Financial Partners Group, Inc
RIA/Wealth
Financial Partners Group, Inc is a RIA/Wealth based in New York, NY led by James Curtis Claiborne, reporting $973.3M in AUM as of Q3 2025 with 82% ETF concentration.
PresidentJames Curtis Claiborne
- Portfolio Value
- $797.9M
- Positions
- 217
- Top Holding
- IVV at 9.96%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Financial Partners Group, Inc's portfolio (45.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $79.5M | 9.96% | +$2.3M Bought | — 118.8K shares | |
ETF ETF | $39.7M | 4.98% | +$4.5M Bought | — 59.7K shares | |
ETF ETF | $39.2M | 4.92% | +$65.3K Bought | — 394.0K shares | |
ETF ETF | $38.2M | 4.78% | -$270.9K Sold | — 114.7K shares | |
ETF ETF | $35.2M | 4.42% | -$113.4K Sold | — 524.0K shares | |
ETF ETF | $32.0M | 4.01% | +$2.7M Bought | — 129.5K shares | |
ETF ETF | $26.2M | 3.29% | +$133.7K Bought | — 180.1K shares | |
Consumer Electronics Technology | $25.5M | 3.19% | -$273.5K Sold | 0.00% 100.0K shares | |
ETF ETF | $25.0M | 3.14% | +$841.7K Bought | — 462.7K shares | |
ETF ETF | $24.1M | 3.02% | -$69.8K Sold | — 108.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Financial Partners Group, Inc's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Financial Partners Group, Inc
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