Financial Partners Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Financial Partners Group, LLC reported 88 stock positions worth $276.3 million. Its top holding was Microsoft (MSFT) at 5.2% of the portfolio, followed by Alphabet Class A (GOOGL, 5.0%) and JPMorgan Chase (JPM, 4.9%). Compared with Q1 2025, it opened 14 new positions, sold out of 7, added to 33 and reduced 34. The biggest buy was a new position in Pepsico (PEP) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −2%).
- Most Recent 13F
- Q2 2025
- Location
- GALLATIN, TN
- CIK
- 0001965246
- Portfolio Value
- $276.3M (Q2 2025)
- SEC Filing
- 0001221073-25-000060 ↗ filed Jul 17, 2025
Holdings Value
Holdings 88 stocks · $276.3M
| MSFT Microsoft Corp. | 5.18% | 28,765 | $14.3M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 5.03% | 78,871 | $13.9M | Add +3.9% |
| JPM JPMorgan Chase & Co. | 4.87% | 46,413 | $13.5M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.82% | 27,399 | $13.3M | Reduce -1.8% |
| PANW Palo Alto Networks Inc. | 4.60% | 62,076 | $12.7M | Add +1.8% |
| ECL Ecolab Inc. | 3.98% | 40,815 | $11.0M | Reduce -0.2% |
| CVX Chevron Corp. | 3.66% | 70,529 | $10.1M | Add +173.2% |
| UNH Unitedhealth Group Inc. | 3.50% | 31,037 | $9.7M | Add +297.8% |
| NOBL Proshares S&P 500 Dividend A | 3.41% | 93,466 | $9.4M | Add +56.5% |
| UPS United Parcel Service Class B | 3.30% | 90,247 | $9.1M | Reduce -0.8% |
| CAT Caterpillar Inc. | 3.23% | 22,978 | $8.9M | Reduce -0.5% |
| PEP Pepsico Inc. | 3.22% | 67,304 | $8.9M | New |
| XOM Exxon Mobil Corp. | 3.11% | 79,724 | $8.6M | Reduce -3.8% |
| LRCX Lam Research Corp. | 3.08% | 87,517 | $8.5M | Reduce -0.4% |
| LMT Lockheed Martin Corp. | 2.95% | 17,616 | $8.2M | Reduce -7.4% |
| FDX FedEx Corp. | 2.93% | 35,563 | $8.1M | Add +2.1% |
| AAPL Apple Inc. | 2.48% | 33,344 | $6.8M | Add +22.1% |
| CCI Crown Castle Inc. | 2.45% | 65,839 | $6.8M | Add +3.8% |
| BSV Vanguard Short-Term Bond ETF | 2.07% | 72,595 | $5.7M | New |
| EOG EOG Resources Inc. | 1.73% | 40,005 | $4.8M | Add +0.0% |
| HD Home Depot Inc. | 1.66% | 12,516 | $4.6M | Reduce -4.8% |
| XLG Invesco S&P 500 Top 50 ETF | 1.58% | 83,827 | $4.4M | Add +142.1% |
| AMZN Amazon.com Inc. | 1.52% | 19,093 | $4.2M | Add +80.5% |
| MDT Medtronic PLC | 1.49% | 47,166 | $4.1M | Add +7.2% |
| MOAT Vaneck Morningstar Wide Moat | 1.34% | 39,615 | $3.7M | Add +6.9% |
| MRK Merck & Co. Inc. | 1.04% | 36,216 | $2.9M | Add +21.8% |
| BP BP PLC-Spons ADR | 0.92% | 85,317 | $2.6M | Reduce -0.1% |
| MO Altria Group Inc. | 0.92% | 43,512 | $2.6M | Reduce -2.2% |
| FHN First Horizon Corp. | 0.91% | 118,484 | $2.5M | Add +21.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 4,023 | $2.2M | Add +10.5% |
| SCHW Schwab (charles) Corp. | 0.80% | 24,142 | $2.2M | Reduce -3.3% |
| OXY Occidental Petroleum Corp. | 0.73% | 48,146 | $2.0M | Reduce -1.8% |
| FTNT Fortinet Inc. | 0.72% | 18,706 | $2.0M | Add +27.9% |
| TFC Truist Financial Corp. | 0.72% | 45,982 | $2.0M | Add +29.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.71% | 41,371 | $2.0M | Reduce -3.9% |
