$6.4M

% of Portfolio:2.8% ($6.4M/$230.4M)

74348A467

Shares:59.7K

Value:$6.1M

% of Portfolio:2.6% ($6.1M/$230.4M)

Apple Inc.

AAPL|037833100

Shares:27.3K

Value:$6.1M

% of Portfolio:2.6% ($6.1M/$230.4M)

EOG RESOURCES INC

EOG|26875P101

Shares:40.0K

Value:$5.1M

% of Portfolio:2.2% ($5.1M/$230.4M)

HOME DEPOT, INC.

HD|437076102

Shares:13.2K

Value:$4.8M

% of Portfolio:2.1% ($4.8M/$230.4M)

CHEVRON CORP

CVX|166764100

Shares:25.8K

Value:$4.3M

% of Portfolio:1.9% ($4.3M/$230.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:7.8K

Value:$4.1M

% of Portfolio:1.8% ($4.1M/$230.4M)

Medtronic plc

MDT|G5960L103

Shares:44.0K

Value:$4.0M

% of Portfolio:1.7% ($4.0M/$230.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	27.9K	QoQ -5.05% (-1.5K) YoY +15.79% (+3.8K)	All Managers (Combined)	$14.9M	6.4% ($14.9M/$230.4M)	QoQ +11.55% (-$1.5M) YoY +46.65% (+$4.7M)
Alphabet Inc.(GOOGLcusip02079K305)	75.9K	QoQ -2.38% (-1.9K) YoY -0.64% (-496)	All Managers (Combined)	$11.7M	5.1% ($11.7M/$230.4M)	QoQ -20.26% (-$3.0M) YoY +1.79% (-$206.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	46.9K	QoQ -2.34% (-1.1K) YoY -2.94% (-1.4K)	All Managers (Combined)	$11.5M	5.0% ($11.5M/$230.4M)	QoQ -0.06% (-$7.6K) YoY +18.86% (-$1.8M)
MICROSOFT CORP(MSFTcusip594918104)	28.7K	QoQ -3.94% (-1.2K) YoY -6.31% (-1.9K)	All Managers (Combined)	$10.8M	4.7% ($10.8M/$230.4M)	QoQ -14.45% (-$1.8M) YoY -16.40% (-$2.1M)
Palo Alto Networks Inc(PANWcusip697435105)	61.0K	QoQ -3.20% (-2.0K) YoY +112.32% (+32.2K)	All Managers (Combined)	$10.4M	4.5% ($10.4M/$230.4M)	QoQ -9.22% (-$1.1M) YoY +27.51% (+$2.2M)
ECOLAB INC.(ECLcusip278865100)	40.9K	QoQ +3.25% (+1.3K) YoY +0.85% (+347)	All Managers (Combined)	$10.4M	4.5% ($10.4M/$230.4M)	QoQ +11.72% (+$1.1M) YoY +10.73% (+$1.0M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	91.0K	QoQ +164.31% (+56.6K) YoY +328.22% (+69.7K)	All Managers (Combined)	$10.0M	4.3% ($10.0M/$230.4M)	QoQ +130.54% (+$5.7M) YoY +216.89% (+$6.9M)
EXXON MOBIL CORP(XOMcusip30231G102)	82.8K	QoQ -5.96% (-5.3K) YoY -13.80% (-13.3K)	All Managers (Combined)	$9.9M	4.3% ($9.9M/$230.4M)	QoQ +3.97% (-$376.3K) YoY -11.80% (-$1.3M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	19.0K	QoQ -5.30% (-1.1K) YoY +5.95% (+1.1K)	All Managers (Combined)	$8.5M	3.7% ($8.5M/$230.4M)	QoQ -12.94% (-$1.3M) YoY +4.05% (+$331.0K)
FEDEX CORP(FDXcusip31428X106)	34.8K	QoQ -5.15% (-1.9K) YoY -4.62% (-1.7K)	All Managers (Combined)	$8.5M	3.7% ($8.5M/$230.4M)	QoQ -17.81% (-$1.8M) YoY -19.75% (-$2.1M)
CATERPILLAR INC(CATcusip149123101)	23.1K	QoQ -4.34% (-1.0K) YoY -13.70% (-3.7K)	All Managers (Combined)	$7.6M	3.3% ($7.6M/$230.4M)	QoQ -13.03% (-$1.1M) YoY -22.33% (-$2.2M)
CROWN CASTLE INC.(CCIcusip22822V101)	63.4K	QoQ +0.34% (+215) YoY +1.50% (-940)	All Managers (Combined)	$6.6M	2.9% ($6.6M/$230.4M)	QoQ +15.23% (+$873.8K) YoY -0.03% (-$2.0K)
LAM RESEARCH CORP(LRCXcusip512807306)	87.9K	QoQ 0.00% (+0) YoY NEW(+87.9K)	All Managers (Combined)	$6.4M	2.8% ($6.4M/$230.4M)	QoQ +0.65% (+$41.3K) YoY NEW(+$6.4M)
(cusip74348A467)✕	59.7K	QoQ +7.64% (+4.2K) YoY +3.52% (+2.0K)	All Managers (Combined)	$6.1M	2.6% ($6.1M/$230.4M)	QoQ +10.49% (+$579.5K) YoY +4.30% (+$252.0K)
Apple Inc.(AAPLcusip037833100)	27.3K	QoQ -10.52% (-3.2K) YoY -18.79% (-6.3K)	All Managers (Combined)	$6.1M	2.6% ($6.1M/$230.4M)	QoQ -20.63% (-$1.6M) YoY +5.18% (-$298.9K)
EOG RESOURCES INC(EOGcusip26875P101)	40.0K	QoQ 0.00% (+0) YoY -0.27% (-112)	All Managers (Combined)	$5.1M	2.2% ($5.1M/$230.4M)	QoQ +4.61% (+$226.4K) YoY +0.03% (-$1.7K)
HOME DEPOT, INC.(HDcusip437076102)	13.2K	QoQ -6.53% (-919) YoY -22.62% (-3.8K)	All Managers (Combined)	$4.8M	2.1% ($4.8M/$230.4M)	QoQ -11.93% (-$653.4K) YoY -26.07% (-$1.7M)
CHEVRON CORP(CVXcusip166764100)	25.8K	QoQ -8.47% (-2.4K) YoY -24.06% (-8.2K)	All Managers (Combined)	$4.3M	1.9% ($4.3M/$230.4M)	QoQ +5.71% (-$233.4K) YoY -19.47% (-$1.0M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	7.8K	QoQ -3.14% (-253) YoY -0.54% (-43)	All Managers (Combined)	$4.1M	1.8% ($4.1M/$230.4M)	QoQ +0.29% (-$12.0K) YoY +5.29% (-$205.6K)
Medtronic plc(MDTcusipG5960L103)	44.0K	QoQ -0.63% (-283) YoY +1.59% (+692)	All Managers (Combined)	$4.0M	1.7% ($4.0M/$230.4M)	QoQ +11.77% (-$416.7K) YoY +4.75% (+$179.6K)