| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 7 | Q2 2024 | 10.0% |
| PALO ALTO NETWORKS INC | 7 | Q2 2024 | 6.5% |
| MICROSOFT CORP | 7 | Q2 2024 | 5.3% |
| ALPHABET INC | 7 | Q2 2024 | 5.5% |
| BERKSHIRE HATHAWAY INC DEL | 7 | Q2 2024 | 4.7% |
| FEDEX CORP | 7 | Q2 2024 | 4.5% |
| LOCKHEED MARTIN CORP | 7 | Q2 2024 | 5.2% |
| JPMORGAN CHASE & CO. | 7 | Q2 2024 | 3.8% |
| CATERPILLAR INC | 7 | Q2 2024 | 3.8% |
| CVS HEALTH CORP | 7 | Q2 2024 | 4.2% |
View Financial Partners Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
View Financial Partners Group, LLC'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.