$380 Million is the total value of Financial Partners Group, Inc's 144 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $36,618,000 | -2.6% | 102,098 | +2.9% | 9.64% | +2.3% |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $30,233,000 | -9.9% | 1,264,448 | +0.4% | 7.96% | -5.3% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $26,249,000 | -8.0% | 675,121 | -3.2% | 6.91% | -3.4% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $22,792,000 | +43.7% | 899,446 | +51.7% | 6.00% | +50.9% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $15,648,000 | -3.6% | 195,692 | +2.9% | 4.12% | +1.3% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $15,521,000 | -58.4% | 195,135 | -56.1% | 4.09% | -56.3% |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $14,699,000 | – | 286,920 | +100.0% | 3.87% | – |
| AAPL | Sell | APPLE INC | $14,494,000 | +0.9% | 104,876 | -0.2% | 3.82% | +6.0% |
| FTEC | Buy | FIDELITY COVINGTON TRUSTmsci info tech i | $11,390,000 | -5.7% | 125,259 | +0.1% | 3.00% | -1.0% |
| SYLD | Sell | CAMBRIA ETF TR | $11,294,000 | -4.4% | 214,713 | -1.2% | 2.98% | +0.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $10,633,000 | +3.7% | 29,770 | +9.5% | 2.80% | +8.9% |
| AVUV | Sell | AMERICAN CENTY ETF TRus sml cp valu | $9,121,000 | -8.2% | 137,906 | -5.1% | 2.40% | -3.6% |
| MSFT | Buy | MICROSOFT CORP | $8,863,000 | -8.6% | 38,055 | +0.7% | 2.33% | -4.1% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $8,255,000 | -6.5% | 174,968 | -0.0% | 2.17% | -1.8% |
| FHLC | Buy | FIDELITY COVINGTON TRUSTmsci hlth care i | $7,692,000 | -1.1% | 133,420 | +4.0% | 2.03% | +3.8% |
| AMZN | Sell | AMAZON COM INC | $7,539,000 | +4.0% | 66,713 | -2.3% | 1.99% | +9.2% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $6,094,000 | +2526.7% | 138,273 | +2533.8% | 1.60% | +2667.2% |
| IFRA | Sell | ISHARES TRus infrastruc | $5,970,000 | -5.6% | 185,165 | -0.4% | 1.57% | -0.9% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $5,241,000 | +4.6% | 73,412 | +7.9% | 1.38% | +9.9% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $4,810,000 | -6.8% | 72,089 | +0.8% | 1.27% | -2.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,521,000 | -10.8% | 47,264 | +1932.0% | 1.19% | -6.3% |
| FENY | Buy | FIDELITY COVINGTON TRUSTmsci energy idx | $4,216,000 | +188.0% | 212,266 | +181.2% | 1.11% | +202.5% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $3,813,000 | -12.7% | 56,066 | -5.5% | 1.00% | -8.3% |
| KRE | Sell | SPDR SER TRs&p regl bkg | $3,724,000 | -0.1% | 63,240 | -1.4% | 0.98% | +4.9% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $3,691,000 | -5.8% | 30,891 | -1.3% | 0.97% | -1.1% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $3,623,000 | -9.9% | 19,574 | -0.9% | 0.95% | -5.5% |
| MOAT | Sell | VANECK ETF TRUSTmrngstr wde moat | $3,443,000 | -9.3% | 57,395 | -3.6% | 0.91% | -4.7% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $3,424,000 | +17.6% | 12,812 | +23.3% | 0.90% | +23.6% |
| CP | Sell | CANADIAN PAC RY LTD | $3,426,000 | -5.0% | 51,347 | -0.6% | 0.90% | -0.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $2,745,000 | -14.3% | 28,553 | +1850.3% | 0.72% | -10.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $2,726,000 | +129.7% | 41,608 | +145.8% | 0.72% | +140.9% |
| TAXF | New | AMERICAN CENTY ETF TRdiversified mu | $2,582,000 | – | 54,161 | +100.0% | 0.68% | – |
| IWP | Sell | ISHARES TRrus md cp gr etf | $2,324,000 | -1.9% | 29,631 | -0.9% | 0.61% | +3.0% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $1,883,000 | -15.1% | 22,727 | -10.5% | 0.50% | -10.8% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $1,675,000 | -10.8% | 25,344 | -2.0% | 0.44% | -6.4% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,594,000 | +41.4% | 17,715 | +48.4% | 0.42% | +48.4% |
| SOXX | Buy | ISHARES TRishares semicdtr | $1,568,000 | +19.0% | 4,920 | +30.5% | 0.41% | +24.8% |
