$462 Million is the total value of Financial Partners Group, Inc's 162 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 14.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $44,433,000 | +17.7% | 440,193 | +17.3% | 9.62% | +16.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $43,279,000 | +4.0% | 95,394 | +3.6% | 9.36% | +3.0% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $32,598,000 | +33.9% | 665,275 | +37.5% | 7.05% | +32.6% |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $29,437,000 | +92.6% | 1,129,594 | +65.7% | 6.37% | +90.7% |
| AAPL | Sell | APPLE INC | $18,341,000 | -0.3% | 105,040 | -0.2% | 3.97% | -1.2% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $17,880,000 | +9.1% | 188,385 | +8.2% | 3.87% | +8.0% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $15,401,000 | -0.5% | 125,130 | +0.8% | 3.33% | -1.5% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $14,373,000 | +3.6% | 235,777 | +0.2% | 3.11% | +2.5% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $14,218,000 | +694.3% | 500,092 | +591.3% | 3.08% | +687.0% |
| SYLD | Buy | CAMBRIA ETF TR | $12,274,000 | +9.9% | 192,051 | +7.7% | 2.66% | +8.9% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $11,660,000 | -2.4% | 25,817 | -2.7% | 2.52% | -3.3% |
| MSFT | Sell | MICROSOFT CORP | $11,510,000 | -0.9% | 37,333 | -0.1% | 2.49% | -1.9% |
| AMZN | Buy | AMAZON COM INC | $10,572,000 | +10.0% | 3,243 | +0.9% | 2.29% | +8.9% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $9,602,000 | -0.1% | 91,500 | +0.0% | 2.08% | -1.0% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $9,307,000 | +12.9% | 116,542 | +9.1% | 2.01% | +11.8% |
| FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $8,021,000 | +0.6% | 122,167 | -3.2% | 1.74% | -0.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $6,414,000 | +2.7% | 2,306 | -0.0% | 1.39% | +1.8% |
| BUFR | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $5,760,000 | +23.8% | 242,317 | +22.9% | 1.25% | +22.6% |
| IEFA | Sell | ISHARES TRcore msci eafe | $5,717,000 | -67.6% | 82,250 | -66.6% | 1.24% | -67.9% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $5,452,000 | -3.6% | 20,207 | -1.6% | 1.18% | -4.5% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $5,454,000 | -1.7% | 71,873 | -1.6% | 1.18% | -2.7% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $5,305,000 | -5.9% | 33,390 | -5.4% | 1.15% | -6.8% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $5,096,000 | +9.0% | 57,813 | +4.4% | 1.10% | +7.9% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $4,827,000 | -51.6% | 58,657 | -50.1% | 1.04% | -52.0% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $4,400,000 | +3.0% | 58,898 | +2.5% | 0.95% | +1.9% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $4,377,000 | +107.9% | 63,527 | +116.1% | 0.95% | +105.9% |
| CP | Buy | CANADIAN PAC RY LTD | $4,350,000 | +23.4% | 52,699 | +6.8% | 0.94% | +22.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $4,117,000 | +2.8% | 1,474 | -0.1% | 0.89% | +1.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,341,000 | -1.5% | 9,216 | -1.3% | 0.72% | -2.4% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $3,329,000 | -10.2% | 33,122 | -10.4% | 0.72% | -11.1% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $2,558,000 | +6.8% | 24,842 | +4.5% | 0.55% | +5.9% |
