Financial Partners Group, Inc

data from 30/09/2025

Capitalization

$ 802.852 M 11.02 %

Average holding period

12 ans

Performance

$ 275.175 M 74.46 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Financial Partners Group, Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 9.90% 79.500 M $ 118781 2017/12/31 5.581 M $ 7.80 %
2025/09/30 SPY SPDR S&P 500 ETF TR 4.95% 39.750 M $ 59668 2017/12/31 2.555 M $ 7.82 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 4.88% 39.219 M $ 394040 2021/06/30 3.316 M $ 9.25 %
2025/09/30 OEF ISHARES TR 4.76% 38.179 M $ 114707 2017/12/31 3.291 M $ 9.36 %
2025/09/30 RDVY FIRST TR EXCHANGE TRADED FD 4.39% 35.241 M $ 523955 2020/06/30 2.376 M $ 7.20 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 3.99% 32.009 M $ 129530 2023/06/30 2.378 M $ 8.82 %
2025/09/30 ITOT ISHARES TR 3.27% 26.235 M $ 180126 2017/12/31 1.901 M $ 7.86 %
2025/09/30 AAPL APPLE INC 3.17% 25.471 M $ 100030 2017/12/31 5.001 M $ 24.11 %
2025/09/30 IGIB ISHARES TR 3.12% 25.027 M $ 462699 2019/06/30 357.710 K $ 1.50 %
2025/09/30 FTEC FIDELITY COVINGTON TRUST 3.00% 24.093 M $ 108445 2018/09/30 2.714 M $ 12.65 %
2025/09/30 MSFT MICROSOFT CORP 2.83% 22.696 M $ 43820 2017/12/31 881.124 K $ 4.13 %
2025/09/30 IWP ISHARES TR 2.40% 19.305 M $ 135561 2020/06/30 505.094 K $ 2.69 %
2025/09/30 QUAL ISHARES TR 2.34% 18.765 M $ 96478 2020/09/30 1.079 M $ 6.39 %
2025/09/30 AGG ISHARES TR 2.13% 17.085 M $ 170425 2025/06/30 173.204 K $ 1.06 %
2025/09/30 IUSV ISHARES TR 2.00% 16.028 M $ 160363 2024/06/30 852.099 K $ 5.62 %
2025/09/30 XMMO INVESCO EXCHANGE TRADED FD T 1.87% 14.997 M $ 110903 2024/12/31 701.883 K $ 5.13 %
2025/09/30 AMZN AMAZON COM INC 1.86% 14.967 M $ 68167 2018/06/30 12.253 K $ 0.08 %
2025/09/30 JEPQ J P MORGAN EXCHANGE TRADED F 1.86% 14.909 M $ 259195 2023/09/30 783.045 K $ 5.74 %
2025/09/30 SOXX ISHARES TR 1.67% 13.410 M $ 49460 2022/03/31 1.604 M $ 13.58 %
2025/09/30 GOOGL ALPHABET INC 1.66% 13.366 M $ 54980 2020/03/31 3.689 M $ 37.95 %
2025/09/30 COWZ PACER FDS TR 1.63% 13.116 M $ 228216 2023/09/30 611.756 K $ 4.30 %
2025/09/30 FMHI FIRST TR EXCH TRADED FD III 1.17% 9.419 M $ 198253 2022/12/31 147.440 K $ 1.73 %
2025/09/30 PAVE GLOBAL X FDS 1.08% 8.666 M $ 181952 2023/06/30 721.483 K $ 9.29 %
2025/09/30 NVDA NVIDIA CORPORATION 1.07% 8.562 M $ 45890 2022/12/31 1.155 M $ 18.10 %
2025/09/30 SPMO INVESCO EXCH TRADED FD TR II 1.06% 8.484 M $ 70077 2024/03/31 554.132 K $ 7.64 %
2025/09/30 VFMO VANGUARD WELLINGTON FD 0.96% 7.732 M $ 40355 2025/03/31 938.068 K $ 11.06 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.88% 7.084 M $ 259501 2024/09/30 216.090 K $ 3.02 %
2025/09/30 SJNK SPDR SERIES TRUST 0.87% 7.008 M $ 273735 2022/12/31 32.732 K $ 0.47 %
2025/09/30 QQQ INVESCO QQQ TR 0.82% 6.552 M $ 10913 2018/06/30 535.299 K $ 8.83 %
2025/09/30 GOOG ALPHABET INC 0.81% 6.518 M $ 26763 2018/06/30 1.773 M $ 37.30 %
2025/09/30 IWY ISHARES TR 0.80% 6.410 M $ 23423 2020/06/30 636.677 K $ 11.01 %
2025/09/30 IMTM ISHARES TR 0.75% 6.004 M $ 125402 2024/03/31 205.080 K $ 4.79 %
