$424 Million is the total value of Financial Partners Group, Inc's 156 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 16.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $38,165,000 | +5.4% | 88,587 | +5.2% | 8.99% | -3.6% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $35,036,000 | +3.0% | 356,128 | +3.4% | 8.25% | -5.8% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $19,920,000 | +6.3% | 419,626 | +7.6% | 4.69% | -2.8% |
| IEFA | Sell | ISHARES TRcore msci eafe | $17,909,000 | -1.1% | 241,194 | -0.3% | 4.22% | -9.5% |
| AAPL | Buy | APPLE INC | $14,844,000 | +4.4% | 104,902 | +1.0% | 3.50% | -4.5% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $14,783,000 | +0.6% | 166,985 | +2.9% | 3.48% | -8.0% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $14,600,000 | +2.6% | 123,072 | +1.9% | 3.44% | -6.1% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $14,357,000 | +6.9% | 228,695 | +514.9% | 3.38% | -2.2% |
| USMV | Sell | ISHARES TRmsci usa min vol | $13,062,000 | -0.5% | 177,713 | -0.4% | 3.08% | -9.0% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $12,746,000 | +8.0% | 385,672 | +7.5% | 3.00% | -1.2% |
| MSFT | Buy | MICROSOFT CORP | $10,496,000 | +5.4% | 37,232 | +1.3% | 2.47% | -3.6% |
| AMZN | Buy | AMAZON COM INC | $10,292,000 | -3.0% | 3,133 | +1.6% | 2.42% | -11.2% |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $9,532,000 | – | 472,345 | +100.0% | 2.25% | – |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $9,029,000 | +4.2% | 103,202 | +4.8% | 2.13% | -4.7% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $8,230,000 | -0.5% | 128,984 | -0.6% | 1.94% | -9.0% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $8,231,000 | +62.4% | 22,995 | +60.8% | 1.94% | +48.6% |
| IGSB | Buy | ISHARES TR | $6,893,000 | +5.0% | 126,160 | +5.4% | 1.62% | -3.9% |
| GOVT | Sell | ISHARES TRus treas bd etf | $6,752,000 | -4.6% | 254,519 | -4.3% | 1.59% | -12.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $6,106,000 | +9.9% | 2,284 | +0.4% | 1.44% | +0.6% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $6,038,000 | +9.8% | 79,862 | +10.4% | 1.42% | +0.5% |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $5,247,000 | – | 20,474 | +100.0% | 1.24% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $5,172,000 | – | 75,127 | +100.0% | 1.22% | – |
| IBB | Sell | ISHARES TRishares biotech | $4,942,000 | -3.1% | 30,565 | -1.9% | 1.16% | -11.4% |
| IGIB | Buy | ISHARES TR | $4,898,000 | +0.7% | 81,552 | +1.4% | 1.15% | -7.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $4,737,000 | -14.9% | 76,705 | -7.7% | 1.12% | -22.2% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $4,415,000 | +3.4% | 28,916 | +2.0% | 1.04% | -5.5% |
| BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $4,412,000 | – | 192,260 | +100.0% | 1.04% | – |
| KSU | Buy | KANSAS CITY SOUTHERN | $4,341,000 | -4.5% | 16,039 | +0.0% | 1.02% | -12.6% |
| FDG | Buy | AMERICAN CENTY ETF TRfocused dynamic | $4,197,000 | +14.3% | 51,217 | +13.2% | 0.99% | +4.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $4,157,000 | +10.6% | 9,687 | +10.3% | 0.98% | +1.1% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $4,104,000 | +9.1% | 36,616 | +10.1% | 0.97% | -0.2% |
