Financial Partners Group, Inc
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 7, 2024), Financial Partners Group, Inc reported 173 stock positions worth $627.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.1% of the portfolio, followed by iShares S&P 100 ETF (OEF, 5.7%) and JPMorgan Equity Premium Inco (JEPI, 4.8%). Compared with Q4 2023, it opened 17 new positions, sold out of 11, added to 87 and reduced 58. The biggest buy was Invesco S&P Midcap Qual ETF (XMHQ, shares +258%) and the biggest sale an exit from iShares U.S. Medical Devices (IHI).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0001731169
- Portfolio Value
- $627.0M (Q1 2024)
- SEC Filing
- 0001731169-24-000003 ↗ filed May 7, 2024
Holdings Value
Holdings 173 stocks · $627.0M
| IVV iShares Core S&P 500 ETF | 9.11% | 108,685 | $57.1M | Add +2.5% |
| OEF iShares S&P 100 ETF | 5.70% | 144,457 | $35.7M | Add +3.6% |
| JEPI JPMorgan Equity Premium Inco | 4.77% | 516,635 | $29.9M | Reduce -5.5% |
| AVUV Avantis US Small Cap Value | 4.66% | 311,620 | $29.2M | Add +47.0% |
| RDVY First Trust Rising Dividend | 4.10% | 457,577 | $25.7M | Add +11.5% |
| NOBL Proshares S&P 500 Dividend A | 3.46% | 214,032 | $21.7M | Reduce -11.7% |
| ITOT iShares Core S&P Total U.S. | 3.42% | 185,982 | $21.4M | Add +3.0% |
| QQQM Invesco Nasdaq 100 ETF | 3.28% | 112,484 | $20.5M | Add +10.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 3.14% | 780,850 | $19.7M | Add +6.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.11% | 177,351 | $19.5M | Add +257.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.88% | 350,421 | $18.1M | Add +20.6% |
| AAPL Apple Inc. | 2.88% | 105,438 | $18.1M | Reduce -0.9% |
| MSFT Microsoft Corp. | 2.71% | 40,416 | $17.0M | Add +0.4% |
| FTEC Fidelity MSCI Info Tech Indx | 2.68% | 108,011 | $16.8M | Reduce -3.4% |
| AVIG Avantis Core Fixed Income | 2.61% | 397,163 | $16.4M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.47% | 29,596 | $15.5M | Add +6.5% |
| FTGC First Trust Global Tactical | 2.44% | 644,658 | $15.3M | Reduce -25.5% |
| COWZ Pacer US Cash Cows 100 ETF | 2.13% | 230,258 | $13.4M | Add +49.6% |
| AMZN Amazon.com Inc. | 1.94% | 67,413 | $12.2M | Add +1.0% |
| KNG FT Vest S&P 500 DVD Arst TRG | 1.66% | 193,647 | $10.4M | New |
| FMHI First Trust Municipal High I | 1.53% | 198,712 | $9.6M | Add +9.2% |
| SOXX iShares Semiconductor ETF | 1.46% | 40,615 | $9.2M | Add +3.6% |
| AVMU Avantis Core Municipal Fixed | 1.42% | 191,382 | $8.9M | Add +5.3% |
| GOOGL Alphabet Inc. Class A | 1.26% | 52,207 | $7.9M | Add +0.9% |
| SYLD Cambria Shareholder Yield Et | 1.06% | 90,324 | $6.6M | Reduce -62.3% |
| FTRI First Trust Indxx Global Nat | 0.98% | 461,033 | $6.1M | Reduce -8.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.96% | 67,100 | $6.0M | Add +3.9% |
| PAVE Global X US Infrastructure | 0.94% | 148,816 | $5.9M | Add +1808.1% |
| FENY Fidelity MSCI Energy Index | 0.92% | 223,222 | $5.8M | Reduce -23.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.91% | 105,142 | $5.7M | Add +131.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.75% | 10,639 | $4.7M | Reduce -0.4% |
| FHLC Fidelity MSCI Health Care | 0.75% | 66,965 | $4.7M | Reduce -6.8% |
| IWY iShares Russell Top 200 Grow | 0.74% | 23,885 | $4.7M | Reduce -0.2% |
| CP Canadian Pacific Kansas City | 0.74% | 52,510 | $4.6M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 0.67% | 27,722 | $4.2M | Reduce -0.9% |
| DEM Wisdomtree Emerging Markets | 0.49% | 73,376 | $3.1M | Add +95.2% |
| NVDA Nvidia Corp. | 0.48% | 3,347 | $3.0M | Add +20.9% |
| ITA iShares U.S. Aerospace & Def | 0.47% | 22,224 | $2.9M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 6,773 | $2.8M | Add +17.2% |
