Financial Partners Group, LLC Top Holdings and 13F Report (2024) → Trump’s “Tax Free” Retirement Strategy (From Gold Safe Exchange) (Ad) About Financial Partners Group, LLCInvestment ActivityFinancial Partners Group, LLC has $258.47 million in total holdings as of March 31, 2024.Financial Partners Group, LLC owns shares of 96 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 11.19% of the portfolio was purchased this quarter.About 3.77% of the portfolio was sold this quarter.This quarter, Financial Partners Group, LLC has purchased 81 new stocks and bought additional shares in 43 stocks.Financial Partners Group, LLC sold shares of 32 stocks and completely divested from 1 stock this quarter.Largest Holdings Microsoft $12,891,967Alphabet $11,530,600Exxon Mobil $11,171,917FedEx $10,582,120Berkshire Hathaway $10,132,850 Largest New Holdings this Quarter Crown Castle $6,612,259 HoldingHumana $6,351,911 HoldingSteel Dynamics $1,452,951 HoldingCostco Wholesale $1,183,198 HoldingFortinet $1,181,763 Holding Largest Purchases this Quarter Crown Castle 62,480 shares (about $6.61M)Humana 18,320 shares (about $6.35M)Steel Dynamics 9,802 shares (about $1.45M)United Parcel Service 8,069 shares (about $1.20M)Costco Wholesale 1,615 shares (about $1.18M) Largest Sales this Quarter Palo Alto Networks 19,951 shares (about $5.67M)VanEck Morningstar Wide Moat ETF 4,384 shares (about $394.12K)iShares Core S&P Small-Cap ETF 2,980 shares (about $329.35K)iShares Core U.S. Aggregate Bond ETF 2,833 shares (about $277.46K)Marathon Petroleum 1,218 shares (about $245.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Partners Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$12,891,967$39,547 ▼-0.3%30,6435.0%Computer and TechnologyGOOGLAlphabet$11,530,600$719,483 ▲6.7%76,3974.5%Computer and TechnologyXOMExxon Mobil$11,171,917$259,912 ▲2.4%96,1114.3%Oils/EnergyFDXFedEx$10,582,120$308,572 ▲3.0%36,5234.1%TransportationBRK.BBerkshire Hathaway$10,132,850$212,783 ▼-2.1%24,0963.9%FinanceCATCaterpillar$9,803,477$194,208 ▼-1.9%26,7543.8%Industrial ProductsJPMJPMorgan Chase & Co.$9,683,949$287,832 ▲3.1%48,3473.7%FinanceCVSCVS Health$9,373,096$10,688 ▲0.1%117,5163.6%Retail/WholesaleECLEcolab$9,362,765$6,696 ▲0.1%40,5493.6%Basic MaterialsLRCXLam Research$8,540,1010.0%8,7903.3%Computer and TechnologyLMTLockheed Martin$8,171,377$14,556 ▼-0.2%17,9643.2%AerospacePANWPalo Alto Networks$8,157,657$5,668,678 ▼-41.0%28,7113.2%Computer and TechnologyCCICrown Castle$6,612,259$6,612,259 ▲New Holding62,4802.6%FinanceHDHome Depot$6,519,352$34,908 ▼-0.5%16,9952.5%Retail/WholesaleOXYOccidental Petroleum$6,401,268$52,057 ▲0.8%98,4962.5%Oils/EnergyHUMHumana$6,351,911$6,351,911 ▲New Holding18,3202.5%MedicalNOBLProShares S&P 500 Aristocrats ETF$5,850,492$45,331 ▲0.8%57,6912.3%ETFAAPLApple$5,767,408$18,177 ▼-0.3%33,6332.2%Computer and TechnologyCVXChevron$5,363,312$184,082 ▲3.6%34,0012.1%Oils/EnergyEOGEOG Resources$5,127,7910.0%40,1112.0%Oils/EnergyMRKMerck & Co., Inc.