Financial Partners Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 18, 2025), Financial Partners Group, LLC reported 81 stock positions worth $230.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.4% of the portfolio, followed by Alphabet Class A (GOOGL, 5.1%) and JPMorgan Chase (JPM, 5.0%). Compared with Q4 2024, it opened 2 new positions, sold out of 15, added to 20 and reduced 52. The biggest buy was United Parcel Service Class B (UPS, shares +164%) and the biggest sale Alphabet Class A (GOOGL, shares −2%).
- Most Recent 13F
- Q2 2025
- Location
- GALLATIN, TN
- CIK
- 0001965246
- Portfolio Value
- $230.4M (Q1 2025)
- SEC Filing
- 0001221073-25-000039 ↗ filed Apr 18, 2025
Holdings Value
Holdings 81 stocks · $230.4M
| BRK.B Berkshire Hathaway Inc. Class B | 6.45% | 27,903 | $14.9M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 5.09% | 75,901 | $11.7M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 5.00% | 46,925 | $11.5M | Reduce -2.3% |
| MSFT Microsoft Corp. | 4.68% | 28,708 | $10.8M | Reduce -4.0% |
| PANW Palo Alto Networks Inc. | 4.51% | 60,960 | $10.4M | Reduce -3.2% |
| ECL Ecolab Inc. | 4.50% | 40,896 | $10.4M | Add +3.3% |
| UPS United Parcel Service Class B | 4.34% | 90,997 | $10.0M | Add +164.3% |
| XOM Exxon Mobil Corp. | 4.28% | 82,843 | $9.9M | Reduce -6.0% |
| LMT Lockheed Martin Corp. | 3.69% | 19,033 | $8.5M | Reduce -5.3% |
| FDX FedEx Corp. | 3.69% | 34,835 | $8.5M | Reduce -5.2% |
| CAT Caterpillar Inc. | 3.30% | 23,088 | $7.6M | Reduce -4.3% |
| CCI Crown Castle Inc. | 2.87% | 63,420 | $6.6M | Add +0.3% |
| LRCX Lam Research Corp. | 2.77% | 87,900 | $6.4M | No change |
| NOBL Proshares S&P 500 Dividend A | 2.65% | 59,723 | $6.1M | Add +7.7% |
| AAPL Apple Inc. | 2.63% | 27,310 | $6.1M | Reduce -10.5% |
| EOG EOG Resources Inc. | 2.23% | 39,999 | $5.1M | No change |
| HD Home Depot Inc. | 2.09% | 13,150 | $4.8M | Reduce -6.5% |
| CVX Chevron Corp. | 1.87% | 25,818 | $4.3M | Reduce -8.5% |
| UNH Unitedhealth Group Inc. | 1.77% | 7,802 | $4.1M | Reduce -3.1% |
| MDT Medtronic PLC | 1.72% | 44,014 | $4.0M | Reduce -0.6% |
| MOAT Vaneck Morningstar Wide Moat | 1.42% | 37,064 | $3.3M | Add +15.6% |
| BP BP PLC-Spons ADR | 1.25% | 85,373 | $2.9M | Reduce -16.7% |
| EFA iShares MSCI Eafe ETF | 1.19% | 33,679 | $2.8M | Add +92.9% |
| MRK Merck & Co. Inc. | 1.16% | 29,744 | $2.7M | Reduce -1.7% |
| MO Altria Group Inc. | 1.16% | 44,478 | $2.7M | Reduce -11.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.09% | 31,901 | $2.5M | Reduce -22.3% |
| OXY Occidental Petroleum Corp. | 1.05% | 49,024 | $2.4M | Add +0.2% |
| AMZN Amazon.com Inc. | 0.87% | 10,579 | $2.0M | Reduce -12.4% |
| SCHW Schwab (charles) Corp. | 0.85% | 24,957 | $2.0M | Reduce -4.7% |
| FHN First Horizon Corp. | 0.83% | 97,936 | $1.9M | Reduce -4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.78% | 43,048 | $1.8M | Reduce -9.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 3,642 | $1.7M | Add +82.8% |
| XLG Invesco S&P 500 Top 50 ETF | 0.69% | 34,628 | $1.6M | Reduce -11.3% |
| LUV Southwest Airlines Co. | 0.69% | 47,152 | $1.6M | Reduce -8.8% |
| LOW Lowe's Cos Inc. | 0.66% | 6,492 | $1.5M | Add +3.0% |
| COST Costco Wholesale Corp. | 0.64% | 1,553 | $1.5M | Reduce -5.9% |
| VMC Vulcan Materials Co. | 0.63% | 6,257 | $1.5M | Add +5.8% |
| TFC Truist Financial Corp. | 0.63% | 35,386 | $1.5M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.63% | 31,817 | $1.4M | Reduce -3.2% |
| FTNT Fortinet Inc. | 0.61% | 14,621 | $1.4M | Reduce -11.8% |