2025/09/30 NOBL PROSHARES TR 0.67% 5.384 M $ 52237 2017/12/31 142.055 K $ 2.35 %
2025/09/30 PPA INVESCO EXCHANGE TRADED FD T 0.65% 5.212 M $ 33531 2023/09/30 425.871 K $ 9.71 %
2025/09/30 EMXC ISHARES INC 0.62% 4.969 M $ 73610 2025/06/30 191.698 K $ 6.92 %
2025/09/30 MOAT VANECK ETF TRUST 0.61% 4.874 M $ 49182 2019/12/31 272.958 K $ 5.67 %
2025/09/30 FELC FIDELITY COVINGTON TRUST 0.57% 4.543 M $ 121889 2024/06/30 517.708 K $ 8.06 %
2025/09/30 ITA ISHARES TR 0.55% 4.429 M $ 21163 2017/12/31 438.546 K $ 10.93 %
2025/09/30 FHLC FIDELITY COVINGTON TRUST 0.51% 4.090 M $ 61163 2020/03/31 209.702 K $ 4.57 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY 0.46% 3.685 M $ 49475 2023/06/30 -237.838 K $ -6.03 %
2025/09/30 XMHQ INVESCO EXCHANGE TRADED FD T 0.46% 3.684 M $ 35100 2023/06/30 241.604 K $ 6.84 %
2025/09/30 META META PLATFORMS INC 0.45% 3.597 M $ 4898 2021/09/30 -13.849 K $ -0.50 %
2025/09/30 FENY FIDELITY COVINGTON TRUST 0.44% 3.498 M $ 141508 2020/06/30 210.757 K $ 5.42 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.41% 3.324 M $ 6612 2017/12/31 107.199 K $ 3.49 %
2025/09/30 JAAA JANUS DETROIT STR TR 0.41% 3.274 M $ 64483 2025/03/31 1.452 K $ 0.06 %
2025/09/30 HYMB SPDR SERIES TRUST 0.35% 2.782 M $ 111596 2025/06/30 16.507 K $ 0.61 %
2025/09/30 ANGL VANECK ETF TRUST 0.33% 2.678 M $ 90087 2025/09/30 0.000 $ 0.00 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN 0.30% 2.418 M $ 24221 2024/03/31 140.064 K $ 6.19 %
2025/09/30 TPYP TORTOISE CAPITAL SERIES TRUS 0.30% 2.386 M $ 65472 2025/06/30 47.452 K $ 2.02 %
2025/09/30 HYG ISHARES TR 0.29% 2.304 M $ 28381 2023/09/30 15.319 K $ 0.67 %
2025/09/30 WMT WALMART INC 0.28% 2.248 M $ 21810 2019/12/31 114.956 K $ 5.40 %
2025/09/30 RBB FUND TRUST 0.27% 2.155 M $ 46714 2025/06/30 77.796 K $ 9.63 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.26% 2.095 M $ 2264 2020/03/31 -145.597 K $ -6.50 %
2025/09/30 MLPX GLOBAL X FDS 0.25% 2.040 M $ 32533 2024/06/30 1.600 K $ 0.08 %
2025/09/30 BKDV BNY MELLON ETF TRUST II 0.25% 2.016 M $ 72527 2025/03/31 66.719 K $ 4.47 %
2025/09/30 QTEC FIRST TR EXCHANGE-TRADED FD 0.25% 1.977 M $ 8612 2017/12/31 144.509 K $ 7.88 %
2025/09/30 IJH ISHARES TR 0.24% 1.932 M $ 29601 2017/12/31 96.027 K $ 5.22 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.24% 1.889 M $ 5989 2019/06/30 140.819 K $ 8.80 %
2025/09/30 IFRA ISHARES TR 0.22% 1.760 M $ 33315 2020/12/31 119.379 K $ 7.38 %
2025/09/30 TSLA TESLA INC 0.21% 1.719 M $ 3865 2020/09/30 540.259 K $ 40.00 %
2025/09/30 SHLD GLOBAL X FDS 0.21% 1.712 M $ 24370 2025/06/30 66.663 K $ 16.58 %
2025/09/30 IWR ISHARES TR 0.21% 1.685 M $ 17449 2018/12/31 78.519 K $ 4.98 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.19% 1.520 M $ 26617 2022/09/30 8.264 K $ 0.44 %
2025/09/30 IJR ISHARES TR 0.18% 1.478 M $ 12438 2017/12/31 118.019 K $ 8.73 %
2025/09/30 IWF ISHARES TR 0.18% 1.435 M $ 3064 2017/12/31 137.231 K $ 10.32 %
2025/09/30 FELG FIDELITY COVINGTON TRUST 0.17% 1.362 M $ 33134 2024/06/30 237.678 K $ 11.05 %
