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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 $240,792,250
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 77,759 $14,719,712 6.11%
2.
Berkshire Hathaway Inc
 BRK.A 29,389 $13,321,446 5.53%
3.
Microsoft Corp
 MSFT 29,888 $12,597,949 5.23%
4.
Jpmorgan Chase & Co
 JPM 48,050 $11,518,175 4.78%
5.
Palo Alto Networks Inc
 PANW 62,977 $11,459,295 4.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)