In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), FFG Partners, LLC reported 31 stock positions worth $285.4 million . Its top holding was Nvidia (NVDA) at 15.9% of the portfolio, followed by Energy Transfer (ET, 11.3% ) and Costco Wholesale (COST, 7.7% ). Compared with Q3 2024, it opened 4 new positions, sold out of 1, added to 23 and reduced 4. The biggest buy was Meta Platforms Class A (META, shares +88% ) and the biggest sale an exit from United States Oil Fund (USO).
Location Fort Lauderdale, FL
CIK 0002045972
Portfolio Value $285.4M (Q4 2024) Holdings 31 stocks · $285.4M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q3 2024 NVDA Nvidia Corp. 338,245 $45.4M Reduce -0.4% ET Energy Transfer LP 1,650,574 $32.3M Add +0.8% COST Costco Wholesale Corp. 23,839 $21.8M Add +0.1% GLD SPDR Gold Shares 79,895 $19.3M Add +0.7% MSFT Microsoft Corp. 41,797 $17.6M Add +1.3% META Meta Platforms Inc. Class A 27,745 $16.2M Add +88.1% LLY Eli Lilly & Co. 20,073 $15.5M Add +17.7% GOOGL Alphabet Inc. Class A 78,269 $14.8M Add +0.8% AMZN Amazon.com Inc. 61,787 $13.6M Add +0.8% SMIN iShares MSCI India Small-Cap 171,770 $13.1M Add +7.9% DLR Digital Realty Trust Inc. 65,738 $11.7M Add +1.8% BRK.B Berkshire Hathaway Inc. Class B 21,737 $9.9M Add +1.9% NEE Nextera Energy Inc. 129,921 $9.3M Add +2.1% LMT Lockheed Martin Corp. 19,079 $9.3M Add +2.0% CMG Chipotle Mexican Grill Inc. 150,705 $9.1M Add +4.2% PANW Palo Alto Networks Inc. 39,839 $7.2M Add +14.8% GD General Dynamics Corp. 20,348 $5.4M Add +2.4% PLTR Palantir Technologies Inc. Class A 64,610 $4.9M New GOOG Alphabet Inc. Class C 8,760 $1.7M Add +0.1% IAU iShares Gold Trust 29,700 $1.5M Add +1.4% AAPL Apple Inc. 4,047 $1.0M Add +0.7% XAR SS SPDR S&P Aerospace Def 5,500 $912K Reduce -7.4% XLE SS Energy Select Sector 8,119 $695K Reduce -50.4% CIBR First Trust Nasdaq Cybersecu 9,245 $587K Reduce -6.0% ASML ASML Holding NV-NY Reg SHS 741 $514K Add +81.2% BKNG Booking Holdings Inc. 100 $497K New VTI VG Morningstar TS MKT ETF-US 1,591 $461K Add +0.6% AVGO Broadcom Inc. 1,981 $459K Add +0.3% BND Vanguard Total Bond Market 3,191 $230K Add +1.2% NOW ServiceNow Inc. 204 $216K New TSM Taiwan Semiconductor-SP ADR 1,038 $205K New
Portfolio Sells Q3 2024 → Q4 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▲ USO United States Oil Fund LP Sold out 0.00% −2.03 XLE SS Energy Select Sector Reduce -50.4% 0.24% −0.30 XAR SS SPDR S&P Aerospace Def Reduce -7.4% 0.32% −0.04 CIBR First Trust Nasdaq Cybersecu Reduce -6.0% 0.21% −0.02 NVDA Nvidia Corp. Reduce -0.4% 15.91% +0.22
Portfolio Buys Q3 2024 → Q4 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q3 2024 % Of Portfolio Change To Portfolio ▼ META Meta Platforms Inc. Class A Add +88.1% 5.69% +2.48 PLTR Palantir Technologies Inc. Class A New 1.71% +1.71 ET Energy Transfer LP Add +0.8% 11.33% +1.34 AMZN Amazon.com Inc. Add +0.8% 4.75% +0.41 GOOGL Alphabet Inc. Class A Add +0.8% 5.19% +0.29 PANW Palo Alto Networks Inc. Add +14.8% 2.54% +0.28 BKNG Booking Holdings Inc. New 0.17% +0.17 DLR Digital Realty Trust Inc. Add +1.8% 4.08% +0.11 NOW ServiceNow Inc. New 0.08% +0.08 TSM Taiwan Semiconductor-SP ADR New 0.07% +0.07 ASML ASML Holding NV-NY Reg SHS Add +81.2% 0.18% +0.05 AVGO Broadcom Inc. Add +0.3% 0.16% +0.03 GOOG Alphabet Inc. Class C Add +0.1% 0.58% +0.03 CMG Chipotle Mexican Grill Inc. Add +4.2% 3.18% +0.01 AAPL Apple Inc. Add +0.7% 0.36% −0.00 VTI VG Morningstar TS MKT ETF-US Add +0.6% 0.16% −0.01 BND Vanguard Total Bond Market Add +1.2% 0.08% −0.01 IAU iShares Gold Trust Add +1.4% 0.52% −0.04 BRK.B Berkshire Hathaway Inc. Class B Add +1.9% 3.45% −0.28 LLY Eli Lilly & Co. Add +17.7% 5.43% −0.32 COST Costco Wholesale Corp. Add +0.1% 7.65% −0.38 GD General Dynamics Corp. Add +2.4% 1.88% −0.41 GLD SPDR Gold Shares Add +0.7% 6.78% −0.56 MSFT Microsoft Corp. Add +1.3% 6.17% −0.58 SMIN iShares MSCI India Small-Cap Add +7.9% 4.60% −0.61 NEE Nextera Energy Inc. Add +2.1% 3.26% −0.83 LMT Lockheed Martin Corp. Add +2.0% 3.25% −0.91
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ NVDA Nvidia Corp. put Sold out 213,800 $26.0Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 41 $347.8M MU, NVDA, AVGO, ET, GLD Q1 2026 35 $252.6M NVDA, GLD, PLTR, ET, AVGO Q4 2025 39 $344.9M NVDA, PLTR, AMZN, GLD, HOOD Q3 2025 36 $368.9M NVDA, PLTR, HOOD, AMZN, ET Q2 2025 33 $300.8M NVDA, ET, LLY, AMZN, PLTR Q1 2025 26 $243.0M ET, NVDA, GLD, META, COST Q4 2024 31 $285.4M NVDA, ET, COST, GLD, MSFT Q3 2024 28 $263.0M NVDA, ET, COST, GLD, MSFT Q2 2024 27 $238.2M NVDA, ET, COST, MSFT, GLD Q1 2024 30 $229.8M NVDA, ET, COST, MSFT, GLD