Financial Partners Group, LLC

Q4 2024 13F Holdings

  • Location
    gallatin, TN
  • Num holdings

    94

  • Value ($000)

    $240,792

  • Date Filed
    01/21/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$14.72M
6 %

77,759

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$13.32M
6 %

29,389

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$12.60M
5 %

29,888

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$11.52M
5 %

48,050

PANW
PANW

PALO ALTO NETWORKS INC

COM
697435105
$11.46M
5 %

62,977

FDX
FDX

FEDEX CORP

COM
31428X106
$10.33M
4 %

36,728

LMT
LMT

LOCKHEED MARTIN CORP

COM
539830109
$9.77M
4 %

20,099

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$9.48M
4 %

88,094

ECL
ECL

ECOLAB INC

COM
278865100
$9.28M
4 %

39,605

CAT
CAT

CATERPILLAR INC

COM
149123101
$8.76M
4 %

24,136

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