Financial Partners Group, LLC

Q1 2025 13F Holdings

  • Location
    gallatin, TN
  • Num holdings

    81

  • Value ($000)

    $230,406

  • Date Filed
    04/18/2025
  • Form type
    13F-HR
  • CIK
    0001965246
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$14.86M
6 %

27,903

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$11.74M
5 %

75,901

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$11.51M
5 %

46,925

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$10.78M
5 %

28,708

PANW
PANW

PALO ALTO NETWORKS INC

COM
697435105
$10.40M
5 %

60,960

ECL
ECL

ECOLAB INC

COM
278865100
$10.37M
5 %

40,896

UPS
UPS

UNITED PARCEL SERVICE INC

CL B
911312106
$10.01M
4 %

90,997

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$9.85M
4 %

82,843

LMT
LMT

LOCKHEED MARTIN CORP

COM
539830109
$8.50M
4 %

19,033

FDX
FDX

FEDEX CORP

COM
31428X106
$8.49M
4 %

34,835

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