$458 Million is the total value of Financial Partners Group, Inc's 159 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 14.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $41,603,000 | +9.0% | 92,090 | +4.0% | 9.09% | +1.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $37,752,000 | +7.8% | 375,120 | +5.3% | 8.25% | -0.1% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $24,344,000 | +22.2% | 483,687 | +15.3% | 5.32% | +13.3% |
| AAPL | Buy | APPLE INC | $18,392,000 | +23.9% | 105,231 | +0.3% | 4.02% | +14.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $17,638,000 | -1.5% | 246,306 | +2.1% | 3.85% | -8.7% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $16,389,000 | +10.9% | 174,039 | +4.2% | 3.58% | +2.8% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $15,484,000 | +6.1% | 124,098 | +0.8% | 3.38% | -1.7% |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $15,284,000 | +60.3% | 681,730 | +44.3% | 3.34% | +48.7% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $13,880,000 | -3.3% | 235,261 | +2.9% | 3.03% | -10.3% |
| USMV | Sell | ISHARES TRmsci usa min vol | $13,440,000 | +2.9% | 176,696 | -0.6% | 2.94% | -4.5% |
| ANGL | Buy | VANECK ETF TRUSTfallen angel hg | $12,885,000 | +1.1% | 407,631 | +5.7% | 2.82% | -6.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $11,943,000 | +187.3% | 26,546 | +174.0% | 2.61% | +166.6% |
| MSFT | Buy | MICROSOFT CORP | $11,619,000 | +10.7% | 37,362 | +0.3% | 2.54% | +2.7% |
| SYLD | Buy | CAMBRIA ETF TR | $11,164,000 | +724.5% | 178,277 | +692.4% | 2.44% | +664.6% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $9,966,000 | +10.4% | 117,659 | +14.0% | 2.18% | +2.4% |
| AMZN | Buy | AMAZON COM INC | $9,615,000 | -6.6% | 3,214 | +2.6% | 2.10% | -13.4% |
| STIP | New | ISHARES TR0-5 yr tips etf | $9,610,000 | – | 91,455 | +100.0% | 2.10% | – |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $8,247,000 | +36.6% | 106,789 | +33.7% | 1.80% | +26.6% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $7,975,000 | -3.1% | 126,144 | -2.2% | 1.74% | -10.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $6,243,000 | +2.2% | 2,307 | +1.0% | 1.36% | -5.2% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $5,657,000 | +7.8% | 20,539 | +0.3% | 1.24% | 0.0% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $5,640,000 | +27.7% | 35,284 | +22.0% | 1.23% | +18.5% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $5,551,000 | +7.3% | 73,073 | -2.7% | 1.21% | -0.5% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $4,676,000 | +22.1% | 55,373 | +14.4% | 1.02% | +13.3% |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $4,651,000 | +5.4% | 197,176 | +2.6% | 1.02% | -2.2% |
| IEMG | Sell | ISHARES INCcore msci emkt | $4,494,000 | -5.1% | 75,431 | -1.7% | 0.98% | -12.0% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $4,273,000 | +7.1% | 57,484 | +5.6% | 0.93% | -0.6% |
| IBB | Buy | ISHARES TRishares biotech | $4,111,000 | -16.8% | 31,174 | +2.0% | 0.90% | -22.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,006,000 | +3.0% | 1,476 | +1.2% | 0.88% | -4.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $3,707,000 | -9.7% | 36,955 | +0.9% | 0.81% | -16.2% |