| XLE SS Energy Select Sector | 0.61% | 14,988 | $1.4M | Reduce -30.9% |
| OC Owens Corning | 0.60% | 9,735 | $1.4M | Add +18.0% |
| STLD Steel Dynamics Inc. | 0.59% | 10,951 | $1.4M | Reduce -8.0% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.59% | 9,225 | $1.4M | Add +1.7% |
| NUE Nucor Corp. | 0.56% | 10,780 | $1.3M | Reduce -29.6% |
| RF Regions Financial Corp. | 0.56% | 59,101 | $1.3M | Add +0.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.55% | 18,306 | $1.3M | Add +27.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.54% | 4,989 | $1.2M | Reduce -11.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 1,836 | $1.0M | Add +0.3% |
| DUK Duke Energy Corp. | 0.44% | 8,276 | $1.0M | Reduce -7.6% |
| GD General Dynamics Corp. | 0.43% | 3,638 | $992K | Reduce -30.4% |
| MDY State Street SPDR S&P Midcap | 0.42% | 1,832 | $977K | Reduce -12.3% |
| RTX RTX Corp. | 0.36% | 6,206 | $822K | Reduce -43.3% |
| BA The Boeing Co. | 0.35% | 4,759 | $812K | Reduce -36.5% |
| PG The Procter & Gamble Co. | 0.34% | 4,630 | $789K | Reduce -37.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.34% | 9,962 | $786K | Reduce -19.5% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 7,420 | $776K | Reduce -6.9% |
| ORCL Oracle Corp. | 0.34% | 5,531 | $773K | Reduce -29.5% |
| HUM Humana Inc. | 0.33% | 2,871 | $760K | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 0.28% | 23,300 | $651K | Add +0.3% |
| INTC Intel Corp. | 0.27% | 27,386 | $622K | Add +63.8% |
| KO The Coca-Cola Co. | 0.26% | 8,377 | $600K | Reduce -5.4% |
| MPC Marathon Petroleum Corp. | 0.25% | 3,937 | $574K | Add +65.8% |
| SO The Southern Co. | 0.23% | 5,714 | $525K | Reduce -3.4% |
| WMT Walmart Inc. | 0.22% | 5,697 | $500K | Reduce -34.0% |
| XLI SS Industrial Select Sector | 0.20% | 3,576 | $469K | Reduce -42.7% |
| VXUS Vanguard Total Intl Stock | 0.19% | 7,017 | $436K | Reduce -5.9% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 6,639 | $405K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.16% | 6,260 | $380K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 1,821 | $315K | Add +0.4% |
| BND Vanguard Total Bond Market | 0.13% | 4,097 | $301K | Reduce -8.8% |
| NXPI NXP Semiconductors NV | 0.13% | 1,577 | $300K | New |
| FEZ State Street SPDR Euro Stoxx | 0.13% | 5,308 | $289K | No change |
| FISV Fiserv Inc. | 0.12% | 1,293 | $286K | No change |
| PNC PNC Financial Services Group | 0.12% | 1,562 | $275K | Reduce -28.6% |
| ABBV Abbvie Inc. | 0.12% | 1,310 | $274K | Reduce -33.3% |
| ATO Atmos Energy Corp. | 0.11% | 1,677 | $259K | Reduce -37.3% |
| PM Philip Morris International | 0.10% | 1,497 | $238K | New |
| USB US Bancorp | 0.09% | 5,165 | $218K | Reduce -15.5% |
| COP Conocophillips | 0.09% | 2,063 | $217K | Reduce -18.7% |
| BBCP Concrete Pumping Holdings Inc. | 0.02% | 10,000 | $55K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | Reduce -2.4% | 5.09% | −1.02 |
| FDX FedEx Corp. | Reduce -5.2% | 3.69% | −0.61 |
| MSFT Microsoft Corp. | Reduce -4.0% | 4.68% | −0.55 |
| AAPL Apple Inc. | Reduce -10.5% | 2.63% | −0.54 |
| LMT Lockheed Martin Corp. | Reduce -5.3% | 3.69% | −0.37 |
| CAT Caterpillar Inc. | Reduce -4.3% | 3.30% | −0.33 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.26 |
| PANW Palo Alto Networks Inc. | Reduce -3.2% | 4.51% | −0.24 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -12.4% | 0.87% | −0.23 |
| ORCL Oracle Corp. | Reduce -29.5% | 0.34% | −0.21 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -22.3% | 1.09% | −0.20 |