2025/09/30 ONEQ FIDELITY COMWLTH TR 0.17% 1.354 M $ 15188 2018/12/31 138.691 K $ 11.27 %
2025/09/30 EVRG EVERGY INC 0.17% 1.346 M $ 17710 2018/06/30 124.883 K $ 10.29 %
2025/09/30 HYS PIMCO ETF TR 0.16% 1.313 M $ 13725 2025/06/30 9.195 K $ 0.71 %
2025/09/30 MUB ISHARES TR 0.16% 1.306 M $ 12267 2018/12/31 21.525 K $ 1.92 %
2025/09/30 GLD SPDR GOLD TR 0.16% 1.272 M $ 3579 2021/03/31 174.708 K $ 16.61 %
2025/09/30 AVLV AMERICAN CENTY ETF TR 0.16% 1.263 M $ 17473 2024/09/30 95.567 K $ 5.94 %
2025/09/30 IJJ ISHARES TR 0.15% 1.175 M $ 9057 2017/12/31 55.683 K $ 4.97 %
2025/09/30 ORCL ORACLE CORP 0.15% 1.172 M $ 4168 2021/06/30 258.391 K $ 28.64 %
2025/09/30 NFLX NETFLIX INC 0.14% 1.162 M $ 969 2017/12/31 -134.601 K $ -10.47 %
2025/09/30 VIGI VANGUARD WHITEHALL FDS 0.14% 1.156 M $ 12903 2019/12/31 -7.088 K $ -0.61 %
2025/09/30 PWR QUANTA SVCS INC 0.14% 1.147 M $ 2768 2024/03/31 82.455 K $ 9.61 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.14% 1.134 M $ 5256 2017/12/31 58.246 K $ 5.43 %
2025/09/30 SYLD CAMBRIA ETF TR 0.14% 1.113 M $ 16205 2021/06/30 64.192 K $ 5.58 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.13% 1.079 M $ 3828 2017/12/31 109.509 K $ 11.31 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.13% 1.021 M $ 38645 2025/09/30 0.000 $ 0.00 %
2025/09/30 NUKZ EXCHANGE TRADED CONCEPTS TRU 0.12% 995.246 K $ 15302 2025/06/30 58.512 K $ 14.99 %
2025/09/30 ESGU ISHARES TR 0.12% 981.894 K $ 6744 2020/06/30 69.494 K $ 7.61 %
2025/09/30 IVW ISHARES TR 0.12% 954.549 K $ 7907 2017/12/31 83.961 K $ 9.65 %
2025/09/30 UNP UNION PAC CORP 0.12% 950.696 K $ 4022 2024/12/31 26.053 K $ 2.73 %
2025/09/30 CVX CHEVRON CORP NEW 0.12% 946.840 K $ 6097 2017/12/31 72.854 K $ 8.45 %
2025/09/30 DEM WISDOMTREE TR 0.11% 906.185 K $ 19704 2025/06/30 8.715 K $ 1.55 %
2025/09/30 MGC VANGUARD WORLD FD 0.11% 853.583 K $ 3497 2020/03/31 67.037 K $ 8.52 %
2025/09/30 LLY ELI LILLY & CO 0.10% 836.496 K $ 1096 2020/12/31 -16.728 K $ -2.12 %
2025/09/30 JPIB J P MORGAN EXCHANGE TRADED F 0.10% 826.804 K $ 16863 2025/09/30 0.000 $ 0.00 %
2025/09/30 IJS ISHARES TR 0.10% 823.713 K $ 7448 2022/09/30 82.595 K $ 11.16 %
2025/09/30 NEE NEXTERA ENERGY INC 0.10% 818.874 K $ 10847 2021/03/31 65.841 K $ 8.74 %
2025/09/30 FLOT ISHARES TR 0.10% 804.844 K $ 15755 2022/12/31 1.956 K $ 0.14 %
2025/09/30 FTSL FIRST TR EXCHANGE-TRADED FD 0.10% 803.712 K $ 17533 2021/03/31 -876.000 $ -0.11 %
2025/09/30 AGGH SIMPLIFY EXCHANGE TRADED FUN 0.10% 795.880 K $ 38430 2025/06/30 2.417 K $ 0.34 %
2025/09/30 BONDBLOXX ETF TRUST 0.10% 788.023 K $ 15583 2025/03/31 3.381 K $ 0.38 %
2025/09/30 JCPB J P MORGAN EXCHANGE TRADED F 0.10% 786.781 K $ 16546 2023/06/30 2.889 K $ 1.04 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.10% 782.247 K $ 982 2020/12/31 87.093 K $ 12.52 %
2025/09/30 BX BLACKSTONE INC 0.10% 765.846 K $ 4483 2019/09/30 91.780 K $ 14.22 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.09% 754.200 K $ 1 2017/12/31 25.400 K $ 3.49 %