Skip to content

FFG Partners, LLC

Follow

13F filer, CIK 2045972, Fort Lauderdale, FL

FFG Partners, LLC reported $243,009,919 across 26 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-23. Its ten largest share positions make up 75.93% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-002272

Period
2025-03-31
Reported value
$243M
Holdings
26
Top 10 weight
75.93%
New
6
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WMTnew+142,256$12.5M
AVGOadded+55,153$9.23M
PLTRadded+93,600$7.9M
WELLnew+44,225$6.78M
BABAnew+49,888$6.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTexited-41,797-$17.6M
SMINexited-171,770-$13.1M
DLRexited-65,738-$11.7M
NVDAreduced-103,249-$11.2M
NEEexited-129,921-$9.31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-002272, largest first. % of portfolio is the value over $243,009,919, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,636,626 shares; 2024Q4: 1,650,574 shares; 2025Q1: 1,490,113 shares 1,490,113$27.7M11.4%-160,461Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,750 shares; 2024Q4: 338,245 shares; 2025Q1: 234,996 shares 234,996$25.5M10.48%-103,249Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,350 shares; 2024Q4: 79,895 shares; 2025Q1: 80,135 shares 80,135$23.1M9.5%+240Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 27,745 shares; 2025Q1: 32,618 shares 32,618$18.8M7.74%+4,873Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,814 shares; 2024Q4: 23,839 shares; 2025Q1: 18,846 shares 18,846$17.8M7.34%-4,993Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,051 shares; 2024Q4: 20,073 shares; 2025Q1: 20,856 shares 20,856$17.2M7.09%+783Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,327 shares; 2024Q4: 21,737 shares; 2025Q1: 28,697 shares 28,697$15.3M6.29%+6,960Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,610 shares; 2025Q1: 158,210 shares 158,210$13.4M5.49%+93,600Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,275 shares; 2024Q4: 61,787 shares; 2025Q1: 69,759 shares 69,759$13.3M5.46%+7,972Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142,256 shares 142,256$12.5M5.14%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,642 shares; 2024Q4: 78,269 shares; 2025Q1: 78,594 shares 78,594$12.2M5%+325Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,359 shares; 2024Q4: 39,839 shares; 2025Q1: 60,156 shares 60,156$10.3M4.22%+20,317Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,981 shares; 2025Q1: 57,134 shares 57,134$9.57M3.94%+55,153Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,225 shares 44,225$6.78M2.79%newTimeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,888 shares 49,888$6.6M2.71%newTimeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,539 shares 6,539$6.19M2.55%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,300 shares; 2024Q4: 29,700 shares; 2025Q1: 28,856 shares 28,856$1.7M0.7%-844Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,752 shares; 2024Q4: 8,760 shares; 2025Q1: 8,739 shares 8,739$1.37M0.56%-21Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 4,047 shares; 2025Q1: 4,051 shares 4,051$900K0.37%+4Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,939 shares; 2024Q4: 5,500 shares; 2025Q1: 4,734 shares 4,734$761K0.31%-766Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 741 shares; 2025Q1: 806 shares 806$535K0.22%+65Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,833 shares; 2024Q4: 9,245 shares; 2025Q1: 7,697 shares 7,697$485K0.2%-1,548Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares 1,591$437K0.18%0Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 980 shares 980$283K0.12%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares 1,026$252K0.1%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 3,191 shares; 2025Q1: 3,211 shares 3,211$236K0.1%+20Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP41,797$17.6Mshares
SMINISHARES TR171,770$13.1Mshares
DLRDIGITAL RLTY TR INC65,738$11.7Mshares
NEENEXTERA ENERGY INC129,921$9.31Mshares
LMTLOCKHEED MARTIN CORP19,079$9.27Mshares
CMGCHIPOTLE MEXICAN GRILL INC150,705$9.09Mshares
GDGENERAL DYNAMICS CORP20,348$5.36Mshares
XLESELECT SECTOR SPDR TR8,119$695Kshares
BKNGBOOKING HOLDINGS INC100$497Kshares
NOWSERVICENOW INC204$216Kshares
TSMTAIWAN SEMICONDUCTOR MANUFAC1,038$205Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-002272 base2025-04-23acceptance time not in the bulk data set