The Analysis of Financial Partners Group, Inc's Holdings
Currently, Financial Partners Group, Inc holds 227 types of securities in its portfolio with a total value $864.9M. In the most recent quarter, they have increased their positions in JCPB (+292.1K shares, valued at $13.9M), N/A (+39.4K shares, valued at $3.9M), JPIE (+76.3K shares, valued at $3.5M); decreased their positions in JEPQ (-206.8K shares, valued at $12.3M), IWP (-19.3K shares, valued at $2.6M), NOBL (-14.4K shares, valued at $1.6M); initiated new positions in JPIE (+76.3K shares, valued at $3.5M), NHYM (+31.2K shares, valued at $778.6K), SLV (+7.9K shares, valued at $595.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR121.0K shares1.87%2025-12-312026-02-03
AVUV AMERICAN CENTY ETF TR390.4K shares-0.92%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR60.7K shares1.74%2025-12-312026-02-03 OEF ISHARES TR113.6K shares-0.99%2025-12-312026-02-03 RDVY FIRST TR EXCHANGE TRADED FD538.6K shares2.80%2025-12-312026-02-03 QQQM INVESCO EXCH TRADED FD TR II133.2K shares2.83%2025-12-312026-02-03 ITOT ISHARES TR179.1K shares-0.58%2025-12-312026-02-03 IGIB ISHARES TR476.9K shares3.06%2025-12-312026-02-03 AAPL APPLE INC99.1K shares-0.92%2025-12-312026-02-03 FTEC FIDELITY COVINGTON TRUST105.5K shares-2.75%2025-12-312026-02-03 QUAL ISHARES TR104.0K shares7.85%2025-12-312026-02-03 MSFT MICROSOFT CORP44.1K shares0.63%2025-12-312026-02-03 ALPHABET INC ALPHABET INC54.7K shares-0.49%2025-12-312026-02-03 AGG ISHARES TR168.8K shares-0.98%2025-12-312026-02-03 IUSV ISHARES TR160.4K shares0.00%2025-12-312026-02-03 SOXX ISHARES TR48.5K shares-2.00%2025-12-312026-02-03 AMZN AMAZON COM INC68.3K shares0.26%2025-12-312026-02-03 IWP ISHARES TR116.3K shares-14.24%2025-12-312026-02-03 JCPB J P MORGAN EXCHANGE TRADED F308.6K shares1765.17%2025-12-312026-02-03 XMMO INVESCO EXCHANGE TRADED FD T100.9K shares-9.06%2025-12-312026-02-03 COWZ PACER FDS TR218.5K shares-4.26%2025-12-312026-02-03 FMHI FIRST TR EXCH TRADED FD III227.1K shares14.57%2025-12-312026-02-03 VFMO VANGUARD WELLINGTON FD49.5K shares22.68%2025-12-312026-02-03 PAVE GLOBAL X FDS186.1K shares2.25%2025-12-312026-02-03 NVDA NVIDIA CORPORATION49.0K shares6.79%2025-12-312026-02-03 IMTM ISHARES TR180.7K shares44.11%2025-12-312026-02-03 ALPHABET INC ALPHABET INC26.6K shares-0.68%2025-12-312026-02-03 SPMO INVESCO EXCH TRADED FD TR II74.8K shares6.67%2025-12-312026-02-03 EMXC ISHARES INC111.5K shares51.52%2025-12-312026-02-03 SJNK SPDR SERIES TRUST276.5K shares1.03%2025-12-312026-02-03 SCHD SCHWAB STRATEGIC TR231.4K shares-10.82%2025-12-312026-02-03 IWY ISHARES TR23.4K shares-0.24%2025-12-312026-02-03 PPA INVESCO EXCHANGE TRADED FD T34.1K shares1.70%2025-12-312026-02-03 FHLC FIDELITY COVINGTON TRUST73.2K shares19.71%2025-12-312026-02-03 