Financial Partners Group, LLC quarter change: USA Stocks, New
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).
- PEP: Country of operation United States; Class COM; Shares 2025-03-31 0; Shares 2025-06-30 67,304.
- TGT: Country of operation United States; Class COM; Shares 2025-03-31 0; Shares 2025-06-30 5,405.
- ULTA: Country of operation United States; Class COM; Shares 2025-03-31 0; Shares 2025-06-30 468.
- XPO: Country of operation United States; Class COM; Shares 2025-03-31 0; Shares 2025-06-30 1,628.
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.
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