Financial Partners Group, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Financial Partners Group, LLC opened 4 positions, added to 23, reduced 30, sold out of 5 and left 3 unchanged. The largest increase in value was PEP (+$8,886,784); the largest decrease was BRKB (-$1,550,967).
- CVX: Country of operation United States; Class COM; Shares 2025-03-31 25,818; Shares 2025-06-30 70,529.
- UNH: Country of operation United States; Class COM; Shares 2025-03-31 7,802; Shares 2025-06-30 31,037.
- MSFT: Country of operation United States; Class COM; Shares 2025-03-31 28,708; Shares 2025-06-30 28,765.
- PANW: Country of operation United States; Class COM; Shares 2025-03-31 60,960; Shares 2025-06-30 62,076.
Two Form 13F-HR filings compared (SEC CIK 1965246): 2025-03-31 (filed 2025-04-18) and 2025-06-30 (filed 2025-07-17). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 25,818 | 70,529 | +44,711 | $4,319,016 | $10,099,083 | +$5,780,067 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 7,802 | 31,037 | +23,235 | $4,086,476 | $9,682,760 | +$5,596,284 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 28,708 | 28,765 | +57 | $10,776,565 | $14,307,772 | +$3,531,207 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 60,960 | 62,076 | +1,116 | $10,402,215 | $12,703,233 | +$2,301,018 |
|---|
AMZN
AMAZON COM INC | United States | COM | 10,579 | 19,093 | +8,514 | $2,012,761 | $4,188,814 | +$2,176,053 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 75,901 | 78,871 | +2,970 | $11,737,334 | $13,899,468 | +$2,162,134 |
|---|
AAPL
APPLE INC | United States | COM | 27,310 | 33,344 | +6,034 | $6,066,353 | $6,841,140 | +$774,787 |
|---|
FHN
FIRST HORIZON CORPORATION | United States | COM | 97,936 | 118,484 | +20,548 | $1,901,917 | $2,511,857 | +$609,940 |
|---|
ORCL
ORACLE CORP | United States | COM | 5,531 | 6,190 | +659 | $773,297 | $1,353,323 | +$580,026 |
|---|
FTNT
FORTINET INC | United States | COM | 14,621 | 18,706 | +4,085 | $1,407,418 | $1,977,599 | +$570,181 |
|---|
TFC
TRUIST FINL CORP | United States | COM | 35,386 | 45,982 | +10,596 | $1,456,144 | $1,976,787 | +$520,643 |
|---|
FDX
FEDEX CORP | United States | COM | 34,835 | 35,563 | +728 | $8,491,989 | $8,083,878 | -$408,111 |
|---|
VMC
VULCAN MATLS CO | United States | COM | 6,257 | 7,066 | +809 | $1,459,666 | $1,842,829 | +$383,163 |
|---|
EOG
EOG RES INC | United States | COM | 39,999 | 40,005 | +6 | $5,129,472 | $4,784,971 | -$344,501 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 31,817 | 41,059 | +9,242 | $1,443,221 | $1,776,625 | +$333,404 |
|---|
OC
OWENS CORNING NEW | United States | COM | 9,735 | 11,994 | +2,259 | $1,390,369 | $1,649,431 | +$259,062 |
|---|
MRK
MERCK & CO INC | United States | COM | 29,744 | 36,216 | +6,472 | $2,669,826 | $2,866,827 | +$197,001 |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 44,014 | 47,166 | +3,152 | $3,955,099 | $4,111,461 | +$156,362 |
|---|
CCI
CROWN CASTLE INC | United States | COM | 63,420 | 65,839 | +2,419 | $6,610,267 | $6,763,628 | +$153,361 |
|---|
NXPI
NXP SEMICONDUCTORS N V | | COM | 1,577 | 1,785 | +208 | $299,725 | $390,005 | +$90,280 |
|---|
STLD
STEEL DYNAMICS INC | United States | COM | 10,951 | 11,129 | +178 | $1,369,788 | $1,424,624 | +$54,836 |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 6,639 | 7,704 | +1,065 | $404,913 | $356,619 | -$48,294 |
|---|
JBHT
HUNT J B TRANS SVCS INC | United States | COM | 9,225 | 9,435 | +210 | $1,364,799 | $1,354,887 | -$9,912 |
|---|
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