| IFRA | Buy | ISHARES TRus infrastruc | $2,450,000 | +11.4% | 62,912 | +3.5% | 0.53% | +10.2% |
| BUFD | Buy | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $2,446,000 | +56.1% | 115,287 | +54.6% | 0.53% | +54.7% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $2,067,000 | -4.1% | 26,854 | -2.4% | 0.45% | -5.1% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,945,000 | -19.8% | 102,281 | -16.2% | 0.42% | -20.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,927,000 | +43.3% | 5,459 | +27.0% | 0.42% | +41.8% |
| OEF | Sell | ISHARES TRs&p 100 etf | $1,896,000 | -3.8% | 9,092 | -3.6% | 0.41% | -4.7% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $1,818,000 | +33.6% | 86,808 | +13.6% | 0.39% | +32.3% |
| ITA | Buy | ISHARES TRus aer def etf | $1,720,000 | +51.1% | 15,521 | +37.9% | 0.37% | +49.4% |
| IWR | Sell | ISHARES TRrus mid cap etf | $1,670,000 | -0.1% | 21,404 | -1.5% | 0.36% | -1.1% |
| FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,448,000 | -1.4% | 12,626 | -4.9% | 0.31% | -2.5% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,447,000 | -34.0% | 31,617 | -32.6% | 0.31% | -34.7% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $1,411,000 | -3.4% | 9,255 | -1.1% | 0.30% | -4.4% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,387,000 | +30.7% | 10,829 | +29.0% | 0.30% | +29.3% |
| VLUE | Buy | ISHARES TRmsci usa value | $1,348,000 | -2.0% | 12,891 | +0.6% | 0.29% | -2.7% |
| SOXX | New | ISHARES TRishares semicdtr | $1,332,000 | – | 2,814 | +100.0% | 0.29% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,245,000 | +270.5% | 3,770 | +298.5% | 0.27% | +268.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,219,000 | +9.5% | 11,302 | +7.9% | 0.26% | +8.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,216,000 | -19.0% | 8,923 | -11.7% | 0.26% | -19.8% |
| ESGU | Buy | ISHARES TResg awr msci usa | $1,213,000 | +3.9% | 11,972 | +4.0% | 0.26% | +2.7% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,213,000 | -3.1% | 11,061 | -6.2% | 0.26% | -4.4% |
| IPAY | Buy | ETF MANAGERS TRprime mobile pay | $1,202,000 | +1.5% | 23,068 | +5.8% | 0.26% | +0.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $1,187,000 | +24.2% | 2,062 | +8.9% | 0.26% | +23.0% |
| EVRG | Buy | EVERGY INC | $1,175,000 | +5.7% | 17,193 | +0.5% | 0.25% | +4.5% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,135,000 | +16.1% | 15,242 | +8.0% | 0.25% | +15.0% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $1,127,000 | -6.1% | 20,291 | -6.0% | 0.24% | -6.9% |
| PHILLIPS EDISON & CO INC | $1,089,000 | +9.1% | 31,652 | 0.0% | 0.24% | +8.3% | ||
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $1,073,000 | – | 4,714 | +100.0% | 0.23% | – |
| TIP | Buy | ISHARES TRtips bd etf | $1,055,000 | +93.9% | 8,470 | +97.1% | 0.23% | +91.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,051,000 | 0.0% | 6,481 | +0.3% | 0.23% | -1.3% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $948,000 | +2.5% | 7,045 | +3.2% | 0.20% | +1.5% |
| VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $921,000 | -3.1% | 11,653 | -1.3% | 0.20% | -4.3% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $916,000 | +15.4% | 14,176 | +2.0% | 0.20% | +14.5% |
| WMT | Buy | WALMART INC | $881,000 | +21.9% | 5,918 | +14.5% | 0.19% | +20.9% |
