0001221073-24-000025.txt : 20240418
0001221073-24-000025.hdr.sgml : 20240418
20240417184949
ACCESSION NUMBER: 0001221073-24-000025
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240418
DATE AS OF CHANGE: 20240417
EFFECTIVENESS DATE: 20240418
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Financial Partners Group, LLC
CENTRAL INDEX KEY: 0001965246
ORGANIZATION NAME:
IRS NUMBER: 621859409
STATE OF INCORPORATION: TN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22883
FILM NUMBER: 24852373
BUSINESS ADDRESS:
STREET 1: 607 COMMONS DRIVE
CITY: GALLATIN
STATE: TN
ZIP: 37066
BUSINESS PHONE: 615-230-9700
MAIL ADDRESS:
STREET 1: 607 COMMONS DRIVE
CITY: GALLATIN
STATE: TN
ZIP: 37066
13F-HR
1
primary_doc.xml
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13F-HR
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0001965246
XXXXXXXX
03-31-2024
03-31-2024
false
Financial Partners Group, LLC
607 COMMONS DRIVE
GALLATIN
TN
37066
13F HOLDINGS REPORT
028-22883
000165856
801-77574
N
Scott Paschal
CEO
615-230-9700
/s/Scott Paschal
Gallatin
TN
04-15-2024
0
96
258470858
INFORMATION TABLE
2
infotable.xml
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
435647
2392
SH
SOLE
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ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
11530600
76397
SH
SOLE
0
0
76397
ALTRIA GROUP INC
COM
02209S103
BBG001S5T8T5
2725461
62482
SH
SOLE
0
0
62482
AMAZON COM INC
COM
023135106
BBG001S5PQL7
2986552
16557
SH
SOLE
0
0
16557
APPLE INC
COM
037833100
BBG001S5N8V8
5767408
33633
SH
SOLE
0
0
33633
ATMOS ENERGY CORP
COM
049560105
BBG001S5VG05
385779
3245
SH
SOLE
0
0
3245
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
1961109
51717
SH
SOLE
0
0
51717
BANK OZK LITTLE ROCK ARK
COM
06417N103
BBG001SMRQL8
854785
18803
SH
SOLE
0
0
18803
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
10132850
24096
SH
SOLE
0
0
24096
BIOGEN INC
COM
09062X103
BBG001S67826
225981
1048
SH
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0
0
1048
BOEING CO
COM
097023105
BBG001S5P0V3
911685
4724
SH
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4724
BP PLC
SPONSORED ADR
055622104
BBG001S5W4F5
3321996
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88163
BRISTOL-MYERS SQUIBB CO
COM
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BBG001S8N8J6
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6596
CATERPILLAR INC
COM
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BBG001S5PJ06
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26754
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26754
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
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34001
SH
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COCA COLA CO
COM
191216100
BBG001S5SMQ8
712151
11640
SH
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11640
CONCRETE PUMPING HLDGS INC
COM
206704108
BBG00M8BB1P6
79000
10000
SH
SOLE
0
0
10000
CONOCOPHILLIPS
COM
20825C104
BBG001S5TZM2
742483
5833
SH
SOLE
0
0
5833
COSTCO WHSL CORP NEW
COM
22160K105
BBG001S9KRQ7
1183198
1615
SH
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0
0
1615
CROWN CASTLE INC
COM
22822V101
BBG001S7W5T3
6612259
62480
SH
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0
0
62480
CUMMINS INC
COM
231021106
BBG001S5Q9M3
322642
1095
SH
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0
0
1095
CVS HEALTH CORP
COM
126650100
BBG001S5QBD8
9373096
117516
SH
SOLE
0
0
117516
DUKE ENERGY CORP NEW
COM NEW
26441C204
BBG001S5QNR7
703009
7269
SH
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0
0
7269
ECOLAB INC
COM
278865100
BBG001S5QRB5
9362765
40549
SH
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0
0
40549
ELI LILLY & CO
COM
532457108
BBG001S5STL8
231859
298
SH
SOLE
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0
298
EOG RES INC
COM
26875P101
BBG001S5ZB93
5127791
40111
SH
SOLE
0
0
40111
