Financial Partners Group, Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Financial Partners Group, Inc reported 182 stock positions worth $685.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.6% of the portfolio, followed by iShares S&P 100 ETF (OEF, 5.9%) and Avantis US Small Cap Value (AVUV, 5.3%). Compared with Q3 2024, it opened 13 new positions, sold out of 19, added to 76 and reduced 84. The biggest buy was iShares MSCI USA Quality Fac (QUAL, shares +230%) and the biggest sale an exit from Vaneck Pharmaceutical ETF (PPH).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0001731169
- Portfolio Value
- $685.4M (Q4 2024)
- SEC Filing
- 0001667731-25-000128 ↗ filed Jan 24, 2025
Holdings Value
Holdings 182 stocks · $685.4M
| IVV iShares Core S&P 500 ETF | 9.56% | 111,336 | $65.5M | Add +0.5% |
| OEF iShares S&P 100 ETF | 5.89% | 139,715 | $40.4M | Reduce -2.5% |
| AVUV Avantis US Small Cap Value | 5.26% | 373,174 | $36.0M | Add +2.4% |
| RDVY First Trust Rising Dividend | 4.21% | 487,911 | $28.9M | Add +4.1% |
| JEPI JPMorgan Equity Premium Inco | 3.83% | 456,139 | $26.2M | Reduce -3.4% |
| AAPL Apple Inc. | 3.83% | 104,745 | $26.2M | Reduce -1.9% |
| QQQM Invesco Nasdaq 100 ETF | 3.44% | 112,118 | $23.6M | Reduce -0.5% |
| ITOT iShares Core S&P Total U.S. | 3.38% | 180,042 | $23.2M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.36% | 39,328 | $23.0M | Add +10.9% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.33% | 231,533 | $22.8M | Add +11.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.31% | 440,979 | $22.7M | Reduce -0.9% |
| SJNK SS SPDR BB St Hi Yield ETF | 3.27% | 888,084 | $22.4M | Add +22.2% |
| FTEC Fidelity MSCI Info Tech Indx | 2.83% | 104,819 | $19.4M | Reduce -1.1% |
| MSFT Microsoft Corp. | 2.60% | 42,279 | $17.8M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 2.17% | 67,927 | $14.9M | Reduce -0.4% |
| COWZ Pacer US Cash Cows 100 ETF | 2.05% | 249,260 | $14.1M | Add +2.7% |
| NOBL Proshares S&P 500 Dividend A | 1.98% | 136,350 | $13.6M | Reduce -16.1% |
| QUAL iShares MSCI USA Quality Fac | 1.94% | 74,844 | $13.3M | Add +230.2% |
| IUSV iShares Core S&P U.S. Value | 1.90% | 140,442 | $13.0M | Add +181.6% |
| FMHI First Trust Municipal High I | 1.73% | 244,826 | $11.8M | Add +3.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.50% | 182,599 | $10.3M | Add +26.6% |
| GOOGL Alphabet Inc. Class A | 1.50% | 54,373 | $10.3M | Add +0.9% |
| SOXX iShares Semiconductor ETF | 1.29% | 41,131 | $8.9M | Reduce -4.3% |
| AVMU Avantis Core Municipal Fixed | 1.20% | 178,548 | $8.2M | Reduce -3.6% |
| FLQM Franklin U.S. Mid Cap Multif | 1.04% | 130,949 | $7.1M | Add +5.3% |
| SCHD Schwab US DVD Equity ETF | 0.89% | 222,948 | $6.1M | Add +1445.3% |
| PAVE Global X US Infrastructure | 0.85% | 144,916 | $5.9M | Add +0.6% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.85% | 176,024 | $5.8M | Add +26.9% |
| NVDA Nvidia Corp. | 0.82% | 42,070 | $5.6M | Add +3.8% |
| IWY iShares Russell Top 200 Grow | 0.81% | 23,669 | $5.6M | Reduce -0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.81% | 10,831 | $5.5M | Reduce -2.7% |
| FENY Fidelity MSCI Energy Index | 0.78% | 223,448 | $5.3M | Reduce -7.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.73% | 53,735 | $5.0M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 0.72% | 26,054 | $5.0M | Reduce -0.4% |
| FHLC Fidelity MSCI Health Care | 0.67% | 69,945 | $4.6M | Add +0.9% |
| CP Canadian Pacific Kansas City | 0.52% | 49,176 | $3.6M | Reduce -5.3% |
| ITA iShares U.S. Aerospace & Def | 0.49% | 23,123 | $3.4M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.46% | 6,884 | $3.1M | Reduce -2.0% |
