Fund HoldingsFinancial Partners Group, Inc

Total Portfolio Value
$633.58M
Total Bought
$45.91M
Total Sold
$50.24M
Net Transaction
-$4.32M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANECK ETF TRUST
PHARMACEUTCL ETF
095,111+95,11108,7011.37%+8,701
APPLE INC(AAPL)0105,936+105,936022,3123.52%+22,312
ISHARES TR108,685110,220+1,53557,13960,3169.52%+3,177
ISHARES TR144,457143,810-64735,74038,0096.00%+2,269
SPDR S&P 500 ETF TR(SPY)29,59632,274+2,67815,48117,5642.77%+2,083
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
112,484114,672+2,18820,55022,6033.57%+2,053
ALPHABET INC(GOOG)52,20752,848+6417,8809,6261.52%+1,747
NVIDIA CORPORATION(NVDA)3,34738,524+35,1773,0244,7590.75%+1,736
GLOBAL X FDS
GLB X MLP ENRG I
031,215+31,21501,5940.25%+1,594
FIDELITY COVINGTON TRUST108,011107,159-85216,83218,3802.90%+1,547
WISDOMTREE TR(WT)73,376105,882+32,5063,0704,5860.72%+1,516
FIDELITY COVINGTON TRUST042,831+42,83101,3110.21%+1,311
ISHARES TR40,61542,459+1,8449,17610,4721.65%+1,296
MICROSOFT CORP(MSFT)40,41640,699+28317,00418,1912.87%+1,187
ISHARES TR
MSCI USA QLT FCT
15,25721,067+5,8102,5073,5970.57%+1,090
FIRST TR EXCH TRADED FD III
MUNI HI INCM ETF
198,712219,361+20,6499,57410,6001.67%+1,026
PACER FDS TR
US CASH COWS 100
230,258263,880+33,62213,38014,3792.27%+999
AMAZON COM INC(AMZN)67,41367,801+38812,16013,1032.07%+943
FIDELITY COVINGTON TRUST
ENHANCED LARGE
029,166+29,16609410.15%+941
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
457,577484,936+27,35925,70226,5504.19%+848
ALPHABET INC(GOOG)27,72227,609-1134,2215,0640.80%+843
AMERICAN CENTY ETF TR311,620332,841+21,22129,20229,8624.71%+661
ISHARES TR3,2019,428+6,2273441,0050.16%+660
INVESCO QQQ TR10,63911,225+5864,7245,3780.85%+654
FIDELITY COVINGTON TRUST0255,750+255,75006,4171.01%+6,417
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
105,142112,638+7,4965,7036,2510.99%+549
ISHARES TR23,88523,756-1294,6605,0960.80%+436
ISHARES TR185,982184,204-1,77821,44421,8803.45%+436
ISHARES TR04,823+4,82304250.07%+425
ISHARES TR
MSCI INTL MOMENT
12,89323,469+10,5765069080.14%+402
ISHARES TR
FLTG RATE NT ETF
024,612+24,61201,2570.20%+1,257
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
11,31714,562+3,2451,1491,4960.24%+346
ISHARES TR350,421359,277+8,85618,08218,4172.91%+335
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
04,084+4,08403290.05%+329
ISHARES TR
CORE MSCI EAFE
16,94121,531+4,5901,2571,5640.25%+307
INVESCO EXCHANGE TRADED FD T
ENERG EXPL ETF
08,877+8,87702940.05%+294
MICRON TECHNOLOGY INC(MU)01,971+1,97102590.04%+259
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,125+2,12502590.04%+259
COSTCO WHSL CORP NEW(COST)2,2452,227-181,6451,8930.30%+248
AMPLIFY ETF TR03,414+3,41402100.03%+210
PROSHARES TR07,030+7,03002030.03%+203
ISHARES INC
CORE MSCI EMKT
015,963+15,96308550.13%+855
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
21,56430,532+8,9684846780.11%+194
INVESCO EXCH TRADED FD TR II11,53514,482+2,9471,0491,2320.19%+183
