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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 $230,405,786
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 27,903 $14,860,580 6.45%
2.
Alphabet Inc.
 GOOGL 75,901 $11,737,334 5.09%
3.
Jpmorgan Chase & Co
 JPM 46,925 $11,510,599 5%
4.
Microsoft Corp
 MSFT 28,708 $10,776,565 4.68%
5.
Palo Alto Networks Inc
 PANW 60,960 $10,402,215 4.51%
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)