$128 Million is the total value of Financial Partners Group, Inc's 77 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABMD | New | ABIOMED INC | $615,000 | – | 2,115 | +100.0% | 0.48% | – |
| FDIS | New | FIDELITYmsci consumer discretionary index | $584,000 | – | 14,712 | +100.0% | 0.46% | – |
| NVDA | New | NVIDIA CORP | $421,000 | – | 1,819 | +100.0% | 0.33% | – |
| FNCL | New | FIDELITYmsci finls index | $256,000 | – | 6,350 | +100.0% | 0.20% | – |
| SJNK | New | SPDR SER TR BLOOMBERG SRT TRbloomberg brclys | $238,000 | – | 8,725 | +100.0% | 0.19% | – |
| ECPN | New | EL CAPITAN PRECIOUS METALS INC COM | $3,000 | – | 97,750 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 27 | Q2 2024 | 15.9% |
| ISHARES TR | 27 | Q2 2024 | 10.4% |
| APPLE INC | 27 | Q2 2024 | 5.1% |
| PROSHARES TRUST S&P 500 DIVID ARISTOCRATS ETF | 27 | Q2 2024 | 5.0% |
| ISHARES TR | 27 | Q2 2024 | 9.7% |
| ISHARES TR | 27 | Q2 2024 | 8.0% |
| MICROSOFT CORP | 27 | Q2 2024 | 4.0% |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 27 | Q2 2024 | 2.8% |
| ISHARES TR | 27 | Q2 2024 | 6.0% |
| FIRST TRUST PORTFOLIOS LP | 27 | Q2 2024 | 1.9% |
View Financial Partners Group, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Financial Partners Group, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.