WALMART INC(WMT)22,77422,462-3121,3701,5210.24%+151
META PLATFORMS INC(META)1,9602,142+1829521,0800.17%+128
ISHARES TR22,22423,068+8442,9323,0460.48%+114
ELI LILLY & CO(LLY)989975-147708830.14%+113
EVERGY INC(EVRG)018,496+18,49609800.15%+980
NEXTERA ENERGY INC(NEE)010,557+10,55707480.12%+748
FIDELITY COMWLTH TR15,37715,235-1429901,0650.17%+75
JOHNSON & JOHNSON(JNJ)03,330+3,33004870.08%+487
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,9353,940+58208910.14%+72
ISHARES TR2,6132,610-38819520.15%+71
INVESCO EXCH TRADED FD TR II6,2946,573+2795055750.09%+70
ORACLE CORP(ORCL)04,231+4,23105970.09%+597
NETFLIX INC(NFLX)959958-15826460.10%+64
FIRST TR NASDAQ 100 TECH IND8,7838,784+11,6751,7340.27%+60
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,2902,043-2473123550.06%+43
ISHARES TR8,3628,077-2857067470.12%+41
MANAGED PORTFOLIO SERIES88,43387,004-1,4292,4732,5080.40%+36
VANGUARD WORLD FD2,6382,676+384935280.08%+35
GOLDMAN SACHS GROUP INC(GS)967969+24044380.07%+34
ISHARES TR
US INFRASTRUC
036,367+36,36701,5320.24%+1,532
FIDELITY WISE ORIGIN BITCOIN(FBTC)4,9846,473+1,4893093400.05%+30
SPDR GOLD TR(GLD)03,186+3,18606850.11%+685
SELECTQUOTE INC038,126+38,12601050.02%+105
ISHARES U S ETF TR
U.S. TECH INDEPD
3,8333,934+1012712960.05%+24
ISHARES TR
ESG AWR MSCI USA
07,362+7,36208780.14%+878
ISHARES TR03,669+3,66903040.05%+304
FIDELITY COVINGTON TRUST068,416+68,41604,6930.74%+4,693
ISHARES TR1,8251,835+102142340.04%+20
ENERGY TRANSFER L P(ET)23,22423,659+4353653840.06%+18
VANGUARD INDEX FDS3,4773,446-319049220.15%+18
COCA COLA CO(KO)05,628+5,62803580.06%+358
PROCTER AND GAMBLE CO(PG)2,9602,989+294804930.08%+13
ISHARES TR02,846+2,84603770.06%+377
RTX CORPORATION(RTX)03,503+3,50303520.06%+352
ARISTA NETWORKS INC735640-952132240.04%+11
FS CREDIT OPPORTUNITIES CORP(FSCO)019,788+19,78801260.02%+126
QUANTA SVCS INC2,6882,780+926987060.11%+8
ISHARES TR06,555+6,55503480.05%+348
UNITEDHEALTH GROUP INC(UNH)0498+49802540.04%+254
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
04,921+4,92102280.04%+228
JPMORGAN CHASE & CO.(JPM)5,0365,015-211,0091,0140.16%+6
EXXON MOBIL CORP4,3544,437+835065110.08%+5
CROSSFIRST BANKSHARES INC018,000+18,00002520.04%+252
BOEING CO(BA)01,301+1,30102370.04%+237
ISHARES TR2,7102,784+745065070.08%0
SELECT SECTOR SPDR TR
ST STR STAPL ETF
04,263+4,26303260.05%+326
ISHARES TR
CORE DIV GRWTH
07,556+7,55604350.07%+435
BLACKROCK ETF TRUST II10,58510,58505555530.09%-3
LOCKHEED MARTIN CORP(LMT)0472+47202210.03%+221
VANGUARD WORLD FD
HEALTH CAR ETF
0996+99602650.04%+265
PARSONS CORP DEL(PSN)4,2184,21803503450.05%-5
AMERICAN CENTY ETF TR05,061+5,06102550.04%+255
VANGUARD WHITEHALL FDS12,79512,772-231,0431,0380.16%-5
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
06,910+6,91002620.04%+262
FIRST TR LRGE CP CORE ALPHA
COM SHS
02,769+2,76902690.04%+269
ISHARES TR04,536+4,53603550.06%+355
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