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  Name: Financial Partners Group LLC
  City: GALLATIN
  State: TN
  Zip: 37066
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $258,473,000
  Total Value Change : $37,370,000
  Securities Held Change : 15
   
All Securities Held : 96
  New Positions : 16
  Closed Positions : 1
  Increased Positions : 43
  Unchanged Positions : 5
  Decreased Positions : 32

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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CCI)1 Year Chart         CCI Crown Castle International ... 13 New $104.02 $6,612,000 62,480 2.56% 6,612,000 62,480 0.014    Integrated Telecommun...
   (HUM)1 Year Chart         HUM Humana Inc 16 New $355.19 $6,352,000 18,320 2.46% 6,352,000 18,320 0.014    Health Care Plans
   (STLD)1 Year Chart         STLD Steel Dynamics Inc 44 New $134.95 $1,453,000 9,802 0.56% 1,453,000 9,802 0.005    Steel & Iron
   (COST)1 Year Chart         COST Costco Wholesale Corp 53 New $793.07 $1,183,000 1,615 0.46% 1,183,000 1,615 0    Discount, Variety Stores
   (FTNT)1 Year Chart         FTNT Fortinet Inc 54 New $61.24 $1,182,000 17,300 0.46% 1,182,000 17,300 0.002    Computer Peripherals
   (LUV)1 Year Chart         LUV Southwest Airlines Co 57 New $27.98 $1,100,000 37,686 0.43% 1,100,000 37,686 0.006    Regional Airlines
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 80 New $350.32 $344,000 1,000 0.13% 344,000 1,000 0    Closed - End Fund - E...
   (CMI)1 Year Chart         CMI Cummins Inc 84 New $287.85 $323,000 1,095 0.12% 323,000 1,095 0.001    Diversified Machinery
   (ORCL)1 Year Chart         ORCL Oracle Corp 87 New $122.16 $248,000 1,973 0.1% 248,000 1,973 0    Application Software
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 89 New $163.21 $244,000 1,500 0.09% 244,000 1,500 0    Closed - End Fund - E...
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 90 New $597.15 $241,000 415 0.09% 241,000 415 0    Medical Laboratories ...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 91 New $771.12 $232,000 298 0.09% 232,000 298 0    Drug Manufacturers - ...
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc 92 New $230.04 $226,000 1,048 0.09% 226,000 1,048 0.001    Biotechnology
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 93 New $183.63 $215,000 1,179 0.08% 215,000 1,179 0    Closed - End Fund - Debt
   (SO)1 Year Chart         SO Southern Co 94 New $79.38 $203,000 2,827 0.08% 203,000 2,827 0    Electric Utilities
   (FISV)1 Year Chart         FISV Fiserv Inc 95 New $152.84 $202,000 1,264 0.08% 202,000 1,264 0    Business Software & S...

      16 Records Found
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