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
11171917
96111
SH
SOLE
0
0
96111
FEDEX CORP
COM
31428X106
BBG001S5R3M5
10582120
36523
SH
SOLE
0
0
36523
FIRST HORIZON CORPORATION
COM
320517105
BBG001SCW8R8
1906648
123808
SH
SOLE
0
0
123808
FISERV INC
COM
337738108
BBG001S5R6Q4
202013
1264
SH
SOLE
0
0
1264
FORD MTR CO DEL
COM
345370860
BBG001S5TZ33
1212637
91313
SH
SOLE
0
0
91313
FORTINET INC
COM
34959E109
BBG001S77BL6
1181763
17300
SH
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0
0
17300
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
6519352
16995
SH
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0
0
16995
HUMANA INC
COM
444859102
BBG001S5S1X6
6351911
18320
SH
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0
0
18320
HUNT J B TRANS SVCS INC
COM
445658107
BBG001S5SFY4
1271969
6384
SH
SOLE
0
0
6384
INTEL CORP
COM
458140100
BBG001S5SF65
1729793
39162
SH
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0
0
39162
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
1780483
9324
SH
SOLE
0
0
9324
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
BBG00KJR2B26
1599340
37962
SH
SOLE
0
0
37962
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
BBG00KJR2NN7
339205
2003
SH
SOLE
0
0
2003
INVESCO QQQ TR
UNIT SER 1
46090E103
BBG001S9GN63
1094602
2465
SH
SOLE
0
0
2465
ISHARES TR
CORE S&P SCP ETF
464287804
BBG001SFC7W9
1132288
10245
SH
SOLE
0
0
10245
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
442537
842
SH
SOLE
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0
842
ISHARES TR
CORE US AGGBD ET
464287226
BBG001SM1QT8
1267148
12938
SH
SOLE
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12938
ISHARES TR
MSCI EAFE ETF
464287465
BBG001SG09V7
890679
11153
SH
SOLE
0
0
11153
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
9683949
48347
SH
SOLE
0
0
48347
LAM RESEARCH CORP
COM
512807108
BBG001S5SW40
8540101
8790
SH
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8790
LOCKHEED MARTIN CORP
COM
539830109
BBG001S7PS57
8171377
17964
SH
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0
0
17964
LOWES COS INC
COM
548661107
BBG001S5SVL3
1552380
6094
SH
SOLE
0
0
6094
MARATHON PETE CORP
COM
56585A102
BBG001S169P1
409613
2033
SH
SOLE
0
0
2033
MCDONALDS CORP
COM
580135101
BBG001S5T110
492709
1748
SH
SOLE
0
0
1748
MEDTRONIC PLC
SHS
G5960L103
BBG001S5T2S9
3775513
43322
SH
SOLE
0
0
43322
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
4035007
30580
SH
SOLE
0
0
30580
MICROSOFT CORP
COM
594918104
BBG001S5TD05
12891967
30643
SH
SOLE
0
0
30643
NOVO-NORDISK A S
ADR
670100205
BBG001S5TSK0
974171
7587
SH
SOLE
0
0
7587
NUCOR CORP
COM
670346105
BBG001S5TRV0
2136794
10797
SH
SOLE
0
0
10797
NXP SEMICONDUCTORS N V
COM
N6596X109
BBG001SF62F6
2324331
9381
SH
SOLE
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9381
OCCIDENTAL PETE CORP
COM
674599105
BBG001S5TZG9
6401268
98496
SH
SOLE
0
0
98496
ORACLE CORP
COM
68389X105
BBG001S5SJG6
247852
1973
SH
SOLE
0
0
1973
OWENS CORNING NEW
COM
690742101
BBG001SQ7PD2
1999658
11988
SH
SOLE
0
0
11988
PALO ALTO NETWORKS INC
COM
697435105
BBG001T9NWN5
8157657
28711
SH
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0
28711
PHILLIPS 66
COM
718546104
BBG00286S4P7
252863
1548
SH
SOLE
0
0
1548
PNC FINL SVCS GROUP INC
COM
693475105
BBG001S5V947
370972
2296
SH
SOLE
0
0
2296
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
1332534
8213
SH
SOLE
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PROSHARES TR
S&P 500 DV ARIST
74348A467
BBG005D266P2
5850492
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SH
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0
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REGIONS FINANCIAL CORP NEW
COM
7591EP100
BBG001SM4KY2
1221073
58036
SH
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0
58036
RTX CORPORATION
COM
75513E101
BBG001S5X5Q9
331723
3401
SH
SOLE
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3401
SCHWAB CHARLES CORP
COM
808513105
