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Financial Partners Group, Inc

10925 ANTIOCH STE 100, OVERLAND PARK, KS 66210 • 913-826-6982

Q4 2025 · Filed 2026-02-03
Market Value
$860M
+7.8%
Holdings
241
+18
New Purchases
24
Added To
107
Closed
18
Reduced
79
Top 10 Concentration
44.5%
Turnover
17.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JCPB 1.70% 0.10% +1.61% $15M
GOOGL 2.15% 1.67% +0.47% $18M
JNK 0.51% 0.06% +0.44% $4M
JPIE 0.41% 0.00% +0.41% $4M
EMXC 1.03% 0.62% +0.41% $9M
IMTM 1.06% 0.75% +0.31% $9M
FEOE 0.55% 0.27% +0.28% $5M
SOXX 1.95% 1.68% +0.27% $17M
GOOG 1.05% 0.82% +0.23% $9M
VFMO 1.16% 0.97% +0.19% $10M
JPIB 0.24% 0.10% +0.14% $2M
FHLC 0.63% 0.51% +0.12% $5M
VOO 0.14% 0.03% +0.11% $1M
RDVY 4.52% 4.42% +0.11% $39M
QUAL 2.45% 2.35% +0.10% $21M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JEPQ 0.36% 1.87% -1.51% $3M
MSFT 2.21% 2.84% -0.64% $19M
IWP 1.83% 2.42% -0.59% $16M
FTEC 2.73% 3.02% -0.29% $24M
OEF 4.54% 4.78% -0.25% $39M
XMMO 1.64% 1.88% -0.23% $14M
AAPL 2.99% 3.19% -0.20% $26M
NOBL 0.48% 0.67% -0.19% $4M
IVV 9.78% 9.96% -0.19% $84M
AGG 1.96% 2.14% -0.18% $17M
ITOT 3.14% 3.29% -0.14% $27M
IGIB 2.99% 3.14% -0.14% $26M
MOAT 0.50% 0.61% -0.11% $4M
SPY 4.88% 4.98% -0.10% $42M
FELC 0.47% 0.57% -0.10% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 85.6%
Technology 6.7%
Communication Services 3.3%
Consumer Cyclical 2.0%
Industrials 0.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 46 $264M 30.7%
Large Cap 113 $460M 53.5%
Mid Cap 42 $86M 9.9%
Small Cap 34 $48M 5.6%
Micro Cap 6 $2M 0.3%

Portfolio Analytics

Avg Market Cap
$246.4B
Median Market Cap
$22.2B
Avg P/E
41.4
Median P/E
28.7
Avg Dividend Yield
0.01%
Avg Beta
1.00
# Stocks
79
# ETFs / Funds
162