| QUAL iShares MSCI USA Quality Fac | 0.40% | 15,257 | $2.5M | Add +51.6% |
| TPYP Managed Portfolio Series | 0.39% | 88,433 | $2.5M | Add +0.9% |
| IWP iShares Russell Mid-Cap Grow | 0.38% | 20,941 | $2.4M | Reduce -1.7% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.37% | 47,739 | $2.3M | New |
| SPEM State Street SP PTF Em ETF | 0.35% | 61,262 | $2.2M | Reduce -4.5% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 18,232 | $2.0M | Reduce -15.1% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 28,444 | $1.7M | Add +1.5% |
| QTEC First Trust Nasdq 100 Tech I | 0.27% | 8,783 | $1.7M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.26% | 2,245 | $1.6M | Add +1.6% |
| IWR iShares Russell Mid-Cap ETF | 0.24% | 18,260 | $1.5M | Reduce -1.6% |
| IFRA iShares US Infrastructure | 0.24% | 34,599 | $1.5M | Reduce -78.6% |
| WMT Walmart Inc. | 0.22% | 22,774 | $1.4M | Add +8.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.21% | 11,151 | $1.3M | Reduce -6.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.20% | 16,941 | $1.3M | Add +78.0% |
| CVX Chevron Corp. | 0.19% | 7,746 | $1.2M | Add +41.1% |
| PPA Invesco Aerospace & Defense | 0.18% | 11,317 | $1.1M | Add +43.7% |
| GOVT iShares US Treasury Bond ETF | 0.18% | 49,602 | $1.1M | Add +255.2% |
| DWAS Invesco Dorsey Wright Smallc | 0.17% | 11,535 | $1.0M | Add +75.3% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 5,728 | $1.0M | Reduce -7.6% |
| VIGI Vanguard Int Div App Indx FD | 0.17% | 12,795 | $1.0M | Add +2.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.16% | 13,211 | $1.0M | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.16% | 7,817 | $1.0M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.16% | 5,036 | $1.0M | Add +6.7% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.16% | 15,377 | $990K | Reduce -0.3% |
| FXH First Trust Health Care Alph | 0.16% | 8,893 | $975K | Reduce -4.7% |
| META Meta Platforms Inc. Class A | 0.15% | 1,960 | $952K | Reduce -10.7% |
| PECO Phillips Edison & Company Inc. | 0.15% | 25,791 | $925K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 3,477 | $904K | Add +0.3% |
| FLOT iShares Floating Rate Bond E | 0.14% | 17,438 | $890K | Reduce -3.8% |
| EVRG Evergy Inc. | 0.14% | 16,638 | $888K | Reduce -18.4% |
| TSLA Tesla Inc. | 0.14% | 5,015 | $882K | Add +11.0% |
| IWF iShares Russell 1000 Growth | 0.14% | 2,613 | $881K | Add +0.1% |
| HYLS FT Tactical High Yield ETF | 0.14% | 21,142 | $872K | New |
| ESGU iShares ESG Aware MSCI USA | 0.14% | 7,449 | $856K | Reduce -9.8% |
| FTSL First Trust Senior Loan ETF | 0.13% | 18,305 | $846K | Reduce -0.9% |
| XLB SS Materials Select Sector | 0.13% | 8,906 | $827K | Add +0.5% |
| XLK SS Technology Select Sector | 0.13% | 3,935 | $820K | Add +0.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.12% | 7,516 | $772K | Add +62.8% |
| LLY Eli Lilly & Co. | 0.12% | 989 | $770K | Reduce -7.1% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 8,362 | $706K | Add +0.7% |
| PWR Quanta Services Inc. | 0.11% | 2,688 | $698K | New |
| NEE Nextera Energy Inc. | 0.11% | 10,506 | $671K | Reduce -1.8% |
| IEMG iShares Core MSCI Emerging | 0.11% | 12,787 | $660K | Reduce -44.1% |
| GLD SPDR Gold Shares | 0.10% | 3,201 | $659K | Reduce -4.6% |
| IYG iShares U.S. Financial Servi | 0.10% | 9,901 | $656K | Add +1.2% |
| BX Blackstone Inc. | 0.10% | 4,899 | $644K | Reduce -0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 1 | $634K | No change |
| VFVA Vanguard U.S. Value Factor | 0.10% | 5,279 | $630K | Add +0.9% |
| IYE iShares U.S. Energy ETF | 0.10% | 12,745 | $630K | Reduce -10.7% |
| XLV SS Health Care Select Sector | 0.10% | 4,105 | $606K | Add +0.1% |
| SAIA Saia Inc. | 0.10% | 1,024 | $599K | No change |
| NFLX Netflix Inc. | 0.09% | 959 | $582K | Reduce -0.2% |