| VMC Vulcan Materials Co. | 0.67% | 7,066 | $1.8M | Add +12.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.66% | 26,308 | $1.8M | Add +43.7% |
| VZ Verizon Communications Inc. | 0.64% | 41,059 | $1.8M | Add +29.1% |
| OC Owens Corning | 0.60% | 11,994 | $1.6M | Add +23.2% |
| ITA iShares U.S. Aerospace & Def | 0.57% | 8,346 | $1.6M | New |
| LUV Southwest Airlines Co. | 0.55% | 46,644 | $1.5M | Reduce -1.1% |
| STLD Steel Dynamics Inc. | 0.52% | 11,129 | $1.4M | Add +1.6% |
| COST Costco Wholesale Corp. | 0.50% | 1,406 | $1.4M | Reduce -9.5% |
| RF Regions Financial Corp. | 0.50% | 58,920 | $1.4M | Reduce -0.3% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.49% | 9,435 | $1.4M | Add +2.3% |
| ORCL Oracle Corp. | 0.49% | 6,190 | $1.4M | Add +11.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 4,511 | $1.3M | Reduce -9.6% |
| LOW Lowe's Cos Inc. | 0.48% | 5,943 | $1.3M | Reduce -8.5% |
| EFA iShares MSCI Eafe ETF | 0.46% | 14,335 | $1.3M | Reduce -57.4% |
| NUE Nucor Corp. | 0.45% | 9,631 | $1.2M | Reduce -10.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 1,842 | $1.1M | Add +0.3% |
| MDY State Street SPDR S&P Midcap | 0.38% | 1,857 | $1.1M | Add +1.4% |
| BA The Boeing Co. | 0.30% | 4,002 | $839K | Reduce -15.9% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 7,548 | $825K | Add +1.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.28% | 9,553 | $770K | Reduce -4.1% |
| VYM Vanguard High DVD Yield ETF | 0.25% | 5,270 | $703K | New |
| HUM Humana Inc. | 0.25% | 2,871 | $702K | No change |
| DUK Duke Energy Corp. | 0.25% | 5,760 | $680K | Reduce -30.4% |
| VOO Vanguard S&P 500 ETF | 0.24% | 1,175 | $667K | New |
| SCHD Schwab US DVD Equity ETF | 0.22% | 23,379 | $620K | Add +0.3% |
| AGG iShares Core U.S. Aggregate | 0.21% | 5,927 | $588K | New |
| KO The Coca-Cola Co. | 0.20% | 7,678 | $543K | Reduce -8.3% |
| TGT Target Corp. | 0.19% | 5,405 | $533K | New |
| RTX RTX Corp. | 0.19% | 3,552 | $519K | Reduce -42.8% |
| DFAC Dimensional US Core Equity 2 | 0.18% | 14,175 | $508K | New |
| GD General Dynamics Corp. | 0.18% | 1,714 | $500K | Reduce -52.9% |
| VXUS Vanguard Total Intl Stock | 0.18% | 7,017 | $485K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.15% | 6,260 | $421K | No change |
| XLE SS Energy Select Sector | 0.15% | 4,808 | $408K | Reduce -67.9% |
| MPC Marathon Petroleum Corp. | 0.14% | 2,396 | $398K | Reduce -39.1% |
| INTC Intel Corp. | 0.14% | 17,705 | $397K | Reduce -35.4% |
| NXPI NXP Semiconductors NV | 0.14% | 1,785 | $390K | Add +13.2% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 7,704 | $357K | Add +16.0% |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 7,119 | $352K | New |
| SUB iShares Short-Term National | 0.13% | 3,290 | $350K | New |
| VEA Vanguard Ftse Developed ETF | 0.12% | 6,004 | $342K | New |
| RSP Invesco S&P 500 Equal Weight | 0.12% | 1,842 | $335K | Add +1.1% |
| FEZ State Street SPDR Euro Stoxx | 0.11% | 5,308 | $317K | No change |
| BND Vanguard Total Bond Market | 0.11% | 4,097 | $302K | No change |
