FP
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Financial Partners Group, Inc13F | |
| Financial Partners Group, Inc | |
| Last update 2025-07-15 | 201 Stocks (25 new) |
| Value $723.00 Mil | Turnover 9 % |
Financial Partners Group, Inc Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 115,319 | 71,601.5 | +2.56% | 9.900 | +0.25% | 0.010 | +19.71% | +7.98% | 636,576.3 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 393,384 | 35,837.3 | +2.80% | 4.960 | +0.14% | 0.220 | +18.31% | -0.67% | 17,010.0 | ||
OEF | iShares S&P 100 ETF | 115,521 | 35,158.7 | -0.83% | 4.860 | -0.04% | 0.170 | +21.99% | +7.76% | 21,091.6 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 525,641 | 32,978.7 | +1.62% | 4.560 | +0.07% | 0.220 | +16.20% | +8.61% | 15,520.9 | ||
SPY | SPDR S&P 500 ETF Trust | 52,857 | 32,657.5 | +24.10% | 4.520 | +0.88% | 0.010 | +19.62% | +7.94% | 648,846.5 | ||
QQQM | Invesco NASDAQ 100 ETF | 118,800 | 26,979.4 | +6.47% | 3.730 | +0.23% | 0.050 | +26.44% | +10.13% | 55,086.9 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 179,208 | 24,200.2 | 0% | 3.350 | 0% | 0.030 | +20.09% | +7.64% | 72,412.3 | ||
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 447,138 | 23,828.0 | +1.66% | 3.300 | +0.05% | 0.150 | +4.18% | +5.57% | 15,582.1 | ||
FTEC |
Fidelity MSCI Information Technology Index ETF
Fidelity MSCI Information Technology Index ETF
| 108,759 | 21,449.4 | +4.49% | 2.970 | +0.13% | 0.160 | +35.07% | +9.62% | 13,850.8 | ||
MSFT | Microsoft Corp | 42,898 | 21,337.8 | +0.86% | 2.950 | +0.03% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software |
Financial Partners Group, Inc's Historical Top Holdings Breakdowns
Financial Partners Group, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | Reduce Reduce | -2.58% | 51.14 ($55.42) 57.14 | $57.15 | 3.12% | Reduce -89.84% | 33,056 | -292,294 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | New Buy New Buy | +2.26% | 96.82 ($98) 99.46 | $98.57 | 0.58% | New holding | 164,957 | 164,957 | |
AVMU |
Avantis Core Municipal Fixed Income ETF
Avantis Core Municipal Fixed Income ETF
| 2025-06-30 | Sold Out Sold Out | -1.23% | 43.44 ($44.55) 45.67 | $44.02 | -1.18% | Sold Out | 0 | -174,638 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.88% | 496.48 ($571.44) 617.85 | $628.86 | 10.05% | Add 24.1% | 52,857 | 10,265 | |
SJNK |
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
| 2025-06-30 | Reduce Reduce | -0.69% | 24.12 ($25.01) 25.48 | $25.46 | 1.80% | Reduce -39.48% | 272,774 | -177,957 | |
XMMO | Invesco S&P MidCap Momentum ETF | 2025-06-30 | Add Add | +0.66% | 101.93 ($119.39) 128.63 | $130.08 | 8.95% | Add 53.39% | 106,346 | 37,017 | |
FMHI |
First Trust Municipal High Income ETF
First Trust Municipal High Income ETF
| 2025-06-30 | Reduce Reduce | -0.51% | 45.9 ($46.73) 48.26 | $46.05 | -1.44% | Reduce -27.51% | 182,025 | -69,087 | |
IMTM |
iShares MSCI Intl Momentum Factor ET
iShares MSCI Intl Momentum Factor ET
| 2025-06-30 | Add Add | +0.41% | 36.01 ($42.7) 45.69 | $45.26 | 6.00% | Add 228.21% | 93,644 | 65,112 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-06-30 | New Buy New Buy | +0.38% | 50.08 ($58.16) 63.14 | $63.70 | 9.53% | New holding | 43,867 | 43,867 | |
HYMB |
SPDR Nuveen ICE High Yield Municipal Bond ETF
SPDR Nuveen ICE High Yield Municipal Bond ETF
| 2025-06-30 | New Buy New Buy | +0.38% | 24.14 ($24.64) 25.43 | $24.28 | -1.46% | New holding | 110,051 | 110,051 |
Financial Partners Group, Inc Total Holding History ($B)
Financial Partners Group, Inc's Asset Allocation
Financial Partners Group, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Financial Partners Group, Inc's Hypothetical Growth since 2025-06-30
Financial Partners Group, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Financial Partners Group, Inc's Holdings Heat Map
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Financial Partners Group, Inc's Holdings Bubble Chart
Financial Partners Group, Inc News
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