| PFF iShares Preferred & Income S | 0.09% | 17,612 | $568K | Add +0.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.09% | 10,585 | $555K | New |
| XT Ishar Fture Exp Tech ETF-Usd | 0.09% | 9,306 | $555K | Add +1.7% |
| CAT Caterpillar Inc. | 0.09% | 1,462 | $536K | Add +0.8% |
| ORCL Oracle Corp. | 0.08% | 4,223 | $530K | Reduce -15.1% |
| GUNR NT Mstar GLBL NR ETF | 0.08% | 12,902 | $530K | Reduce -14.1% |
| MRK Merck & Co. Inc. | 0.08% | 3,857 | $509K | Add +12.4% |
| CSCO Cisco Systems Inc. | 0.08% | 10,147 | $506K | Add +2.6% |
| IVE iShares S&P 500 Value ETF | 0.08% | 2,710 | $506K | Add +1.4% |
Portfolio Sells Q4 2023 → Q1 2024
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −2.00 |
| SYLD Cambria Shareholder Yield Et | Reduce -62.3% | 1.06% | −1.85 |
| FTGC First Trust Global Tactical | Reduce -25.5% | 2.44% | −1.04 |
| IFRA iShares US Infrastructure | Reduce -78.6% | 0.24% | −0.93 |
| AAPL Apple Inc. | Reduce -0.9% | 2.88% | −0.79 |
| NOBL Proshares S&P 500 Dividend A | Reduce -11.7% | 3.46% | −0.68 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.5% | 4.77% | −0.62 |
| FENY Fidelity MSCI Energy Index | Reduce -23.1% | 0.92% | −0.28 |
| FTRI First Trust Indxx Global Nat | Reduce -8.1% | 0.98% | −0.20 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -3.4% | 2.68% | −0.19 |
| ADBE Adobe Inc. | Reduce -54.2% | 0.08% | −0.15 |
| IEMG iShares Core MSCI Emerging | Reduce -44.1% | 0.11% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -15.1% | 0.32% | −0.10 |
| FHLC Fidelity MSCI Health Care | Reduce -6.8% | 0.75% | −0.09 |
| TEQI T Rowe Price Equity Income E | Sold out | 0.00% | −0.08 |
| PICK iShares MSCI Global Metals & | Sold out | 0.00% | −0.08 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -60.6% | 0.04% | −0.06 |
| USTB Victoryshares Short-Term Bon | Sold out | 0.00% | −0.06 |
| QCLN First Trust Nasdaq Clean Edg | Reduce -30.2% | 0.06% | −0.06 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.05 |
| SPEM State Street SP PTF Em ETF | Reduce -4.5% | 0.35% | −0.05 |
| EVRG Evergy Inc. | Reduce -18.4% | 0.14% | −0.05 |
| IGF iShares Global Infrastructur | Sold out | 0.00% | −0.04 |
| DBC Invesco DB Commodity Index T | Sold out | 0.00% | −0.04 |
| ETF MANAGERS TR | Sold out | 0.00% | −0.04 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.04 |
| ETF MANAGERS TR | Sold out | 0.00% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.67% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -6.3% | 0.21% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 0.75% | −0.03 |
| GUNR NT Mstar GLBL NR ETF | Reduce -14.1% | 0.08% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -22.4% | 0.05% | −0.02 |
| XLE SS Energy Select Sector | Reduce -30.6% | 0.05% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.6% | 0.17% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -3.8% | 0.14% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Reduce -9.8% | 0.14% | −0.02 |
| FXH First Trust Health Care Alph | Reduce -4.7% | 0.16% | −0.02 |
| FTSL First Trust Senior Loan ETF | Reduce -0.9% | 0.13% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.7% | 0.38% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.6% | 0.24% | −0.01 |
| BX Blackstone Inc. | Reduce -0.4% | 0.10% | −0.01 |
| IYE iShares U.S. Energy ETF | Reduce -10.7% | 0.10% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -11.5% | 0.05% | −0.01 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -0.4% | 0.27% | −0.01 |
| UNITED STS NAT GAS FD LP | Sold out | 0.00% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -12.9% | 0.05% | −0.01 |
| GLD SPDR Gold Shares | Reduce -4.6% | 0.10% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.8% | 0.11% | −0.01 |