$4,035,007$5,542 ▲0.1%30,5801.6%MedicalUNHUnitedHealth Group$3,880,904$80,141 ▲2.1%7,8451.5%MedicalMDTMedtronic$3,775,513$6,013 ▲0.2%43,3221.5%MedicalBPBP$3,321,996$41,637 ▲1.3%88,1631.3%Oils/EnergyUPSUnited Parcel Service$3,158,355$1,199,283 ▲61.2%21,2501.2%TransportationAMZNAmazon.com$2,986,552$199,681 ▼-6.3%16,5571.2%Retail/WholesaleMOAltria Group$2,725,461$50,425 ▲1.9%62,4821.1%Consumer StaplesMOATVanEck Morningstar Wide Moat ETF$2,708,576$394,119 ▼-12.7%30,1291.0%ETFSCHWCharles Schwab$2,513,466$97,442 ▼-3.7%34,7451.0%FinanceTXNTexas Instruments$2,352,076$106,968 ▲4.8%13,5010.9%Computer and TechnologyNXPINXP Semiconductors$2,324,331$131,814 ▼-5.4%9,3810.9%Computer and TechnologyNUENucor$2,136,794$760,356 ▲55.2%10,7970.8%Basic MaterialsVMCVulcan Materials$2,022,114$155,841 ▼-7.2%7,4090.8%ConstructionOCOwens Corning$1,999,658$4,170 ▼-0.2%11,9880.8%ConstructionBACBank of America$1,961,109$322,927 ▲19.7%51,7170.8%FinanceFHNFirst Horizon$1,906,648$80,250 ▼-4.0%123,8080.7%FinanceIBMInternational Business Machines$1,780,483$569,434 ▲47.0%9,3240.7%Computer and TechnologyINTCIntel$1,729,793$185,603 ▼-9.7%39,1620.7%Computer and TechnologyXLGInvesco S&P 500 Top 50 ETF$1,599,340$111,518 ▲7.5%37,9620.6%ETFLOWLowe's Companies$1,552,380$75,912 ▼-4.7%6,0940.6%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$1,550,522$21,054 ▲1.4%16,4230.6%ETFWMTWalmart$1,502,798$1,042,019 ▲226.1%24,9760.6%Retail/WholesaleTFCTruist Financial$1,465,371$94,487 ▼-6.1%37,5930.6%FinanceSTLDSteel Dynamics$1,452,951$1,452,951 ▲New Holding9,8020.6%Basic MaterialsVZVerizon Communications$1,362,366$9,105 ▲0.7%32,4680.5%Computer and TechnologyPGProcter & Gamble$1,332,534$48,999 ▼-3.5%8,2130.5%Consumer StaplesJBHTJ.B. Hunt Transport Services$1,271,969$105,997 ▼-7.7%6,3840.5%TransportationAGGiShares Core U.S. Aggregate Bond ETF$1,267,148$277,464 ▼-18.0%12,9380.5%FinanceWBAWalgreens Boots Alliance$1,264,900$43,836 ▲3.6%58,3170.5%Retail/WholesaleRFRegions Financial$1,221,073$6,291 ▲0.5%58,0360.5%FinanceFFord Motor$1,212,637$70,238 ▲6.1%91,3130.5%Auto/Tires/TrucksMDYSPDR S&P MidCap 400 ETF Trust$1,205,719$967,580 ▲406.3%2,1670.5%ETFCOSTCostco Wholesale$1,183,198$1,183,198 ▲New Holding1,6150.5%Retail/WholesaleFTNTFortinet$1,181,763$1,181,763 ▲New Holding17,3000.