Financial Partners Group, Inc
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Financial Partners Group, Inc
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | IVV | ISHARES TR | 9.62% | 80.434 M $ | 123137 | 2017/12/31 | -3.839 M $ | -4.57 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 5.18% | 43.266 M $ | 391650 | 2021/06/30 | 3.315 M $ | 7.77 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 4.70% | 39.305 M $ | 60437 | 2017/12/31 | -1.917 M $ | -4.56 % |
| 2026/03/31 | RDVY | FIRST TR EXCHANGE TRADED FD | 4.44% | 37.078 M $ | 543025 | 2020/06/30 | -640.944 K $ | -1.65 % |
| 2026/03/31 | OEF | ISHARES TR | 4.30% | 35.974 M $ | 113101 | 2017/12/31 | -2.828 M $ | -7.25 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 3.79% | 31.691 M $ | 133367 | 2023/06/30 | -2.038 M $ | -5.98 % |
| 2026/03/31 | IGIB | ISHARES TR | 3.07% | 25.657 M $ | 482095 | 2019/06/30 | -314.729 K $ | -1.22 % |
| 2026/03/31 | ITOT | ISHARES TR | 3.06% | 25.567 M $ | 179507 | 2017/12/31 | -1.121 M $ | -4.15 % |
| 2026/03/31 | AAPL | APPLE INC | 2.98% | 24.945 M $ | 98290 | 2017/12/31 | -1.791 M $ | -6.96 % |
| 2026/03/31 | FTEC | FIDELITY COVINGTON TRUST | 2.63% | 21.952 M $ | 105511 | 2018/09/30 | -1.753 M $ | -7.45 % |
| 2026/03/31 | QUAL | ISHARES TR | 2.46% | 20.571 M $ | 107247 | 2020/09/30 | -708.580 K $ | -3.36 % |
| 2026/03/31 | AGG | ISHARES TR | 2.00% | 16.690 M $ | 168131 | 2025/06/30 | -102.945 K $ | -0.61 % |
| 2026/03/31 | IUSV | ISHARES TR | 1.97% | 16.503 M $ | 161395 | 2024/06/30 | -46.505 K $ | -0.28 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.97% | 16.474 M $ | 44504 | 2017/12/31 | -5.003 M $ | -26.37 % |
| 2026/03/31 | SOXX | ISHARES TR | 1.91% | 15.928 M $ | 48463 | 2022/03/31 | 1.333 M $ | 7.94 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.88% | 15.704 M $ | 54610 | 2020/03/31 | -1.392 M $ | -7.53 % |
| 2026/03/31 | JCPB | J P MORGAN EXCHANGE TRADED F | 1.83% | 15.284 M $ | 324642 | 2023/06/30 | -83.324 K $ | -0.57 % |
| 2026/03/31 | XMMO | INVESCO EXCHANGE TRADED FD T | 1.78% | 14.854 M $ | 102430 | 2024/12/31 | 661.615 K $ | 4.68 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 1.71% | 14.325 M $ | 68780 | 2018/06/30 | -1.541 M $ | -9.42 % |
| 2026/03/31 | COWZ | PACER FDS TR | 1.60% | 13.394 M $ | 214099 | 2023/09/30 | 522.215 K $ | 3.84 % |
| 2026/03/31 | XSMO | INVESCO EXCHANGE TRADED FD T | 1.36% | 11.345 M $ | 149238 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FMHI | FIRST TR EXCH TRADED FD III | 1.35% | 11.309 M $ | 237886 | 2022/12/31 | -88.581 K $ | -0.81 % |
| 2026/03/31 | VFMO | VANGUARD WELLINGTON FD | 1.24% | 10.402 M $ | 52775 | 2025/03/31 | 289.615 K $ | 2.90 % |
| 2026/03/31 | IMTM | ISHARES TR | 1.19% | 9.948 M $ | 207170 | 2024/03/31 | 9.036 K $ | 0.10 % |
