Ffg Partners, LLC Top Holdings and 13F Report (2025) About Ffg Partners, LLCInvestment ActivityFfg Partners, LLC has $300.79 million in total holdings as of June 30, 2025.Ffg Partners, LLC owns shares of 33 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 31.74% of the portfolio was purchased this quarter.About 24.53% of the portfolio was sold this quarter.This quarter, Ffg Partners, LLC has purchased 26 new stocks and bought additional shares in 11 stocks.Ffg Partners, LLC sold shares of 11 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $39,070,147Energy Transfer $23,760,117Eli Lilly and Company $23,734,306Amazon.com $22,706,207PALANTIR TECHNOLOGIES INC $21,735,270 Largest New Holdings this Quarter 770700102 - Robinhood Markets $15,975,619 HoldingL8681T102 - Spotify Technology $11,747,975 Holding90353T100 - Uber Technologies $11,461,345 Holding22788C105 - CrowdStrike $11,092,262 Holding464286806 - iShares MSCI Germany ETF $9,403,280 Holding Largest Purchases this Quarter Robinhood Markets 170,625 shares (about $15.98M)Spotify Technology 15,310 shares (about $11.75M)Uber Technologies 122,844 shares (about $11.46M)CrowdStrike 21,779 shares (about $11.09M)iShares MSCI Germany ETF 222,247 shares (about $9.40M) Largest Sales this Quarter Meta Platforms 23,036 shares (about $17.00M)Palo Alto Networks 49,450 shares (about $10.12M)SPDR Gold Shares 21,604 shares (about $6.59M)Alphabet 36,924 shares (about $6.51M)Energy Transfer 179,572 shares (about $3.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFfg Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$39,070,147$1,943,120 ▲5.2%247,29513.0%Computer and TechnologyETEnergy Transfer$23,760,117$3,255,642 ▼-12.1%1,310,5417.9%EnergyLLYEli Lilly and Company$23,734,306$7,475,924 ▲46.0%30,4467.9%MedicalAMZNAmazon.com$22,706,207$7,401,780 ▲48.4%103,4977.5%Retail/WholesalePALANTIR TECHNOLOGIES INC$21,735,270$168,083 ▲0.8%159,4437.2%CL AGLDSPDR Gold Shares$17,842,005$6,585,547 ▼-27.0%58,5315.9%FinanceCOSTCostco Wholesale$16,958,917$1,697,773 ▼-9.1%17,1315.6%Retail/WholesaleHOODRobinhood Markets$15,975,619$15,975,619 ▲New Holding170,6255.3%FinanceAVGOBroadcom$14,663,679$1,085,525 ▼-6.9%53,1964.9%Computer and TechnologyBRK.BBerkshire Hathaway$14,621,677$681,535 ▲4.9%30,1004.9%FinanceSPOTSpotify Technology$11,747,975$11,747,975 ▲New Holding15,3103.9%Computer and TechnologyUBERUber Technologies$11,461,345$11,461,345 ▲New Holding122,8443.8%Computer and TechnologyCRWDCrowdStrike$11,092,262$11,092,262 ▲New Holding21,7793.7%Computer and TechnologyEWGiShares MSCI Germany ETF$9,403,280$9,403,280 ▲New Holding222,2473.1%ETFNFLXNetflix$9,261,423$9,261,423 ▲New Holding6,9163.1%Consumer DiscretionaryGOOGLAlphabet$7,343,572$6,507,177 ▼-47.0%41,6702.4%Computer and TechnologyMETAMeta Platforms$7,072,889$17,003,869 ▼-70.6%9,5822.4%Computer and TechnologyBABAAlibaba Group$6,449,661$791,833 ▲14.0%56,8702.1%Retail/WholesaleISHARES BITCOIN TRUST ETF$4,266,827$4,266,827 ▲New Holding69,7081.4%SHS BEN INTPANWPalo Alto Networks$2,190,876$10,119,449 ▼-82.2%10,7060.7%Computer and TechnologyISHARES ETHEREUM TR$1,346,342$1,346,342 ▲New Holding70,6000.4%SHSMSFTMicrosoft$1,329,409$1,329,409 ▲New Holding2,6720.4%Computer and TechnologyIAUiShares Gold Trust$1,148,235$651,226 ▼-36.2%18,4130.4%FinanceXARSPDR S&P Aerospace & Defense ETF$987,146$11,604 ▼-1.2%4,6790.3%ETFAAPLApple$831,850$616 ▲0.1%4,0540.3%Computer and TechnologyGOOGAlphabet$724,239$826,257 ▼-53.3%4,0820.2%Computer and TechnologyTSLATesla$672,486$672,486 ▲New Holding2,1170.2%Auto/Tires/TrucksCIBRFirst Trust Nasdaq Cybersecurity ETF$591,779$9,978 ▲1.7%7,8290.2%ManufacturingVTIVanguard Total Stock Market ETF$516,988$33,432 ▲6.9%1,7010.2%ETFJPMJPMorgan Chase & Co.$454,154$156,605 ▲52.6%1,5660.2%FinanceMSTRMicroStrategy$355,722$40,423 ▼-10.2%8800.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$238,806$2,356 ▲1.0%3,2430.1%ETFTSMTaiwan Semiconductor Manufacturing$235,424$235,424 ▲New Holding1,0390.1%Computer and TechnologyWMTWalmart$0$12,488,698 ▼-100.0%00.0%Retail/WholesaleWELLWelltower$0$6,775,826 ▼-100.0%00.0%FinanceBLACKROCK INC$0$6,189,511 ▼-100.0%00.0%COMASMLASML$0$534,688 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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