| FDG | Sell | AMERICAN CENTY ETF TRfocused dynamic | $858,000 | -58.2% | 11,859 | -59.1% | 0.19% | -58.6% |
| NEE | NEXTERA ENERGY INC | $853,000 | +8.4% | 10,072 | 0.0% | 0.18% | +7.6% | |
| IYE | Buy | ISHARES TRu.s. energy etf | $843,000 | +18.1% | 20,609 | +1.0% | 0.18% | +16.7% |
| BX | Buy | BLACKSTONE INC | $824,000 | +7.6% | 6,489 | +11.8% | 0.18% | +6.6% |
| ESGE | Sell | ISHARES INCesg awr msci em | $798,000 | -10.4% | 21,733 | -2.6% | 0.17% | -11.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $787,000 | +3.1% | 2,933 | +0.9% | 0.17% | +1.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $768,000 | +1.6% | 1,505 | -5.9% | 0.17% | +0.6% |
| IRBO | Buy | ISHARES TRrobotics artif | $768,000 | +0.1% | 22,337 | +7.0% | 0.17% | -1.2% |
| TPYP | Buy | MANAGED PORTFOLIO SERIEStortoise nram pi | $751,000 | +16.1% | 28,351 | +3.7% | 0.16% | +15.6% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $746,000 | +13.5% | 34,671 | -1.1% | 0.16% | +11.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $731,000 | -0.4% | 2,632 | +0.1% | 0.16% | -1.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $715,000 | +25.0% | 4,496 | +27.4% | 0.16% | +24.0% |
| IYF | Buy | ISHARES TRu.s. finls etf | $713,000 | +15.0% | 8,439 | +17.6% | 0.15% | +14.1% |
| XT | Sell | ISHARES TRexponential tech | $705,000 | -8.4% | 11,948 | -7.8% | 0.15% | -8.9% |
| EFG | Sell | ISHARES TReafe grwth etf | $707,000 | -7.8% | 7,345 | -4.4% | 0.15% | -8.9% |
| FTSL | Sell | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $693,000 | -3.5% | 14,723 | -2.1% | 0.15% | -4.5% |
| IGIB | Sell | ISHARES TR | $665,000 | -30.4% | 12,123 | -26.7% | 0.14% | -31.1% |
| REZ | Buy | ISHARES TRresidential mult | $649,000 | +3.7% | 6,762 | +0.3% | 0.14% | +2.2% |
| FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $640,000 | +14.3% | 12,887 | +7.8% | 0.14% | +13.1% |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $627,000 | -0.8% | 12,981 | -2.7% | 0.14% | -1.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $622,000 | 0.0% | 8,142 | +0.3% | 0.14% | -0.7% |
| MUB | Sell | ISHARES TRnational mun etf | $600,000 | -38.6% | 5,474 | -36.4% | 0.13% | -39.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $596,000 | +16.2% | 5,337 | +9.2% | 0.13% | +15.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $593,000 | -4.5% | 3,878 | +0.3% | 0.13% | -5.9% |
| DOCU | Buy | DOCUSIGN INC | $586,000 | +78.1% | 5,472 | +109.3% | 0.13% | +76.4% |
| GLD | Buy | SPDR GOLD TR | $578,000 | +156.9% | 3,197 | +139.1% | 0.12% | +155.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $561,000 | +24.9% | 4,099 | +19.7% | 0.12% | +23.5% |
| EFA | ISHARES TRmsci eafe etf | $548,000 | -3.0% | 7,451 | 0.0% | 0.12% | -3.3% | |
| IETC | Buy | ISHARES U S ETF TRtechnology | $543,000 | +3.6% | 9,848 | +5.6% | 0.12% | +3.5% |
| CSCO | Sell | CISCO SYS INC | $527,000 | -0.9% | 9,446 | -1.2% | 0.11% | -1.7% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $529,000 | +12.6% | 1 | 0.0% | 0.11% | +10.7% | |
| UNP | Buy | UNION PAC CORP | $526,000 | +12.2% | 1,927 | +0.4% | 0.11% | +11.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $523,000 | -6.1% | 2,549 | -7.9% | 0.11% | -7.4% |
| DIS | Sell | DISNEY WALT CO | $505,000 | -14.3% | 3,685 | -10.6% | 0.11% | -15.5% |
