Financial Partners Group, Inc.
CIK:0001731169
Investment Adviser
$973M AUM
220 holdings
Overland Park, KS, United States
Financial Partners Group, Inc. is an SEC registered investment adviser providing financial planning and investment management services for individuals, trusts, corporate, and qualified pension accounts.
Investment Strategy
Data-driven strategies with a focus on diverse investments for long-term growth.
Top Buys
I
IVVISHARES TR+$7.9M
S
SPYSPDR S&P 500 ETF TR+$7.1M
Q
QQQMINVESCO EXCH TRADED FD TR II+$5.0M
A
AAPLAPPLE INC+$4.7M
G
GOOGLALPHABET INC+$3.6M
Top Sells
F
FELCFIDELITY COVINGTON TRUST-$1.9M
C
COWZPACER FDS TR-$1.1M
F
FELGFIDELITY COVINGTON TRUST-$789.4K
V
VFMOVANGUARD WELLINGTON FD-$750.1K
N
NOBLPROSHARES TR-$651.8K
Top Holdings
I
IVVISHARES TR+9.9%$79.5M
S
SPYSPDR S&P 500 ETF TR+5.0%$39.7M
A
AVUVAMERICAN CENTY ETF TR+4.9%$39.2M
O
OEFISHARES TR+4.8%$38.2M
R
RDVYFIRST TR EXCHANGE TRADED FD+4.4%$35.2M
Equity Positions (216)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 9.90% | $79.5M | 118,781 | $361.92 | $669.30 | +$7.9M |
S SPY | SPDR S&P 500 ETF TR | 4.95% | $39.7M | 59,668 | $515.25 | $666.18 | +$7.1M |
A AVUV | AMERICAN CENTY ETF TR | 4.88% | $39.2M | 394,040 | $84.77 | $99.53 | +$3.4M |
O OEF | ISHARES TR | 4.76% | $38.2M | 114,707 | $204.30 | $332.84 | +$3.0M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 4.39% | $35.2M | 523,955 | $48.66 | $67.26 | +$2.3M |
Industry Allocation
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.8%
ELECTRONIC COMPUTERS
+3.2%
SERVICES-PREPACKAGED SOFTWARE
+3.1%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+1.9%
SEMICONDUCTORS & RELATED DEVICES
+1.3%