ITA ISHARES TR21.3K shares0.76%2025-12-312026-02-03 XMHQ INVESCO EXCHANGE TRADED FD T45.0K shares28.27%2025-12-312026-02-03 FEOE RBB FUND TRUST92.7K shares98.40%2025-12-312026-02-03 MOAT VANECK ETF TRUST41.1K shares-16.40%2025-12-312026-02-03 NOBL PROSHARES TR37.9K shares-27.49%2025-12-312026-02-03 FELC FIDELITY COVINGTON TRUST105.0K shares-13.88%2025-12-312026-02-03 JPIE J P MORGAN EXCHANGE TRADED F76.3K sharesnew addition2025-12-312026-02-03 META META PLATFORMS INC4.6K shares-6.43%2025-12-312026-02-03 FENY FIDELITY COVINGTON TRUST114.8K shares-18.88%2025-12-312026-02-03 JAAA JANUS DETROIT STR TR62.1K shares-3.63%2025-12-312026-02-03 JEPQ J P MORGAN EXCHANGE TRADED F52.4K shares-79.78%2025-12-312026-02-03 HYMB SPDR SERIES TRUST114.1K shares2.26%2025-12-312026-02-03 ANGL VANECK ETF TRUST96.7K shares7.35%2025-12-312026-02-03 BKDV BNY MELLON ETF TRUST II92.3K shares27.31%2025-12-312026-02-03 WMT WALMART INC22.0K shares0.90%2025-12-312026-02-03 HYG ISHARES TR32.0K shares12.60%2025-12-312026-02-03 TPYP TORTOISE CAPITAL SERIES TRUS65.2K shares-0.42%2025-12-312026-02-03 AVLV AMERICAN CENTY ETF TR26.8K shares53.65%2025-12-312026-02-03 SHLD GLOBAL X FDS27.9K shares14.68%2025-12-312026-02-03 JPIB J P MORGAN EXCHANGE TRADED F42.2K shares150.38%2025-12-312026-02-03 QTEC FIRST TR EXCHANGE-TRADED FD8.6K shares-0.59%2025-12-312026-02-03 IJH ISHARES TR29.2K shares-1.25%2025-12-312026-02-03 MLPX GLOBAL X FDS29.1K shares-10.57%2025-12-312026-02-03 FBTC FIDELITY WISE ORIGIN BITCOIN25.8K shares6.53%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.6.1K shares2.62%2025-12-312026-02-03 IFRA ISHARES TR32.9K shares-1.19%2025-12-312026-02-03 IWR ISHARES TR18.2K shares4.40%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW1.9K shares-16.21%2025-12-312026-02-03 MUB ISHARES TR16.5K shares34.11%2025-12-312026-02-03 TSLA TESLA INC4.0K shares3.36%2025-12-312026-02-03 IJR ISHARES TR12.6K shares1.21%2025-12-312026-02-03 GLD SPDR GOLD TR3.6K shares-0.78%2025-12-312026-02-03 NUKZ EXCHANGE TRADED CONCEPTS TRU21.9K shares43.24%2025-12-312026-02-03 HYS PIMCO ETF TR15.8K shares15.30%2025-12-312026-02-03 IWF ISHARES TR3.1K shares-0.10%2025-12-312026-02-03 ONEQ FIDELITY COMWLTH TR15.2K shares0.12%2025-12-312026-02-03 PWR QUANTA SVCS INC2.8K shares0.94%2025-12-312026-02-03 JEPI J P MORGAN EXCHANGE TRADED F21.5K shares-19.13%2025-12-312026-02-03 DEM WISDOMTREE TR25.3K shares28.26%2025-12-312026-02-03 IJJ ISHARES TR9.0K shares-1.17%2025-12-312026-02-03 LLY ELI LILLY & CO1.2K shares5.84%2025-12-312026-02-03 VIGI VANGUARD WHITEHALL FDS12.9K shares0.23%2025-12-312026-02-03 VIG VANGUARD SPECIALIZED FUNDS5.1K shares-2.51%2025-12-312026-02-03 XLK SELECT SECTOR SPDR TR7.7K shares100.24%2025-12-312026-02-03 CAT CATERPILLAR INC1.6K shares4.70%2025-12-312026-02-03 