SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Financial Partners Group, LLC

CIK 0001965246 · 607 COMMONS DRIVE, GALLATIN, TN, 37066 · 615-230-9700

Reported Value
$230M
Q1 2025
Positions
81
Filings on Record
11
2019–present window
Filed
Apr 18, 2025
original filing

Summary

Financial Partners Group, LLC reported $230M in U.S.-listed holdings across 81 positions for Q1 2025.

Its largest position, BRK/B, represents 6.4% of the portfolio.

Compared with Q4 2024, the fund opened 2 new positions and exited 15.

Portfolio Metrics

Turnover
+6.4%
vs prior filed quarter
Top-10 Concentration
+46.2%
share of reported value
Largest Position
+6.4%
Berkshire Hathaway
New / Exited
2 / 15
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $169MQ4 ’22Q1 ’23: $191MQ2 ’23: $199MQ2 ’23Q3 ’23: $208MQ4 ’23: $221MQ4 ’23Q1 ’24: $258MQ2 ’24: $258MQ2 ’24Q3 ’24: $267MQ4 ’24: $241MQ4 ’24Q1 ’25: $230MQ2 ’25: $276MQ2 ’25filingsflow.com

Portfolio Composition

By security type
Common Stock: 84.2%ETP: 11.2%REIT: 2.9%ADR: 1.8%
  • Common Stock · 84.2% · $194M
  • ETP · 11.2% · $26M
  • REIT · 2.9% · $7M
  • ADR · 1.8% · $4M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NXPINXP SEMICONDUCTORS N VNEW+1.6K1.6K+$299,725$299,725
PMPHILIP MORRIS INTL INCNEW+1.5K1.5K+$237,619$237,619
UPSUNITED PARCEL SERVICE INCADDED+56.6K91.0K+$6M$10M
VOOVANGUARD INDEX FDSSOLD OUT1.2K0$623,404$0
IVVISHARES TRSOLD OUT9750$573,685$0
VUGVANGUARD INDEX FDSSOLD OUT1.0K0$410,440$0
CMICUMMINS INCSOLD OUT1.2K0$407,099$0
VEAVANGUARD TAX-MANAGED FDSSOLD OUT7.0K0$335,888$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

