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Home > Institutional Investor > Financial Partners Group, Llc > Profile

Instuitional Investor - Financial Partners Group, Llc

Fund Profile
Filing Period:
Fund Name: Financial Partners Group, Llc
Portfolio Value $221,102,133
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Palo Alto Networks Inc
 PANW 48,662 $14,349,451 6.48%
2.
Microsoft Corp
 MSFT 30,737 $11,558,507 5.22%
3.
Alphabet Inc.
 GOOG 71,630 $10,005,995 4.52%
4.
Exxon Mobil Corp
 XOM 93,875 $9,385,612 4.24%
5.
Cvs Health Corp
 CVS 117,382 $9,268,508 4.19%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)