Financial Partners Group, Inc Diversified Active

CIK: 0001731169 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 7, 2024

Total Value ($000): $627,004 (100.0% shares, 0.0% debt)

Holdings (173)

IVV ISHARES TR 9.1%
Value ($000) $57,139 Shares 108,685 Est. Cost $335.38 Unrealized
OEF ISHARES TR 5.7%
Value ($000) $35,740 Shares 144,457 Est. Cost $206.52 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 4.8%
Value ($000) $29,892 Shares 516,635 Est. Cost $52.98 Unrealized
AVUV AMERICAN CENTY ETF TR 4.7%
Value ($000) $29,202 Shares 311,620 Est. Cost $83.14 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 4.1%
Value ($000) $25,702 Shares 457,577 Est. Cost $47.09 Unrealized
NOBL PROSHARES TR 3.5%
Value ($000) $21,705 Shares 214,032 Est. Cost $78.19 Unrealized
ITOT ISHARES TR 3.4%
Value ($000) $21,444 Shares 185,982 Est. Cost $76.94 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 3.3%
Value ($000) $20,550 Shares 112,484 Est. Cost $156.64 Unrealized
SJNK SPDR SER TR 3.1%
Value ($000) $19,693 Shares 780,850 Est. Cost $24.54 Unrealized
XMHQ INVESCO EXCHANGE TRADED FD T 3.1%
Value ($000) $19,517 Shares 177,351 Est. Cost $102.01 Unrealized
IGIB ISHARES TR 2.9%
Value ($000) $18,082 Shares 350,421 Est. Cost $51.14 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $18,080 Shares 105,438 Est. Cost $99.37 Unrealized +81.4%
MSFT MICROSOFT CORP 2.7%
Value ($000) $17,004 Shares 40,416 Est. Cost $166.21 Unrealized +140.2%
FTEC FIDELITY COVINGTON TRUST 2.7%
Value ($000) $16,832 Shares 108,011 Est. Cost $58.18 Unrealized
AVIG AMERICAN CENTY ETF TR 2.6%
Value ($000) $16,383 Shares 397,163 Est. Cost $41.82 Unrealized
SPY SPDR S&P 500 ETF TR 2.5%
Value ($000) $15,481 Shares 29,596 Est. Cost $410.37 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 2.4%
Value ($000) $15,291 Shares 644,658 Est. Cost $26.55 Unrealized
COWZ PACER FDS TR 2.1%
Value ($000) $13,380 Shares 230,258 Est. Cost $51.93 Unrealized
AMZN AMAZON COM INC 1.9%
Value ($000) $12,160 Shares 67,413 Est. Cost $124.97 Unrealized +33.6%
KNG FIRST TR EXCHANGE-TRADED FD 1.7%
Value ($000) $10,401 Shares 193,647 Est. Cost $53.71 Unrealized
FMHI FIRST TR EXCH TRADED FD III 1.5%
Value ($000) $9,574 Shares 198,712 Est. Cost $46.42 Unrealized
SOXX ISHARES TR 1.5%
Value ($000) $9,176 Shares 40,615 Est. Cost $288.40 Unrealized
AVMU AMERICAN CENTY ETF TR 1.4%
Value ($000) $8,914 Shares 191,382 Est. Cost $46.86 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $7,880 Shares 52,207 Est. Cost $109.84 Unrealized +29.3%
SYLD CAMBRIA ETF TR 1.1%
Value ($000) $6,618 Shares 90,324 Est. Cost $62.16 Unrealized
FTRI FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $6,120 Shares 461,033 Est. Cost $14.04 Unrealized
MOAT VANECK ETF TRUST 1.0%
Value ($000) $6,032 Shares 67,100 Est. Cost $51.95 Unrealized
PAVE GLOBAL X FDS 0.9%
Value ($000) $5,924 Shares 148,816 Est. Cost $39.38 Unrealized
FENY FIDELITY COVINGTON TRUST 0.9%
Value ($000) $5,775 Shares 223,222 Est. Cost $20.22 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $5,703 Shares 105,142 Est. Cost $51.74 Unrealized
QQQ INVESCO QQQ TR 0.8%
Value ($000) $4,724 Shares 10,639 Est. Cost $272.40 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.7%
Value ($000) $4,672 Shares 66,965 Est. Cost $45.23 Unrealized
IWY ISHARES TR 0.7%
Value ($000) $4,660 Shares 23,885 Est. Cost $116.96 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.7%
Value ($000) $4,630 Shares 52,510 Est. Cost $77.68 Unrealized +6.7%
GOOG ALPHABET INC 0.7%
Value ($000) $4,221 Shares 27,722 Est. Cost $109.21 Unrealized +31.2%
DEM WISDOMTREE TR 0.5%
Value ($000) $3,070 Shares 73,376 Est. Cost $40.46 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $3,024 Shares 3,347 Est. Cost $36.92 Unrealized +96.2%
ITA ISHARES TR 0.5%
Value ($000) $2,932 Shares 22,224 Est. Cost $122.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,848 Shares 6,773 Est. Cost $258.28 Unrealized +52.3%
QUAL ISHARES TR 0.4%
Value ($000) $2,507 Shares 15,257 Est. Cost $135.49 Unrealized
