Financial Partners Group, Inc Diversified Active

CIK: 0001731169 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $557,721 (100.0% shares, 0.0% debt)

Holdings (167)

IVV ISHARES TR 9.1%
Value ($000) $50,644 Shares 106,031 Est. Cost $330.61 Unrealized
OEF ISHARES TR 5.6%
Value ($000) $31,143 Shares 139,410 Est. Cost $205.04 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 5.4%
Value ($000) $30,059 Shares 546,723 Est. Cost $52.98 Unrealized
NOBL PROSHARES TR 4.1%
Value ($000) $23,079 Shares 242,429 Est. Cost $78.19 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 3.8%
Value ($000) $21,211 Shares 410,509 Est. Cost $46.04 Unrealized
AAPL APPLE INC 3.7%
Value ($000) $20,484 Shares 106,392 Est. Cost $99.37 Unrealized +84.0%
FTGC FIRST TR EXCHANGE TRAD FD VI 3.5%
Value ($000) $19,425 Shares 865,648 Est. Cost $26.55 Unrealized
AVUV AMERICAN CENTY ETF TR 3.4%
Value ($000) $19,036 Shares 211,984 Est. Cost $78.18 Unrealized
ITOT ISHARES TR 3.4%
Value ($000) $18,994 Shares 180,501 Est. Cost $75.77 Unrealized
SJNK SPDR SER TR 3.3%
Value ($000) $18,470 Shares 734,672 Est. Cost $24.50 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 3.1%
Value ($000) $17,151 Shares 101,763 Est. Cost $153.90 Unrealized
AVIG AMERICAN CENTY ETF TR 2.9%
Value ($000) $16,289 Shares 389,416 Est. Cost $41.83 Unrealized
SYLD CAMBRIA ETF TR 2.9%
Value ($000) $16,182 Shares 239,485 Est. Cost $62.16 Unrealized
FTEC FIDELITY COVINGTON TRUST 2.9%
Value ($000) $16,052 Shares 111,753 Est. Cost $58.18 Unrealized
MSFT MICROSOFT CORP 2.7%
Value ($000) $15,144 Shares 40,273 Est. Cost $166.21 Unrealized +110.8%
IGIB ISHARES TR 2.7%
Value ($000) $15,104 Shares 290,454 Est. Cost $51.05 Unrealized
SPY SPDR S&P 500 ETF TR 2.4%
Value ($000) $13,203 Shares 27,778 Est. Cost $403.00 Unrealized
IHI ISHARES TR 2.0%
Value ($000) $11,163 Shares 206,832 Est. Cost $89.58 Unrealized
AMZN AMAZON COM INC 1.8%
Value ($000) $10,138 Shares 66,723 Est. Cost $124.53 Unrealized +12.6%
FMHI FIRST TR EXCH TRADED FD III 1.6%
Value ($000) $8,679 Shares 182,030 Est. Cost $46.26 Unrealized
AVMU AMERICAN CENTY ETF TR 1.5%
Value ($000) $8,519 Shares 181,713 Est. Cost $46.88 Unrealized
COWZ PACER FDS TR 1.4%
Value ($000) $8,001 Shares 153,886 Est. Cost $48.87 Unrealized
SOXX ISHARES TR 1.4%
Value ($000) $7,529 Shares 13,069 Est. Cost $420.09 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $7,226 Shares 51,731 Est. Cost $109.84 Unrealized +21.4%
FENY FIDELITY COVINGTON TRUST 1.2%
Value ($000) $6,691 Shares 290,418 Est. Cost $20.22 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 1.2%
Value ($000) $6,535 Shares 501,883 Est. Cost $14.04 Unrealized
IFRA ISHARES TR 1.2%
Value ($000) $6,515 Shares 161,793 Est. Cost $33.67 Unrealized
MOAT VANECK ETF TRUST 1.0%
Value ($000) $5,481 Shares 64,582 Est. Cost $50.47 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.8%
Value ($000) $4,648 Shares 71,845 Est. Cost $45.23 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $4,399 Shares 49,590 Est. Cost $81.28 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $4,375 Shares 10,684 Est. Cost $272.40 Unrealized
IWY ISHARES TR 0.8%
Value ($000) $4,195 Shares 23,940 Est. Cost $116.96 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.7%
Value ($000) $4,020 Shares 50,843 Est. Cost $77.51 Unrealized -6.9%
GOOG ALPHABET INC 0.7%
Value ($000) $3,943 Shares 27,978 Est. Cost $109.21 Unrealized +23.3%
ITA ISHARES TR 0.5%
Value ($000) $2,790 Shares 22,040 Est. Cost $122.20 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $2,325 Shares 21,473 Est. Cost $98.33 Unrealized
MANAGED PORTFOLIO SERIES 0.4%
Value ($000) $2,272 Shares 87,600 Est. Cost $23.91 Unrealized
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $2,271 Shares 64,122 Est. Cost $35.30 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $2,265 Shares 45,356 Est. Cost $48.45 Unrealized