Top Holdings (241 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 9.78% 120,998 $84M $695.03 $5M +2,217 +1.9%
2 AVUV 4.96% 390,424 $43M $109.27 $3M -3,616 -0.9%
3 SPY 4.88% 60,708 $42M $691.97 $2M +1,040 +1.7%
4 OEF 4.54% 113,571 $39M $343.56 $839K -1,136 -1.0%
5 RDVY 4.52% 538,609 $39M $72.27 $4M +14,654 +2.8%
6 QQQM 3.96% 133,201 $34M $256.05 $2M +3,671 +2.8%
7 ITOT 3.14% 179,086 $27M $150.98 $803K -1,040 -0.6%
8 IGIB 2.99% 476,863 $26M $54.01 $728K +14,164 +3.1%
9 AAPL 2.99% 99,108 $26M $259.48 $246K -922 -0.9%
10 FTEC 2.73% 105,465 $24M $222.96 -$579K -2,980 -2.8%
11 QUAL 2.45% 104,050 $21M $202.42 $2M +7,572 +7.8%
12 MSFT 2.21% 44,098 $19M $430.29 -$4M +278 +0.6%
13 GOOGL 2.15% 54,713 $18M $338.00 $5M -267 -0.5%
14 AGG 1.96% 168,763 $17M $100.13 -$187K -1,662 -1.0%
15 IUSV 1.96% 160,364 $17M $105.22 $845K +1
16 SOXX 1.95% 48,471 $17M $346.30 $3M -989 -2.0%
17 AMZN 1.90% 68,346 $16M $239.30 $1M +179 +0.3%
18 IWP 1.83% 116,259 $16M $135.65 -$4M -19,302 -14.2%
19 JCPB 1.70% 308,611 $15M $47.50 $14M +292,065 +1765.2%
20 XMMO 1.64% 100,856 $14M $140.28 -$849K -10,047 -9.1%
21 COWZ 1.58% 218,500 $14M $62.27 $490K -9,716 -4.3%
22 FMHI 1.27% 227,133 $11M $48.04 $1M +28,880 +14.6%
23 VFMO 1.16% 49,507 $10M $201.96 $2M +9,152 +22.7%
24 PAVE 1.10% 186,054 $9M $50.75 $776K +4,102 +2.2%
25 NVDA 1.09% 49,004 $9M $191.13 $804K +3,114 +6.8%
26 IMTM 1.06% 180,723 $9M $50.69 $3M +55,321 +44.1%
27 GOOG 1.05% 26,580 $9M $338.53 $2M -183 -0.7%
28 SPMO 1.04% 74,753 $9M $119.87 $477K +4,676 +6.7%
29 EMXC 1.03% 111,535 $9M $79.82 $4M +37,925 +51.5%
30 SJNK 0.82% 276,547 $7M $25.43 $25K +2,812 +1.0%
31 QQQ 0.80% 11,108 $7M $621.85 $356K +195 +1.8%
32 SCHD 0.80% 231,428 $7M $29.82 -$183K -28,073 -10.8%
33 IWY 0.74% 23,366 $6M $272.31 -$47K -57 -0.2%
34 PPA 0.69% 34,102 $6M $174.58 $741K +571 +1.7%
35 FHLC 0.63% 73,218 $5M $74.13 $1M +12,055 +19.7%
36 ITA 0.58% 21,324 $5M $232.38 $527K +161 +0.8%
37 XMHQ 0.56% 45,024 $5M $106.45 $1M +9,924 +28.3%
38 FEOE 0.55% 92,681 $5M $51.32 $3M +45,967 +98.4%
39 JNK 0.51% 44,469 $4M $97.82 $4M +39,407 +778.5%
40 MOAT 0.50% 41,115 $4M $104.75 -$568K -8,067 -16.4%
41 NOBL 0.48% 37,878 $4M $109.97 -$1M -14,359 -27.5%
42 FELC 0.47% 104,971 $4M $38.62 -$489K -16,918 -13.9%
43 JPIE 0.41% 76,315 $4M $46.49 +76,315 NEW
44 META 0.38% 4,583 $3M $716.55 -$313K -315 -6.4%
45 FENY 0.38% 114,786 $3M $28.28 -$252K -26,722 -18.9%
46 JAAA 0.37% 62,140 $3M $50.67 -$126K -2,343 -3.6%
47 JEPQ 0.36% 52,410 $3M $59.43 -$12M -206,785 -79.8%
48 BRK-B 0.36% 6,358 $3M $480.54 -$269K -254 -3.8%
49 HYMB 0.33% 114,123 $3M $25.10 $82K +2,527 +2.3%
50 ANGL 0.33% 96,710 $3M $29.59 $183K +6,623 +7.3%
51 BKDV 0.33% 92,334 $3M $30.30 $781K +19,807 +27.3%
52 WMT 0.30% 22,006 $3M $119.14 $374K +196 +0.9%
53 HYG 0.30% 31,958 $3M $81.12 $288K +3,577 +12.6%
54 TPYP 0.29% 65,197 $2M $37.80 $78K -275 -0.4%
