Financial Partners Group, LLC 13F Holdings

CIK 0001965246 · GALLATIN, TN

As of Jun 30, 2025, Financial Partners Group, LLC reported 88 positions worth $276.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology28,765 4.3M5.18%
ALPHABET INCGOOGLEquity78,871 3.9M5.03%
JPMORGAN CHASE & COJPMFinancial Services46,413 3.5M4.87%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services27,399 3.3M4.82%
PALO ALTO NETWORKS INCPANWTechnology62,076 2.7M4.60%
ECOLAB INCECLBasic Materials40,815 1.0M3.98%
CHEVRON CORPCHVEnergy70,529 0.1M3.66%
UNITEDHEALTH GROUP INCUNHHealthcare31,037$9.7M3.50%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBL—93,466$9.4M3.41%
UNITED PARCEL SERVICE INCUPSIndustrials90,247$9.1M3.30%
CATERPILLAR INCCATIndustrials22,978$8.9M3.23%
PEPSICO INCPEPConsumer Defensive67,304$8.9M3.22%
EXXON MOBIL CORPXOMEnergy79,724$8.6M3.11%
LAM RESEARCH CORPLRCXTechnology87,517$8.5M3.08%
LOCKHEED MARTIN CORPLMTIndustrials17,616$8.2M2.95%
FEDEX CORPFDXIndustrials35,563$8.1M2.93%
APPLE INCAAPLTechnology33,344$6.8M2.48%
CROWN CASTLE INCCCIReal Estate65,839$6.8M2.45%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—72,595$5.7M2.07%
EOG RESOURCES INCEOGEnergy40,005$4.8M1.73%
HOME DEPOT INCHDConsumer Cyclical12,516$4.6M1.66%
INVESCO S&P 500 TOP 50 ETFXLG—83,827$4.4M1.58%
AMAZON.COM INCAMZNEquity19,093$4.2M1.52%
MEDTRONIC PLCMDTHealthcare47,166$4.1M1.49%
VANECK MORNINGSTAR WIDE MOAT ETFMOAT—39,615$3.7M1.34%