| MBB | Buy | ISHARES TRmbs etf | $4,090,000 | +4.5% | 37,822 | +4.6% | 0.96% | -4.4% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $3,989,000 | +0.6% | 54,456 | +1.7% | 0.94% | -7.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,889,000 | +6.8% | 1,459 | +0.4% | 0.92% | -2.3% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $3,829,000 | -3.2% | 48,403 | +0.7% | 0.90% | -11.5% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $3,543,000 | -12.9% | 73,512 | -12.3% | 0.84% | -20.2% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $2,327,000 | +7.4% | 28,398 | -5.0% | 0.55% | -1.8% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $2,016,000 | +15.2% | 83,599 | +13.0% | 0.48% | +5.3% |
| IFRA | Buy | ISHARES TRus infrastruc | $1,958,000 | +5.7% | 57,466 | +9.5% | 0.46% | -3.4% |
| OEF | Sell | ISHARES TRs&p 100 etf | $1,938,000 | -1.9% | 9,818 | -2.5% | 0.46% | -10.2% |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,691,000 | -2.1% | 21,616 | -0.8% | 0.40% | -10.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,653,000 | +9.2% | 10,098 | +3.7% | 0.39% | -0.3% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,615,000 | +0.4% | 13,564 | -1.3% | 0.38% | -8.2% |
| ARKK | Buy | ARK ETF TRinnovation etf | $1,553,000 | -14.8% | 14,048 | +0.8% | 0.37% | -22.0% |
| SLQT | Buy | SELECTQUOTE INC | $1,522,000 | +171.8% | 117,698 | +304.6% | 0.36% | +149.3% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $1,490,000 | -0.5% | 9,444 | +0.3% | 0.35% | -9.1% |
| BUFD | New | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $1,484,000 | – | 71,365 | +100.0% | 0.35% | – |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,448,000 | -6.5% | 34,930 | +1.8% | 0.34% | -14.5% |
| SYLD | Sell | CAMBRIA ETF TR | $1,354,000 | -72.5% | 22,499 | -70.8% | 0.32% | -74.9% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $1,330,000 | -17.8% | 21,241 | -9.1% | 0.31% | -24.9% |
| MUB | Sell | ISHARES TRnational mun etf | $1,300,000 | -4.3% | 11,189 | -3.4% | 0.31% | -12.6% |
| FLDR | Sell | FIDELITY MERRIMACK STR TRlow durtin etf | $1,288,000 | -22.0% | 25,325 | -22.1% | 0.30% | -28.7% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $1,247,000 | -3.3% | 22,194 | -3.0% | 0.29% | -11.4% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,243,000 | -7.8% | 60,511 | -7.5% | 0.29% | -15.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,195,000 | +0.8% | 4,378 | +2.6% | 0.28% | -7.5% |
| VLUE | Buy | ISHARES TRmsci usa value | $1,176,000 | +0.2% | 11,676 | +4.5% | 0.28% | -8.3% |
| ITA | Sell | ISHARES TRus aer def etf | $1,172,000 | -8.9% | 11,242 | -4.3% | 0.28% | -16.6% |
| ESGU | Buy | ISHARES TResg awr msci usa | $1,028,000 | +3.4% | 10,438 | +3.4% | 0.24% | -5.5% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $1,018,000 | +18.9% | 70,680 | +21.8% | 0.24% | +9.1% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $1,015,000 | +3.0% | 11,633 | +3.3% | 0.24% | -5.9% |
| EVRG | Sell | EVERGY INC | $1,007,000 | +1.8% | 16,196 | -1.1% | 0.24% | -7.1% |