| EQRR | Sell | PROSHARES TReqts for risin | $1,531,000 | -21.9% | 35,286 | -19.3% | 0.40% | -18.1% |
| TPYP | Buy | MANAGED PORTFOLIO SERIEStortoise nram pi | $1,528,000 | +12.0% | 66,134 | +17.6% | 0.40% | +17.5% |
| ITA | Buy | ISHARES TRus aer def etf | $1,490,000 | -6.0% | 16,339 | +2.2% | 0.39% | -1.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,480,000 | -5.1% | 5,543 | -2.9% | 0.39% | -0.3% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,289,000 | -2.2% | 20,736 | +1.7% | 0.34% | +2.7% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,260,000 | -5.0% | 12,967 | +0.9% | 0.33% | -0.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,183,000 | +14.7% | 13,573 | +21.7% | 0.31% | +20.5% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,174,000 | -8.6% | 10,529 | -2.8% | 0.31% | -4.0% |
| OEF | Buy | ISHARES TRs&p 100 etf | $1,109,000 | -5.7% | 6,828 | +0.1% | 0.29% | -1.0% |
| EVRG | Buy | EVERGY INC | $1,033,000 | -8.4% | 17,387 | +0.5% | 0.27% | -3.9% |
| ESGU | Buy | ISHARES TResg awr msci usa | $1,024,000 | +0.9% | 12,901 | +6.7% | 0.27% | +5.9% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $981,000 | +2.0% | 9,434 | +9.5% | 0.26% | +7.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $963,000 | -2.6% | 2,040 | -1.1% | 0.25% | +2.4% |
| QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $943,000 | -10.5% | 8,995 | -2.4% | 0.25% | -6.1% |
| TIP | Buy | ISHARES TRtips bd etf | $906,000 | -3.2% | 8,633 | +5.1% | 0.24% | +1.7% |
| Sell | PHILLIPS EDISON & CO INC | $857,000 | -18.9% | 30,564 | -3.4% | 0.23% | -14.7% | |
| IPAY | Sell | ETF MANAGERS TRprime mobile pay | $831,000 | -8.2% | 22,012 | -4.9% | 0.22% | -3.5% |
| NEE | Buy | NEXTERA ENERGY INC | $825,000 | +1.4% | 10,527 | +0.2% | 0.22% | +6.4% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $813,000 | -13.6% | 6,015 | -8.3% | 0.21% | -9.3% |
| WMT | Buy | WALMART INC | $797,000 | +9.6% | 6,146 | +2.8% | 0.21% | +15.4% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $784,000 | +7.7% | 13,768 | -1.3% | 0.21% | +12.6% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $760,000 | +67.8% | 23,667 | +83.8% | 0.20% | +75.4% |
| ONEQ | Sell | FIDELITY COMWLTH TR | $754,000 | -4.6% | 18,191 | -0.6% | 0.20% | +0.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $746,000 | +11.8% | 3,401 | +15.4% | 0.20% | +17.4% |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $717,000 | – | 9,651 | +100.0% | 0.19% | – |
| IYE | Sell | ISHARES TRu.s. energy etf | $700,000 | -0.7% | 17,808 | -3.8% | 0.18% | +4.0% |
| VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $664,000 | -18.4% | 10,716 | -9.7% | 0.18% | -14.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $634,000 | -28.4% | 3,532 | -24.7% | 0.17% | -24.8% |
| ESGE | Buy | ISHARES INCesg awr msci em | $615,000 | -13.9% | 22,239 | +0.6% | 0.16% | -9.5% |
| IGIB | Buy | ISHARES TR | $609,000 | -0.3% | 12,608 | +5.3% | 0.16% | +4.6% |
| SPXU | New | PROSHARES TRultrapro short s | $594,000 | – | 26,506 | +100.0% | 0.16% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $562,000 | – | 6,814 | +100.0% | 0.15% | – |
| XT | Buy | ISHARES TRexponential tech | $550,000 | -6.6% | 12,344 | +0.4% | 0.14% | -2.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $545,000 | -3.5% | 2,589 | +0.2% | 0.14% | +1.4% |
| FCG | Buy | FIRST TR EXCHANGE-TRADED FDnat gas etf | $536,000 | +79.3% | 23,474 | +72.0% | 0.14% | +88.0% |
| EFG | Sell | ISHARES TReafe grwth etf | $528,000 | -12.1% | 7,271 | -2.6% | 0.14% | -7.9% |
| IRBO | Sell | ISHARES TRrobotics artif | $529,000 | -12.1% | 22,220 | -2.4% | 0.14% | -7.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $520,000 | -51.1% | 4,979 | -47.3% | 0.14% | -48.7% |
