$153 Million is the total value of Financial Partners Group, Inc's 76 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMHY | Exit | ISHARES INCem hghyl bd etf | $0 | – | -5,118 | -100.0% | -0.17% | – |
| T | Exit | AT&T INC | $0 | – | -8,451 | -100.0% | -0.20% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -5,123 | -100.0% | -0.43% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -24,460 | -100.0% | -0.92% | – |
| FUTY | Exit | FIDELITYmsci utils index | $0 | – | -40,914 | -100.0% | -1.03% | – |
| IHE | Exit | ISHARES TRu.s. pharma etf | $0 | – | -14,142 | -100.0% | -1.57% | – |
| IUSB | Exit | ISHARES TRcore total usd | $0 | – | -68,424 | -100.0% | -2.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-02
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.