76 positions
#IssuerClass% PortfolioValueShares
1BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW6.45%$15M27.9K
2GOOGLALPHABET INChistory →CAP STK CL A5.09%$12M75.9K
3JPMJPMORGAN CHASE & CO.history →COM5.00%$12M46.9K
4MSFTMICROSOFT CORPhistory →COM4.68%$11M28.7K
5PANWPALO ALTO NETWORKS INChistory →COM4.51%$10M61.0K
6ECLECOLAB INChistory →COM4.50%$10M40.9K
7UPSUNITED PARCEL SERVICE INChistory →CL B4.34%$10M91.0K
8EXMOCEXXON MOBIL CORPhistory →COM4.28%$10M82.8K
9LMTLOCKHEED MARTIN CORPhistory →COM3.69%$9M19.0K
10FDXFEDEX CORPhistory →COM3.69%$8M34.8K
11CATCATERPILLAR INChistory →COM3.30%$8M23.1K
12CCICROWN CASTLE INChistory →COM2.87%$7M63.4K
13LRCXLAM RESEARCH CORPhistory →COM NEW2.77%$6M87.9K
14NOBLPROSHARES TRhistory →S&P 500 DV ARIST2.65%$6M59.7K
15AAPLAPPLE INChistory →COM2.63%$6M27.3K
16EOGEOG RES INChistory →COM2.23%$5M40.0K
17HDHOME DEPOT INChistory →COM2.09%$5M13.2K
18XLUSELECT SECTOR SPDR TRSBI INT-UTILS · ENERGY · INDL1.90%$4M50.5K
19CVXCHEVRON CORP NEWhistory →COM1.87%$4M25.8K
20EFAISHARES TRMSCI EAFE ETF · IBOXX HI YD ETF · CORE S&P SCP ETF1.87%$4M51.1K
21UNHUNITEDHEALTH GROUP INChistory →COM1.77%$4M7.8K
22MDTMEDTRONIC PLChistory →SHS1.72%$4M44.0K
23MOATVANECK ETF TRUSThistory →MRNGSTR WDE MOAT1.42%$3M37.1K
24BPBP PLChistory →SPONSORED ADR1.25%$3M85.4K
25MRKMERCK & CO INChistory →COM1.16%$3M29.7K
26MOALTRIA GROUP INChistory →COM1.16%$3M44.5K
27OXYOCCIDENTAL PETE CORPhistory →COM1.05%$2M49.0K
28AMZNAMAZON COM INCCOM0.87%$2M10.6K
29SCHWSCHWAB CHARLES CORPCOM0.85%$2M25.0K
30XLGINVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 · S&P500 EQL WGT0.83%$2M36.4K
31FHNFIRST HORIZON CORPORATIONCOM0.83%$2M97.9K
32BACBANK AMERICA CORPCOM0.78%$2M43.0K
33QQQINVESCO QQQ TRUNIT SER 10.74%$2M3.6K
34LUVSOUTHWEST AIRLS COCOM0.69%$2M47.2K
35LOWLOWES COS INCCOM0.66%$2M6.5K
36COSTCOSTCO WHSL CORP NEWCOM0.64%$1M1.6K
37VMCVULCAN MATLS COCOM0.63%$1M6.3K
38TFCTRUIST FINL CORPCOM0.63%$1M35.4K
39VZVERIZON COMMUNICATIONS INCCOM0.63%$1M31.8K
40FTNTFORTINET INCCOM0.61%$1M14.6K
41OCOWENS CORNING NEWCOM0.60%$1M9.7K
42STLDSTEEL DYNAMICS INCCOM0.59%$1M11.0K
43JBHTHUNT J B TRANS SVCS INCCOM0.59%$1M9.2K
44NUENUCOR CORPCOM0.56%$1M10.8K
45RFREGIONS FINANCIAL CORP NEWCOM0.56%$1M59.1K
46NVONOVO-NORDISK A SADR0.55%$1M18.3K
47IBMINTERNATIONAL BUSINESS MACHSCOM0.54%$1M5.0K
48SPYSPDR S&P 500 ETF TRTR UNIT0.45%$1M1.8K
49DUKDUKE ENERGY CORP NEWCOM NEW0.44%$1M8.3K
50GDGENERAL DYNAMICS CORPCOM0.43%$991,7423.6K
51MDYSPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP0.42%$977,3361.8K
52RTXRTX CORPORATIONCOM0.36%$822,0196.2K
53BABOEING COCOM0.35%$811,6484.8K
54PGPROCTER AND GAMBLE COCOM0.34%$789,1044.6K
55ORCLORACLE CORPCOM0.34%$773,2975.5K
56HUMHUMANA INCCOM0.33%$759,6672.9K
57SCHDSCHWAB STRATEGIC TRUS DIVIDEND EQ0.28%$651,45723.3K
58INTCINTEL CORPCOM0.27%$621,94727.4K
59KOCOCA COLA COCOM0.26%$599,9868.4K
60MPCMARATHON PETE CORPCOM0.25%$573,5473.9K
61SOSOUTHERN COCOM0.23%$525,3645.7K
62WMTWALMART INCCOM0.22%$500,1705.7K
63VXUSVANGUARD STAR FDSVG TL INTL STK F0.19%$435,7567.0K
64BMYBRISTOL-MYERS SQUIBB COCOM0.18%$404,9136.6K
65VEUVANGUARD INTL EQUITY INDEX FALLWRLD EX US0.16%$379,7326.3K
66BNDVANGUARD BD INDEX FDSTOTAL BND MRKT0.13%$300,9254.1K
67NXPINXP SEMICONDUCTORS N VCOM0.13%$299,7251.6K
68FEZSPDR INDEX SHS FDSEURO STOXX 500.13%$288,8095.3K
69FISVFISERV INCCOM0.12%$285,5341.3K
70PNCPNC FINL SVCS GROUP INCCOM0.12%$274,5551.6K
71ABBVABBVIE INCCOM0.12%$274,4041.3K
72ATOATMOS ENERGY CORPCOM0.11%$259,2931.7K
73PMPHILIP MORRIS INTL INCCOM0.10%$237,6191.5K
74USBUS BANCORP DELCOM NEW0.09%$218,0775.2K
75COPCONOCOPHILLIPSCOM0.09%$216,6792.1K
76BBCPCONCRETE PUMPING HLDGS INCCOM0.02%$54,60010.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2025$276M88Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$230M81Apr 18, 202513F-HRchanges · EDGAR ↗
Q4 2024$241M94Jan 21, 202513F-HRchanges · EDGAR ↗
Q3 2024$267M98Oct 23, 202413F-HRchanges · EDGAR ↗
Q2 2024$258M96Jul 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$258M96Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$221M81Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$208M79Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$199M78Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$191M73May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$169M69Feb 10, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.