| GLD | Buy | SPDR GOLD TR | $522,000 | -7.1% | 3,372 | +1.0% | 0.14% | -2.8% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $520,000 | -1.1% | 4,291 | +4.5% | 0.14% | +3.8% |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $507,000 | – | 8,547 | +100.0% | 0.13% | – |
| PG | Sell | PROCTER AND GAMBLE CO | $506,000 | -18.4% | 4,012 | -7.0% | 0.13% | -14.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $500,000 | -7.7% | 4,210 | -1.2% | 0.13% | -2.9% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $494,000 | +145.8% | 29,610 | +153.6% | 0.13% | +160.0% |
| FMAT | Buy | FIDELITY COVINGTON TRUSTmsci matls index | $494,000 | -7.0% | 12,990 | +0.2% | 0.13% | -2.3% |
| BX | Sell | BLACKSTONE INC | $489,000 | -20.9% | 5,846 | -13.7% | 0.13% | -16.8% |
| BUFR | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $484,000 | -93.3% | 23,204 | -93.2% | 0.13% | -93.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $479,000 | -13.2% | 5,152 | +0.0% | 0.13% | -8.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $471,000 | -4.3% | 8,149 | +0.0% | 0.12% | +0.8% |
| BUFD | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $455,000 | -89.4% | 23,786 | -89.1% | 0.12% | -88.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $450,000 | -3.8% | 2,755 | +4.4% | 0.12% | +1.7% |
| LLY | Buy | LILLY ELI & CO | $425,000 | +3.9% | 1,313 | +4.1% | 0.11% | +8.7% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $425,000 | -11.5% | 11,803 | +0.5% | 0.11% | -6.7% |
| O | Buy | REALTY INCOME CORP | $421,000 | -10.8% | 7,230 | +4.5% | 0.11% | -5.9% |
| CBSH | Buy | COMMERCE BANCSHARES INC | $416,000 | +0.7% | 6,290 | +0.1% | 0.11% | +5.8% |
| VFVA | Sell | VANGUARD WELLINGTON FDus value factr | $415,000 | -16.2% | 4,779 | -11.8% | 0.11% | -12.1% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $406,000 | -0.7% | 1 | 0.0% | 0.11% | +3.9% | |
| CVX | Buy | CHEVRON CORP NEW | $403,000 | +3.6% | 2,803 | +4.3% | 0.11% | +8.2% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $394,000 | -2.5% | 2,788 | +2.2% | 0.10% | +3.0% |
| CSCO | Sell | CISCO SYS INC | $374,000 | -15.4% | 9,345 | -9.8% | 0.10% | -10.8% |
| TSLA | Buy | TESLA INC | $369,000 | +11.1% | 1,391 | +182.2% | 0.10% | +16.9% |
| TEQI | T ROWE PRICE ETF INC | $365,000 | -7.1% | 11,939 | 0.0% | 0.10% | -3.0% | |
| IWM | ISHARES TRrussell 2000 etf | $361,000 | -2.4% | 2,186 | 0.0% | 0.10% | +2.2% | |
| UNP | Sell | UNION PAC CORP | $356,000 | -13.4% | 1,826 | -5.2% | 0.09% | -8.7% |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $353,000 | -10.6% | 11,365 | 0.0% | 0.09% | -6.1% | |
| IYF | Sell | ISHARES TRu.s. finls etf | $352,000 | -30.3% | 5,215 | -27.7% | 0.09% | -26.8% |
| MCD | Sell | MCDONALDS CORP | $340,000 | -9.6% | 1,475 | -3.2% | 0.09% | -4.3% |
| MRK | Buy | MERCK & CO INC | $343,000 | -5.0% | 3,979 | +0.5% | 0.09% | -1.1% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $339,000 | -6.1% | 2,634 | +0.3% | 0.09% | -2.2% |
| ORCL | Buy | ORACLE CORP | $334,000 | -12.6% | 5,467 | +0.1% | 0.09% | -8.3% |
| ONEY | New | SPDR SER TRrussell yield | $319,000 | – | 3,832 | +100.0% | 0.08% | – |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $318,000 | -8.1% | 2,546 | -3.0% | 0.08% | -3.4% |
| XBI | Sell | SPDR SER TRs&p biotech | $318,000 | 0.0% | 4,010 | -6.4% | 0.08% | +5.0% |
| PFE | Sell | PFIZER INC | $305,000 | -24.5% | 6,966 | -9.5% | 0.08% | -20.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $295,000 | -3.9% | 1,568 | +0.7% | 0.08% | +1.3% |
| HD | Buy | HOME DEPOT INC | $295,000 | +1.0% | 1,069 | +0.4% | 0.08% | +6.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $285,000 | -26.0% | 7,508 | -1.1% | 0.08% | -22.7% |
| COMB | Buy | GRANITESHARES ETF TR | $283,000 | -3.7% | 9,787 | +0.9% | 0.08% | +1.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $266,000 | -42.9% | 4,757 | -36.2% | 0.07% | -40.2% |
| DOCU | Sell | DOCUSIGN INC | $266,000 | -8.3% | 4,978 | -1.5% | 0.07% | -4.1% |