IWP ISHARES TR 0.4%
Value ($000) $2,224 Shares 21,295 Est. Cost $131.24 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,060 Shares 5,777 Est. Cost $234.99 Unrealized +49.4%
IJH ISHARES TR 0.3%
Value ($000) $1,554 Shares 5,606 Est. Cost $227.60 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.3%
Value ($000) $1,548 Shares 8,822 Est. Cost $75.15 Unrealized
DEM WISDOMTREE TR 0.3%
Value ($000) $1,529 Shares 37,585 Est. Cost $39.14 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $1,481 Shares 10,065 Est. Cost $120.61 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,458 Shares 2,209 Est. Cost $366.82 Unrealized +56.3%
IWR ISHARES TR 0.3%
Value ($000) $1,442 Shares 18,558 Est. Cost $51.93 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $1,371 Shares 2,769 Est. Cost $29.50 Unrealized +57.0%
IJJ ISHARES TR 0.2%
Value ($000) $1,357 Shares 11,895 Est. Cost $105.34 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $1,289 Shares 2,160 Est. Cost $319.83 Unrealized +80.3%
IEMG ISHARES INC 0.2%
Value ($000) $1,158 Shares 22,888 Est. Cost $50.32 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,122 Shares 4,517 Est. Cost $230.48 Unrealized +3.1%
WMT WALMART INC 0.2%
Value ($000) $1,107 Shares 7,021 Est. Cost $42.55 Unrealized +21.4%
EVRG EVERGY INC 0.2%
Value ($000) $1,064 Shares 20,389 Est. Cost $48.79 Unrealized -5.9%
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1,056 Shares 6,200 Est. Cost $113.46 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $1,022 Shares 13,204 Est. Cost $73.70 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $993 Shares 12,512 Est. Cost $70.64 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $977 Shares 7,816 Est. Cost $111.07 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $966 Shares 9,328 Est. Cost $71.48 Unrealized
PECO PHILLIPS EDISON & CO INC 0.2%
Value ($000) $941 Shares 25,791 Est. Cost $31.53 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $917 Shares 18,125 Est. Cost $50.64 Unrealized
ONEQ FIDELITY COMWLTH TR 0.2%
Value ($000) $913 Shares 15,417 Est. Cost $82.00 Unrealized
ESGU ISHARES TR 0.2%
Value ($000) $867 Shares 8,261 Est. Cost $85.17 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $851 Shares 18,470 Est. Cost $44.77 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $822 Shares 3,466 Est. Cost $227.62 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $819 Shares 5,489 Est. Cost $113.40 Unrealized +21.5%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $803 Shares 4,721 Est. Cost $94.88 Unrealized +52.7%
IWF ISHARES TR 0.1%
Value ($000) $791 Shares 2,611 Est. Cost $137.13 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $777 Shares 2,195 Est. Cost $191.76 Unrealized +68.6%
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $758 Shares 8,861 Est. Cost $80.79 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $757 Shares 3,930 Est. Cost $84.42 Unrealized
PPA INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $726 Shares 7,873 Est. Cost $85.60 Unrealized
IEFA ISHARES TR 0.1%
Value ($000) $669 Shares 9,516 Est. Cost $67.25 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $650 Shares 10,695 Est. Cost $67.83 Unrealized -21.2%
BX BLACKSTONE INC 0.1%
Value ($000) $644 Shares 4,917 Est. Cost $58.04 Unrealized +75.9%
GLD SPDR GOLD TR 0.1%
Value ($000) $641 Shares 3,355 Est. Cost $171.65 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $632 Shares 14,982 Est. Cost $76.38 Unrealized
IYE ISHARES TR 0.1%
Value ($000) $630 Shares 14,271 Est. Cost $32.61 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $623 Shares 8,302 Est. Cost $104.73 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $621 Shares 1,065 Est. Cost $206.87 Unrealized +178.0%
GUNR FLEXSHARES TR 0.1%
Value ($000) $615 Shares 15,016 Est. Cost $40.95 Unrealized
VFVA VANGUARD WELLINGTON FD 0.1%