MANAGED PORTFOLIO SERIES 0.4%
Value ($000) $2,473 Shares 88,433 Est. Cost $23.91 Unrealized
IWP ISHARES TR 0.4%
Value ($000) $2,390 Shares 20,941 Est. Cost $131.24 Unrealized
CALF PACER FDS TR 0.4%
Value ($000) $2,347 Shares 47,739 Est. Cost $49.16 Unrealized
SPEM SPDR INDEX SHS FDS 0.4%
Value ($000) $2,217 Shares 61,262 Est. Cost $35.30 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $2,015 Shares 18,232 Est. Cost $98.33 Unrealized
IJH ISHARES TR 0.3%
Value ($000) $1,728 Shares 28,444 Est. Cost $93.63 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.3%
Value ($000) $1,675 Shares 8,783 Est. Cost $75.15 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $1,645 Shares 2,245 Est. Cost $372.28 Unrealized +89.8%
IWR ISHARES TR 0.2%
Value ($000) $1,535 Shares 18,260 Est. Cost $51.93 Unrealized
IFRA ISHARES TR 0.2%
Value ($000) $1,500 Shares 34,599 Est. Cost $33.67 Unrealized
WMT WALMART INC 0.2%
Value ($000) $1,370 Shares 22,774 Est. Cost $51.88 Unrealized +8.0%
IJJ ISHARES TR 0.2%
Value ($000) $1,319 Shares 11,151 Est. Cost $105.34 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $1,257 Shares 16,941 Est. Cost $70.30 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,222 Shares 7,746 Est. Cost $120.86 Unrealized +15.0%
PPA INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,149 Shares 11,317 Est. Cost $90.46 Unrealized
GOVT ISHARES TR 0.2%
Value ($000) $1,129 Shares 49,602 Est. Cost $22.85 Unrealized
DWAS INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,049 Shares 11,535 Est. Cost $80.65 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $1,046 Shares 5,728 Est. Cost $113.46 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,043 Shares 12,795 Est. Cost $70.88 Unrealized
HYG ISHARES TR 0.2%
Value ($000) $1,027 Shares 13,211 Est. Cost $73.70 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $1,026 Shares 7,817 Est. Cost $111.07 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,009 Shares 5,036 Est. Cost $99.81 Unrealized +73.9%
ONEQ FIDELITY COMWLTH TR 0.2%
Value ($000) $990 Shares 15,377 Est. Cost $82.00 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $975 Shares 8,893 Est. Cost $71.48 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $952 Shares 1,960 Est. Cost $191.76 Unrealized +131.1%
PECO PHILLIPS EDISON & CO INC 0.1%
Value ($000) $925 Shares 25,791 Est. Cost $31.53 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $904 Shares 3,477 Est. Cost $227.62 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $890 Shares 17,438 Est. Cost $50.64 Unrealized
EVRG EVERGY INC 0.1%
Value ($000) $888 Shares 16,638 Est. Cost $48.79 Unrealized -3.5%
TSLA TESLA INC 0.1%
Value ($000) $882 Shares 5,015 Est. Cost $226.99 Unrealized -13.9%
IWF ISHARES TR 0.1%
Value ($000) $881 Shares 2,613 Est. Cost $137.13 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $872 Shares 21,142 Est. Cost $41.23 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $856 Shares 7,449 Est. Cost $85.17 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $846 Shares 18,305 Est. Cost $44.77 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $827 Shares 8,906 Est. Cost $80.79 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $820 Shares 3,935 Est. Cost $84.42 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $772 Shares 7,516 Est. Cost $92.73 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $770 Shares 989 Est. Cost $206.87 Unrealized +239.6%
IVW ISHARES TR 0.1%
Value ($000) $706 Shares 8,362 Est. Cost $104.73 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $698 Shares 2,688 Est. Cost $220.68 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $671 Shares 10,506 Est. Cost $67.83 Unrealized -18.3%
IEMG ISHARES INC 0.1%
Value ($000) $660 Shares 12,787 Est. Cost $50.32 Unrealized
GLD SPDR GOLD TR 0.1%
Value ($000) $659 Shares 3,201 Est. Cost $171.65 Unrealized
IYG ISHARES TR 0.1%
Value ($000) $656 Shares 9,901 Est. Cost $102.05 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $644 Shares 4,899 Est. Cost $58.04 Unrealized +104.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $634 Shares 1 Est. Cost $296505.47 Unrealized +100.3%
VFVA VANGUARD WELLINGTON FD 0.1%
Value ($000) $630 Shares 5,279 Est. Cost $92.92 Unrealized
IYE ISHARES TR 0.1%
Value ($000) $630 Shares 12,745 Est. Cost $32.61 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $606 Shares 4,105 Est. Cost $97.50 Unrealized
SAIA SAIA INC 0.1%
Value ($000) $599 Shares 1,024 Est. Cost $274.24 Unrealized +90.9%
NFLX NETFLIX INC 0.1%
Value ($000) $582 Shares 959 Est. Cost $25.67 Unrealized +119.7%
PFF ISHARES TR 0.1%
Value ($000) $568 Shares 17,612 Est. Cost $29.45 Unrealized
BINC BLACKROCK ETF TRUST II 0.1%
Value ($000) $555 Shares 10,585 Est. Cost $52.46 Unrealized
XT ISHARES TR 0.1%
Value ($000) $555 Shares 9,306 Est. Cost $59.65 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $536 Shares 1,462 Est. Cost $197.85 Unrealized +57.2%
ORCL ORACLE CORP 0.1%
Value ($000) $530 Shares 4,223 Est. Cost $73.76 Unrealized +52.3%
GUNR FLEXSHARES TR 0.1%
Value ($000) $530 Shares 12,902 Est. Cost $40.95 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $509 Shares 3,857 Est. Cost $71.04 Unrealized +63.0%
CSCO CISCO SYS INC 0.1%
Value ($000) $506 Shares 10,147 Est. Cost $39.59 Unrealized +19.3%
IVE ISHARES TR 0.1%
Value ($000) $506 Shares 2,710 Est. Cost $114.68 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $506 Shares 4,354 Est. Cost $97.69 Unrealized +0.4%
IMTM ISHARES TR 0.1%
Value ($000) $506 Shares 12,893 Est. Cost $39.23 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $505 Shares 6,294 Est. Cost $80.22 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $499 Shares 2,373 Est. Cost $193.30 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $499 Shares 989 Est. Cost $319.83 Unrealized +79.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $494 Shares 1,751 Est. Cost $189.78 Unrealized +46.5%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $493 Shares 2,638 Est. Cost $101.73 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $488 Shares 2,680 Est. Cost $146.49 Unrealized +10.6%
CGCP CAPITAL GRP FIXED INCM ETF T 0.1%
Value ($000) $484 Shares 21,564 Est. Cost $22.46 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $480 Shares 2,960 Est. Cost $113.76 Unrealized +31.7%
FMAT FIDELITY COVINGTON TRUST 0.1%
Value ($000) $474 Shares 9,054 Est. Cost $46.89 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $462 Shares 641 Est. Cost $447.53 Unrealized +41.0%
O REALTY INCOME CORP 0.1%
Value ($000) $437 Shares 8,082 Est. Cost $50.14 Unrealized -3.0%
DGRO ISHARES TR 0.1%
Value ($000) $437 Shares 7,521 Est. Cost $47.28 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $436 Shares 1,747 Est. Cost $181.01 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $433 Shares 3,402 Est. Cost $108.74 Unrealized -1.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $415 Shares 2,621 Est. Cost $133.30 Unrealized +12.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $404 Shares 967 Est. Cost $300.03 Unrealized +24.1%
CRM SALESFORCE INC 0.1%
Value ($000) $384 Shares 1,276 Est. Cost $154.51 Unrealized +84.6%
HD HOME DEPOT INC 0.1%
Value ($000) $383 Shares 999 Est. Cost $199.91 Unrealized +74.3%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $365 Shares 23,224 Est. Cost $10.79 Unrealized
IYY ISHARES TR 0.1%
Value ($000) $364 Shares 2,846 Est. Cost $101.18 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $363 Shares 10,459 Est. Cost $76.38 Unrealized
EFA ISHARES TR 0.1%
Value ($000) $362 Shares 4,529 Est. Cost $68.79 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $361 Shares 1,332 Est. Cost $240.36 Unrealized
PSN PARSONS CORP DEL 0.1%
Value ($000) $350 Shares 4,218 Est. Cost $45.61 Unrealized +59.8%
MPC MARATHON PETE CORP 0.1%
Value ($000) $346 Shares 1,717 Est. Cost $164.35 Unrealized 0.0%
MUB ISHARES TR 0.1%
Value ($000) $344 Shares 3,201 Est. Cost $108.30 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $342 Shares 5,592 Est. Cost $55.72 Unrealized +1.8%