| GMRE | Buy | GLOBAL MED REIT INC | $479,000 | +1.3% | 29,358 | +4.9% | 0.10% | +1.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $477,000 | +3.2% | 2,690 | +0.2% | 0.10% | +2.0% |
| O | Buy | REALTY INCOME CORP | $473,000 | -0.2% | 6,826 | +0.0% | 0.10% | -1.9% |
| IYG | New | ISHARES TRu.s. fin svc etf | $456,000 | – | 2,531 | +100.0% | 0.10% | – |
| ORCL | ORACLE CORP | $451,000 | +1.8% | 5,455 | 0.0% | 0.10% | +1.0% | |
| CBSH | Buy | COMMERCE BANCSHARES INC | $454,000 | +3.9% | 6,341 | +0.1% | 0.10% | +3.2% |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $455,000 | -8.8% | 2,858 | -8.9% | 0.10% | -10.1% |
| NFLX | Buy | NETFLIX INC | $450,000 | -11.2% | 1,201 | +1.3% | 0.10% | -12.6% |
| CVX | Sell | CHEVRON CORP NEW | $441,000 | +14.8% | 2,706 | -7.4% | 0.10% | +13.1% |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $439,000 | -7.4% | 11,362 | 0.0% | 0.10% | -8.7% | |
| TEQI | New | T ROWE PRICE ETF INC | $439,000 | – | 11,880 | +100.0% | 0.10% | – |
| PFE | Buy | PFIZER INC | $437,000 | -1.4% | 8,433 | +0.3% | 0.10% | -2.1% |
| ARKK | Buy | ARK ETF TRinnovation etf | $419,000 | -7.3% | 6,328 | +5.5% | 0.09% | -8.1% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $419,000 | +5.0% | 2,688 | +3.8% | 0.09% | +4.6% |
| XBI | Sell | SPDR SER TRs&p biotech | $405,000 | -14.6% | 4,503 | -11.3% | 0.09% | -15.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $401,000 | -3.6% | 7,862 | +0.7% | 0.09% | -4.4% |
| TSLA | Buy | TESLA INC | $381,000 | +20.6% | 354 | +5.0% | 0.08% | +18.8% |
| FXN | FIRST TR EXCHANGE TRADED FDenergy alphadx | $377,000 | +18.2% | 23,690 | 0.0% | 0.08% | +17.1% | |
| MCD | Buy | MCDONALDS CORP | $370,000 | -4.6% | 1,496 | +0.1% | 0.08% | -5.9% |
| SLQT | Sell | SELECTQUOTE INC | $369,000 | -65.6% | 132,236 | -9.0% | 0.08% | -66.0% |
| LLY | Buy | LILLY ELI & CO | $361,000 | +20.7% | 1,259 | +3.2% | 0.08% | +20.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $360,000 | +1.7% | 1,514 | +0.3% | 0.08% | +1.3% |
| IUSS | Sell | INVESCO EXCH TRD SLF IDX FDrafi strg us sml | $349,000 | -11.9% | 9,275 | -14.7% | 0.08% | -12.6% |
| FDIS | Buy | FIDELITY COVINGTON TRUSTmsci consm dis | $348,000 | +15.6% | 4,405 | +16.4% | 0.08% | +13.6% |
| HD | Buy | HOME DEPOT INC | $333,000 | -18.4% | 1,112 | +0.1% | 0.07% | -19.1% |
| FCG | Buy | FIRST TR EXCHANGE-TRADED FDnat gas etf | $332,000 | +48.2% | 13,608 | +17.9% | 0.07% | +46.9% |
| CAT | Sell | CATERPILLAR INC | $321,000 | +6.3% | 1,441 | -3.8% | 0.07% | +4.5% |
| MRK | MERCK & CO INC | $321,000 | +0.6% | 3,914 | 0.0% | 0.07% | -1.4% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $318,000 | +2.3% | 648 | 0.0% | 0.07% | +1.5% | |
| IWS | New | ISHARES TRrus mdcp val etf | $316,000 | – | 2,642 | +100.0% | 0.07% | – |
| IBB | Sell | ISHARES TRishares biotech | $307,000 | -92.5% | 2,356 | -92.4% | 0.07% | -92.7% |
| PEY | New | INVESCO EXCHANGE TRADED FD Thig yld eq div | $304,000 | – | 13,908 | +100.0% | 0.07% | – |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $306,000 | -14.8% | 2,931 | 0.0% | 0.07% | -15.4% | |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $286,000 | -97.8% | 9,403 | -97.7% | 0.06% | -97.8% |
| XMVM | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $288,000 | +3.2% | 5,972 | 0.0% | 0.06% | +1.6% | |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $285,000 | +2.2% | 3,444 | +0.0% | 0.06% | +1.6% |
