Financial Partners Group, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2023-12-31 to 2025-06-30, Financial Partners Group, LLC opened 18 positions, added to 54, reduced 41 and sold out of 11.
- Q2 2025: Stock NOBL; Country of operation —; Class S&P 500 DV ARIST; Shares before 59,723.
- Q2 2025: Stock XLG; Country of operation —; Class S&P 500 TOP 50; Shares before 34,628.
- Q2 2025: Stock QQQ; Country of operation —; Class UNIT SER 1; Shares before 3,642.
- Q2 2025: Stock MOAT; Country of operation —; Class MRNGSTR WDE MOAT; Shares before 37,064.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1965246), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-18); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-21); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | NOBL
PROSHARES TR | | S&P 500 DV ARIST | 59,723 | 93,466 | +33,743 | $6,102,509 | $9,411,981 | +$3,309,472 | 2025-07-17 |
|---|
| Q2 2025 | XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 34,628 | 83,827 | +49,199 | $1,593,581 | $4,367,376 | +$2,773,795 | 2025-07-17 |
|---|
| Q2 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 3,642 | 4,023 | +381 | $1,707,590 | $2,219,033 | +$511,443 | 2025-07-17 |
|---|
| Q2 2025 | MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 37,064 | 39,615 | +2,551 | $3,261,625 | $3,715,483 | +$453,858 | 2025-07-17 |
|---|
| Q2 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 1,836 | 1,842 | +6 | $1,027,255 | $1,138,044 | +$110,789 | 2025-07-17 |
|---|
| Q2 2025 | MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 1,832 | 1,857 | +25 | $977,336 | $1,051,954 | +$74,618 | 2025-07-17 |
|---|
| Q2 2025 | IJR
ISHARES TR | | CORE S&P SCP ETF | 7,420 | 7,548 | +128 | $775,876 | $824,927 | +$49,051 | 2025-07-17 |
|---|
| Q2 2025 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 23,300 | 23,379 | +79 | $651,457 | $619,531 | -$31,926 | 2025-07-17 |
|---|
| Q2 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 1,821 | 1,842 | +21 | $315,495 | $334,821 | +$19,326 | 2025-07-17 |
|---|
| Q1 2025 | EFA
ISHARES TR | | MSCI EAFE ETF | 17,462 | 33,679 | +16,217 | $1,320,302 | $2,752,585 | +$1,432,283 | 2025-04-18 |
|---|
| Q1 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 1,992 | 3,642 | +1,650 | $1,018,134 | $1,707,590 | +$689,456 | 2025-04-18 |
|---|
| Q1 2025 | NOBL
PROSHARES TR | | S&P 500 DV ARIST | 55,479 | 59,723 | +4,244 | $5,522,973 | $6,102,509 | +$579,536 | 2025-04-18 |
|---|
| Q1 2025 | MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 32,068 | 37,064 | +4,996 | $2,973,498 | $3,261,625 | +$288,127 | 2025-04-18 |
|---|
| Q1 2025 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 1,831 | 1,836 | +5 | $1,072,904 | $1,027,255 | -$45,649 | 2025-04-18 |
|---|
| Q1 2025 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 23,228 | 23,300 | +72 | $634,598 | $651,457 | +$16,859 | 2025-04-18 |
|---|
| Q1 2025 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 1,814 | 1,821 | +7 | $317,836 | $315,495 | -$2,341 | 2025-04-18 |
|---|
| Q4 2024 | XLU
SELECT SECTOR SPDR TR | | SBI INT-UTILS | 23,112 | 41,073 | +17,961 | $1,866,988 | $3,108,816 | +$1,241,828 | 2025-01-21 |
|---|
| Q4 2024 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 10,333 | 21,674 | +11,341 | $907,243 | $1,856,582 | +$949,339 | 2025-01-21 |
|---|
| Q4 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 17,013 | 17,462 | +449 | $1,422,798 | $1,320,302 | -$102,496 | 2025-01-21 |
|---|
| Q4 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 848 | 975 | +127 | $488,879 | $573,685 | +$84,806 | 2025-01-21 |
|---|
| Q4 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 1,088 | 1,157 | +69 | $574,105 | $623,404 | +$49,299 | 2025-01-21 |
|---|
| Q4 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 1,825 | 1,831 | +6 | $1,047,255 | $1,072,904 | +$25,649 | 2025-01-21 |
|---|
| Q4 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 6,837 | 7,024 | +187 | $361,062 | $335,888 | -$25,174 | 2025-01-21 |
|---|
| Q4 2024 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 7,718 | 23,228 | +15,510 | $652,412 | $634,598 | -$17,814 | 2025-01-21 |
|---|
