O'Connor Financial Group LLC Purchases in Q2 2025

O'Connor Financial Group LLC

  • $227 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
216K
+ 3299.53%
$89.87 - $92.93 $19.4M - $20.1M
222K $20.3B
Eventide Us Market ETF
475K
+ 2499.81%
N/A
494K $13B
AVUV
American Centy ETF Tr Avantis

ETFs
126K
New
$75.17 - $91.21 $9.47M - $11.5M
126K $12B
Pimco Multisector Bond Active Exchange Traded Fund
235K
New
N/A
235K $6.2B
Eventide Large Cap Value
210K
New
N/A
210K $5.38B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.31K
+ 11.29%
$456.74 - $568.03 $1.97M - $2.45M
42.5K $24.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
770
+ 4.48%
$416.06 - $551.64 $320K - $425K
18K $9.99B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
13K
+ 19.76%
$57.46 - $75.58 $746K - $981K
78.7K $5.97B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
30.7K
+ 31.74%
$50.36 - $50.68 $1.55M - $1.56M
127K $6.43B
VO
Vanguard Mid Cap ETF

ETFs
2.13K
+ 6.76%
$228.54 - $279.83 $488K - $597K
33.7K $9.55B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.75K
+ 4.55%
$23.4 - $29.68 $228K - $289K
224K $6.74B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37.9K
+ 12.04%
$24.32 - $27.87 $922K - $1.06M
353K $9.65B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
8.63K
+ 4.17%
$94.78 - $95.97 $818K - $828K
216K $20.6B
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
3.83K
+ 2.56%
$32.77 - $38.72 $126K - $148K
153K $6.15B
NVDA
Nvidia Corp

Technology
601
+ 8.24%
$94.31 - $157.99 $56.7K - $95K
7.9K $1.26B
SRLN
Ssga Active Trust

ETFs
8.71K
+ 5.68%
$39.47 - $41.59 $344K - $362K
162K $6.72B
MSFT
Microsoft Corp

Technology
213
+ 9.35%
$354.56 - $497.45 $75.5K - $106K
2.49K $1.24B
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
8.74K
New
$30.71 - $34.9 $268K - $305K
8.74K $306M
SPY
Spdr S&P 500 ETF Trust

ETFs
432
New
$496.48 - $617.85 $214K - $267K
432 $270M
NFLX
Netflix Inc

Communication Services
168
New
$855.86 - $1339.13 $144K - $225K
168 $218M
LLY
Eli Lilly & CO

Healthcare
258
New
$713.71 - $898.95 $184K - $232K
258 $201M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
3.26K
+ 10.34%
$30.77 - $35.62 $100K - $116K
34.7K $1.24B
VTI
Vanguard Total Stock Market Et

ETFs
364
+ 15.14%
$243.75 - $303.93 $88.7K - $111K
2.77K $853M
AVGO
Broadcom Inc.

Technology
159
+ 11.73%
$146.29 - $275.65 $23.3K - $43.8K
1.52K $417M
AMZN
Amazon Com Inc

Consumer Cyclical
224
+ 7.84%
$167.32 - $223.3 $37.5K - $50K
3.08K $688M
META
Meta Platforms, Inc.

Communication Services
69
+ 10.38%
$484.66 - $738.09 $33.4K - $50.9K
734 $528M
VTV
Vanguard Value ETF

ETFs
631
+ 14.15%
$153.67 - $176.74 $97K - $112K
5.09K $915M
POCT
Innovator U.S. Equity Power Bu

ETFs
48
+ 0.13%
$36.35 - $41.3 $1.74K - $1.98K
36K $1.5B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.1K
+ 19.7%
$49.48 - $61.22 $54.5K - $67.5K
6.7K $410M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
1.03K
+ 26.16%
$54.81 - $67.78 $56.3K - $69.7K
4.96K $345M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
225
+ 19.2%
$171.4 - $227.1 $38.6K - $51.1K
1.4K $320M
GOOGL
Alphabet Inc.

Communication Services
177
+ 11.24%
$144.7 - $178.6 $25.6K - $31.6K
1.75K $315M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
4
+ 0.02%
$31.44 - $36.79 $126 - $147
20.7K $763M
TSLA
Tesla, Inc.

Consumer Cyclical
76
+ 9.62%
$221.86 - $362.89 $16.9K - $27.6K
866 $273M
JPM
Jpmorgan Chase & CO

Financial Services
42
+ 3.93%
$210.28 - $289.91 $8.83K - $12.2K
1.11K $329M
GOOG
Alphabet Inc.

Communication Services
134
+ 9.32%
$146.58 - $180.01 $19.6K - $24.1K
1.57K $284M
VEA
Vanguard Ftse Developed Market

ETFs
329
+ 5.29%
$45.65 - $57.01 $15K - $18.8K
6.55K $375M
IBM
International Business Machines Corp

Technology
15
+ 1.83%
$221.03 - $294.78 $3.32K - $4.42K
836 $244M
KOPN
Kopin Corp

Technology
20.3K
New
$0.74 - $1.67 $15K - $33.8K
20.3K $32M
RTX
Raytheon Technologies Corp

Industrials
25
+ 1.19%
$113.75 - $148.48 $2.84K - $3.71K
2.13K $310M
BALT
Innovator Etfs Tr
478
+ 2.43%
$30.33 - $32.1 $14.5K - $15.3K
20.1K $647M
AAPL
Apple Inc.

Technology
285
+ 7.52%
$172.42 - $223.89 $49.1K - $63.8K
4.08K $870M
PDEC
Innovator U.S. Equity Power Bu
18
+ 0.26%
N/A
6.89K $277M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
68
+ 0.55%
$48.5 - $49.35 $3.3K - $3.36K
12.4K $609M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
38
+ 7.25%
$483.48 - $539.8 $18.4K - $20.5K
562 $273M
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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