Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL PARTNERS GROUP LLC | 02-09-2024 | 12-31-2023 | 81 | 221,102,133 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 1 | $14,349,451 | 48,662 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $11,558,507 | 30,737 | 0.01 | 0.00 | -2 | -0.01 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 3 | $10,005,995 | 71,630 | 0.00 | 0.00 | 12 | 0.02 | 12-31-2023 |
| EXXON MOBIL CORP | COM | 4 | $9,385,612 | 93,875 | 0.00 | 0.01 | 1,399 | 1.51 | 12-31-2023 |