| CP | New | CANADIAN PAC RY LTD | $3,524,000 | – | 49,352 | +100.0% | 0.77% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,391,000 | -58.8% | 9,341 | -59.4% | 0.74% | -61.8% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,424,000 | +95.0% | 122,070 | +101.7% | 0.53% | +80.9% |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $2,395,000 | – | 23,773 | +100.0% | 0.52% | – |
| IFRA | Buy | ISHARES TRus infrastruc | $2,200,000 | +12.4% | 60,802 | +5.8% | 0.48% | +4.3% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $2,193,000 | -38.1% | 46,943 | -36.1% | 0.48% | -42.6% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $2,155,000 | -7.4% | 27,527 | -3.1% | 0.47% | -14.1% |
| KRE | New | SPDR SER TRs&p regl bkg | $2,105,000 | – | 29,396 | +100.0% | 0.46% | – |
| FDG | Sell | AMERICAN CENTY ETF TRfocused dynamic | $2,054,000 | -51.1% | 28,970 | -43.4% | 0.45% | -54.6% |
| OEF | Sell | ISHARES TRs&p 100 etf | $1,970,000 | +1.7% | 9,430 | -4.0% | 0.43% | -5.9% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $1,790,000 | -11.2% | 72,340 | -13.5% | 0.39% | -17.7% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,671,000 | -1.2% | 21,735 | +0.6% | 0.36% | -8.3% |
| BUFD | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $1,567,000 | +5.6% | 74,590 | +4.5% | 0.34% | -2.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,502,000 | -9.1% | 10,108 | +0.1% | 0.33% | -15.7% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,468,000 | -9.1% | 13,275 | -2.1% | 0.32% | -15.5% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $1,461,000 | -1.9% | 9,358 | -0.9% | 0.32% | -9.1% |
| VLUE | Buy | ISHARES TRmsci usa value | $1,375,000 | +16.9% | 12,816 | +9.8% | 0.30% | +8.3% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $1,361,000 | +33.7% | 76,393 | +8.1% | 0.30% | +23.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,345,000 | +12.6% | 4,298 | -1.8% | 0.29% | +4.3% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,252,000 | +44.2% | 11,789 | +39.9% | 0.27% | +34.3% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $1,200,000 | -3.8% | 21,597 | -2.7% | 0.26% | -10.9% |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $1,184,000 | +19.0% | 21,799 | +48.3% | 0.26% | +10.7% |
| ESGU | Buy | ISHARES TResg awr msci usa | $1,167,000 | +13.5% | 11,507 | +10.2% | 0.26% | +5.4% |
| ITA | Buy | ISHARES TRus aer def etf | $1,138,000 | -2.9% | 11,253 | +0.1% | 0.25% | -9.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,113,000 | +23.0% | 10,471 | +26.4% | 0.24% | +14.1% |
| EVRG | Buy | EVERGY INC | $1,112,000 | +10.4% | 17,111 | +5.6% | 0.24% | +2.5% |
| SLQT | Buy | SELECTQUOTE INC | $1,074,000 | -29.4% | 145,336 | +23.5% | 0.24% | -34.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,061,000 | +44.9% | 8,396 | +34.9% | 0.23% | +34.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,051,000 | +7.4% | 6,463 | +1.4% | 0.23% | -0.4% |
| PICK | Buy | ISHARES INCmsci gbl etf new | $1,025,000 | +29.6% | 23,968 | +23.5% | 0.22% | +20.4% |
| New | PHILLIPS EDISON & CO INC | $998,000 | – | 31,652 | +100.0% | 0.22% | – | |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $978,000 | +8.4% | 14,118 | -0.0% | 0.21% | +0.5% |
| MUB | Sell | ISHARES TRnational mun etf | $977,000 | -24.8% | 8,607 | -23.1% | 0.21% | -30.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $956,000 | +39.4% | 1,893 | +24.0% | 0.21% | +29.0% |