| 2026/03/31 | EMXC | ISHARES INC | 1.17% | 9.785 M $ | 124401 | 2025/06/30 | 666.979 K $ | 7.49 % |
| 2026/03/31 | PAVE | GLOBAL X FDS | 1.12% | 9.377 M $ | 184555 | 2023/06/30 | 561.883 K $ | 5.95 % |
| 2026/03/31 | SPMO | INVESCO EXCH TRADED FD TR II | 1.04% | 8.686 M $ | 77475 | 2024/03/31 | -538.969 K $ | -6.01 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.03% | 8.623 M $ | 49445 | 2022/12/31 | -592.948 K $ | -6.33 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.91% | 7.609 M $ | 26527 | 2018/06/30 | -716.065 K $ | -7.96 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.87% | 7.267 M $ | 236865 | 2024/09/30 | 752.141 K $ | 10.90 % |
| 2026/03/31 | SJNK | SPDR SERIES TRUST | 0.79% | 6.608 M $ | 264531 | 2022/12/31 | -94.025 K $ | -1.34 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.76% | 6.385 M $ | 11062 | 2018/06/30 | -412.440 K $ | -5.97 % |
| 2026/03/31 | FEOE | RBB FUND TRUST | 0.76% | 6.375 M $ | 126330 | 2025/06/30 | 194.630 K $ | 4.09 % |
| 2026/03/31 | PPA | INVESCO EXCHANGE TRADED FD T | 0.69% | 5.733 M $ | 34596 | 2023/09/30 | 309.305 K $ | 5.20 % |
| 2026/03/31 | IWY | ISHARES TR | 0.68% | 5.724 M $ | 23002 | 2020/06/30 | -656.584 K $ | -10.32 % |
| 2026/03/31 | FENY | FIDELITY COVINGTON TRUST | 0.63% | 5.246 M $ | 154213 | 2020/06/30 | 1.062 M $ | 32.71 % |
| 2026/03/31 | FHLC | FIDELITY COVINGTON TRUST | 0.62% | 5.183 M $ | 73658 | 2020/03/31 | -287.014 K $ | -5.29 % |
| 2026/03/31 | JNK | SPDR SERIES TRUST | 0.59% | 4.930 M $ | 51506 | 2025/09/30 | -66.258 K $ | -1.52 % |
| 2026/03/31 | ITA | ISHARES TR | 0.57% | 4.776 M $ | 21831 | 2017/12/31 | 86.575 K $ | 1.75 % |
| 2026/03/31 | XMHQ | INVESCO EXCHANGE TRADED FD T | 0.54% | 4.547 M $ | 43990 | 2023/06/30 | 42.772 K $ | 0.89 % |
| 2026/03/31 | BKDV | BNY MELLON ETF TRUST II | 0.45% | 3.789 M $ | 127749 | 2025/03/31 | 59.093 K $ | 2.11 % |
| 2026/03/31 | MOAT | VANECK ETF TRUST | 0.45% | 3.766 M $ | 38942 | 2019/12/31 | -282.048 K $ | -6.55 % |
| 2026/03/31 | CP | CANADIAN PACIFIC KANSAS CITY | 0.45% | 3.746 M $ | 47627 | 2023/06/30 | 239.966 K $ | 6.77 % |
| 2026/03/31 | FELC | FIDELITY COVINGTON TRUST | 0.45% | 3.738 M $ | 103060 | 2024/06/30 | -199.444 K $ | -4.92 % |
| 2026/03/31 | TPYP | TORTOISE CAPITAL SERIES TRUS | 0.45% | 3.720 M $ | 87818 | 2025/06/30 | 460.942 K $ | 18.70 % |
| 2026/03/31 | JPIE | J P MORGAN EXCHANGE TRADED F | 0.43% | 3.613 M $ | 78429 | 2025/12/31 | -16.789 K $ | -0.47 % |
| 2026/03/31 | JAAA | JANUS DETROIT STR TR | 0.37% | 3.100 M $ | 61543 | 2025/03/31 | -13.049 K $ | -0.41 % |
| 2026/03/31 | IWP | ISHARES TR | 0.35% | 2.941 M $ | 22958 | 2020/06/30 | -1.025 M $ | -6.50 % |
| 2026/03/31 | HYMB | SPDR SERIES TRUST | 0.34% | 2.825 M $ | 113892 | 2025/06/30 | -15.977 K $ | -0.56 % |
