Financial Partners Group, LLC

Q2 2025 13F Holdings

  • Location
    gallatin, TN
  • Num holdings

    88

  • Value ($000)

    $276,275

  • Date Filed
    07/17/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
$14.31M
5 %

28,765

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$13.90M
5 %

78,871

JPM
JPM

JPMORGAN CHASE & CO.

COM
$13.46M
5 %

46,413

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$13.31M
5 %

27,399

PANW
PANW

PALO ALTO NETWORKS INC

COM
$12.70M
5 %

62,076

ECL
ECL

ECOLAB INC

COM
$11.00M
4 %

40,815

CHV
CHV

CHEVRON CORP NEW

COM
$10.10M
4 %

70,529

UNH
UNH

UNITEDHEALTH GROUP INC

COM
$9.68M
4 %

31,037

NOBL
NOBL

PROSHARES TR

S&P 500 DV ARIST
$9.41M
3 %

93,466

UPS
UPS

UNITED PARCEL SERVICE INC

CL B
$9.11M
3 %

90,247

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