Value ($000) $589 Shares 5,232 Est. Cost $92.92 Unrealized
IYG ISHARES TR 0.1%
Value ($000) $584 Shares 3,260 Est. Cost $174.87 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $559 Shares 4,100 Est. Cost $97.50 Unrealized
ESGE ISHARES INC 0.1%
Value ($000) $558 Shares 17,395 Est. Cost $41.99 Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $551 Shares 6,581 Est. Cost $72.92 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $549 Shares 17,611 Est. Cost $29.45 Unrealized
XT ISHARES TR 0.1%
Value ($000) $548 Shares 9,147 Est. Cost $59.65 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $543 Shares 1 Est. Cost $296505.47 Unrealized +80.0%
ORCL ORACLE CORP 0.1%
Value ($000) $524 Shares 4,973 Est. Cost $73.76 Unrealized +44.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $500 Shares 9,888 Est. Cost $39.39 Unrealized +21.8%
IJS ISHARES TR 0.1%
Value ($000) $476 Shares 4,618 Est. Cost $86.45 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $470 Shares 2,344 Est. Cost $193.09 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $468 Shares 961 Est. Cost $25.67 Unrealized +70.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $467 Shares 1,576 Est. Cost $179.98 Unrealized +43.7%
IVE ISHARES TR 0.1%
Value ($000) $465 Shares 2,672 Est. Cost $113.66 Unrealized
TEQI T ROWE PRICE ETF INC 0.1%
Value ($000) $451 Shares 12,339 Est. Cost $36.92 Unrealized
SAIA SAIA INC 0.1%
Value ($000) $449 Shares 1,024 Est. Cost $274.24 Unrealized +47.3%
PICK ISHARES INC 0.1%
Value ($000) $444 Shares 10,299 Est. Cost $40.38 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $438 Shares 2,988 Est. Cost $113.76 Unrealized +23.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $436 Shares 4,361 Est. Cost $97.69 Unrealized -0.1%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $434 Shares 2,563 Est. Cost $99.24 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $429 Shares 1,451 Est. Cost $197.85 Unrealized +27.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $419 Shares 4,996 Est. Cost $79.81 Unrealized
DGRO ISHARES TR 0.1%
Value ($000) $403 Shares 7,484 Est. Cost $47.28 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $403 Shares 1,731 Est. Cost $181.01 Unrealized
XLRE SELECT SECTOR SPDR TR 0.1%
Value ($000) $402 Shares 10,042 Est. Cost $38.99 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $385 Shares 671 Est. Cost $447.53 Unrealized +3.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $384 Shares 3,312 Est. Cost $108.77 Unrealized +0.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $382 Shares 2,436 Est. Cost $132.01 Unrealized +8.8%
FMAT FIDELITY COVINGTON TRUST 0.1%
Value ($000) $379 Shares 7,774 Est. Cost $45.98 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $374 Shares 3,431 Est. Cost $65.48 Unrealized +47.8%
EFV ISHARES TR 0.1%
Value ($000) $368 Shares 7,059 Est. Cost $48.85 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $356 Shares 923 Est. Cost $296.59 Unrealized +7.1%
USTB VICTORY PORTFOLIOS II 0.1%
Value ($000) $354 Shares 7,146 Est. Cost $49.25 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $345 Shares 996 Est. Cost $199.91 Unrealized +46.9%
EFA ISHARES TR 0.1%
Value ($000) $341 Shares 4,529 Est. Cost $68.79 Unrealized
O REALTY INCOME CORP 0.1%
Value ($000) $341 Shares 5,933 Est. Cost $50.69 Unrealized -8.3%
KO COCA COLA CO 0.1%
Value ($000) $336 Shares 5,694 Est. Cost $55.72 Unrealized -4.4%
IYY ISHARES TR 0.1%
Value ($000) $332 Shares 2,846 Est. Cost $101.18 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $329 Shares 3,400 Est. Cost $96.63 Unrealized
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $327 Shares 4,008 Est. Cost $73.93 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $322 Shares 13,963 Est. Cost $23.04 Unrealized
CRM SALESFORCE INC 0.1%
