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Financial Partners Group, LLC Last Quarter Change: USA ETF, Added

Financial Partners Group, LLC quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Financial Partners Group, LLC opened 10 positions, added to 9, reduced 3, sold out of 2 and left 4 unchanged. The largest increase in value was BSV (+$5,713,227); the largest decrease was XLU (-$2,515,431).

  • NOBL: Country of operation —; Class S&P 500 DV ARIST; Shares 2025-03-31 59,723; Shares 2025-06-30 93,466.
  • XLG: Country of operation —; Class S&P 500 TOP 50; Shares 2025-03-31 34,628; Shares 2025-06-30 83,827.
  • QQQ: Country of operation —; Class UNIT SER 1; Shares 2025-03-31 3,642; Shares 2025-06-30 4,023.
  • MOAT: Country of operation —; Class MRNGSTR WDE MOAT; Shares 2025-03-31 37,064; Shares 2025-06-30 39,615.

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.

StockCountry of operationClassShares 2025-03-31Shares 2025-06-30Share changeValue 2025-03-31Value 2025-06-30Value change
NOBL
PROSHARES TR
S&P 500 DV ARIST59,72393,466+33,743$6,102,509$9,411,981+$3,309,472
XLG
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 5034,62883,827+49,199$1,593,581$4,367,376+$2,773,795
QQQ
INVESCO QQQ TR
UNIT SER 13,6424,023+381$1,707,590$2,219,033+$511,443
MOAT
VANECK ETF TRUST
MRNGSTR WDE MOAT37,06439,615+2,551$3,261,625$3,715,483+$453,858
SPY
SPDR S&P 500 ETF TR
TR UNIT1,8361,842+6$1,027,255$1,138,044+$110,789
MDY
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP1,8321,857+25$977,336$1,051,954+$74,618
IJR
ISHARES TR
CORE S&P SCP ETF7,4207,548+128$775,876$824,927+$49,051
SCHD
SCHWAB STRATEGIC TR
US DIVIDEND EQ23,30023,379+79$651,457$619,531-$31,926
RSP
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT1,8211,842+21$315,495$334,821+$19,326

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