| 2026/03/31 | WMT | WALMART INC | 0.33% | 2.765 M $ | 22251 | 2019/12/31 | 283.217 K $ | 10.80 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.32% | 2.650 M $ | 4631 | 2021/09/30 | -403.120 K $ | -12.28 % |
| 2026/03/31 | ANGL | VANECK ETF TRUST | 0.31% | 2.610 M $ | 90870 | 2025/09/30 | -62.861 K $ | -2.20 % |
| 2026/03/31 | HYG | ISHARES TR | 0.30% | 2.543 M $ | 31965 | 2023/09/30 | -34.195 K $ | -1.32 % |
| 2026/03/31 | JEPQ | J P MORGAN EXCHANGE TRADED F | 0.30% | 2.485 M $ | 44766 | 2023/09/30 | -136.265 K $ | -4.37 % |
| 2026/03/31 | MLPX | GLOBAL X FDS | 0.29% | 2.415 M $ | 32666 | 2024/06/30 | 390.137 K $ | 20.52 % |
| 2026/03/31 | AVLV | AMERICAN CENTY ETF TR | 0.29% | 2.402 M $ | 29800 | 2024/09/30 | 129.944 K $ | 5.98 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.28% | 2.328 M $ | 4858 | 2017/12/31 | -149.095 K $ | -4.88 % |
| 2026/03/31 | SHLD | GLOBAL X FDS | 0.26% | 2.159 M $ | 30471 | 2025/06/30 | 169.085 K $ | 8.04 % |
| 2026/03/31 | MUB | ISHARES TR | 0.26% | 2.145 M $ | 20209 | 2018/12/31 | -15.792 K $ | -0.89 % |
| 2026/03/31 | JPIB | J P MORGAN EXCHANGE TRADED F | 0.25% | 2.055 M $ | 42970 | 2025/09/30 | -37.154 K $ | -1.79 % |
| 2026/03/31 | IJH | ISHARES TR | 0.24% | 1.971 M $ | 29183 | 2017/12/31 | 44.723 K $ | 2.23 % |
| 2026/03/31 | IFRA | ISHARES TR | 0.22% | 1.874 M $ | 32768 | 2020/12/31 | 150.759 K $ | 8.17 % |
| 2026/03/31 | QTEC | FIRST TR EXCHANGE-TRADED FD | 0.22% | 1.849 M $ | 8561 | 2017/12/31 | -121.823 K $ | -6.04 % |
| 2026/03/31 | NOBL | PROSHARES TR | 0.22% | 1.840 M $ | 17358 | 2017/12/31 | 73.483 K $ | 1.76 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.22% | 1.815 M $ | 6169 | 2019/06/30 | -172.456 K $ | -9.17 % |
| 2026/03/31 | IWR | ISHARES TR | 0.21% | 1.736 M $ | 17859 | 2018/12/31 | 17.488 K $ | 0.97 % |
| 2026/03/31 | IJR | ISHARES TR | 0.18% | 1.528 M $ | 12288 | 2017/12/31 | 51.988 K $ | 3.25 % |
| 2026/03/31 | TSLA | TESLA INC | 0.18% | 1.507 M $ | 4055 | 2020/09/30 | -311.490 K $ | -18.12 % |
| 2026/03/31 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 0.18% | 1.476 M $ | 25005 | 2024/03/31 | -443.811 K $ | -23.56 % |
| 2026/03/31 | HYS | PIMCO ETF TR | 0.18% | 1.476 M $ | 15825 | 2025/06/30 | -24.528 K $ | -1.63 % |
| 2026/03/31 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | 0.17% | 1.386 M $ | 21075 | 2025/06/30 | 49.756 K $ | 3.27 % |
| 2026/03/31 | IWF | ISHARES TR | 0.16% | 1.306 M $ | 3063 | 2017/12/31 | -143.560 K $ | -10.07 % |
| 2026/03/31 | DEM | WISDOMTREE TR | 0.16% | 1.298 M $ | 26117 | 2025/06/30 | 75.310 K $ | 6.01 % |
| 2026/03/31 | ONEQ | FIDELITY COMWLTH TR | 0.15% | 1.285 M $ | 15137 | 2018/12/31 | -98.686 K $ | -7.03 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.15% | 1.251 M $ | 2907 | 2021/03/31 | 120.662 K $ | 7.64 % |