| SO The Southern Co. | 0.10% | 3,037 | $279K | Reduce -46.9% |
| WMT Walmart Inc. | 0.10% | 2,848 | $278K | Reduce -50.0% |
| ATO Atmos Energy Corp. | 0.09% | 1,534 | $236K | Reduce -8.5% |
| FISV Fiserv Inc. | 0.08% | 1,293 | $223K | No change |
| ULTA Ulta Beauty Inc. | 0.08% | 468 | $219K | New |
| USB US Bancorp | 0.08% | 4,755 | $215K | Reduce -7.9% |
| XPO Xpo Inc. | 0.07% | 1,628 | $206K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 672 | $204K | New |
| BBCP Concrete Pumping Holdings Inc. | 0.02% | 10,000 | $62K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.8% | 4.82% | −1.63 |
| XOM Exxon Mobil Corp. | Reduce -3.8% | 3.11% | −1.17 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −1.09 |
| UPS United Parcel Service Class B | Reduce -0.8% | 3.30% | −1.05 |
| LMT Lockheed Martin Corp. | Reduce -7.4% | 2.95% | −0.74 |
| EFA iShares MSCI Eafe ETF | Reduce -57.4% | 0.46% | −0.73 |
| ECL Ecolab Inc. | Reduce -0.2% | 3.98% | −0.52 |
| XLE SS Energy Select Sector | Reduce -67.9% | 0.15% | −0.46 |
| HD Home Depot Inc. | Reduce -4.8% | 1.66% | −0.43 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.34 |
| BP BP PLC-Spons ADR | Reduce -0.1% | 0.92% | −0.33 |
| OXY Occidental Petroleum Corp. | Reduce -1.8% | 0.73% | −0.32 |
| GD General Dynamics Corp. | Reduce -52.9% | 0.18% | −0.25 |
| MO Altria Group Inc. | Reduce -2.2% | 0.92% | −0.24 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.20 |
| DUK Duke Energy Corp. | Reduce -30.4% | 0.25% | −0.19 |
| LOW Lowe's Cos Inc. | Reduce -8.5% | 0.48% | −0.18 |
| RTX RTX Corp. | Reduce -42.8% | 0.19% | −0.17 |
| LUV Southwest Airlines Co. | Reduce -1.1% | 0.55% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -9.5% | 0.50% | −0.13 |
| SO The Southern Co. | Reduce -46.9% | 0.10% | −0.13 |
| INTC Intel Corp. | Reduce -35.4% | 0.14% | −0.13 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 4.87% | −0.13 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.12 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.12 |
| WMT Walmart Inc. | Reduce -50.0% | 0.10% | −0.12 |
| NUE Nucor Corp. | Reduce -10.7% | 0.45% | −0.11 |
| MPC Marathon Petroleum Corp. | Reduce -39.1% | 0.14% | −0.10 |
| PM Philip Morris International | Sold out | 0.00% | −0.10 |
| COP Conocophillips | Sold out | 0.00% | −0.09 |
| CAT Caterpillar Inc. | Reduce -0.5% | 3.23% | −0.08 |
| BAC Bank of America Corp. | Reduce -3.9% | 0.71% | −0.07 |
| KO The Coca-Cola Co. | Reduce -8.3% | 0.20% | −0.06 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -4.1% | 0.28% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -9.6% | 0.48% | −0.06 |
| RF Regions Financial Corp. | Reduce -0.3% | 0.50% | −0.06 |
| SCHW Schwab (charles) Corp. | Reduce -3.3% | 0.80% | −0.05 |
| BA The Boeing Co. | Reduce -15.9% | 0.30% | −0.05 |
| ATO Atmos Energy Corp. | Reduce -8.5% | 0.09% | −0.03 |
| USB US Bancorp | Reduce -7.9% | 0.08% | −0.02 |
| LRCX Lam Research Corp. | Reduce -0.4% | 3.08% | +0.31 |
Portfolio Buys Q1 2025 → Q2 2025