| IPAY | ETF MANAGERS TRprime mobile pay | $995,000 | -4.0% | 14,704 | 0.0% | 0.23% | -12.4% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $979,000 | -4.8% | 6,376 | -4.0% | 0.23% | -12.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $905,000 | +53.4% | 8,285 | +58.7% | 0.21% | +40.1% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $902,000 | -0.9% | 14,122 | -1.8% | 0.21% | -9.0% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $868,000 | +37.1% | 8,427 | +40.3% | 0.20% | +25.2% |
| NEE | NEXTERA ENERGY INC | $791,000 | +7.2% | 10,072 | 0.0% | 0.19% | -2.1% | |
| PICK | Buy | ISHARES INCmsci gbl etf new | $791,000 | +2.1% | 19,406 | +13.1% | 0.19% | -7.0% |
| WMT | Buy | WALMART INC | $773,000 | -0.9% | 5,544 | +0.2% | 0.18% | -9.5% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $754,000 | -11.7% | 2,866 | -9.9% | 0.18% | -19.1% |
| SDY | SPDR SER TRs&p divid etf | $732,000 | -3.8% | 6,224 | 0.0% | 0.17% | -12.2% | |
| BX | Sell | BLACKSTONE INC | $723,000 | +17.0% | 6,218 | -2.3% | 0.17% | +6.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $720,000 | +1.1% | 2,627 | +0.1% | 0.17% | -7.1% |
| EFG | Buy | ISHARES TReafe grwth etf | $717,000 | +10.8% | 6,734 | +11.7% | 0.17% | +1.2% |
| COST | Buy | COSTCO WHSL CORP NEW | $686,000 | +13.6% | 1,527 | +0.1% | 0.16% | +3.8% |
| DOCU | New | DOCUSIGN INC | $680,000 | – | 2,640 | +100.0% | 0.16% | – |
| CCD | CALAMOS DYNAMIC CONV & INCOM | $671,000 | -2.3% | 22,054 | 0.0% | 0.16% | -10.7% | |
| DIS | Buy | DISNEY WALT CO | $670,000 | -3.2% | 3,963 | +0.6% | 0.16% | -11.2% |
| XBI | Sell | SPDR SER TRs&p biotech | $662,000 | -7.9% | 5,263 | -0.9% | 0.16% | -15.7% |
| NFLX | Buy | NETFLIX INC | $620,000 | +23.3% | 1,016 | +6.7% | 0.15% | +12.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $617,000 | -15.1% | 1,580 | -12.9% | 0.14% | -22.5% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $607,000 | +2.2% | 8,216 | +0.6% | 0.14% | -6.5% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $587,000 | -0.5% | 3,855 | -0.5% | 0.14% | -9.2% |
| REZ | Sell | ISHARES TRresidential mult | $574,000 | -0.3% | 6,707 | -3.0% | 0.14% | -8.8% |
| IYE | Sell | ISHARES TRu.s. energy etf | $565,000 | -5.4% | 19,990 | -2.6% | 0.13% | -13.6% |
| EFA | ISHARES TRmsci eafe etf | $558,000 | -1.1% | 7,149 | 0.0% | 0.13% | -9.7% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $526,000 | +1.3% | 3,523 | +0.2% | 0.12% | -7.5% |
| CSCO | Buy | CISCO SYS INC | $524,000 | +3.1% | 9,620 | +0.3% | 0.12% | -6.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $512,000 | +8.5% | 2,340 | +13.8% | 0.12% | -0.8% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $505,000 | +55.9% | 3,834 | +57.2% | 0.12% | +43.4% |
| IETC | Buy | ISHARES U S ETF TRtechnology | $490,000 | +9.1% | 8,786 | +7.7% | 0.12% | -0.9% |
| ORCL | Buy | ORACLE CORP | $470,000 | +11.9% | 5,395 | +0.1% | 0.11% | +2.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $462,000 | -1.1% | 4,732 | +0.0% | 0.11% | -9.2% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $463,000 | -29.6% | 9,672 | -29.4% | 0.11% | -35.5% |