| Q4 2024 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 4,338 | 4,493 | +155 | $325,828 | $323,092 | -$2,736 | 2025-01-21 |
|---|
| Q3 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 10,974 | 17,013 | +6,039 | $859,594 | $1,422,798 | +$563,204 | 2024-10-23 |
|---|
| Q3 2024 | MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 31,783 | 32,223 | +440 | $2,752,705 | $3,123,997 | +$371,292 | 2024-10-23 |
|---|
| Q3 2024 | XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 39,367 | 40,887 | +1,520 | $1,801,041 | $1,943,360 | +$142,319 | 2024-10-23 |
|---|
| Q3 2024 | MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 2,167 | 2,208 | +41 | $1,159,519 | $1,257,810 | +$98,291 | 2024-10-23 |
|---|
| Q3 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 1,820 | 1,825 | +5 | $990,259 | $1,047,255 | +$56,996 | 2024-10-23 |
|---|
| Q3 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 6,652 | 6,837 | +185 | $328,742 | $361,062 | +$32,320 | 2024-10-23 |
|---|
| Q3 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 844 | 848 | +4 | $462,000 | $488,879 | +$26,879 | 2024-10-23 |
|---|
| Q2 2024 | XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 37,962 | 39,367 | +1,405 | $1,599,340 | $1,801,041 | +$201,701 | 2024-07-15 |
|---|
| Q2 2024 | NOBL
PROSHARES TR | | S&P 500 DV ARIST | 57,691 | 58,884 | +1,193 | $5,850,492 | $5,660,564 | -$189,928 | 2024-07-15 |
|---|
| Q2 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 1,038 | 1,088 | +50 | $498,967 | $544,142 | +$45,175 | 2024-07-15 |
|---|
| Q2 2024 | MOAT
VANECK ETF TRUST | | MRNGSTR WDE MOAT | 30,129 | 31,783 | +1,654 | $2,708,576 | $2,752,705 | +$44,129 | 2024-07-15 |
|---|
| Q2 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 1,814 | 1,820 | +6 | $948,888 | $990,259 | +$41,371 | 2024-07-15 |
|---|
| Q2 2024 | IJR
ISHARES TR | | CORE S&P SCP ETF | 10,245 | 10,382 | +137 | $1,132,288 | $1,107,383 | -$24,905 | 2024-07-15 |
|---|
| Q2 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 6,143 | 6,652 | +509 | $308,195 | $328,742 | +$20,547 | 2024-07-15 |
|---|
| Q2 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 842 | 844 | +2 | $442,537 | $462,000 | +$19,463 | 2024-07-15 |
|---|
| Q2 2024 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 14,189 | 14,289 | +100 | $597,641 | $587,421 | -$10,220 | 2024-07-15 |
|---|
| Q2 2024 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 4,497 | 4,524 | +27 | $326,618 | $325,955 | -$663 | 2024-07-15 |
|---|
| Q1 2024 | MDY
SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 428 | 2,167 | +1,739 | $217,159 | $1,205,719 | +$988,560 | 2024-04-18 |
|---|
| Q1 2024 | NOBL
PROSHARES TR | | S&P 500 DV ARIST | 57,244 | 57,691 | +447 | $5,449,674 | $5,850,492 | +$400,818 | 2024-04-18 |
|---|
| Q1 2024 | XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 35,315 | 37,962 | +2,647 | $1,332,082 | $1,599,340 | +$267,258 | 2024-04-18 |
|---|
| Q1 2024 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 16,200 | 16,423 | +223 | $1,358,244 | $1,550,522 | +$192,278 | 2024-04-18 |
|---|
| Q1 2024 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 2,214 | 2,465 | +251 | $906,750 | $1,094,602 | +$187,852 | 2024-04-18 |
|---|
| Q1 2024 | EFA
ISHARES TR | | MSCI EAFE ETF | 10,431 | 11,153 | +722 | $785,976 | $890,679 | +$104,703 | 2024-04-18 |
|---|
| Q1 2024 | VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 923 | 1,038 | +115 | $403,167 | $498,967 | +$95,800 | 2024-04-18 |
|---|
| Q1 2024 | SPY
SPDR S&P 500 ETF TR | | TR UNIT | 1,807 | 1,814 | +7 | $858,974 | $948,888 | +$89,914 | 2024-04-18 |
|---|
| Q1 2024 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 5,011 | 6,143 | +1,132 | $240,027 | $308,195 | +$68,168 | 2024-04-18 |
|---|
| Q1 2024 | IVV
ISHARES TR | | CORE S&P500 ETF | 839 | 842 | +3 | $400,779 | $442,537 | +$41,758 | 2024-04-18 |
|---|
| Q1 2024 | VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 8,155 | 8,168 | +13 | $472,664 | $492,531 | +$19,867 | 2024-04-18 |
|---|
| Q1 2024 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 4,391 | 4,497 | +106 | $322,959 | $326,618 | +$3,659 | 2024-04-18 |
|---|
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