Financial Partners Group, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-06-30, active share 73.0%; sector active share 19.1% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
88 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 17.6% | $47,818,587 |
| Industrials | 15.1% | $40,913,938 |
| Financial Services | 13.6% | $37,015,182 |
| Unclassified | 12.6% | $34,186,325 |
| Energy | 10.5% | $28,452,441 |
| Healthcare | 7.2% | $19,535,228 |
| Communication Services | 5.8% | $15,676,058 |
| Basic Materials | 5.7% | $15,512,369 |
| Consumer Defensive | 5.2% | $14,184,681 |
| Consumer Cyclical | 3.8% | $10,315,191 |
| Real Estate | 2.5% | $6,763,640 |
| Utilities | 0.4% | $1,194,971 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XLG | Victory Portfolios II | +49,199 | 83,827 | $4,367,386 | |
| CVX | Chevron Corp | +44,711 | 70,529 | $10,099,047 | |
| — | +33,743 | 93,466 | $4,706,013 | ||
| UNH | Unitedhealth Group Inc | +23,235 | 31,037 | $9,682,612 | |
| FHN | First Horizon Corp | +20,548 | 118,484 | $2,511,860 | |
| TFC | Truist Financial Corp | +10,596 | 45,982 | $1,976,766 | |
| VZ | Verizon Communications Inc | +9,242 | 41,059 | $1,776,622 | |
| AMZN | Amazon Com Inc | +8,514 | 19,093 | $4,188,813 | |
| NVO | Novo Nordisk A S | +8,002 | 26,308 | $1,815,778 | |
| MRK | Merck & Co., Inc. | +6,472 | 36,216 | $2,866,858 | |
| AAPL | Apple Inc. | +6,034 | 33,344 | $6,841,188 | |
| FTNT | Fortinet, Inc. | +4,085 | 18,706 | $1,977,598 | |
| MDT | Medtronic plc | +3,152 | 47,166 | $4,111,460 | |
| GOOGL | Alphabet Inc. | +2,970 | 78,871 | $13,899,436 | |
| MOAT | VanEck Morningstar Wide Moat ETF | +2,551 | 39,615 | $3,715,490 | |
| CCI | Crown Castle Inc. | +2,419 | 65,839 | $6,763,640 | |
| OC | Owens Corning | +2,259 | 11,994 | $1,649,414 | |
| PANW | Palo Alto Networks Inc | +1,116 | 62,076 | $12,703,232 | |
| BMY | Bristol Myers Squibb Co | +1,065 | 7,704 | $356,618 | |
| VMC | Vulcan Materials CO | +809 | 7,066 | $1,842,954 | |
| FDX | Fedex Corp | +728 | 35,563 | $8,083,825 | |
| ORCL | Oracle Corp | +659 | 6,190 | $1,353,319 | |
| QQQ | Invesco Qqq Trust, Series 1 | +381 | 4,023 | $2,219,247 | |
| JBHT | Hunt J B Transport Services Inc | +210 | 9,435 | $1,354,866 | |
| NXPI | NXP Semiconductors N.V. | +208 | 1,785 | $390,004 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EFA | iShares MSCI EAFE ETF | −19,344 | 14,335 | $1,281,405 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | −10,180 | 4,808 | $407,766 | |
| INTC | Intel Corp | −9,681 | 17,705 | $396,592 | |
| XOM | ExxonMobil Holdings Corp | −3,119 | 79,724 | $8,594,247 | |
| WMT | Walmart Inc. | −2,849 | 2,848 | $278,477 | |
| SO | Southern Co | −2,677 | 3,037 | $278,887 | |
| RTX | RTX Corp | −2,654 | 3,552 | $518,663 | |
| DUK | Duke Energy CORP | −2,516 | 5,760 | $679,680 | |
| GD | General Dynamics Corp | −1,924 | 1,714 | $499,905 | |
| BAC | Bank Of America Corp | −1,677 | 41,371 | $1,957,675 | |
| MPC | Marathon Petroleum Corp | −1,541 | 2,396 | $397,999 | |
| LMT | Lockheed Martin Corp | −1,417 | 17,616 | $8,158,674 | |
| NUE | Nucor Corp | −1,149 | 9,631 | $1,247,599 | |
| MO | Altria Group, Inc. | −966 | 43,512 | $2,551,108 | |
| OXY | Occidental Petroleum Corp | −878 | 48,146 | $2,022,613 | |
| SCHW | Schwab Charles Corp | −815 | 24,142 | $2,202,716 | |
| BA | Boeing Co | −757 | 4,002 | $838,539 | |
| UPS | United Parcel Service Inc | −750 | 90,247 | $9,109,532 | |
| KO | Coca Cola Co | −699 | 7,678 | $543,218 | |
| HD | Home Depot, Inc. | −634 | 12,516 | $4,588,866 | |
| LOW | Lowes Companies Inc | −549 | 5,943 | $1,318,573 | |
| JPM | Jpmorgan Chase & Co | −512 | 46,413 | $13,455,592 | |
| LUV | Southwest Airlines Co | −508 | 46,644 | $1,513,131 | |
| BRK-B | Berkshire Hathaway Inc | −504 | 27,399 | $13,309,612 | |
| IBM | International Business Machines Corp | −478 | 4,511 | $1,329,752 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PEP | Pepsico Inc | 67,304 | $8,886,820 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 72,595 | $5,713,226 | |
| ITA | iShares U.S. Aerospace & Defense ETF | 8,346 | $1,574,389 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | 5,270 | $702,543 | |
| VOO | VANGUARD 500 INDEX FUND | 1,175 | $667,435 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 5,927 | $587,958 | |
| TGT | Target Corp | 5,405 | $533,203 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 14,175 | $508,032 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 7,119 | $352,105 | |
| SUB | iShares Short-Term National Muni Bond ETF | 3,290 | $349,858 | |
| VEA | Vanguard FTSE Developed Markets ETF | 6,004 | $342,288 | |
| ULTA | Ulta Beauty, Inc. | 468 | $218,939 | |