| IUSS | Sell | INVESCO EXCH TRD SLF IDX FDrafi strg us sml | $263,000 | -6.1% | 8,704 | -0.7% | 0.07% | -1.4% |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $259,000 | -9.4% | 13,908 | 0.0% | 0.07% | -5.6% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $260,000 | -3.0% | 648 | 0.0% | 0.07% | +1.5% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $247,000 | +14.9% | 488 | +16.7% | 0.06% | +20.4% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $246,000 | -78.7% | 841 | -78.3% | 0.06% | -77.5% |
| FTRI | New | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $241,000 | – | 19,737 | +100.0% | 0.06% | – |
| NFLX | New | NETFLIX INC | $240,000 | – | 1,019 | +100.0% | 0.06% | – |
| MUB | Buy | ISHARES TRnational mun etf | $239,000 | -1.2% | 2,328 | +2.4% | 0.06% | +3.3% |
| GMRE | GLOBAL MED REIT INC | $238,000 | -24.2% | 27,988 | 0.0% | 0.06% | -20.3% | |
| ARKK | Sell | ARK ETF TRinnovation etf | $240,000 | -6.6% | 6,356 | -1.2% | 0.06% | -1.6% |
| FB | Buy | META PLATFORMS INCcl a | $237,000 | -2.1% | 1,746 | +16.4% | 0.06% | +1.6% |
| FDG | Sell | AMERICAN CENTY ETF TRfocused dynamic | $235,000 | 0.0% | 4,476 | -0.2% | 0.06% | +5.1% |
| CFB | CROSSFIRST BANKSHARES INC | $235,000 | -1.3% | 18,000 | 0.0% | 0.06% | +3.3% | |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $235,000 | -2.1% | 3,530 | +0.7% | 0.06% | +3.3% |
| CAT | Sell | CATERPILLAR INC | $228,000 | -11.6% | 1,388 | -3.7% | 0.06% | -7.7% |
| DIS | Sell | DISNEY WALT CO | $226,000 | -13.1% | 2,400 | -13.0% | 0.06% | -7.7% |
| DHR | Buy | DANAHER CORPORATION | $223,000 | +2.3% | 862 | +0.1% | 0.06% | +7.3% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $214,000 | – | 2,970 | +100.0% | 0.06% | – |
| PEP | Sell | PEPSICO INC | $209,000 | -8.7% | 1,280 | -6.6% | 0.06% | -3.5% |
| DGRO | New | ISHARES TRcore div grwth | $207,000 | – | 4,666 | +100.0% | 0.06% | – |
| IXN | Buy | ISHARES TRglobal tech etf | $204,000 | -4.7% | 4,837 | +3.4% | 0.05% | 0.0% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $200,000 | -3.8% | 3,209 | +0.4% | 0.05% | +1.9% |
| ICLN | Sell | ISHARES TRgl clean ene etf | $197,000 | -69.8% | 10,323 | -69.8% | 0.05% | -68.3% |
| ET | Buy | ENERGY TRANSFER L P | $190,000 | +12.4% | 17,186 | +1.8% | 0.05% | +19.0% |
| CFFN | Sell | CAPITOL FED FINL INC | $100,000 | -10.7% | 12,088 | -1.2% | 0.03% | -7.1% |
| SLQT | Sell | SELECTQUOTE INC | $42,000 | -79.6% | 57,930 | -30.3% | 0.01% | -78.8% |
| EFAV | Exit | ISHARES TRmsci eafe min vl | $0 | – | -3,228 | -100.0% | -0.05% | – |
| GAMR | Exit | ETF MANAGERS TRwedbush vid game | $0 | – | -3,413 | -100.0% | -0.05% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -381 | -100.0% | -0.05% | – |
| BIBL | Exit | NORTHERN LTS FD TR IVinspire 100 esg | $0 | – | -7,113 | -100.0% | -0.05% | – |
| FEX | Exit | FIRST TR LRGE CP CORE ALPHA | $0 | – | -2,734 | -100.0% | -0.05% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,356 | -100.0% | -0.05% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -1,621 | -100.0% | -0.05% | – |
| FXN | Exit | FIRST TR EXCHANGE TRADED FDenergy alphadx | $0 | – | -15,000 | -100.0% | -0.06% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -2,791 | -100.0% | -0.06% | – |
| PDBC | Exit | INVESCO ACTVELY MNGD ETC FDoptimum yield | $0 | – | -12,525 | -100.0% | -0.06% | – |
| XSVM | Exit | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $0 | – | -5,244 | -100.0% | -0.06% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -2,638 | -100.0% | -0.06% | – |
| XMVM | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $0 | – | -5,972 | -100.0% | -0.06% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -2,652 | -100.0% | -0.07% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -12,635 | -100.0% | -0.29% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -55,925 | -100.0% | -0.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.