| 2026/03/31 | AVDE | AMERICAN CENTY ETF TR | 0.15% | 1.248 M $ | 14710 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JEPI | J P MORGAN EXCHANGE TRADED F | 0.15% | 1.231 M $ | 21713 | 2022/09/30 | -12.054 K $ | -0.96 % |
| 2026/03/31 | IJJ | ISHARES TR | 0.14% | 1.173 M $ | 8849 | 2017/12/31 | 8.145 K $ | 0.66 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.14% | 1.151 M $ | 1625 | 2021/03/31 | 223.723 K $ | 20.63 % |
| 2026/03/31 | PWR | QUANTA SVCS INC | 0.13% | 1.123 M $ | 2045 | 2024/03/31 | 354.726 K $ | 26.75 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.13% | 1.116 M $ | 1120 | 2020/03/31 | 254.368 K $ | 14.26 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.13% | 1.110 M $ | 6540 | 2022/12/31 | 318.508 K $ | 34.88 % |
| 2026/03/31 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 0.13% | 1.105 M $ | 54307 | 2025/06/30 | -16.298 K $ | -1.69 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.13% | 1.097 M $ | 1192 | 2020/12/31 | -179.695 K $ | -14.93 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.13% | 1.090 M $ | 1824 | 2025/09/30 | -56.290 K $ | -4.65 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.13% | 1.086 M $ | 5048 | 2017/12/31 | -24.185 K $ | -2.11 % |
| 2026/03/31 | EVRG | EVERGY INC | 0.12% | 1.044 M $ | 12738 | 2018/06/30 | 120.836 K $ | 12.29 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.12% | 1.010 M $ | 7600 | 2017/12/31 | -84.851 K $ | -7.69 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 0.12% | 1.010 M $ | 10871 | 2021/03/31 | 136.798 K $ | 14.33 % |
| 2026/03/31 | FTSL | FIRST TR EXCHANGE-TRADED FD | 0.12% | 978.548 K $ | 21843 | 2021/03/31 | -23.590 K $ | -2.38 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.12% | 973.652 K $ | 4013 | 2024/12/31 | 45.459 K $ | 4.81 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.11% | 957.775 K $ | 9961 | 2017/12/31 | 23.610 K $ | 2.86 % |
| 2026/03/31 | ESGU | ISHARES TR | 0.11% | 931.442 K $ | 6586 | 2020/06/30 | -50.274 K $ | -5.01 % |
| 2026/03/31 | TLH | ISHARES TR | 0.11% | 923.030 K $ | 9164 | 2025/09/30 | -6.978 K $ | -0.94 % |
| 2026/03/31 | RAAX | VANECK ETF TRUST | 0.11% | 922.552 K $ | 22662 | 2025/12/31 | 58.042 K $ | 14.99 % |
| 2026/03/31 | JGRO | J P MORGAN EXCHANGE TRADED F | 0.11% | 899.038 K $ | 10637 | 2025/09/30 | -47.792 K $ | -9.07 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.11% | 897.185 K $ | 3670 | 2020/06/30 | 134.664 K $ | 16.50 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.11% | 892.372 K $ | 4313 | 2017/12/31 | 226.296 K $ | 30.80 % |
| 2026/03/31 | IVW | ISHARES TR | 0.11% | 882.233 K $ | 7800 | 2017/12/31 | -79.159 K $ | -8.19 % |
| 2026/03/31 | IJS | ISHARES TR | 0.10% | 872.644 K $ | 7367 | 2022/09/30 | 34.812 K $ | 3.91 % |