| JNJ | Buy | JOHNSON & JOHNSON | $458,000 | +12.3% | 2,835 | +14.4% | 0.11% | +2.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $457,000 | -6.9% | 8,465 | -3.5% | 0.11% | -14.3% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $445,000 | +5.2% | 10,021 | +5.0% | 0.10% | -3.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $445,000 | +1.1% | 3,498 | +0.2% | 0.10% | -7.1% |
| PG | Buy | PROCTER AND GAMBLE CO | $445,000 | +5.0% | 3,180 | +1.3% | 0.10% | -3.7% |
| TPYP | Buy | MANAGED PORTFOLIO SERIEStortoise nram pi | $420,000 | +21.7% | 19,268 | +25.9% | 0.10% | +11.2% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $420,000 | -7.3% | 6,035 | -0.8% | 0.10% | -15.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $411,000 | -1.9% | 1 | 0.0% | 0.10% | -10.2% | |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $403,000 | +1.3% | 3,934 | -0.1% | 0.10% | -7.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $394,000 | +12.6% | 1,041 | +13.0% | 0.09% | +3.3% |
| FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $392,000 | +91.2% | 8,853 | +99.9% | 0.09% | +73.6% |
| SDG | Buy | ISHARES TRmsci global imp | $381,000 | +0.3% | 3,970 | +3.9% | 0.09% | -8.2% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $379,000 | +3.3% | 2,603 | +4.7% | 0.09% | -6.3% |
| CERN | Buy | CERNER CORP | $377,000 | -9.8% | 5,344 | +0.0% | 0.09% | -17.6% |
| UNP | Buy | UNION PAC CORP | $375,000 | -10.3% | 1,911 | +0.5% | 0.09% | -18.5% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $371,000 | -8.2% | 3,326 | -1.1% | 0.09% | -16.3% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $361,000 | -12.6% | 2,171 | -9.2% | 0.08% | -19.8% |
| MCD | Buy | MCDONALDS CORP | $360,000 | +4.3% | 1,494 | +0.1% | 0.08% | -4.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $362,000 | 0.0% | 1,527 | +0.2% | 0.08% | -8.6% |
| TIP | New | ISHARES TRtips bd etf | $356,000 | – | 2,787 | +100.0% | 0.08% | – |
| URI | Buy | UNITED RENTALS INC | $356,000 | +15.6% | 1,015 | +5.2% | 0.08% | +6.3% |
| TSLA | Buy | TESLA INC | $346,000 | +18.9% | 446 | +4.2% | 0.08% | +9.3% |
| HD | Sell | HOME DEPOT INC | $341,000 | -3.1% | 1,040 | -5.9% | 0.08% | -12.1% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $336,000 | -23.8% | 15,534 | -17.3% | 0.08% | -30.7% |
| GIGB | GOLDMAN SACHS ETF TRaccess invt gr | $328,000 | -0.9% | 6,040 | 0.0% | 0.08% | -9.4% | |
| XT | Buy | ISHARES TRexponential tech | $326,000 | +5.5% | 5,202 | +6.6% | 0.08% | -3.8% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $328,000 | -4.7% | 3,715 | +0.0% | 0.08% | -13.5% |
| PFE | Buy | PFIZER INC | $322,000 | +10.3% | 7,478 | +0.2% | 0.08% | +1.3% |
| V | Buy | VISA INC | $324,000 | +3.5% | 1,454 | +8.7% | 0.08% | -6.2% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $312,000 | -1.9% | 648 | 0.0% | 0.07% | -9.8% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $316,000 | 0.0% | 2,754 | +0.4% | 0.07% | -8.6% |
| IYF | Buy | ISHARES TRu.s. finls etf | $309,000 | +3.0% | 3,739 | +1.0% | 0.07% | -5.2% |
| EFAV | ISHARES TRmsci eafe min vl | $303,000 | -0.3% | 4,027 | 0.0% | 0.07% | -9.0% | |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $300,000 | -0.7% | 2,255 | +0.4% | 0.07% | -9.0% |
| CAT | Buy | CATERPILLAR INC | $295,000 | -3.0% | 1,536 | +10.0% | 0.07% | -10.3% |
| CVX | Buy | CHEVRON CORP NEW | $297,000 | +30.8% | 2,923 | +34.8% | 0.07% | +20.7% |
