Financial Partners Group, LLC quarter change: USA Stocks, Reduced
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).
- LRCX: Country of operation United States; Class COM NEW; Shares 2025-03-31 87,900; Shares 2025-06-30 87,517.
- JPM: Country of operation United States; Class COM; Shares 2025-03-31 46,925; Shares 2025-06-30 46,413.
- BRKB: Country of operation —; Class CL B NEW; Shares 2025-03-31 27,903; Shares 2025-06-30 27,399.
- CAT: Country of operation United States; Class COM; Shares 2025-03-31 23,088; Shares 2025-06-30 22,978.
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 |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 87,900 | 87,517 | -383 | $6,390,330 | $8,518,950 | +$2,128,620 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 46,925 | 46,413 | -512 | $11,510,599 | $13,455,545 | +$1,944,946 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 27,903 | 27,399 | -504 | $14,860,580 | $13,309,613 | -$1,550,967 |
|---|
CAT
CATERPILLAR INC | United States | COM | 23,088 | 22,978 | -110 | $7,614,344 | $8,920,361 | +$1,306,017 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 82,843 | 79,724 | -3,119 | $9,852,542 | $8,594,292 | -$1,258,250 |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 90,997 | 90,247 | -750 | $10,008,777 | $9,109,554 | -$899,223 |
|---|
ECL
ECOLAB INC | United States | COM | 40,896 | 40,815 | -81 | $10,367,954 | $10,997,318 | +$629,364 |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 3,638 | 1,714 | -1,924 | $991,742 | $499,906 | -$491,836 |
|---|
OXY
OCCIDENTAL PETE CORP | United States | COM | 49,024 | 48,146 | -878 | $2,419,828 | $2,022,620 | -$397,208 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 19,033 | 17,616 | -1,417 | $8,502,412 | $8,158,649 | -$343,763 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 8,276 | 5,760 | -2,516 | $1,009,434 | $679,710 | -$329,724 |
|---|
RTX
RTX CORPORATION | United States | COM | 6,206 | 3,552 | -2,654 | $822,019 | $518,664 | -$303,355 |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 24,957 | 24,142 | -815 | $1,953,647 | $2,202,732 | +$249,085 |
|---|
SO
SOUTHERN CO | United States | COM | 5,714 | 3,037 | -2,677 | $525,364 | $278,906 | -$246,458 |
|---|
HD
HOME DEPOT INC | United States | COM | 13,150 | 12,516 | -634 | $4,819,364 | $4,588,752 | -$230,612 |
|---|
INTC
INTEL CORP | United States | COM | 27,386 | 17,705 | -9,681 | $621,947 | $396,593 | -$225,354 |
|---|
WMT
WALMART INC | United States | COM | 5,697 | 2,848 | -2,849 | $500,170 | $278,467 | -$221,703 |
|---|
LOW
LOWES COS INC | United States | COM | 6,492 | 5,943 | -549 | $1,514,043 | $1,318,644 | -$195,399 |
|---|
MPC
MARATHON PETE CORP | United States | COM | 3,937 | 2,396 | -1,541 | $573,547 | $398,065 | -$175,482 |
|---|
BAC
BANK AMERICA CORP | United States | COM | 43,048 | 41,371 | -1,677 | $1,796,385 | $1,957,672 | +$161,287 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 44,478 | 43,512 | -966 | $2,669,573 | $2,551,094 | -$118,479 |
|---|
RF
REGIONS FINANCIAL CORP NEW | United States | COM | 59,101 | 58,920 | -181 | $1,284,269 | $1,385,802 | +$101,533 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 4,989 | 4,511 | -478 | $1,240,512 | $1,329,814 | +$89,302 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 1,553 | 1,406 | -147 | $1,468,925 | $1,391,856 | -$77,069 |
|---|
LUV
SOUTHWEST AIRLS CO | United States | COM | 47,152 | 46,644 | -508 | $1,583,361 | $1,513,132 | -$70,229 |
|---|
KO
COCA COLA CO | United States | COM | 8,377 | 7,678 | -699 | $599,986 | $543,247 | -$56,739 |
|---|
NUE
NUCOR CORP | United States | COM | 10,780 | 9,631 | -1,149 | $1,297,228 | $1,247,546 | -$49,682 |
|---|
BA
BOEING CO | United States | COM | 4,759 | 4,002 | -757 | $811,648 | $838,540 | +$26,892 |
|---|
ATO
ATMOS ENERGY CORP | United States | COM | 1,677 | 1,534 | -143 | $259,293 | $236,405 | -$22,888 |
|---|
USB
US BANCORP DEL | United States | COM NEW | 5,165 | 4,755 | -410 | $218,077 | $215,168 | -$2,909 |
|---|
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