| PEP Pepsico Inc. | New | 3.22% | +3.22 |
| BSV Vanguard Short-Term Bond ETF | New | 2.07% | +2.07 |
| CVX Chevron Corp. | Add +173.2% | 3.66% | +1.78 |
| UNH Unitedhealth Group Inc. | Add +297.8% | 3.50% | +1.73 |
| XLG Invesco S&P 500 Top 50 ETF | Add +142.1% | 1.58% | +0.89 |
| NOBL Proshares S&P 500 Dividend A | Add +56.5% | 3.41% | +0.76 |
| AMZN Amazon.com Inc. | Add +80.5% | 1.52% | +0.64 |
| ITA iShares U.S. Aerospace & Def | New | 0.57% | +0.57 |
| MSFT Microsoft Corp. | Add +0.2% | 5.18% | +0.50 |
| VYM Vanguard High DVD Yield ETF | New | 0.25% | +0.25 |
| VOO Vanguard S&P 500 ETF | New | 0.24% | +0.24 |
| AGG iShares Core U.S. Aggregate | New | 0.21% | +0.21 |
| TGT Target Corp. | New | 0.19% | +0.19 |
| DFAC Dimensional US Core Equity 2 | New | 0.18% | +0.18 |
| ORCL Oracle Corp. | Add +11.9% | 0.49% | +0.15 |
| VWO Vanguard Ftse Emerging Marke | New | 0.13% | +0.13 |
| SUB iShares Short-Term National | New | 0.13% | +0.13 |
| VEA Vanguard Ftse Developed ETF | New | 0.12% | +0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +43.7% | 0.66% | +0.11 |
| FTNT Fortinet Inc. | Add +27.9% | 0.72% | +0.10 |
| FHN First Horizon Corp. | Add +21.0% | 0.91% | +0.08 |
| TFC Truist Financial Corp. | Add +29.9% | 0.72% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +1.8% | 4.60% | +0.08 |
| ULTA Ulta Beauty Inc. | New | 0.08% | +0.08 |
| XPO Xpo Inc. | New | 0.07% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.5% | 0.80% | +0.06 |
| VMC Vulcan Materials Co. | Add +12.9% | 0.67% | +0.03 |
| VZ Verizon Communications Inc. | Add +29.1% | 0.64% | +0.02 |
| NXPI NXP Semiconductors NV | Add +13.2% | 0.14% | +0.01 |
| OC Owens Corning | Add +23.2% | 0.60% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +1.1% | 0.12% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.41% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Add +1.7% | 0.30% | −0.04 |
| MDY State Street SPDR S&P Midcap | Add +1.4% | 0.38% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Add +16.0% | 0.13% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Add +0.3% | 0.22% | −0.06 |
| GOOGL Alphabet Inc. Class A | Add +3.9% | 5.03% | −0.06 |
| MOAT Vaneck Morningstar Wide Moat | Add +6.9% | 1.34% | −0.07 |
| STLD Steel Dynamics Inc. | Add +1.6% | 0.52% | −0.08 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +2.3% | 0.49% | −0.10 |
| MRK Merck & Co. Inc. | Add +21.8% | 1.04% | −0.12 |
| AAPL Apple Inc. | Add +22.1% | 2.48% | −0.16 |
| MDT Medtronic PLC | Add +7.2% | 1.49% | −0.23 |
| CCI Crown Castle Inc. | Add +3.8% | 2.45% | −0.42 |
| EOG EOG Resources Inc. | Add +0.0% | 1.73% | −0.49 |
| FDX FedEx Corp. | Add +2.1% | 2.93% | −0.76 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 88 | $276.3M | MSFT, GOOGL, JPM, BRK.B, PANW |
| Q1 2025 | 81 | $230.4M | BRK.B, GOOGL, JPM, MSFT, PANW |
| Q4 2024 | 94 | $240.8M | GOOGL, BRK.B, MSFT, JPM, PANW |
| Q3 2024 | 98 | $266.6M | BRK.B, GOOGL, MSFT, LMT, PANW |
| Q2 2024 | 96 | $257.6M | GOOGL, MSFT, PANW, FDX, XOM |
| Q1 2024 | 96 | $258.5M | MSFT, GOOGL, XOM, FDX, BRK.B |