Fund HoldingsFinancial Partners Group, Inc

Total Portfolio Value
$493.93M
Total Bought
$64.40M
Total Sold
$49.45M
Net Transaction
+$14.94M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ISHARES TR6,84296,472+89,6301,28020,1514.08%+18,871
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
078,919+78,919012,0792.45%+12,079
CANADIAN PACIFIC KANSAS CITY(CP)051,085+51,08504,1290.84%+4,129
AMERICAN CENTY ETF TR139,360169,860+30,50010,32114,1532.87%+3,832
ISHARES TR103,589102,161-1,42842,58345,8799.29%+3,296
CAMBRIA ETF TR214,222233,904+19,68212,57514,8013.00%+2,227
AMAZON COM INC(AMZN)64,86363,743-1,1206,7008,8971.80%+2,197
SPDR INDEX SHS FDS
ST PORT MARK ETF
061,282+61,28202,1630.44%+2,163
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
486,943519,289+32,34626,58728,6285.80%+2,041
FIDELITY COVINGTON TRUST253,372312,703+59,3315,6867,4701.51%+1,785
MICROSOFT CORP(MSFT)37,98838,070+8210,95212,4792.53%+1,527
APPLE INC(AAPL)105,358103,689-1,66917,37418,8703.82%+1,497
WISDOMTREE TR(WT)032,926+32,92601,2880.26%+1,288
ALPHABET INC(GOOG)47,62847,543-854,9406,0911.23%+1,150
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
013,031+13,03101,0830.22%+1,083
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
370,511360,797-9,71416,62517,6793.58%+1,054
ISHARES TR119,159140,682+21,5236,0227,0621.43%+1,040
ISHARES TR183,516178,319-5,19716,61717,6393.57%+1,022
ISHARES TR224,820249,724+24,90411,52912,5112.53%+982
SPDR S&P 500 ETF TR(SPY)24,63524,553-8210,08510,9712.22%+885
ISHARES INC
CORE MSCI EMKT
023,475+23,47501,1870.24%+1,187
VANECK ETF TRUST
MRNGSTR WDE MOAT
58,45963,979+5,5204,3165,1681.05%+852
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
241,477264,161+22,6846,9427,7211.56%+779
SPDR SER TR
ST TERM HIGH ETF
215,925249,306+33,3815,3646,1231.24%+759
ALPHABET INC(GOOG)27,04427,045+12,8133,4760.70%+664
ISHARES TR14,31813,619-6996,3676,9871.41%+620
PROSHARES TR
S&P 500 DV ARIST
246,926242,703-4,22322,52923,1224.68%+593
ISHARES TR16,44420,591+4,1471,5902,1290.43%+538
MANAGED PORTFOLIO SERIES71,58286,915+15,3331,7412,1830.44%+442
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
014,663+14,66306850.14%+685
INVESCO QQQ TR10,53810,140-3983,3823,7720.76%+390
NVIDIA CORPORATION(NVDA)01,635+1,63507300.15%+730
ISHARES TR81,48486,483+4,9998,7799,1451.85%+366
ISHARES TR3,8664,938+1,0729671,3220.27%+355
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
07,146+7,14603520.07%+352
ISHARES TR25,10623,955-1,1513,4883,8160.77%+328
ISHARES TR
CORE MSCI EAFE
08,493+8,49305730.12%+573
TESLA INC(TSLA)2,1342,954+8204437500.15%+307
SAIA INC(SAIA)01,273+1,27305400.11%+540
ADOBE SYSTEMS INCORPORATED(ADBE)2,3452,260-859041,1910.24%+287
OVINTIV INC(OVV)05,886+5,88602820.06%+282
PARSONS CORP DEL(PSN)04,218+4,21802270.05%+227
BERKSHIRE HATHAWAY INC DEL5,8645,813-511,8112,0340.41%+224
ISHARES INC
MSCI GBL ETF NEW
05,313+5,31302210.04%+221
EVERGY INC(EVRG)15,21619,992+4,7769301,1460.23%+216