FDIS FIDELITY COVINGTON TRUST 0.1%
Value ($000) $341 Shares 4,134 Est. Cost $82.49 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $340 Shares 6,249 Est. Cost $48.85 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $340 Shares 3,485 Est. Cost $81.24 Unrealized +6.9%
AVUS AMERICAN CENTY ETF TR 0.1%
Value ($000) $330 Shares 3,692 Est. Cost $73.93 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $327 Shares 3,465 Est. Cost $79.81 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $327 Shares 4,279 Est. Cost $68.48 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $318 Shares 4,431 Est. Cost $64.75 Unrealized 0.0%
CIBR FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $312 Shares 5,536 Est. Cost $44.01 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $312 Shares 2,290 Est. Cost $95.83 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.0%
Value ($000) $309 Shares 4,984 Est. Cost $62.06 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $308 Shares 7,794 Est. Cost $38.99 Unrealized
ONEY SPDR SER TR 0.0%
Value ($000) $307 Shares 2,828 Est. Cost $88.08 Unrealized
EFG ISHARES TR 0.0%
Value ($000) $307 Shares 2,960 Est. Cost $96.63 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $286 Shares 3,132 Est. Cost $74.68 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $284 Shares 3,341 Est. Cost $106.78 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $282 Shares 3,771 Est. Cost $58.79 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $282 Shares 5,434 Est. Cost $36.25 Unrealized +25.6%
FEX FIRST TR LRGE CP CORE ALPHA 0.0%
Value ($000) $274 Shares 2,766 Est. Cost $85.72 Unrealized
IETC ISHARES U S ETF TR 0.0%
Value ($000) $271 Shares 3,833 Est. Cost $70.80 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value ($000) $269 Shares 996 Est. Cost $227.06 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $269 Shares 2,832 Est. Cost $89.28 Unrealized
BIBL NORTHERN LTS FD TR IV 0.0%
Value ($000) $268 Shares 6,895 Est. Cost $32.59 Unrealized
TAXF AMERICAN CENTY ETF TR 0.0%
Value ($000) $260 Shares 5,140 Est. Cost $48.21 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $260 Shares 5,119 Est. Cost $48.96 Unrealized
V VISA INC 0.0%
Value ($000) $258 Shares 924 Est. Cost $227.04 Unrealized +20.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $253 Shares 435 Est. Cost $523.81 Unrealized +6.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $249 Shares 448 Est. Cost $507.38 Unrealized
CROSSFIRST BANKSHARES INC 0.0%
Value ($000) $249 Shares 18,000 Est. Cost $14.30 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $248 Shares 515 Est. Cost $397.11 Unrealized +14.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $246 Shares 498 Est. Cost $333.58 Unrealized +46.6%
BA BOEING CO 0.0%
Value ($000) $235 Shares 1,219 Est. Cost $163.57 Unrealized +25.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $232 Shares 5,528 Est. Cost $31.05 Unrealized +15.7%
PROSHARES TR 0.0%
Value ($000) $227 Shares 35,162 Est. Cost $19.63 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $224 Shares 492 Est. Cost $415.12 Unrealized +0.2%
ESGE ISHARES INC 0.0%
Value ($000) $221 Shares 6,851 Est. Cost $41.99 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $220 Shares 4,727 Est. Cost $45.86 Unrealized
IPAY AMPLIFY ETF TR 0.0%
Value ($000) $218 Shares 4,135 Est. Cost $52.64 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $214 Shares 1,825 Est. Cost $117.20 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $213 Shares 735 Est. Cost $289.83 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $209 Shares 3,216 Est. Cost $59.15 Unrealized -2.7%
DOCU DOCUSIGN INC 0.0%
Value ($000) $208 Shares 3,488 Est. Cost $45.87 Unrealized +23.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $207 Shares 1,688 Est. Cost $102.38 Unrealized 0.0%
FS CREDIT OPPORTUNITIES CORP 0.0%
Value ($000) $116 Shares 19,555 Est. Cost $4.75 Unrealized
SLQT SELECTQUOTE INC 0.0%
Value ($000) $80 Shares 40,201 Est. Cost $12.91 Unrealized -88.4%