Financial Partners Group, LLC

GALLATIN, TN · CIK 1965246 · 13F filing filed 2025-07-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyGallatin, TN

$276.3m reported value +19.9% vs Q1 2025

88positions

42.3%in top 10

14 new 33 added 34 reduced 7 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	28,765	$14.3m5.18%	5.18%	Added +57	+57 0.2%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	78,871	$13.9m5.03%	5.03%	Added +3.0k	+2,970 3.9%
3	JPMORGAN CHASE & CO COM JPM	JPM	46,413	$13.5m4.87%	4.87%	Reduced -512	-512 -1.1%
4	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	27,399	$13.3m4.82%	4.82%	Reduced -504	-504 -1.8%
5	PALO ALTO NETWORKS INC COM PANW	PANW	62,076	$12.7m4.60%	4.60%	Added +1.1k	+1,116 1.8%
6	ECOLAB INC COM ECL	ECL	40,815	$11.0m3.98%	3.98%	Reduced -81	-81 -0.2%
7	CHEVRON CORP NEW COM CVX	CVX	70,529	$10.1m3.66%	3.66%	Added +44.7k	+44,711 173.2%
8	UNITEDHEALTH GROUP INC COM UNH	UNH	31,037	$9.7m3.50%	3.50%	Added +23.2k	+23,235 297.8%
9	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	93,466	$9.4m3.41%	3.41%	Added +33.7k	+33,743 56.5%
10	UNITED PARCEL SERVICE INC CL B UPS	UPS	90,247	$9.1m3.30%	3.30%	Reduced -750	-750 -0.8%
11	CATERPILLAR INC COM CAT	CAT	22,978	$8.9m3.23%	3.23%	Reduced -110	-110 -0.5%
12	PEPSICO INC COM PEP	PEP	67,304	$8.9m3.22%	3.22%	New
13	EXXON MOBIL CORP COM XOM	XOM	79,724	$8.6m3.11%	3.11%	Reduced -3.1k	-3,119 -3.8%
14	LAM RESEARCH CORP COM NEW LRCX	LRCX	87,517	$8.5m3.08%	3.08%	Reduced -383	-383 -0.4%
15	LOCKHEED MARTIN CORP COM LMT	LMT	17,616	$8.2m2.95%	2.95%	Reduced -1.4k	-1,417 -7.4%
16	FEDEX CORP COM FDX	FDX	35,563	$8.1m2.93%	2.93%	Added +728	+728 2.1%
17	APPLE INC COM AAPL	AAPL	33,344	$6.8m2.48%	2.48%	Added +6.0k	+6,034 22.1%
18	CROWN CASTLE INC COM CCI	CCI	65,839	$6.8m2.45%	2.45%	Added +2.4k	+2,419 3.8%
19	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	72,595	$5.7m2.07%	2.07%	New
20	EOG RES INC COM EOG	EOG	40,005	$4.8m1.73%	1.73%	Added +6	+6 0.0%
21	HOME DEPOT INC COM HD	HD	12,516	$4.6m1.66%	1.66%	Reduced -634	-634 -4.8%
22	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	83,827	$4.4m1.58%	1.58%	Added +49.2k	+49,199 142.1%
23	AMAZON COM INC COM AMZN	AMZN	19,093	$4.2m1.52%	1.52%	Added +8.5k	+8,514 80.5%
24	MEDTRONIC PLC SHS MDT	MDT	47,166	$4.1m1.49%	1.49%	Added +3.2k	+3,152 7.2%
25	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	39,615	$3.7m1.34%	1.34%	Added +2.6k	+2,551 6.9%
26	MERCK & CO INC COM MRK	MRK	36,216	$2.9m1.04%	1.04%	Added +6.5k	+6,472 21.8%
27	BP PLC SPONSORED ADR BP	BP	85,317	$2.6m0.92%	0.92%	Reduced -56	-56 -0.1%
28	ALTRIA GROUP INC COM MO	MO	43,512	$2.6m0.92%	0.92%	Reduced -966	-966 -2.2%
29	FIRST HORIZON CORPORATION COM FHN	FHN	118,484	$2.5m0.91%	0.91%	Added +20.5k	+20,548 21.0%
