O'Connor Financial Group LLC Purchases in Q4 2024

O'Connor Financial Group LLC

  • $191 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.04K
+ 6.25%
$521.84 - $558.82 $1.06M - $1.14M
34.6K $18.7B
POCT
Innovator U.S. Equity Power Bu

ETFs
35.9K
New
$38.63 - $40.03 $1.39M - $1.44M
35.9K $1.42B
QQQ
Invesco Qqq Trust, Series 1

ETFs
324
+ 1.9%
$481.22 - $538.17 $156K - $174K
17.4K $8.89B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
6.14K
+ 3.13%
$94.79 - $95.69 $582K - $588K
202K $19.2B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
191K
+ 224.58%
$26.93 - $84.95 $5.15M - $16.3M
276K $7.55B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.49K
+ 6.3%
$58.39 - $67.04 $146K - $167K
42.1K $2.67B
VB
Vanguard Small Cap ETF

ETFs
768
+ 1.68%
$233.76 - $261.58 $180K - $201K
46.5K $11.2B
PDEC
Innovator U.S. Equity Power Bu
6.88K
New
N/A
6.88K $264M
SRLN
Ssga Active Trust

ETFs
5.57K
+ 3.89%
$41.48 - $42.08 $231K - $234K
149K $6.21B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
10.4K
+ 5.05%
$24.55 - $25.16 $254K - $261K
216K $5.31B
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 2.04%
$213.65 - $479.86 $3.42K - $7.68K
802 $324M
AMZN
Amazon Com Inc

Consumer Cyclical
83
+ 3.27%
$180.88 - $232.93 $15K - $19.3K
2.62K $575M
NVDA
Nvidia Corp

Technology
101
+ 1.49%
$117.0 - $148.88 $11.8K - $15K
6.89K $925M
AAPL
Apple Inc.

Technology
41
+ 1.16%
$221.69 - $259.02 $9.09K - $10.6K
3.58K $896M
GOOGL
Alphabet Inc.

Communication Services
28
+ 1.8%
$161.86 - $196.66 $4.53K - $5.51K
1.59K $300M
GOOG
Alphabet Inc.

Communication Services
28
+ 1.97%
$163.08 - $198.16 $4.57K - $5.55K
1.45K $277M
KOPN
Kopin Corp

Technology
20.3K
New
$0.69 - $1.53 $14K - $31K
20.3K $27.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
77
+ 7.33%
$198.04 - $221.51 $15.2K - $17.1K
1.13K $237M
IWC
Russell Micro Cap ETF

ETFs
5
+ 0.18%
$120.3 - $138.84 $602 - $694
2.79K $363M
BALT
Innovator Etfs Tr
214
+ 1.18%
$30.76 - $31.55 $6.58K - $6.75K
18.3K $575M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
233
+ 6.71%
$66.67 - $74.08 $15.5K - $17.3K
3.71K $252M
USEP
Innovator U.S. Equity Ultra Bu
265
+ 2.0%
N/A
13.5K $475M
META
Meta Platforms, Inc.

Communication Services
10
+ 1.54%
$554.08 - $632.68 $5.54K - $6.33K
661 $387M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 3.41%
$442.29 - $483.08 $7.52K - $8.21K
516 $234M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
468
+ 9.78%
$52.1 - $57.26 $24.4K - $26.8K
5.25K $274M
MSFT
Microsoft Corp

Technology
41
+ 1.85%
$406.35 - $454.46 $16.7K - $18.6K
2.26K $951M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
117
+ 1.04%
$48.48 - $49.47 $5.67K - $5.79K
11.4K $554M
RTX
Raytheon Technologies Corp

Industrials
13
+ 0.63%
$114.45 - $127.21 $1.49K - $1.65K
2.09K $242M
VEA
Vanguard Ftse Developed Market

ETFs
210
+ 3.44%
$47.57 - $52.44 $9.99K - $11K
6.32K $302M
TPHD
Timothy Plan High Divid Stk Et

ETFs
2.98K
+ 2.72%
$35.89 - $39.51 $107K - $118K
112K $4.08B
EFV
Msci Eafe Value ETF

ETFs
484
+ 3.3%
$51.78 - $57.15 $25.1K - $27.7K
15.2K $795M
EFA
Ishares Tr Msci Eafe ETF

ETFs
198
+ 1.94%
$75.1 - $82.99 $14.9K - $16.4K
10.4K $787M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
2.48K
+ 1.26%
$42.7 - $46.33 $106K - $115K
200K $8.57B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.12K
+ 3.0%
$26.16 - $28.82 $160K - $176K
210K $5.5B
TPIF
Timothy Plan Intl ETF (De)

ETFs
19.6K
+ 5.5%
$26.38 - $28.72 $516K - $562K
375K $9.98B
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.73K
+ 3.66%
$48.87 - $53.53 $182K - $200K
106K $5.17B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
13.9K
+ 3.35%
$42.84 - $45.38 $596K - $632K
430K $18.5B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.2K
+ 3.8%
$34.13 - $37.35 $349K - $382K
279K $9.54B
Activity Summary
Buys All Purchases 39 New Holdings 3 Increased Positions 36 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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