ESGU ISHARES TR6.7K shares-1.39%2025-12-312026-02-03 SOFI SOFI TECHNOLOGIES INC43.5K shares12.69%2025-12-312026-02-03 FTSL FIRST TR EXCHANGE-TRADED FD21.8K shares24.58%2025-12-312026-02-03 EVRG EVERGY INC12.8K shares-27.65%2025-12-312026-02-03 IVW ISHARES TR7.8K shares-1.37%2025-12-312026-02-03 AGGH SIMPLIFY EXCHANGE TRADED FUN46.6K shares21.17%2025-12-312026-02-03 NEE NEXTERA ENERGY INC10.9K shares0.09%2025-12-312026-02-03 UNP UNION PAC CORP4.0K shares0.02%2025-12-312026-02-03 XOM EXXON MOBIL CORP6.5K shares15.26%2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC959 shares-2.34%2025-12-312026-02-03 IJS ISHARES TR7.4K shares-1.18%2025-12-312026-02-03 MGC VANGUARD WORLD FD3.5K shares-0.26%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MFG LTD2.6K shares12.68%2025-12-312026-02-03 FELG FIDELITY COVINGTON TRUST20.8K shares-37.19%2025-12-312026-02-03 NFLX NETFLIX INC9.9K shares919.50%2025-12-312026-02-03 XLV SELECT SECTOR SPDR TR5.3K shares3.01%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON3.6K shares0.73%2025-12-312026-02-03 IUSG ISHARES TR4.7K shares12.61%2025-12-312026-02-03 FLOT ISHARES TR15.3K shares-2.92%2025-12-312026-02-03 NHYM NUSHARES ETF TR31.2K sharesnew addition2025-12-312026-02-03 CSCO CISCO SYS INC9.6K shares-0.59%2025-12-312026-02-03 TLH ISHARES TR7.3K shares175.96%2025-12-312026-02-03 MBB ISHARES TR7.8K shares23.40%2025-12-312026-02-03 DWAS INVESCO EXCH TRADED FD TR II7.5K shares0.00%2025-12-312026-02-03 CVX CHEVRON CORP NEW4.2K shares-31.88%2025-12-312026-02-03 VFVA VANGUARD WELLINGTON FD5.2K shares-0.02%2025-12-312026-02-03 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-03 GOVT ISHARES TR31.3K shares0.43%2025-12-312026-02-03 PCMM BONDBLOXX ETF TRUST14.2K shares-9.05%2025-12-312026-02-03 SMH VANECK ETF TRUST1.8K shares-0.28%2025-12-312026-02-03 IVE ISHARES TR3.2K shares-3.85%2025-12-312026-02-03 ORCL ORACLE CORP4.2K shares0.48%2025-12-312026-02-03 MU MICRON TECHNOLOGY INC1.6K shares15.46%2025-12-312026-02-03 IWM ISHARES TR2.5K shares0.08%2025-12-312026-02-03 RTX RTX CORPORATION3.2K shares-10.87%2025-12-312026-02-03 DGRO ISHARES TR8.7K shares8.12%2025-12-312026-02-03 IYG ISHARES TR6.9K shares-5.20%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO4.0K shares32.96%2025-12-312026-02-03 VGSH VANGUARD SCOTTSDALE FDS10.4K shares0.00%2025-12-312026-02-03 VTI VANGUARD INDEX FDS1.8K shares-1.40%2025-12-312026-02-03 SLV ISHARES SILVER TR7.9K sharesnew addition2025-12-312026-02-03 GRID FIRST TR EXCHANGE TRADED FD3.6K sharesnew addition2025-12-312026-02-03 VMC VULCAN MATLS CO1.9K sharesnew addition2025-12-312026-02-03 BINC BLACKROCK ETF TRUST II11.0K shares0.76%2025-12-312026-02-03 FDG AMERICAN CENTY ETF TR4.5K shares1.45%2025-12-312026-02-03 IYE ISHARES TR10.4K