| ORCL Oracle Corp. | Reduce -15.1% | 0.08% | −0.01 |
| IWY iShares Russell Top 200 Grow | Reduce -0.2% | 0.74% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| XMHQ Invesco S&P Midcap Qual ETF | Add +257.6% | 3.11% | +2.32 |
| KNG FT Vest S&P 500 DVD Arst TRG | New | 1.66% | +1.66 |
| AVUV Avantis US Small Cap Value | Add +47.0% | 4.66% | +1.24 |
| PAVE Global X US Infrastructure | Add +1808.1% | 0.94% | +0.90 |
| COWZ Pacer US Cash Cows 100 ETF | Add +49.6% | 2.13% | +0.70 |
| JEPQ JPM Nasdaq Equity Premium | Add +131.8% | 0.91% | +0.50 |
| CALF PCR US SM CP CSH CWS ETF-Usd | New | 0.37% | +0.37 |
| RDVY First Trust Rising Dividend | Add +11.5% | 4.10% | +0.30 |
| NVDA Nvidia Corp. | Add +20.9% | 0.48% | +0.24 |
| DEM Wisdomtree Emerging Markets | Add +95.2% | 0.49% | +0.22 |
| QQQM Invesco Nasdaq 100 ETF | Add +10.5% | 3.28% | +0.20 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +20.6% | 2.88% | +0.18 |
| HYLS FT Tactical High Yield ETF | New | 0.14% | +0.14 |
| QUAL iShares MSCI USA Quality Fac | Add +51.6% | 0.40% | +0.13 |
| GOVT iShares US Treasury Bond ETF | Add +255.2% | 0.18% | +0.12 |
| AMZN Amazon.com Inc. | Add +1.0% | 1.94% | +0.12 |
| OEF iShares S&P 100 ETF | Add +3.6% | 5.70% | +0.12 |
| SOXX iShares Semiconductor ETF | Add +3.6% | 1.46% | +0.11 |
| PWR Quanta Services Inc. | New | 0.11% | +0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.5% | 2.47% | +0.10 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.09% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +17.2% | 0.45% | +0.08 |
| IMTM iShares MSCI Intl Momentum F | New | 0.08% | +0.08 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.08% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +78.0% | 0.20% | +0.08 |
| CGCP Cap Group Core Plus Income | New | 0.08% | +0.08 |
| DWAS Invesco Dorsey Wright Smallc | Add +75.3% | 0.17% | +0.07 |
| MPC Marathon Petroleum Corp. | New | 0.06% | +0.06 |
| FDIS Fidelity MSCI Cons Discr Ind | New | 0.05% | +0.05 |
| PPA Invesco Aerospace & Defense | Add +43.7% | 0.18% | +0.05 |
| SO The Southern Co. | New | 0.05% | +0.05 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +41.1% | 0.19% | +0.05 |
| IETC iShares U.S. Tech Independen | New | 0.04% | +0.04 |
| IJS iShares S&P Small-Cap 600 Va | Add +62.8% | 0.12% | +0.04 |
| IPAY Amplify Digital Payments ETF | New | 0.03% | +0.03 |
| IUSG iShares Core S&P U.S. Growth | New | 0.03% | +0.03 |
| ANET Arista Networks Inc. | New | 0.03% | +0.03 |
| DIS The Walt Disney Co. | New | 0.03% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +2.5% | 9.11% | +0.03 |
| ABBV Abbvie Inc. | Add +61.4% | 0.08% | +0.03 |
| WMT Walmart Inc. | Add +8.1% | 0.22% | +0.02 |
| CP Canadian Pacific Kansas City | Add +3.3% | 0.74% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +6.7% | 0.16% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +3.0% | 3.42% | +0.01 |
| MRK Merck & Co. Inc. | Add +12.4% | 0.08% | +0.01 |
| O Realty Income Corp. | Add +36.2% | 0.07% | +0.01 |
| CAT Caterpillar Inc. | Add +0.8% | 0.09% | +0.01 |
| FMAT Fidelity MSCI Materials Indx | Add +16.5% | 0.08% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.9% | 0.05% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 250 | $985.1M | IVV, AVUV, SPY, RDVY, QQQM |
| Q1 2026 | 227 | $835.9M | IVV, AVUV, SPY, RDVY, OEF |
| Q4 2025 | 227 | $864.9M | IVV, AVUV, SPY, OEF, RDVY |
| Q3 2025 | 220 | $802.9M | IVV, SPY, AVUV, OEF, RDVY |
| Q2 2025 | 201 | $723.1M | IVV, AVUV, OEF, RDVY, SPY |
| Q1 2025 | 190 | $647.8M | IVV, AVUV, OEF, RDVY, SPY |
| Q4 2024 | 182 | $685.4M | IVV, OEF, AVUV, RDVY, JEPI |
| Q3 2024 | 188 | $675.7M | IVV, OEF, AVUV, JEPI, RDVY |
| Q2 2024 | 171 | $633.6M | IVV, OEF, AVUV, JEPI, RDVY |
| Q1 2024 | 173 | $627.0M | IVV, OEF, JEPI, AVUV, RDVY |