Value ($000) $320 Shares 1,216 Est. Cost $148.06 Unrealized +51.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $315 Shares 4,380 Est. Cost $68.48 Unrealized
BA BOEING CO 0.1%
Value ($000) $315 Shares 1,209 Est. Cost $163.57 Unrealized +30.8%
IWO ISHARES TR 0.1%
Value ($000) $310 Shares 1,230 Est. Cost $237.83 Unrealized
IBB ISHARES TR 0.1%
Value ($000) $306 Shares 2,251 Est. Cost $134.17 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $305 Shares 2,816 Est. Cost $108.40 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $301 Shares 3,581 Est. Cost $81.24 Unrealized -6.9%
PROSHARES TR 0.1%
Value ($000) $297 Shares 34,493 Est. Cost $19.88 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $286 Shares 20,752 Est. Cost $10.20 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $271 Shares 3,339 Est. Cost $106.78 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $269 Shares 7,799 Est. Cost $31.63 Unrealized
PSN PARSONS CORP DEL 0.0%
Value ($000) $265 Shares 4,218 Est. Cost $45.61 Unrealized +32.6%
IXN ISHARES TR 0.0%
Value ($000) $263 Shares 3,861 Est. Cost $58.79 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $259 Shares 4,809 Est. Cost $42.14 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $257 Shares 1,661 Est. Cost $136.97 Unrealized -0.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $256 Shares 487 Est. Cost $330.07 Unrealized +54.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $253 Shares 477 Est. Cost $523.81 Unrealized -8.2%
XBI SPDR SER TR 0.0%
Value ($000) $253 Shares 2,832 Est. Cost $89.28 Unrealized
BIBL NORTHERN LTS FD TR IV 0.0%
Value ($000) $252 Shares 7,225 Est. Cost $32.59 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $249 Shares 995 Est. Cost $227.06 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $249 Shares 2,763 Est. Cost $85.72 Unrealized
IGF ISHARES TR 0.0%
Value ($000) $248 Shares 5,265 Est. Cost $48.08 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $245 Shares 11,116 Est. Cost $23.31 Unrealized
CROSSFIRST BANKSHARES INC 0.0%
Value ($000) $244 Shares 18,000 Est. Cost $14.30 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $239 Shares 3,019 Est. Cost $74.06 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $237 Shares 5,402 Est. Cost $36.25 Unrealized +25.9%
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $237 Shares 4,647 Est. Cost $48.78 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $236 Shares 2,270 Est. Cost $95.83 Unrealized
ONEY SPDR SER TR 0.0%
Value ($000) $234 Shares 2,318 Est. Cost $83.55 Unrealized
V VISA INC 0.0%
Value ($000) $232 Shares 891 Est. Cost $225.36 Unrealized +7.7%
TAXF AMERICAN CENTY ETF TR 0.0%
Value ($000) $228 Shares 4,479 Est. Cost $47.86 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $227 Shares 448 Est. Cost $507.38 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $227 Shares 500 Est. Cost $415.12 Unrealized +0.6%
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $223 Shares 4,743 Est. Cost $45.86 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $221 Shares 3,660 Est. Cost $60.41 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $219 Shares 515 Est. Cost $397.11 Unrealized 0.0%
DOCU DOCUSIGN INC 0.0%
Value ($000) $207 Shares 3,488 Est. Cost $45.87 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $206 Shares 5,466 Est. Cost $31.00 Unrealized 0.0%
SUB ISHARES TR 0.0%
Value ($000) $204 Shares 1,939 Est. Cost $103.59 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $202 Shares 3,414 Est. Cost $59.20 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $202 Shares 3,380 Est. Cost $59.15 Unrealized -0.9%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $121 Shares 21,391 Est. Cost $4.75 Unrealized
SLQT SELECTQUOTE INC 0.0%
Value ($000) $63 Shares 45,847 Est. Cost $12.91 Unrealized -89.9%
UNITED STS NAT GAS FD LP 0.0%
Value ($000) $58 Shares 11,431 Est. Cost $6.94 Unrealized