shares1.88%2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC3.8K shares1.82%2025-12-312026-02-03 IWO ISHARES TR1.6K shares0.19%2025-12-312026-02-03 XLI SELECT SECTOR SPDR TR3.2K shares-4.40%2025-12-312026-02-03 JGRO J P MORGAN EXCHANGE TRADED F5.8K shares45.98%2025-12-312026-02-03 SDVY FIRST TR EXCHANGE-TRADED FD13.0K shares34.60%2025-12-312026-02-03 VO VANGUARD INDEX FDS1.8K shares0.40%2025-12-312026-02-03 FPEI FIRST TR EXCH TRADED FD III26.8K shares-5.31%2025-12-312026-02-03 MCD MCDONALDS CORP1.6K shares2.57%2025-12-312026-02-03 VRT VERTIV HOLDINGS CO2.7K shares-3.83%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC2.1K shares13.15%2025-12-312026-02-03 SYLD CAMBRIA ETF TR6.8K shares-58.20%2025-12-312026-02-03 HODL VANECK BITCOIN ETF20.5K shares-8.75%2025-12-312026-02-03 ABBV ABBVIE INC2.1K shares3.62%2025-12-312026-02-03 IEMG ISHARES INC6.4K shares95.95%2025-12-312026-02-03 XLP SELECT SECTOR SPDR TR5.5K shares9.65%2025-12-312026-02-03 IYY ISHARES TR2.7K shares0.00%2025-12-312026-02-03 ET ENERGY TRANSFER L P24.6K shares1.83%2025-12-312026-02-03 EFA ISHARES TR4.5K shares-1.75%2025-12-312026-02-03 IDMO INVESCO EXCH TRADED FD TR II7.2K shares9.99%2025-12-312026-02-03 O REALTY INCOME CORP6.8K shares1.26%2025-12-312026-02-03 IETC ISHARES U S ETF TR4.2K shares-1.16%2025-12-312026-02-03 RWL INVESCO EXCH TRADED FD TR II3.4K shares-2.53%2025-12-312026-02-03 RAAX VANECK ETF TRUST10.0K sharesnew addition2025-12-312026-02-03 IUSB ISHARES TR8.2K shares12.06%2025-12-312026-02-03 IJK ISHARES TR3.8K shares0.03%2025-12-312026-02-03 KNG FIRST TR EXCHANGE-TRADED FD7.5K shares-13.34%2025-12-312026-02-03 BROADCOM INC BROADCOM INC1.1K shares-5.23%2025-12-312026-02-03 XT ISHARES TR5.2K shares-31.35%2025-12-312026-02-03 FXH FIRST TR EXCHANGE TRADED FD3.2K shares-1.19%2025-12-312026-02-03 URI UNITED RENTALS INC474 shares-1.86%2025-12-312026-02-03 CALF PACER FDS TR8.0K shares-47.85%2025-12-312026-02-03 HD HOME DEPOT INC963 shares-1.53%2025-12-312026-02-03 PPH VANECK ETF TRUST3.3K sharesnew addition2025-12-312026-02-03 IHI ISHARES TR5.9K shares-3.49%2025-12-312026-02-03 LMT LOCKHEED MARTIN CORP559 shares0.72%2025-12-312026-02-03 SDY SPDR SERIES TRUST2.4K shares-3.64%2025-12-312026-02-03 PECO PHILLIPS EDISON & CO INC9.6K shares0.00%2025-12-312026-02-03 FEX FIRST TR EXCHANGE-TRADED ALP2.8K shares0.14%2025-12-312026-02-03 BIBL NORTHERN LTS FD TR IV7.1K shares1.43%2025-12-312026-02-03 IXN ISHARES TR3.1K shares-2.90%2025-12-312026-02-03 IHE ISHARES TR3.8K sharesnew addition2025-12-312026-02-03 ASML ASML HOLDING N V221 shares-3.91%2025-12-312026-02-03 ONEY SPDR SERIES TRUST2.6K shares0.00%2025-12-312026-02-03 AVUS AMERICAN CENTY ETF TR2.7K shares-23.31%2025-12-312026-02-03 VTWO VANGUARD SCOTTSDALE FDS3.0K shares0.10%2025-12-312026-02-03 KO COCA COLA CO4.1K