| PPA Invesco Aerospace & Defense | 0.44% | 26,286 | $3.0M | Add +25.1% |
| IWP iShares Russell Mid-Cap Grow | 0.38% | 20,627 | $2.6M | Add +0.9% |
| TPYP Managed Portfolio Series | 0.36% | 71,450 | $2.4M | Reduce -18.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.33% | 28,003 | $2.3M | Add +289.3% |
| COST Costco Wholesale Corp. | 0.31% | 2,295 | $2.1M | Reduce -1.4% |
| FELG Fidelity Enh LRG Cap GWTH | 0.30% | 58,429 | $2.1M | Add +7.1% |
| SYLD Cambria Shareholder Yield Et | 0.30% | 30,103 | $2.1M | Reduce -65.4% |
| DWAS Invesco Dorsey Wright Smallc | 0.30% | 22,445 | $2.0M | Add +27.9% |
| WMT Walmart Inc. | 0.29% | 21,906 | $2.0M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.28% | 16,638 | $1.9M | Add +9.9% |
| MLPX Global X MLP & Energy Infras | 0.28% | 31,345 | $1.9M | Reduce -4.8% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 29,211 | $1.8M | Add +3.5% |
| TSLA Tesla Inc. | 0.24% | 4,044 | $1.6M | Add +3.9% |
| QTEC First Trust Nasdq 100 Tech I | 0.24% | 8,611 | $1.6M | Reduce -1.1% |
| IFRA iShares US Infrastructure | 0.23% | 33,732 | $1.6M | Reduce -1.0% |
| IWR iShares Russell Mid-Cap ETF | 0.22% | 17,200 | $1.5M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 0.21% | 2,508 | $1.5M | Add +13.2% |
| MUB iShares National Muni Bond E | 0.20% | 12,756 | $1.4M | Add +1.1% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.19% | 29,556 | $1.3M | Reduce -37.0% |
| JPM JPMorgan Chase & Co. | 0.18% | 5,235 | $1.3M | Add +4.8% |
| IWF iShares Russell 1000 Growth | 0.18% | 3,063 | $1.2M | Add +17.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.17% | 9,487 | $1.2M | Reduce -0.5% |
| PFF iShares Preferred & Income S | 0.17% | 36,898 | $1.2M | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.17% | 15,128 | $1.2M | Add +0.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.15% | 13,240 | $1.0M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 5,307 | $1.0M | Reduce -3.4% |
| ISPY Proshares S&P High Incom ETF | 0.15% | 22,861 | $1.0M | New |
| VIGI Vanguard Int Div App Indx FD | 0.15% | 12,608 | $1.0M | Reduce -0.4% |
| EVRG Evergy Inc. | 0.15% | 16,294 | $1.0M | Reduce -8.9% |
| CVX Chevron Corp. | 0.14% | 6,444 | $933K | Reduce -12.1% |
| PECO Phillips Edison & Company Inc. | 0.13% | 24,544 | $919K | Reduce -4.8% |
| XLK SS Technology Select Sector | 0.13% | 3,828 | $890K | Reduce -2.5% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.13% | 17,344 | $871K | Reduce -45.2% |
| NFLX Netflix Inc. | 0.12% | 958 | $854K | Reduce -2.5% |
| ESGU iShares ESG Aware MSCI USA | 0.12% | 6,624 | $853K | Reduce -8.8% |
| SDY SS SPDR S&P Dividend ETF | 0.12% | 6,348 | $839K | Reduce -0.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.12% | 7,619 | $827K | Add +3.3% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 8,103 | $823K | Add +0.0% |
| FTSL First Trust Senior Loan ETF | 0.12% | 17,531 | $811K | Add +0.0% |
| FTF Franklin Ltd. Dur Inc. TR | 0.11% | 118,600 | $786K | Add +242.2% |
| LLY Eli Lilly & Co. | 0.11% | 1,002 | $774K | Reduce -2.0% |
| NEE Nextera Energy Inc. | 0.11% | 10,624 | $762K | Reduce -0.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.11% | 3,477 | $739K | Add +35.8% |
| ORCL Oracle Corp. | 0.11% | 4,364 | $727K | Reduce -0.3% |
| FXH First Trust Health Care Alph | 0.11% | 6,945 | $723K | Reduce -2.7% |
| GLD SPDR Gold Shares | 0.10% | 2,934 | $710K | Reduce -7.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.10% | 7,430 | $706K | Add +24.1% |
| GOVT iShares US Treasury Bond ETF | 0.10% | 30,240 | $695K | Reduce -38.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 1 | $681K | No change |
