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Home > Institutional Investor > Financial Partners Group, Llc > Profile

Instuitional Investor - Financial Partners Group, Llc

Fund Profile
Filing Period:
Fund Name: Financial Partners Group, Llc
Portfolio Value $276,274,596
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 28,765 $14,307,772 5.18%
2.
Alphabet Inc.
 GOOGL 78,871 $13,899,468 5.03%
3.
Jpmorgan Chase & Co
 JPM 46,413 $13,455,545 4.87%
4.
Berkshire Hathaway Inc
 BRK.A 27,399 $13,309,613 4.82%
5.
Palo Alto Networks Inc
 PANW 62,076 $12,703,233 4.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)