| BA The Boeing Co. | Reduce -36.5% | 0.35% | −0.20 |
| HD Home Depot Inc. | Reduce -6.5% | 2.09% | −0.18 |
| NUE Nucor Corp. | Reduce -29.6% | 0.56% | −0.18 |
| PG The Procter & Gamble Co. | Reduce -37.3% | 0.34% | −0.17 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.17 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.17 |
| RTX RTX Corp. | Reduce -43.3% | 0.36% | −0.17 |
| XLE SS Energy Select Sector | Reduce -30.9% | 0.61% | −0.16 |
| GD General Dynamics Corp. | Reduce -30.4% | 0.43% | −0.14 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.14 |
| XLI SS Industrial Select Sector | Reduce -42.7% | 0.20% | −0.14 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.13 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.12 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -11.3% | 0.69% | −0.12 |
| WMT Walmart Inc. | Reduce -34.0% | 0.22% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.10 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.10 |
| XYZ Block Inc. | Sold out | 0.00% | −0.10 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -1.7% | 1.16% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.09 |
| BAC Bank of America Corp. | Reduce -9.2% | 0.78% | −0.09 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.08 |
| MDY State Street SPDR S&P Midcap | Reduce -12.3% | 0.42% | −0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -19.5% | 0.34% | −0.06 |
| PNC PNC Financial Services Group | Reduce -28.6% | 0.12% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.9% | 0.34% | −0.04 |
| ATO Atmos Energy Corp. | Reduce -37.3% | 0.11% | −0.04 |
| FTNT Fortinet Inc. | Reduce -11.8% | 0.61% | −0.04 |
| LUV Southwest Airlines Co. | Reduce -8.8% | 0.69% | −0.03 |
| FHN First Horizon Corp. | Reduce -4.6% | 0.83% | −0.03 |
| USB US Bancorp | Reduce -15.5% | 0.09% | −0.03 |
| ABBV Abbvie Inc. | Reduce -33.3% | 0.12% | −0.03 |
| COP Conocophillips | Reduce -18.7% | 0.09% | −0.01 |
| BP BP PLC-Spons ADR | Reduce -16.7% | 1.25% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -8.8% | 0.13% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| UPS United Parcel Service Class B | Add +164.3% | 4.34% | +2.54 |
| EFA iShares MSCI Eafe ETF | Add +92.9% | 1.19% | +0.65 |
| ECL Ecolab Inc. | Add +3.3% | 4.50% | +0.65 |
| CCI Crown Castle Inc. | Add +0.3% | 2.87% | +0.49 |
| NOBL Proshares S&P 500 Dividend A | Add +7.7% | 2.65% | +0.35 |
| QQQ Invesco QQQ Trust Series 1 | Add +82.8% | 0.74% | +0.32 |
| MOAT Vaneck Morningstar Wide Moat | Add +15.6% | 1.42% | +0.18 |
| INTC Intel Corp. | Add +63.8% | 0.27% | +0.13 |
| NXPI NXP Semiconductors NV | New | 0.13% | +0.13 |
| MPC Marathon Petroleum Corp. | Add +65.8% | 0.25% | +0.11 |
| PM Philip Morris International | New | 0.10% | +0.10 |
| OXY Occidental Petroleum Corp. | Add +0.2% | 1.05% | +0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +27.3% | 0.55% | +0.04 |
| OC Owens Corning | Add +18.0% | 0.60% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +0.3% | 0.28% | +0.02 |
| LOW Lowe's Cos Inc. | Add +3.0% | 0.66% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.14% | +0.00 |
| VMC Vulcan Materials Co. | Add +5.8% | 0.63% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.45% | +0.00 |
| TFC Truist Financial Corp. | Add +0.1% | 0.63% | −0.01 |
| RF Regions Financial Corp. | Add +0.6% | 0.56% | −0.02 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +1.7% | 0.59% | −0.05 |
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 |