Financial Partners Group, LLC
Q2 2025 13F Holdings
- Locationgallatin, TN
- Num holdings
88
- Value ($000)
$276,275
- Date Filed 07/17/2025
- Form type13F-HR
- CIK 0001965246
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
M MICROSOFT CORP | COM | 594918104 | $14.31M | 5 % | 28,765 | ||
G ALPHABET INC | CAP STK CL A | 02079K305 | $13.90M | 5 % | 78,871 | ||
J JPMORGAN CHASE & CO. | COM | 46625H100 | $13.46M | 5 % | 46,413 | ||
B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $13.31M | 5 % | 27,399 | ||
P PALO ALTO NETWORKS INC | COM | 697435105 | $12.70M | 5 % | 62,076 | ||
E ECOLAB INC | COM | 278865100 | $11.00M | 4 % | 40,815 | ||
C CHEVRON CORP NEW | COM | 166764100 | $10.10M | 4 % | 70,529 | ||
U UNITEDHEALTH GROUP INC | COM | 91324P102 | $9.68M | 4 % | 31,037 | ||
N PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $9.41M | 3 % | 93,466 | ||
U UNITED PARCEL SERVICE INC | CL B | 911312106 | $9.11M | 3 % | 90,247 |
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