| IMTM iShares MSCI Intl Momentum F | 0.10% | 18,190 | $680K | Reduce -37.0% |
| BX Blackstone Inc. | 0.10% | 3,927 | $677K | Add +3.5% |
| IVE iShares S&P 500 Value ETF | 0.09% | 3,276 | $625K | Add +1.1% |
| VFVA Vanguard U.S. Value Factor | 0.09% | 5,229 | $619K | No change |
| PWR Quanta Services Inc. | 0.09% | 1,954 | $618K | Reduce -14.0% |
| CSCO Cisco Systems Inc. | 0.08% | 9,757 | $578K | Add +0.5% |
| XLV SS Health Care Select Sector | 0.08% | 4,141 | $570K | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.08% | 5,221 | $562K | Add +16.6% |
| GS Goldman Sachs Group Inc. | 0.08% | 970 | $556K | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.08% | 1,527 | $554K | Add +1.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.08% | 10,440 | $543K | Reduce -0.4% |
| IYG iShares U.S. Financial Servi | 0.08% | 6,933 | $539K | Reduce -9.5% |
| IWM iShares Russell 2000 ETF | 0.08% | 2,386 | $527K | Add +0.6% |
Portfolio Sells Q3 2024 → Q4 2024
| PPH Vaneck Pharmaceutical ETF | Sold out | 0.00% | −1.30 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.88 |
| DEM Wisdomtree Emerging Markets | Sold out | 0.00% | −0.76 |
| SYLD Cambria Shareholder Yield Et | Reduce -65.4% | 0.30% | −0.63 |
| NOBL Proshares S&P 500 Dividend A | Reduce -16.1% | 1.98% | −0.59 |
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −0.35 |
| JEPI JPMorgan Equity Premium Inco | Reduce -3.4% | 3.83% | −0.33 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.25 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -0.9% | 3.31% | −0.23 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.20 |
| SOXX iShares Semiconductor ETF | Reduce -4.3% | 1.29% | −0.17 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.14 |
| CP Canadian Pacific Kansas City | Reduce -5.3% | 0.52% | −0.14 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -37.0% | 0.19% | −0.13 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -45.2% | 0.13% | −0.13 |
| MSFT Microsoft Corp. | Reduce -0.3% | 2.60% | −0.10 |
| AVMU Avantis Core Municipal Fixed | Reduce -3.6% | 1.20% | −0.09 |
| FENY Fidelity MSCI Energy Index | Reduce -7.5% | 0.78% | −0.08 |
| IMTM iShares MSCI Intl Momentum F | Reduce -37.0% | 0.10% | −0.07 |
| GOVT iShares US Treasury Bond ETF | Reduce -38.6% | 0.10% | −0.07 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -3.1% | 0.73% | −0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.06 |
| TPYP Managed Portfolio Series | Reduce -18.3% | 0.36% | −0.05 |
| PXE Invesco Energy Exploration | Sold out | 0.00% | −0.05 |
| QCLN First Trust Nasdaq Clean Edg | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.04 |
| CGCP Cap Group Core Plus Income | Reduce -48.1% | 0.04% | −0.04 |
| HTRB Hartford TTL RTRN BND ETF | Sold out | 0.00% | −0.04 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.03 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.03 |
| FSMD Fidelity Small-Mid Multifact | Sold out | 0.00% | −0.03 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.03 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.03 |
| OVV Ovintiv Inc. | Sold out | 0.00% | −0.03 |
| URI United Rentals Inc. | Reduce -20.9% | 0.05% | −0.02 |
| CVX Chevron Corp. | Reduce -12.1% | 0.14% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.46% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -0.9% | 0.11% | −0.02 |
| JNJ Johnson & Johnson | Reduce -17.8% | 0.06% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -2.0% | 0.11% | −0.02 |
| VIGI Vanguard Int Div App Indx FD | Reduce -0.4% | 0.15% | −0.02 |
| EVRG Evergy Inc. | Reduce -8.9% | 0.15% | −0.02 |