VISA INC(V)0887+88702120.04%+212
GLOBAL X FDS
US INFR DEV ETF
06,522+6,52202090.04%+209
META PLATFORMS INC(META)01,937+1,93706020.12%+602
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
04,504+4,50402070.04%+207
ISHARES TR01,946+1,94602020.04%+202
ISHARES TR04,229+4,22904480.09%+448
FIDELITY COVINGTON TRUST127,567114,339-13,22814,53614,7142.98%+178
FIRST TR NASDAQ 100 TECH IND8,9308,821-1091,1651,3190.27%+153
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,682+5,68204940.10%+494
ISHARES TR
MSCI USA QLT FCT
9,9909,945-451,2391,3600.28%+121
ISHARES TR06,719+6,71903340.07%+334
COSTCO WHSL CORP NEW(COST)2,3202,303-171,1531,2720.26%+119
ORACLE CORP(ORCL)5,4575,468+115076260.13%+119
ISHARES TR2,6042,650+466367320.15%+96
LILLY ELI & CO(LLY)1,1871,119-684085030.10%+95
EXXON MOBIL CORP(XOM)04,312+4,31204630.09%+463
ISHARES TR19,18019,249+691,3411,4260.29%+85
CHEVRON CORP NEW(CVX)5,0115,597+5868188920.18%+74
NETFLIX INC(NFLX)0962+96204150.08%+415
CATERPILLAR INC(CAT)01,488+1,48804110.08%+411
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,1954,102-936347020.14%+69
BERKSHIRE HATHAWAY INC DEL1104665340.11%+68
ISHARES TR15,52816,037+5096797350.15%+56
VANGUARD INDEX FDS3,5383,483-557227760.16%+54
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
1,000,781976,419-24,36223,50823,5614.77%+53
ISHARES TR
CORE DIV GRWTH
07,911+7,91104130.08%+413
VANGUARD WELLINGTON FD5,2585,239-195105560.11%+46
VANGUARD WORLD FD02,573+2,57304060.08%+406
JPMORGAN CHASE & CO(JPM)5,1274,559-5686687110.14%+43
GOLDMAN SACHS GROUP INC(GS)0917+91703240.07%+324
HASBRO INC(HAS)03,779+3,77902410.05%+241
PHILLIPS EDISON & CO INC(PECO)30,56429,042-1,5229971,0320.21%+35
AMERICAN CENTY ETF TR04,072+4,07203130.06%+313
ISHARES TR2,6482,659+114024350.09%+33
FS CREDIT OPPORTUNITIES CORP(FSCO)023,069+23,06901190.02%+119
HOME DEPOT INC(HD)01,030+1,03003360.07%+336
ISHARES TR2,9232,831-924414710.10%+29
VANGUARD SPECIALIZED FUNDS5,3415,221-1208238520.17%+29
ISHARES TR01,230+1,23003030.06%+303
ISHARES TR02,846+2,84603110.06%+311
CROSSFIRST BANKSHARES INC018,000+18,00002110.04%+211
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
03,332+3,33202620.05%+262
BLACKSTONE INC(BX)7,6336,737-8966716920.14%+22
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
05,113+5,11302300.05%+230
VANGUARD WHITEHALL FDS12,40412,536+1329149340.19%+20
T ROWE PRICE ETF INC
PRICE EQT INCOME
12,33912,33904134330.09%+20
ISHARES TR03,019+3,01902310.05%+231
BOEING CO(BA)01,262+1,26202920.06%+292
ISHARES TR04,106+4,10602490.05%+249
UNITEDHEALTH GROUP INC(UNH)0511+51102570.05%+257
FIRST TR LRGE CP CORE ALPHA
COM SHS
02,754+2,75402360.05%+236
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
07,185+7,18502380.05%+238
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,0744,080+65275400.11%+13
SALESFORCE INC(CRM)01,154+1,15402480.05%+248
ENERGY TRANSFER L P(ET)018,415+18,41502350.05%+235
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