30	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,023	$2.2m0.80%	0.80%	Added +381	+381 10.5%
31	SCHWAB CHARLES CORP COM SCHW	SCHW	24,142	$2.2m0.80%	0.80%	Reduced -815	-815 -3.3%
32	OCCIDENTAL PETE CORP COM OXY	OXY	48,146	$2.0m0.73%	0.73%	Reduced -878	-878 -1.8%
33	FORTINET INC COM FTNT	FTNT	18,706	$2.0m0.72%	0.72%	Added +4.1k	+4,085 27.9%
34	TRUIST FINL CORP COM TFC	TFC	45,982	$2.0m0.72%	0.72%	Added +10.6k	+10,596 29.9%
35	BANK AMERICA CORP COM BAC	BAC	41,371	$2.0m0.71%	0.71%	Reduced -1.7k	-1,677 -3.9%
36	VULCAN MATLS CO COM VMC	VMC	7,066	$1.8m0.67%	0.67%	Added +809	+809 12.9%
37	NOVO-NORDISK A S ADR NVO	NVO	26,308	$1.8m0.66%	0.66%	Added +8.0k	+8,002 43.7%
38	VERIZON COMMUNICATIONS INC COM VZ	VZ	41,059	$1.8m0.64%	0.64%	Added +9.2k	+9,242 29.1%
39	OWENS CORNING NEW COM OC	OC	11,994	$1.6m0.60%	0.60%	Added +2.3k	+2,259 23.2%
40	ISHARES TR US AER DEF ETF ITA	ITA	8,346	$1.6m0.57%	0.57%	New
41	SOUTHWEST AIRLS CO COM LUV	LUV	46,644	$1.5m0.55%	0.55%	Reduced -508	-508 -1.1%
42	STEEL DYNAMICS INC COM STLD	STLD	11,129	$1.4m0.52%	0.52%	Added +178	+178 1.6%
43	COSTCO WHSL CORP NEW COM COST	COST	1,406	$1.4m0.50%	0.50%	Reduced -147	-147 -9.5%
44	REGIONS FINANCIAL CORP NEW COM RF	RF	58,920	$1.4m0.50%	0.50%	Reduced -181	-181 -0.3%
45	HUNT J B TRANS SVCS INC COM JBHT	JBHT	9,435	$1.4m0.49%	0.49%	Added +210	+210 2.3%
46	ORACLE CORP COM ORCL	ORCL	6,190	$1.4m0.49%	0.49%	Added +659	+659 11.9%
47	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,511	$1.3m0.48%	0.48%	Reduced -478	-478 -9.6%
48	LOWES COS INC COM LOW	LOW	5,943	$1.3m0.48%	0.48%	Reduced -549	-549 -8.5%
49	ISHARES TR MSCI EAFE ETF EFA	EFA	14,335	$1.3m0.46%	0.46%	Reduced -19.3k	-19,344 -57.4%
50	NUCOR CORP COM NUE	NUE	9,631	$1.2m0.45%	0.45%	Reduced -1.1k	-1,149 -10.7%
51	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,842	$1.1m0.41%	0.41%	Added +6	+6 0.3%
52	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,857	$1.1m0.38%	0.38%	Added +25	+25 1.4%
53	BOEING CO COM BA	BA	4,002	$838.5k0.30%	0.30%	Reduced -757	-757 -15.9%
54	ISHARES TR CORE S&P SCP ETF IJR	IJR	7,548	$824.9k0.30%	0.30%	Added +128	+128 1.7%
55	ISHARES TR IBOXX HI YD ETF HYG	HYG	9,553	$770.5k0.28%	0.28%	Reduced -409	-409 -4.1%
56	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	5,270	$702.5k0.25%	0.25%	New
57	HUMANA INC COM HUM	HUM	2,871	$701.9k0.25%	0.25%	Unchanged
58	DUKE ENERGY CORP NEW COM NEW DUK	DUK	5,760	$679.7k0.25%	0.25%	Reduced -2.5k	-2,516 -30.4%
59	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,175	$667.4k0.24%	0.24%	New
60	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	23,379	$619.5k0.22%	0.22%	Added +79	+79 0.3%
61	ISHARES TR CORE US AGGBD ET AGG	AGG	5,927	$588.0k0.21%	0.21%	New
62	COCA COLA CO COM KO	KO	7,678	$543.2k0.20%	0.20%	Reduced -699	-699 -8.3%
63	TARGET CORP COM TGT	TGT	5,405	$533.2k0.19%	0.19%	New
64	RTX CORPORATION COM RTX	RTX	3,552	$518.7k0.19%	0.19%	Reduced -2.7k	-2,654 -42.8%
65	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	14,175	$508.0k0.18%	0.18%	New
66	GENERAL DYNAMICS CORP COM GD	GD	1,714	$499.9k0.18%	0.18%	Reduced -1.9k	-1,924 -52.9%
67	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	7,017	$484.8k0.18%	0.18%	Unchanged
68	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	6,260	$420.8k0.15%	0.15%	Unchanged
69	SELECT SECTOR SPDR TR ENERGY XLE	XLE	4,808	$407.8k0.15%	0.15%	Reduced -10.2k	-10,180 -67.9%
70	MARATHON PETE CORP COM MPC	MPC	2,396	$398.1k0.14%	0.14%	Reduced -1.5k	-1,541 -39.1%
71	INTEL CORP COM INTC	INTC	17,705	$396.6k0.14%	0.14%	Reduced -9.7k	-9,681 -35.4%
72	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,785	$390.0k0.14%	0.14%	Added +208	+208 13.2%
73	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	7,704	$356.6k0.13%	0.13%	Added +1.1k	+1,065 16.0%
74	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	7,119	$352.1k0.13%	0.13%	New
75	ISHARES TR SHRT NAT MUN ETF SUB	SUB	3,290	$349.9k0.13%	0.13%	New
76	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	6,004	$342.3k0.12%	0.12%	New
77	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,842	$334.8k0.12%	0.12%	Added +21	+21 1.1%
78	SPDR INDEX SHS FDS EURO STOXX 50 FEZ	FEZ	5,308	$317.0k0.11%	0.11%	Unchanged
79	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	4,097	$301.7k0.11%	0.11%	Unchanged
80	SOUTHERN CO COM SO	SO	3,037	$278.9k0.10%	0.10%	Reduced -2.7k	-2,677 -46.9%
81	WALMART INC COM WMT	WMT	2,848	$278.5k0.10%	0.10%	Reduced -2.8k	-2,849 -50.0%
82	ATMOS ENERGY CORP COM ATO	ATO	1,534	$236.4k0.09%	0.09%	Reduced -143	-143 -8.5%
83	FISERV INC COM FISV	FISV	1,293	$222.9k0.08%	0.08%	Unchanged
84	ULTA BEAUTY INC COM ULTA	ULTA	468	$218.9k0.08%	0.08%	New
85	US BANCORP DEL COM NEW USB	USB	4,755	$215.2k0.08%	0.08%	Reduced -410	-410 -7.9%
86	XPO INC COM XPO	XPO	1,628	$205.6k0.07%	0.07%	New
87	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	672	$204.2k0.07%	0.07%	New
88	CONCRETE PUMPING HLDGS INC COM BBCP	BBCP	10,000	$61.5k0.02%	0.02%	Unchanged

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
SELECT SECTOR SPDR TR XLU	XLU	31,901	$2.5m31.9k shares
PROCTER AND GAMBLE CO PG	PG	4,630	$789.1k4.6k shares
SELECT SECTOR SPDR TR XLI	XLI	3,576	$468.7k3.6k shares
PNC FINL SVCS GROUP INC PNC	PNC	1,562	$274.6k1.6k shares
ABBVIE INC ABBV	ABBV	1,310	$274.4k1.3k shares
PHILIP MORRIS INTL INC PM	PM	1,497	$237.6k1.5k shares
CONOCOPHILLIPS COP	COP	2,063	$216.7k2.1k shares