O'Connor Financial Group LLC has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $191 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco Enhanced Low Duration Ac with a value of $19.2B, Vanguard Index Fds S&P 500 ETF with a value of $18.7B, First Tr ETF Viii Tcw Opportun with a value of $18.5B, Vanguard Small Cap ETF with a value of $11.2B, and Timothy Plan Intl ETF (De) with a value of $9.98B.

Examining the 13F form we can see an increase of $1.02B in the current position value, from $190B to 191B.

O'Connor Financial Group LLC is based out at Quincy, IL

Below you can find more details about O'Connor Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $191 Billion
ETFs: $184 Billion
Technology: $3.11 Billion
Communication Services: $964 Million
Consumer Cyclical: $898 Million
Financial Services: $489 Million
Energy: $344 Million
Industrials: $242 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $191 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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