| IGIB | Sell | ISHARES TR | $956,000 | -80.5% | 16,531 | -79.7% | 0.21% | -81.9% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $950,000 | -6.4% | 11,803 | +1.5% | 0.21% | -13.0% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $925,000 | +83.2% | 6,829 | +78.1% | 0.20% | +69.7% |
| ESGE | Sell | ISHARES INCesg awr msci em | $891,000 | -38.5% | 22,321 | -36.1% | 0.20% | -42.8% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $794,000 | -40.3% | 13,900 | -34.6% | 0.17% | -44.7% |
| NEE | NEXTERA ENERGY INC | $787,000 | -0.5% | 10,072 | 0.0% | 0.17% | -7.5% | |
| IRBO | New | ISHARES TRrobotics artif | $767,000 | – | 20,877 | +100.0% | 0.17% | – |
| EFG | Buy | ISHARES TReafe grwth etf | $767,000 | +7.0% | 7,681 | +14.1% | 0.17% | -0.6% |
| XT | Buy | ISHARES TRexponential tech | $770,000 | +136.2% | 12,960 | +149.1% | 0.17% | +118.2% |
| BX | Sell | BLACKSTONE INC | $766,000 | +5.9% | 5,804 | -6.7% | 0.17% | -1.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $763,000 | +1.2% | 2,907 | +1.4% | 0.17% | -6.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $756,000 | +22.5% | 1,599 | +1.2% | 0.16% | +13.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $734,000 | +1.9% | 2,629 | +0.1% | 0.16% | -5.9% |
| WMT | Sell | WALMART INC | $723,000 | -6.5% | 5,170 | -6.7% | 0.16% | -13.2% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $718,000 | +55.1% | 15,034 | +55.4% | 0.16% | +44.0% |
| IYE | Buy | ISHARES TRu.s. energy etf | $714,000 | +26.4% | 20,397 | +2.0% | 0.16% | +17.3% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $657,000 | +95.5% | 35,041 | +125.6% | 0.14% | +82.3% |
| TPYP | Buy | MANAGED PORTFOLIO SERIEStortoise nram pi | $647,000 | +54.0% | 27,331 | +41.8% | 0.14% | +42.4% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $632,000 | +42.0% | 13,346 | +33.2% | 0.14% | +31.4% |
| REZ | Buy | ISHARES TRresidential mult | $626,000 | +9.1% | 6,745 | +0.6% | 0.14% | +1.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $621,000 | +39.6% | 3,868 | +21.6% | 0.14% | +29.5% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $622,000 | +2.5% | 8,114 | -1.2% | 0.14% | -4.9% |
| IYF | Buy | ISHARES TRu.s. finls etf | $620,000 | +100.6% | 7,179 | +92.0% | 0.14% | +84.9% |
| CCD | CALAMOS DYNAMIC CONV & INCOM | $591,000 | -11.9% | 22,054 | 0.0% | 0.13% | -18.4% | |
| DIS | Buy | DISNEY WALT CO | $589,000 | -12.1% | 4,120 | +4.0% | 0.13% | -18.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $572,000 | +8.7% | 3,530 | +0.2% | 0.12% | +0.8% |
| EFA | Buy | ISHARES TRmsci eafe etf | $565,000 | +1.3% | 7,451 | +4.2% | 0.12% | -6.1% |
| FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $560,000 | +42.9% | 11,952 | +35.0% | 0.12% | +32.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $557,000 | +8.8% | 2,769 | +18.3% | 0.12% | +0.8% |
| TIP | Buy | ISHARES TRtips bd etf | $544,000 | +52.8% | 4,298 | +54.2% | 0.12% | +41.7% |
| CSCO | Sell | CISCO SYS INC | $532,000 | +1.5% | 9,564 | -0.6% | 0.12% | -5.7% |
| IETC | Buy | ISHARES U S ETF TRtechnology | $524,000 | +6.9% | 9,323 | +6.1% | 0.11% | -0.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $513,000 | +11.0% | 4,887 | +3.3% | 0.11% | +2.8% |