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,132,288$329,353 ▼-22.5%10,2450.4%ETFXPOXPO$1,112,792$39,538 ▼-3.4%9,1190.4%TransportationLUVSouthwest Airlines$1,100,055$1,100,055 ▲New Holding37,6860.4%TransportationQQQInvesco QQQ$1,094,602$111,458 ▲11.3%2,4650.4%FinanceWFCWells Fargo & Company$1,039,339$28,227 ▼-2.6%17,9320.4%FinanceNVONovo Nordisk A/S$974,171$134,050 ▼-12.1%7,5870.4%MedicalSPYSPDR S&P 500 ETF Trust$948,888$3,662 ▲0.4%1,8140.4%FinanceBABoeing$911,685$86,460 ▲10.5%4,7240.4%AerospaceEFAiShares MSCI EAFE ETF$890,679$57,659 ▲6.9%11,1530.3%FinanceOZKBank OZK$854,785$46,415 ▼-5.2%18,8030.3%FinanceCOPConocoPhillips$742,483$294,804 ▲65.9%5,8330.3%Oils/EnergyKOCoca-Cola$712,151$205,263 ▲40.5%11,6400.3%Consumer StaplesDUKDuke Energy$703,009$4,062 ▲0.6%7,2690.3%UtilitiesSCHDSchwab US Dividend Equity ETF$697,593$23,866 ▼-3.3%8,6520.3%ETFXLFFinancial Select Sector SPDR Fund$597,641$22,155 ▼-3.6%14,1890.2%ETFVOOVanguard S&P 500 ETF$498,967$55,281 ▲12.5%1,0380.2%ETFMCDMcDonald's$492,709$209,993 ▲74.3%1,7480.2%Retail/WholesaleVXUSVanguard Total International Stock ETF$492,531$784 ▲0.2%8,1680.2%ETFIVViShares Core S&P 500 ETF$442,537$1,577 ▲0.4%8420.2%ETFABBVAbbVie$435,647$42,982 ▲10.9%2,3920.2%MedicalMPCMarathon Petroleum$409,613$245,405 ▼-37.5%2,0330.2%Oils/EnergyATOAtmos Energy$385,779$119,241 ▲44.7%3,2450.1%UtilitiesPNCThe PNC Financial Services Group$370,972$6,625 ▲1.8%2,2960.1%FinanceVEUVanguard FTSE All-World ex-US ETF$370,6680.0%6,3200.1%ETFBMYBristol-Myers Squibb$357,7020.0%6,5960.1%MedicalVUGVanguard Growth ETF$344,200$344,200 ▲New Holding1,0000.1%ETFRSPInvesco S&P 500 Equal Weight ETF$339,205$43,523 ▼-11.4%2,0030.1%ETFRTXRTX$331,723$4,097 ▼-1.2%3,4010.1%AerospaceBNDVanguard Total Bond Market ETF$326,618$7,699 ▲2.4%4,4970.1%ETFCMICummins$322,642$322,642 ▲New Holding1,0950.1%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$308,195$56,793 ▲22.6%6,1430.1%ETFPSXPhillips 66$252,863$231,138 ▼-47.8%1,5480.1%Oils/EnergyORCLOracle$247,852$247,852 ▲New Holding1,9730.1%Computer and TechnologyUSBU.S. Bancorp$244,466$3,263 ▼-1.3%5,4690.1%FinanceVTVVanguard Value ETF$244,290$244,290 ▲New Holding1,5000.1%ETFTMOThermo Fisher Scientific$241,369$241,369 ▲New Holding4150.1%MedicalLLYEli Lilly and Company$231,859$231,859 ▲New Holding2980.1%MedicalBIIBBiogen$225,981$225,981 ▲New Holding1,0480.1%MedicalVIGVanguard Dividend Appreciation ETF$215,298$215,298 ▲New Holding1,1790.1%ETFSOSouthern$202,824$202,824 ▲New Holding2,8270.1%UtilitiesFIFiserv$202,013$202,013 ▲New Holding1,2640.1%Business ServicesBBCPConcrete Pumping$79,0000.0%10,0000.0%Business ServicesHALHalliburton$0$554,939 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. 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