| XSVM | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $282,000 | +3.3% | 5,244 | 0.0% | 0.06% | +1.7% | |
| CFB | CROSSFIRST BANKSHARES INC | $284,000 | +2.2% | 18,000 | 0.0% | 0.06% | 0.0% | |
| IYJ | ISHARES TRus industrials | $277,000 | -1.8% | 2,629 | 0.0% | 0.06% | -3.2% | |
| URI | Sell | UNITED RENTALS INC | $278,000 | +6.9% | 782 | -3.8% | 0.06% | +5.3% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $273,000 | -7.8% | 3,778 | -6.8% | 0.06% | -9.2% |
| IXN | Buy | ISHARES TRglobal tech etf | $267,000 | -2.6% | 4,608 | +0.2% | 0.06% | -3.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $263,000 | -12.9% | 2,458 | -8.9% | 0.06% | -13.6% |
| GAMR | ETF MANAGERS TRwedbush vid game | $258,000 | -5.5% | 3,413 | 0.0% | 0.06% | -6.7% | |
| COMB | New | GRANITESHARES ETF TR | $249,000 | – | 7,745 | +100.0% | 0.05% | – |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $246,000 | +1.2% | 3,193 | +0.0% | 0.05% | 0.0% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $241,000 | +1.7% | 2,730 | +0.1% | 0.05% | 0.0% |
| EFV | Sell | ISHARES TReafe value etf | $236,000 | -8.2% | 4,691 | -6.0% | 0.05% | -8.9% |
| PEP | Buy | PEPSICO INC | $228,000 | -3.4% | 1,362 | +0.3% | 0.05% | -5.8% |
| DLR | Buy | DIGITAL RLTY TR INC | $228,000 | -4.2% | 1,607 | +0.8% | 0.05% | -5.8% |
| DHR | Sell | DANAHER CORPORATION | $223,000 | -3.9% | 759 | -6.6% | 0.05% | -5.9% |
| BIBL | NORTHERN LTS FD TR IVinspire 100 esg | $221,000 | +0.9% | 6,123 | 0.0% | 0.05% | 0.0% | |
| ABBV | New | ABBVIE INC | $219,000 | – | 1,350 | +100.0% | 0.05% | – |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $218,000 | +6.3% | 369 | +4.8% | 0.05% | +4.4% |
| FBT | Sell | FIRST TR EXCHANGE-TRADED FDny arca biotech | $213,000 | -21.4% | 1,430 | -21.5% | 0.05% | -22.0% |
| T | Sell | AT&T INC | $209,000 | -19.0% | 8,860 | -12.5% | 0.04% | -19.6% |
| DE | New | DEERE & CO | $209,000 | – | 503 | +100.0% | 0.04% | – |
| SO | Sell | SOUTHERN CO | $206,000 | -3.3% | 2,842 | -7.5% | 0.04% | -4.3% |
| DVN | New | DEVON ENERGY CORP NEW | $203,000 | – | 3,438 | +100.0% | 0.04% | – |
| GOLD | New | BARRICK GOLD CORP | $204,000 | – | 8,325 | +100.0% | 0.04% | – |
| ET | Buy | ENERGY TRANSFER L P | $186,000 | +18.5% | 16,615 | +1.6% | 0.04% | +17.6% |
| CFFN | New | CAPITOL FED FINL INC | $132,000 | – | 12,106 | +100.0% | 0.03% | – |
| CGC | New | CANOPY GROWTH CORP | $76,000 | – | 10,024 | +100.0% | 0.02% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -697 | -100.0% | -0.05% | – |
| V | Exit | VISA INC | $0 | – | -1,372 | -100.0% | -0.07% | – |
| SDG | Exit | ISHARES TRmsci gbl sus dev | $0 | – | -3,646 | -100.0% | -0.07% | – |
| GIGB | Exit | GOLDMAN SACHS ETF TRaccess invt gr | $0 | – | -6,040 | -100.0% | -0.07% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -3,231 | -100.0% | -0.08% | – |
| CERN | Exit | CERNER CORP | $0 | – | -4,873 | -100.0% | -0.10% | – |
| CCD | Exit | CALAMOS DYNAMIC CONV & INCOM | $0 | – | -22,054 | -100.0% | -0.13% | – |
| PICK | Exit | ISHARES INCmsci gbl etf new | $0 | – | -23,968 | -100.0% | -0.22% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -75,431 | -100.0% | -0.98% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -176,696 | -100.0% | -2.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
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.