| NFLX | Buy | NETFLIX INC | $507,000 | -18.2% | 1,186 | +16.7% | 0.11% | -24.0% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $499,000 | -15.0% | 3,138 | -18.6% | 0.11% | -21.0% |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $474,000 | – | 11,362 | +100.0% | 0.10% | – |
| O | Buy | REALTY INCOME CORP | $474,000 | +68.7% | 6,824 | +57.6% | 0.10% | +57.6% |
| XBI | Sell | SPDR SER TRs&p biotech | $474,000 | -28.4% | 5,075 | -3.6% | 0.10% | -33.3% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $470,000 | +14.4% | 1 | 0.0% | 0.10% | +6.2% | |
| GMRE | Buy | GLOBAL MED REIT INC | $473,000 | +59.3% | 27,988 | +38.6% | 0.10% | +47.1% |
| UNP | Buy | UNION PAC CORP | $469,000 | +25.1% | 1,919 | +0.4% | 0.10% | +15.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $462,000 | +0.9% | 2,684 | -5.3% | 0.10% | -6.5% |
| ARKK | Sell | ARK ETF TRinnovation etf | $452,000 | -70.9% | 5,999 | -57.3% | 0.10% | -73.0% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $449,000 | +0.9% | 3,424 | -2.1% | 0.10% | -6.7% |
| ORCL | Buy | ORACLE CORP | $443,000 | -5.7% | 5,455 | +1.1% | 0.10% | -12.6% |
| CERN | Sell | CERNER CORP | $444,000 | +17.8% | 4,873 | -8.8% | 0.10% | +9.0% |
| PFE | Buy | PFIZER INC | $443,000 | +37.6% | 8,411 | +12.5% | 0.10% | +27.6% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $437,000 | +4.0% | 6,337 | +5.0% | 0.10% | -4.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $416,000 | -9.0% | 7,806 | -7.8% | 0.09% | -15.7% |
| HD | Buy | HOME DEPOT INC | $408,000 | +19.6% | 1,111 | +6.8% | 0.09% | +11.2% |
| IUSS | New | INVESCO EXCH TRD SLF IDX FDrafi strg us sml | $396,000 | – | 10,872 | +100.0% | 0.09% | – |
| IVE | Sell | ISHARES TRs&p 500 val etf | $399,000 | +5.3% | 2,590 | -0.5% | 0.09% | -2.2% |
| MCD | Buy | MCDONALDS CORP | $388,000 | +7.8% | 1,495 | +0.1% | 0.08% | 0.0% |
| CVX | CHEVRON CORP NEW | $384,000 | +29.3% | 2,923 | 0.0% | 0.08% | +20.0% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $359,000 | -3.2% | 2,931 | -11.9% | 0.08% | -10.3% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $354,000 | -2.2% | 1,510 | -1.1% | 0.08% | -9.4% |
| IUSG | Sell | ISHARES TRcore s&p us gwt | $342,000 | -15.1% | 3,231 | -17.9% | 0.08% | -21.1% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $336,000 | -14.7% | 946 | -9.1% | 0.07% | -21.5% |
| DOCU | Sell | DOCUSIGN INC | $329,000 | -51.6% | 2,614 | -1.0% | 0.07% | -55.0% |
| MRK | Buy | MERCK & CO INC | $319,000 | +12.7% | 3,914 | +3.7% | 0.07% | +4.5% |
| FXN | FIRST TR EXCHANGE TRADED FDenergy alphadx | $319,000 | +17.3% | 23,690 | 0.0% | 0.07% | +9.4% | |
| GIGB | GOLDMAN SACHS ETF TRaccess invt gr | $316,000 | -3.7% | 6,040 | 0.0% | 0.07% | -10.4% | |
| TSLA | Sell | TESLA INC | $316,000 | -8.7% | 337 | -24.4% | 0.07% | -15.9% |
| SDG | Sell | ISHARES TRmsci gbl sus dev | $316,000 | -17.1% | 3,646 | -8.2% | 0.07% | -23.3% |
| V | Sell | VISA INC | $310,000 | -4.3% | 1,372 | -5.6% | 0.07% | -10.5% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $311,000 | -0.3% | 648 | 0.0% | 0.07% | -8.1% | |
| FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $301,000 | +30.9% | 3,785 | +32.4% | 0.07% | +22.2% |
| AGG | Sell | ISHARES TRcore us aggbd et | $302,000 | -4.4% | 2,699 | -2.0% | 0.07% | -10.8% |
| CAT | Sell | CATERPILLAR INC | $302,000 | +2.4% | 1,498 | -2.5% | 0.07% | -5.7% |