| XPO | XPO, Inc. | 1,628 | $205,600 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 672 | $204,240 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | 31,901 | $2,515,393 | |
| PG | PROCTER & GAMBLE Co | 4,630 | $789,044 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | 3,576 | $468,706 | |
| PNC | Pnc Financial Services Group, Inc. | 1,562 | $274,552 | |
| ABBV | AbbVie Inc. | 1,310 | $274,471 | |
| PM | Philip Morris International Inc. | 1,497 | $237,618 | |
| COP | Conocophillips | 2,063 | $216,656 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 28,765 | $14,307,998 | 5.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 78,871 | $13,899,436 | 5.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 46,413 | $13,455,592 | 4.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 27,399 | $13,309,612 | 4.90% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 62,076 | $12,703,232 | 4.68% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 40,815 | $10,997,193 | 4.05% | |
| CVX |
Chevron Corp
Energy
|
Added | 70,529 | $10,099,047 | 3.72% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 31,037 | $9,682,612 | 3.57% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 90,247 | $9,109,532 | 3.35% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 22,978 | $8,920,289 | 3.28% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
NEW | 67,304 | $8,886,820 | 3.27% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 79,724 | $8,594,247 | 3.16% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 87,517 | $8,518,904 | 3.14% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 17,616 | $8,158,674 | 3.00% | |
| FDX |
Fedex Corp
Industrials
|
Added | 35,563 | $8,083,825 | 2.98% | |
| AAPL |
Apple Inc.
Technology
|
Added | 33,344 | $6,841,188 | 2.52% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Added | 65,839 | $6,763,640 | 2.49% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
NEW | 72,595 | $5,713,226 | 2.10% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 40,005 | $4,784,998 | 1.76% | |
|
|
Added | 93,466 | $4,706,013 | 1.73% | ||
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 12,516 | $4,588,866 | 1.69% | |
| XLG |
Victory Portfolios II
|
Added | 83,827 | $4,367,386 | 1.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 19,093 | $4,188,813 | 1.54% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 47,166 | $4,111,460 | 1.51% | |
| MOAT |
VanEck Morningstar Wide Moat ETF
|
Added | 39,615 | $3,715,490 | 1.37% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 36,216 | $2,866,858 | 1.06% | |
| BP |
Bp PLC
Energy
|
Reduced | 85,317 | $2,553,537 | 0.94% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 43,512 | $2,551,108 | 0.94% | |
| FHN |
First Horizon Corp
Financial Services
|
Added | 118,484 | $2,511,860 | 0.92% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 4,023 | $2,219,247 | 0.82% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 24,142 | $2,202,716 | 0.81% | |
| OXY |
Occidental Petroleum Corp
Energy
|
Reduced | 48,146 | $2,022,613 | 0.74% | |
| FTNT |
Fortinet, Inc.
Technology
|
Added | 18,706 | $1,977,598 | 0.73% | |
| TFC |
Truist Financial Corp
Financial Services
|
Added | 45,982 | $1,976,766 | 0.73% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 41,371 | $1,957,675 | 0.72% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
Added | 7,066 | $1,842,954 | 0.68% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Added | 26,308 | $1,815,778 | 0.67% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 41,059 | $1,776,622 | 0.65% | |
| OC |
Owens Corning
Industrials
|
Added | 11,994 | $1,649,414 | 0.61% | |
| ITA |
iShares U.S. Aerospace & Defense ETF
|
NEW | 8,346 | $1,574,389 | 0.58% | |
| LUV |
Southwest Airlines Co
Industrials
|
Reduced | 46,644 | $1,513,131 | 0.56% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Added | 11,129 | $1,424,623 | 0.52% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 1,406 | $1,391,855 | 0.51% | |
| RF |
Regions Financial Corp
Financial Services
|
Reduced | 58,920 | $1,385,798 | 0.51% | |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
Added | 9,435 | $1,354,866 | 0.50% | |
| ORCL |
Oracle Corp
Technology
|
Added | 6,190 | $1,353,319 | 0.50% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 4,511 | $1,329,752 | 0.49% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 5,943 | $1,318,573 | 0.49% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 14,335 | $1,281,405 | 0.47% | |
| NUE |
Nucor Corp
Basic Materials
|
Reduced | 9,631 | $1,247,599 | 0.46% |
Showing the top 50 of 88 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.