shares-0.84%2025-12-312026-02-03 GAMR AMPLIFY ETF TR3.4K shares0.00%2025-12-312026-02-03 CIBR FIRST TR EXCHANGE TRADED FD4.3K shares47.42%2025-12-312026-02-03 AMAT APPLIED MATLS INC888 sharesnew addition2025-12-312026-02-03 HACK AMPLIFY ETF TR3.7K shares-5.18%2025-12-312026-02-03 MDY SPDR S&P MIDCAP 400 ETF TR448 shares0.00%2025-12-312026-02-03 BA BOEING CO1.2K shares0.00%2025-12-312026-02-03 AVIV AMERICAN CENTY ETF TR3.7K shares-0.67%2025-12-312026-02-03 QCLN FIRST TR EXCHANGE-TRADED FD5.7K shares0.00%2025-12-312026-02-03 REMX VANECK ETF TRUST3.2K sharesnew addition2025-12-312026-02-03 KKR & CO INC KKR & CO INC2.4K shares54.11%2025-12-312026-02-03 JMUB J P MORGAN EXCHANGE TRADED F5.4K shares12.48%2025-12-312026-02-03 QCOM QUALCOMM INC1.8K shares-2.51%2025-12-312026-02-03 BUSE FIRST BUSEY CORP11.2K shares2.18%2025-12-312026-02-03 MA MASTERCARD INCORPORATED509 shares1.19%2025-12-312026-02-03 SO SOUTHERN CO3.0K shares-2.06%2025-12-312026-02-03 XLF SELECT SECTOR SPDR TR5.0K shares0.12%2025-12-312026-02-03 MAGS LISTED FDS TR4.0K sharesnew addition2025-12-312026-02-03 XBI SPDR SERIES TRUST2.1K sharesnew addition2025-12-312026-02-03 VHT VANGUARD WORLD FD868 shares0.12%2025-12-312026-02-03 TMO THERMO FISHER SCIENTIFIC INC425 shares-5.13%2025-12-312026-02-03 XLE SELECT SECTOR SPDR TR4.8K sharesnew addition2025-12-312026-02-03 EFG ISHARES TR2.1K shares-1.20%2025-12-312026-02-03 V VISA INC755 shares5.01%2025-12-312026-02-03 COP CONOCOPHILLIPS2.3K shares0.57%2025-12-312026-02-03 XLU SELECT SECTOR SPDR TR5.5K shares118.62%2025-12-312026-02-03 VLUE ISHARES TR1.6K sharesnew addition2025-12-312026-02-03 RSPN INVESCO EXCHANGE TRADED FD T3.9K shares0.00%2025-12-312026-02-03 ARTY ISHARES TR4.4K sharesnew addition2025-12-312026-02-03 SPXC SPX TECHNOLOGIES INC1.1K shares0.00%2025-12-312026-02-03 ISRG INTUITIVE SURGICAL INC436 sharesnew addition2025-12-312026-02-03 AMGN AMGEN INC609 sharesnew addition2025-12-312026-02-03 IBIT ISHARES BITCOIN TRUST ETF4.4K sharesnew addition2025-12-312026-02-03 SPGI S&P GLOBAL INC393 shares-35.78%2025-12-312026-02-03 FDVV FIDELITY COVINGTON TRUST3.5K sharesnew addition2025-12-312026-02-03 APP APPLOVIN CORP436 shares7.65%2025-12-312026-02-03 JIRE J P MORGAN EXCHANGE TRADED F2.6K sharesnew addition2025-12-312026-02-03 CGCP CAPITAL GRP FIXED INCM ETF T9.0K shares0.00%2025-12-312026-02-03 NRG NRG ENERGY INC1.3K shares0.30%2025-12-312026-02-03 VOE VANGUARD INDEX FDS1.1K sharesnew addition2025-12-312026-02-03 JQUA J P MORGAN EXCHANGE TRADED F3.1K sharesnew addition2025-12-312026-02-03 SLQT SELECTQUOTE INC51.5K shares-5.73%2025-12-312026-02-03 FSCO FS CREDIT OPPORTUNITIES CORP11.9K shares-39.06%2025-12-312026-02-03 STRIVE INC STRIVE INC13.5K sharesnew addition2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available