Portfolio (Quarterly)
Guide ↗
Financial Partners Group, Inc
· CIK 0001731169| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IETC | ISHARES U S ETF TR | — | 5,509 | $487K | 0.06% | SOLD |
| 2 | IDHQ | INVESCO EXCH TRADED FD TR II | — | 7,543 | $414K | 0.05% | SOLD |
| 3 | IHI | ISHARES TR | — | 5,577 | $298K | 0.04% | SOLD |
| 4 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 5,467 | $273K | 0.03% | SOLD |
| 5 | CRM | SALESFORCE INC | Technology | 1,226 | $229K | 0.03% | SOLD |
| 6 | QGRO | AMERICAN CENTY ETF TR | — | 2,021 | $212K | 0.03% | SOLD |
| 7 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 447 | $206K | 0.03% | SOLD |
| 8 | CGCP | CAPITAL GRP FIXED INCM ETF T | — | 9,003 | $201K | 0.02% | SOLD |
Sector Allocation
Technology
33.2%
Financial Services
30.4%
Communication Services
15.8%
Consumer Cyclical
9.3%
Industrials
4.1%
Consumer Defensive
2.4%
Healthcare
1.9%
Utilities
1.3%
Energy
1.2%
Real Estate
0.2%