| GMRE | GLOBAL MED REIT INC | $297,000 | -0.3% | 20,191 | 0.0% | 0.07% | -9.1% | |
| FCOR | Sell | FIDELITY MERRIMACK STR TRcorp bond etf | $289,000 | -21.9% | 5,221 | -21.4% | 0.07% | -28.4% |
| MRK | Sell | MERCK & CO INC | $283,000 | -5.4% | 3,773 | -1.7% | 0.07% | -13.0% |
| IYJ | Buy | ISHARES TRus industrials | $279,000 | +1.1% | 2,604 | +4.8% | 0.07% | -7.0% |
| O | Buy | REALTY INCOME CORP | $281,000 | +14.7% | 4,331 | +17.9% | 0.07% | +4.8% |
| GAMR | Buy | ETF MANAGERS TRwedbush vid game | $278,000 | -12.3% | 3,332 | +0.2% | 0.06% | -20.7% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $271,000 | +32.2% | 1,238 | +36.0% | 0.06% | +20.8% |
| FXN | FIRST TR EXCHANGE TRADED FDenergy alphadx | $272,000 | +0.7% | 23,690 | 0.0% | 0.06% | -8.6% | |
| XMVM | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $267,000 | – | 5,972 | +100.0% | 0.06% | – |
| XSVM | New | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $264,000 | – | 5,244 | +100.0% | 0.06% | – |
| DHR | Buy | DANAHER CORPORATION | $263,000 | +18.5% | 864 | +4.3% | 0.06% | +8.8% |
| CFB | CROSSFIRST BANKSHARES INC | $260,000 | -5.5% | 20,000 | 0.0% | 0.06% | -14.1% | |
| T | Buy | AT&T INC | $247,000 | -4.3% | 9,157 | +2.1% | 0.06% | -12.1% |
| FDT | Buy | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $240,000 | -2.4% | 3,938 | +0.4% | 0.06% | -9.5% |
| BIBL | New | NORTHERN LTS FD TR IVinspire 100etf | $236,000 | – | 5,544 | +100.0% | 0.06% | – |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $232,000 | -0.9% | 2,724 | +0.1% | 0.06% | -8.3% |
| LLY | Buy | LILLY ELI & CO | $231,000 | +0.9% | 1,001 | +0.1% | 0.05% | -8.5% |
| FDIS | New | FIDELITY COVINGTON TRUSTmsci consm dis | $230,000 | – | 2,859 | +100.0% | 0.05% | – |
| FB | New | FACEBOOK INCcl a | $225,000 | – | 664 | +100.0% | 0.05% | – |
| AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $222,000 | – | 3,011 | +100.0% | 0.05% | – |
| GLD | SPDR GOLD TR | $220,000 | -0.5% | 1,337 | 0.0% | 0.05% | -8.8% | |
| DLR | Buy | DIGITAL RLTY TR INC | $208,000 | -3.3% | 1,443 | +0.8% | 0.05% | -10.9% |
| GRMN | New | GARMIN LTD | $203,000 | – | 1,306 | +100.0% | 0.05% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $201,000 | – | 352 | +100.0% | 0.05% | – |
| ET | New | ENERGY TRANSFER L P | $154,000 | – | 16,118 | +100.0% | 0.04% | – |
| INTC | Exit | INTEL CORP | $0 | – | -3,571 | -100.0% | -0.05% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -9,715 | -100.0% | -0.05% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -8,413 | -100.0% | -0.05% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -3,919 | -100.0% | -0.05% | – |
| OMF | Exit | ONEMAIN HLDGS INC | $0 | – | -3,809 | -100.0% | -0.06% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -2,667 | -100.0% | -0.06% | – |
| NVAX | Exit | NOVAVAX INC | $0 | – | -1,864 | -100.0% | -0.10% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,708 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-05
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 | 2024-02-09 |
| 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 |
| 13F-HR | 2021-11-05 |
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.