$399 Million is the total value of Financial Partners Group, Inc's 149 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EQRR | New | PROSHARES TReqts for risin | $1,961,000 | – | 43,708 | +100.0% | 0.49% | – |
| VFVA | New | VANGUARD WELLINGTON FDus value factr | $495,000 | – | 5,419 | +100.0% | 0.12% | – |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $453,000 | – | 12,876 | +100.0% | 0.11% | – |
| FB | New | META PLATFORMS INCcl a | $242,000 | – | 1,500 | +100.0% | 0.06% | – |
| PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $226,000 | – | 12,525 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 27 | Q2 2024 | 15.9% |
| ISHARES TR | 27 | Q2 2024 | 10.4% |
| APPLE INC | 27 | Q2 2024 | 5.1% |
| PROSHARES TRUST S&P 500 DIVID ARISTOCRATS ETF | 27 | Q2 2024 | 5.0% |
| ISHARES TR | 27 | Q2 2024 | 9.7% |
| ISHARES TR | 27 | Q2 2024 | 8.0% |
| MICROSOFT CORP | 27 | Q2 2024 | 4.0% |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | 27 | Q2 2024 | 2.8% |
| ISHARES TR | 27 | Q2 2024 | 6.0% |
| FIRST TRUST PORTFOLIOS LP | 27 | Q2 2024 | 1.9% |
View Financial Partners Group, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-19 |
| 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 |
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.