BBG001S5VXD4
2513466
34745
SH
SOLE
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34745
SCHWAB STRATEGIC TR
US DIVIDEND EQ
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BBG0025RWLM4
697593
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SH
SOLE
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0
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SELECT SECTOR SPDR TR
ENERGY
81369Y506
BBG001S7T1S7
1550522
16423
SH
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SELECT SECTOR SPDR TR
FINANCIAL
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BBG001S7T223
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14189
SH
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14189
SOUTHERN CO
COM
842587107
BBG001S5W777
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2827
SH
SOLE
0
0
2827
SOUTHWEST AIRLS CO
COM
844741108
BBG001S5SXC9
1100055
37686
SH
SOLE
0
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37686
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
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SH
SOLE
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SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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BBG001S63NQ1
1205719
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SH
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STEEL DYNAMICS INC
COM
858119100
BBG001S98JK5
1452951
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SH
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TEXAS INSTRS INC
COM
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BBG001S5WYZ7
2352076
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SH
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THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
241369
415
SH
SOLE
0
0
415
TRUIST FINL CORP
COM
89832Q109
BBG001S5YYC0
1465371
37593
SH
SOLE
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0
37593
UNITED PARCEL SERVICE INC
CL B
911312106
BBG001SDGSH1
3158355
21250
SH
SOLE
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0
21250
UNITEDHEALTH GROUP INC
COM
91324P102
BBG001S6WCJ1
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SH
SOLE
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7845
US BANCORP DEL
COM NEW
902973304
BBG001S6T8C1
244466
5469
SH
SOLE
0
0
5469
VANECK ETF TRUST
MRNGSTR WDE MOAT
92189F643
BBG002XRNHT5
2708576
30129
SH
SOLE
0
0
30129
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
BBG001SK7DK4
326618
4497
SH
SOLE
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4497
VANGUARD INDEX FDS
GROWTH ETF
922908736
BBG001SHTTS4
344200
1000
SH
SOLE
0
0
1000
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
BBG001TC6MC1
498967
1038
SH
SOLE
0
0
1038
VANGUARD INDEX FDS
VALUE ETF
922908744
BBG001SHVR78
244290
1500
SH
SOLE
0
0
1500
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
BBG001SP7T00
370668
6320
SH
SOLE
0
0
6320
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
BBG001SQX4T3
215298
1179
SH
SOLE
0
0
1179
VANGUARD STAR FDS
VG TL INTL STK F
921909768
BBG001TJR1D8
492531
8168
SH
SOLE
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8168
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
BBG001SSPWL4
308195
6143
SH
SOLE
0
0
6143
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
1362366
32468
SH
SOLE
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32468
VULCAN MATLS CO
COM
929160109
BBG001S5X8R2
2022114
7409
SH
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WALGREENS BOOTS ALLIANCE INC
COM
931427108
BBG001S5XBY7
1264900
58317
SH
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58317
WALMART INC
COM
931142103
BBG001S5XH92
1502798
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SH
SOLE
0
0
24976
WELLS FARGO CO NEW
COM
949746101
BBG001S5XF23
1039339
17932
SH
SOLE
0
0
17932
XPO INC
COM
983793100
BBG001SJW3C0
1112792
9119
SH
SOLE
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0
9119