Financial Partners Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$267M
Signature - Title
Scott Paschal - CEO
Location
Gallatin, TN
Summary
This page shows a list of all the recent 13F filings made by Financial Partners Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Partners Group, LLC reported 98 stock holdings with total value $267M as of Q3 2024. Top holdings included BRKB, GOOGL, MSFT, LMT, and PANW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 98 $267M +$16.8M -$12.7M +$4.06M BRKB, GOOGL, MSFT, LMT, PANW 13F-HR 10/23/2024, 04:56 PM
Q2 2024 96 $258M +$8.35M -$9.39M -$1.04M GOOGL, MSFT, PANW, FDX, XOM 13F-HR 7/15/2024, 03:32 PM
Q1 2024 96 $258M +$28.9M -$9.74M +$19.2M MSFT, GOOGL, XOM, FDX, BRKB 13F-HR 4/17/2024, 06:49 PM
Q4 2023 81 $221M +$12.4M -$17.2M -$4.81M PANW, MSFT, GOOGL, XOM, CVS 13F-HR 2/12/2024, 05:28 PM
Q3 2023 79 $208M +$24.5M -$10.9M +$13.6M PANW, XOM, MSFT, FDX, GOOGL 13F-HR 11/13/2023, 11:04 AM
Q2 2023 78 $199M +$14.9M -$20M -$5.11M PANW, MSFT, XOM, FDX, BRKB 13F-HR 8/10/2023, 05:20 PM
Q1 2023 73 $191M +$19M -$2.88M +$16.2M XOM, EOG, PANW, MSFT, LMT 13F-HR 5/12/2023, 05:24 PM
Q4 2022 69 $169M $0 $0 XOM, EOG, LMT, BRKB, MSFT 13F-HR 2/9/2023, 09:06 PM