| LLY | Buy | LILLY ELI & CO | $299,000 | +29.4% | 1,220 | +21.9% | 0.06% | +20.4% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $296,000 | -2.3% | 4,054 | +0.7% | 0.06% | -8.5% |
| IYJ | Buy | ISHARES TRus industrials | $282,000 | +1.1% | 2,629 | +1.0% | 0.06% | -6.1% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $279,000 | -14.9% | 3,443 | -7.3% | 0.06% | -20.8% |
| XMVM | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $279,000 | +4.5% | 5,972 | 0.0% | 0.06% | -3.2% | |
| CFB | Sell | CROSSFIRST BANKSHARES INC | $278,000 | +6.9% | 18,000 | -10.0% | 0.06% | 0.0% |
| GAMR | Buy | ETF MANAGERS TRwedbush vid game | $273,000 | -1.8% | 3,413 | +2.4% | 0.06% | -7.7% |
| XSVM | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $273,000 | +3.4% | 5,244 | 0.0% | 0.06% | -3.2% | |
| IXN | New | ISHARES TRglobal tech etf | $274,000 | – | 4,600 | +100.0% | 0.06% | – |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $271,000 | -24.9% | 1,821 | -16.1% | 0.06% | -30.6% |
| URI | Sell | UNITED RENTALS INC | $260,000 | -27.0% | 813 | -19.9% | 0.06% | -32.1% |
| EFV | New | ISHARES TReafe value etf | $257,000 | – | 4,989 | +100.0% | 0.06% | – |
| T | Buy | AT&T INC | $258,000 | +4.5% | 10,120 | +10.5% | 0.06% | -3.4% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $243,000 | +9.5% | 3,192 | +6.0% | 0.05% | +1.9% |
| PEP | New | PEPSICO INC | $236,000 | – | 1,358 | +100.0% | 0.05% | – |
| DLR | Buy | DIGITAL RLTY TR INC | $238,000 | +14.4% | 1,595 | +10.5% | 0.05% | +6.1% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $237,000 | +2.2% | 2,728 | +0.1% | 0.05% | -5.5% |
| DHR | Sell | DANAHER CORPORATION | $232,000 | -11.8% | 813 | -5.9% | 0.05% | -17.7% |
| GLD | SPDR GOLD TR | $225,000 | +2.3% | 1,337 | 0.0% | 0.05% | -5.8% | |
| FCG | New | FIRST TR EXCHANGE-TRADED FDnat gas etf | $224,000 | – | 11,545 | +100.0% | 0.05% | – |
| BIBL | Buy | NORTHERN LTS FD TR IVinspire 100etf | $219,000 | -7.2% | 6,123 | +10.4% | 0.05% | -14.3% |
| FB | Buy | META PLATFORMS INCcl a | $218,000 | -3.1% | 697 | +5.0% | 0.05% | -9.4% |
| SO | New | SOUTHERN CO | $213,000 | – | 3,071 | +100.0% | 0.05% | – |
| TMO | THERMO FISHER SCIENTIFIC INC | $205,000 | +2.0% | 352 | 0.0% | 0.04% | -4.3% | |
| ET | Buy | ENERGY TRANSFER L P | $157,000 | +1.9% | 16,361 | +1.5% | 0.03% | -5.6% |
| GRMN | Exit | GARMIN LTD | $0 | – | -1,306 | -100.0% | -0.05% | – |
| FDT | Exit | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $0 | – | -3,938 | -100.0% | -0.06% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,238 | -100.0% | -0.06% | – |
| FCOR | Exit | FIDELITY MERRIMACK STR TRcorp bond etf | $0 | – | -5,221 | -100.0% | -0.07% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -2,255 | -100.0% | -0.07% | – |
| FLDR | Exit | FIDELITY MERRIMACK STR TRlow durtin etf | $0 | – | -25,325 | -100.0% | -0.30% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -37,822 | -100.0% | -0.96% | – |
| KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -16,039 | -100.0% | -1.02% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -254,519 | -100.0% | -1.59% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -126,160 | -100.0% | -1.62% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-10
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.