| O Realty Income Corp. | Reduce -6.7% | 0.06% | −0.02 |
| KO The Coca-Cola Co. | Reduce -13.0% | 0.04% | −0.02 |
| COP Conocophillips | Reduce -24.6% | 0.04% | −0.02 |
| IYE iShares U.S. Energy ETF | Reduce -12.3% | 0.07% | −0.01 |
| FXH First Trust Health Care Alph | Reduce -2.7% | 0.11% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.8% | 0.12% | −0.01 |
| ADBE Adobe Inc. | Reduce -2.9% | 0.05% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| QUAL iShares MSCI USA Quality Fac | Add +230.2% | 1.94% | +1.34 |
| IUSV iShares Core S&P U.S. Value | Add +181.6% | 1.90% | +1.19 |
| SCHD Schwab US DVD Equity ETF | Add +1445.3% | 0.89% | +0.83 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +22.2% | 3.27% | +0.50 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.9% | 3.36% | +0.35 |
| JEPQ JPM Nasdaq Equity Premium | Add +26.6% | 1.50% | +0.33 |
| FBTC Fidelity Wise Origin Bitcoin | Add +289.3% | 0.33% | +0.27 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +26.9% | 0.85% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 1.50% | +0.18 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +11.3% | 3.33% | +0.17 |
| ISPY Proshares S&P High Incom ETF | New | 0.15% | +0.15 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 9.56% | +0.11 |
| RDVY First Trust Rising Dividend | Add +4.1% | 4.21% | +0.10 |
| NVDA Nvidia Corp. | Add +3.8% | 0.82% | +0.10 |
| TSLA Tesla Inc. | Add +3.9% | 0.24% | +0.09 |
| PPA Invesco Aerospace & Defense | Add +25.1% | 0.44% | +0.08 |
| AVUV Avantis US Small Cap Value | Add +2.4% | 5.26% | +0.08 |
| FTF Franklin Ltd. Dur Inc. TR | Add +242.2% | 0.11% | +0.08 |
| HODL Vaneck Bitcoin ETF | New | 0.07% | +0.07 |
| DWAS Invesco Dorsey Wright Smallc | Add +27.9% | 0.30% | +0.06 |
| XMMO Invesco S&P Midcap Momentum | New | 0.06% | +0.06 |
| SMH Vaneck Semiconductor ETF | New | 0.05% | +0.05 |
| UNP Union Pacific Corp. | New | 0.05% | +0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.04% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | New | 0.04% | +0.04 |
| BLK BlackRock Inc. | New | 0.04% | +0.04 |
| MSTR Strategy Inc. | New | 0.04% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +17.7% | 0.18% | +0.03 |
| FELG Fidelity Enh LRG Cap GWTH | Add +7.1% | 0.30% | +0.03 |
| V Visa Inc. Class A | New | 0.03% | +0.03 |
| MA Mastercard Inc. Class A | New | 0.03% | +0.03 |
| IUSG iShares Core S&P U.S. Growth | Add +92.0% | 0.06% | +0.03 |
| BA The Boeing Co. | New | 0.03% | +0.03 |
| SCHG Schwab US Large-Cap Growth | New | 0.03% | +0.03 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +35.8% | 0.11% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +4.8% | 0.18% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | Add +0.9% | 0.38% | +0.03 |
| META Meta Platforms Inc. Class A | Add +13.2% | 0.21% | +0.03 |
| SPMO Invesco S&P 500 Momentum ETF | Add +24.1% | 0.10% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +9.9% | 0.28% | +0.02 |
| AVLV Avantis US Large Cap Value | Add +41.5% | 0.06% | +0.02 |
| XLI SS Industrial Select Sector | Add +44.8% | 0.06% | +0.02 |
| ET Energy Transfer LP | Add +1.8% | 0.07% | +0.01 |
| BX Blackstone Inc. | Add +3.5% | 0.10% | +0.01 |
| FLQM Franklin U.S. Mid Cap Multif | Add +5.3% | 1.04% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +22.3% | 0.07% | +0.01 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +0.2% | 0.17% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.5% | 0.08% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.1% | 0.06% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +2.2% | 0.04% | +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 |