55 AVLV 0.25% 26,848 $2M $80.97 $911K +9,375 +53.6%
56 SHLD 0.24% 27,948 $2M $75.24 $391K +3,578 +14.7%
57 JPIB 0.24% 42,221 $2M $49.15 $1M +25,358 +150.4%
58 QTEC 0.23% 8,561 $2M $235.54 $39K -51 -0.6%
59 IJH 0.23% 29,231 $2M $68.67 $76K -370 -1.2%
60 MLPX 0.22% 29,093 $2M $65.35 -$139K -3,440 -10.6%
61 FBTC 0.22% 25,803 $2M $73.02 -$533K +1,582 +6.5%
62 JPM 0.22% 6,146 $2M $305.87 -$9K +157 +2.6%
63 IFRA 0.21% 32,917 $2M $56.04 $85K -398 -1.2%
64 IWR 0.21% 18,217 $2M $99.18 $122K +768 +4.4%
65 COST 0.21% 1,897 $2M $940.40 -$311K -367 -16.2%
66 MUB 0.21% 16,451 $2M $107.85 $468K +4,184 +34.1%
67 TSLA 0.20% 3,995 $2M $430.41 $609 +130 +3.4%
68 IJR 0.19% 12,588 $2M $127.03 $121K +150 +1.2%
69 GLD 0.18% 3,551 $2M $444.89 $308K -28 -0.8%
70 NUKZ 0.18% 21,919 $2M $69.43 $527K +6,617 +43.2%
71 HYS 0.18% 15,825 $2M $95.18 $193K +2,100 +15.3%
72 IWF 0.17% 3,061 $1M $465.94 -$9K -3 -0.1%
73 ONEQ 0.16% 15,206 $1M $92.33 $50K +18 +0.1%
74 PWR 0.15% 2,794 $1M $474.61 $179K +26 +0.9%
75 JEPI 0.15% 21,525 $1M $58.56 -$259K -5,092 -19.1%
76 DEM 0.15% 25,272 $1M $49.59 $347K +5,568 +28.3%
77 IJJ 0.14% 8,951 $1M $136.86 $50K -106 -1.2%
78 VOO 0.14% 1,903 $1M $636.12 $978K +1,523 +400.8%
79 LLY 0.14% 1,160 $1M $1,037.43 $367K +64 +5.8%
80 VIGI 0.14% 12,933 $1M $92.46 $40K +30 +0.2%
81 VIG 0.13% 5,124 $1M $224.00 $14K -132 -2.5%
82 XLK 0.13% 7,665 $1M $143.89 $24K +3,837 +100.2%
83 CAT 0.13% 1,650 $1M $657.32 $333K +74 +4.7%
84 ESGU 0.12% 6,650 $1M $150.76 $21K -94 -1.4%
85 SOFI 0.12% 43,549 $993K $22.81 -$28K +4,904 +12.7%
86 FTSL 0.12% 21,843 $992K $45.42 $188K +4,310 +24.6%
87 EVRG 0.11% 12,814 $983K $76.73 -$363K -4,896 -27.6%
88 IVW 0.11% 7,799 $966K $123.88 $12K -108 -1.4%
89 AGGH 0.11% 46,566 $964K $20.71 $169K +8,136 +21.2%
90 NEE 0.11% 10,857 $954K $87.90 $135K +10 +0.1%
91 UNP 0.11% 4,023 $946K $235.08 -$5K +1 +0.0%
92 XOM 0.11% 6,458 $913K $141.40 $281K +855 +15.3%
93 GS 0.10% 959 $897K $934.94 $114K -23 -2.3%
94 IJS 0.10% 7,360 $891K $121.10 $68K -88 -1.2%
95 MGC 0.10% 3,488 $885K $253.59 $31K -9 -0.3%
96 TSM 0.10% 2,639 $872K $330.50 $218K +297 +12.7%
97 FELG 0.10% 20,811 $853K $40.98 -$510K -12,323 -37.2%
98 NFLX 0.10% 9,879 $825K $83.49 -$337K +8,910 +919.5%
99 XLV 0.10% 5,298 $820K $154.74 $104K +155 +3.0%
100 JNJ 0.09% 3,592 $816K $227.25 $155K +26 +0.7%

New Positions

SymbolValue% Port
JPIE $4M 0.41%
NHYM $779K 0.09%
SLV $596K 0.07%
GRID $590K 0.07%
VMC $583K 0.07%
RAAX $387K 0.04%
PPH $356K 0.04%
IHE $325K 0.04%
APO $316K 0.04%
AMAT $286K 0.03%
REMX $278K 0.03%
LRCX $271K 0.03%
MAGS $263K 0.03%
XBI $261K 0.03%
XLE $244K 0.03%

Sold Out Positions

SymbolValue% Port
ABT —%
CRM —%
GRMN —%
WEC —%
PSN —%
FAST —%
MTUM —%
CRWD —%
ADBE —%
MSTY —%
PFF —%
TAXF —%
DIA —%
FTF —%
ISPY —%
View SEC EDGAR Filings for Financial Partners Group, Inc →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms