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Investment Update: Financial Partners Group, Inc Q3 2022 vs. Q4 2022

Ava Hoppe | 3 May, 2023

For many investors, keeping track of the ups and downs of their investment portfolios can be a full-time job. One company that is no stranger to changes in holdings is Financial Partners Group, Inc. In this article, we will explore the Q3 2022 vs. Q4 2022 13F Holdings Comparison for Financial Partners Group, Inc. So, let's dive in!

Starting with the top holdings, we see that ISHARES TR (IVV) has remained a constant in the portfolio, with only a 0.75% increase in shares. Moving on to the next top holding, J P MORGAN EXCHANGE TRADED F (JEPI) has experienced a significant increase of 65.81% in shares, representing a total value of $26.14 million in Q4 2022. FIRST TR EXCHANGE TRAD FD VI (FTGC) is the third top holding, with an increase of 10% in the number of shares.

PROSHARES TR (NOBL) and FIRST TR EXCHANGE-TRADED FD (RDVY) have also seen some changes in their positions. NOBL has experienced a 24% increase in shares, while RDVY has seen a 44% decrease in shares.

Moving down the list, we see that INVESCO DB COMMDY INDX TRCK (DBC) has experienced the most substantial change in holdings, with a 47% decrease in shares. On the other hand, ISHARES TR (IGIB) has seen a massive increase of 1706.5% in shares.

Looking at individual stock holdings, we see that APPLE INC (AAPL) has experienced an increase of 8.9% in shares, while MICROSOFT CORP (MSFT) has seen a 16.4% increase. AMAZON COM INC (AMZN) has experienced a 14.1% decrease in shares.

Moving on to ETF holdings, we see that SELECT SECTOR SPDR TR (XLU) has experienced a 21.8% increase in shares, while SPDR SER TR (SJNK) has seen a 5086% increase in shares.

In conclusion, Financial Partners Group, Inc has seen some significant changes in their holdings from Q3 2022 to Q4 2022. While some holdings remained constant, others experienced a significant increase or decrease in shares. As always, it is essential for investors to stay vigilant and keep an eye on their portfolios to make informed decisions about their investments.

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