- New Purchases: FHLC, GOOGL, FBT, FXH, MCHI, COST, HD, IYH, MGC, MCD, CFB,
- Added Positions: MSFT, AAPL, AMZN, IGIB, MOAT, NOBL, GOOG, O, IEFA, USMV, VZ, ITA, OEF, IBB, ITOT, JPM, IWM, CBSH, PG, CERN, REZ, EVRG, BRK.B, BX, IYE, T, DNR, GMRE,
- Reduced Positions: IVV, IJR, IJH, IUSG, IWR, IVE, DGRO, IEMG, QQQ, FTEC, QTEC, IJJ, SDY, VTWO, SPY, ONEQ, VIG, XLV, XLK, IVW,
- Sold Out: MBB, MUB, VB, TLT, FDN, ABMD, STIP, OKE, CVX, VO, DIS, UNP, CXO, FEX, SRC, CHK,
For the details of Financial Partners Group, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/financial+partners+group%2C+inc/current-portfolio/portfolio
These are the top 5 holdings of Financial Partners Group, Inc- iShares Core MSCI EAFE (IEFA) - 398,548 shares, 11.94% of the total portfolio. Shares added by 3.36%
- iShares Core S&P 500 (IVV) - 69,942 shares, 10.87% of the total portfolio. Shares reduced by 43.71%
- iShares Core S&P Total U.S. Stock Market (ITOT) - 306,668 shares, 10.52% of the total portfolio. Shares added by 1.12%
- iShares Edge MSCI Min Vol USA (USMV) - 187,868 shares, 6.15% of the total portfolio. Shares added by 5.56%
- iShares Core MSCI Emerging Markets (IEMG) - 244,549 shares, 5.98% of the total portfolio. Shares reduced by 15.51%
Financial Partners Group, Inc initiated holding in Fidelity MSCI Health Care Index. The purchase prices were between $36.18 and $50.78, with an estimated average price of $47.11. The stock is now traded at around $48.84. The impact to a portfolio due to this purchase was 2.49%. The holding were 95,797 shares as of .
New Purchase: Alphabet Inc (GOOGL)Financial Partners Group, Inc initiated holding in Alphabet Inc. The purchase prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46. The stock is now traded at around $1356.86. The impact to a portfolio due to this purchase was 2.27%. The holding were 3,264 shares as of .
New Purchase: First Trust Amex Biotech Index Fund (FBT)Financial Partners Group, Inc initiated holding in First Trust Amex Biotech Index Fund. The purchase prices were between $114.56 and $156.02, with an estimated average price of $142.48. The stock is now traded at around $156.88. The impact to a portfolio due to this purchase was 0.72%. The holding were 9,052 shares as of .
New Purchase: First Trust Health Care AlphaDEX (FXH)Financial Partners Group, Inc initiated holding in First Trust Health Care AlphaDEX. The purchase prices were between $62.13 and $89.54, with an estimated average price of $81.24. The stock is now traded at around $86.73. The impact to a portfolio due to this purchase was 0.65%. The holding were 14,551 shares as of .
New Purchase: iShares MSCI China ETF (MCHI)Financial Partners Group, Inc initiated holding in iShares MSCI China ETF. The purchase prices were between $52.36 and $67.78, with an estimated average price of $62.2. The stock is now traded at around $60.83. The impact to a portfolio due to this purchase was 0.19%. The holding were 5,331 shares as of .
New Purchase: Costco Wholesale Corp (COST)Financial Partners Group, Inc initiated holding in Costco Wholesale Corp. The purchase prices were between $279.85 and $324.08, with an estimated average price of $303.54. The stock is now traded at around $299.74. The impact to a portfolio due to this purchase was 0.18%. The holding were 999 shares as of .
Added: Microsoft Corp (MSFT)Financial Partners Group, Inc added to a holding in Microsoft Corp by 913.77%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $180.53. The impact to a portfolio due to this purchase was 3.69%. The holding were 42,710 shares as of .
Added: Apple Inc (AAPL)Financial Partners Group, Inc added to a holding in Apple Inc by 253.47%. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $309.54. The impact to a portfolio due to this purchase was 3.5%. The holding were 32,152 shares as of .
Added: Amazon.com Inc (AMZN)Financial Partners Group, Inc added to a holding in Amazon.com Inc by 891.03%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2388.85. The impact to a portfolio due to this purchase was 3.22%. The holding were 2,983 shares as of .
Added: iShares Intermediate Credit Bond ETF (IGIB)Financial Partners Group, Inc added to a holding in iShares Intermediate Credit Bond ETF by 119.76%. The purchase prices were between $50.15 and $59.86, with an estimated average price of $57.27. The stock is now traded at around $57.78. The impact to a portfolio due to this purchase was 2.58%. The holding were 138,014 shares as of .
Added: VanEck Vectors Morningstar Wide Moat (MOAT)Financial Partners Group, Inc added to a holding in VanEck Vectors Morningstar Wide Moat by 456.80%. The purchase prices were between $37.74 and $56.59, with an estimated average price of $51.81. The stock is now traded at around $47.88. The impact to a portfolio due to this purchase was 1.45%. The holding were 67,223 shares as of .
Added: ProShares S&P 500 Dividend Aristocrats (NOBL)Financial Partners Group, Inc added to a holding in ProShares S&P 500 Dividend Aristocrats by 37.49%. The purchase prices were between $49.36 and $76.45, with an estimated average price of $70.34. The stock is now traded at around $61.11. The impact to a portfolio due to this purchase was 1.38%. The holding were 145,061 shares as of .
Sold Out: iShares MBS ETF (MBB)Financial Partners Group, Inc sold out a holding in iShares MBS ETF. The sale prices were between $105.3 and $110.44, with an estimated average price of $108.82.
Sold Out: iShares National Muni Bond (MUB)Financial Partners Group, Inc sold out a holding in iShares National Muni Bond. The sale prices were between $101.52 and $117.61, with an estimated average price of $114.37.
Sold Out: Vanguard Small-Cap (VB)Financial Partners Group, Inc sold out a holding in Vanguard Small-Cap. The sale prices were between $98.45 and $170.48, with an estimated average price of $151.89.
Sold Out: iShares 20+ Year Treasury Bond ETF (TLT)Financial Partners Group, Inc sold out a holding in iShares 20+ Year Treasury Bond ETF. The sale prices were between $135.48 and $171.29, with an estimated average price of $148.44.
Sold Out: First Trust DJ Internet Index Fund (FDN)Financial Partners Group, Inc sold out a holding in First Trust DJ Internet Index Fund. The sale prices were between $107.38 and $154.58, with an estimated average price of $138.67.
Sold Out: Abiomed Inc (ABMD)Financial Partners Group, Inc sold out a holding in Abiomed Inc. The sale prices were between $130.51 and $196.01, with an estimated average price of $166.33.
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