$136 Million is the total value of Financial Partners Group, Inc's 78 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | INVESCO QQQ TRunit ser 1 | $4,313,000 | – | 25,127 | +100.0% | 3.16% | – |
| RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $429,000 | – | 10,146 | +100.0% | 0.32% | – |
| FHLC | New | FIDELITYmsci hlth care i | $407,000 | – | 9,844 | +100.0% | 0.30% | – |
| XMLV | New | INVESCO EXCHNG TRADED FD TRs&p midcp low | $303,000 | – | 6,439 | +100.0% | 0.22% | – |
| T | New | AT&T INC | $271,000 | – | 8,451 | +100.0% | 0.20% | – |
| AMZN | New | AMAZON COM INC | $253,000 | – | 149 | +100.0% | 0.19% | – |
| XOM | New | EXXON MOBIL CORP | $224,000 | – | 2,711 | +100.0% | 0.16% | – |
| OKE | New | ONEOK INC NEW | $221,000 | – | 3,167 | +100.0% | 0.16% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $215,000 | – | 193 | +100.0% | 0.16% | – |
| EVRG | New | EVERGY INC | $214,000 | – | 3,809 | +100.0% | 0.16% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $204,000 | – | 7,372 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 15.9% |
| ISHARES TR | 24 | Q3 2023 | 10.4% |
| APPLE INC | 24 | Q3 2023 | 5.1% |
| PROSHARES TRUST S&P 500 DIVID ARISTOCRATS ETF | 24 | Q3 2023 | 5.0% |
| ISHARES TR | 24 | Q3 2023 | 9.7% |
| ISHARES TR | 24 | Q3 2023 | 8.0% |
| MICROSOFT CORP | 24 | Q3 2023 | 4.0% |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 24 | Q3 2023 | 2.8% |
| ISHARES TR | 24 | Q3 2023 | 5.4% |
| FIRST TRUST PORTFOLIOS LP | 24 | Q3 2023 | 1.9% |
View Financial Partners Group, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-10 |
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.