Financial Connections Group, Inc. Portfolio Holdings

Financial Connections Group, Inc.

  • $242 Million
  • Q2 2025

Financial Connections Group, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $242 Million distributed in 951 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $32.5M, Vanguard World Fd Esg U.S. Sto with a value of $19M, Vanguard Growth ETF with a value of $15.1M, Dimensional ETF Tr with a value of $12.9M, and Vanguard Whitehall Fds Intl Di with a value of $12.8M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $223M to 242M.

Below you can find more details about Financial Connections Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $242 Million
ETFs: $172 Million
Technology: $9.67 Million
Financial Services: $3.13 Million
Communication Services: $1.27 Million
Consumer Cyclical: $1.05 Million
Healthcare: $924,000
Industrials: $728,000
Consumer Defensive: $376,000
Other: $479,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.5 Million 13.41% of portfolio
767,659
Q2 2025 Reduced 8.07%
$0
$19 Million 7.82% of portfolio
172,838
Q2 2025 Added 3.78%
$0
$15.1 Million 6.22% of portfolio
34,409
Q2 2025 Reduced 1.04%
$0
$12.9 Million 5.32% of portfolio
301,334
Q2 2025 Added 1.61%
$0
$12.8 Million 5.27% of portfolio
141,802
Q2 2025 Added 4.15%
$0
$12 Million 4.95% of portfolio
222,581
Q2 2025 Added 0.93%
$0
$11.4 Million 4.69% of portfolio
241,729
Q2 2025 Added 4.92%
$0
$9.28 Million 3.83% of portfolio
166,442
Q2 2025 Reduced 13.18%
$0
$8.73 Million 3.6% of portfolio
297,403
Q2 2025 Reduced 13.15%
Pgim Rock ETF Tr
-
$8.54 Million 3.52% of portfolio
-
Q2 2025 Added 6.68%
$0
$7.53 Million 3.1% of portfolio
112,287
Q2 2025 Added 2,993.31%
$0
$7.24 Million 2.99% of portfolio
142,805
Q2 2025 Added 9.07%
$0
$6.58 Million 2.71% of portfolio
100,429
Q2 2025 Added 0.5%
2023 ETF Series Trust Ii
-
$6.28 Million 2.59% of portfolio
-
Q2 2025 Added 29.68%
$0
$5.67 Million 2.34% of portfolio
80,133
Q2 2025 Added 61.43%
$0
$5.62 Million 2.32% of portfolio
75,545
Q2 2025 Reduced 0.95%
$3.69T
$5.24 Million 2.16% of portfolio
25,548
Q2 2025 Added 1.12%
Capital Grp Fixed Incm ETF T
-
$4.39 Million 1.81% of portfolio
-
Q2 2025 Added 28.48%
$0
$4.04 Million 1.67% of portfolio
14,166
Q2 2024 New
$0
$3.13 Million 1.29% of portfolio
63,111
Q2 2025 Added 110.64%
$621B
$2.34 Million 0.97% of portfolio
4,827
Q3 2024 Reduced 1.15%
$0
$2.16 Million 0.89% of portfolio
53,354
Q2 2025 Reduced 0.82%
$0
$2 Million 0.82% of portfolio
6,567
Q2 2025 Added 14.41%
$0
$1.96 Million 0.81% of portfolio
4,617
Q2 2025 Reduced 7.18%
$0
$1.82 Million 0.75% of portfolio
77,949
Q2 2025 New
-
$1.79 Million 0.74% of portfolio
-
Q2 2025 Added 151.32%
$0
$1.81 Million 0.74% of portfolio
42,616
Q2 2025 Reduced 10.12%
$0
$1.73 Million 0.71% of portfolio
6,230
Q2 2025 Reduced 2.09%
$0
$1.47 Million 0.61% of portfolio
23,047
Q2 2025 Reduced 44.73%
$367B
$1.43 Million 0.59% of portfolio
10,471
Q2 2025 Added 818.51%
$0
$1.31 Million 0.54% of portfolio
18,977
Q2 2025 Added 96.43%
Capital Grp Fixed Incm ETF T
-
$1.06 Million 0.44% of portfolio
-
Q2 2025 New
$0
$924,000 0.38% of portfolio
1,627
Q2 2025 Reduced 3.04%
-
$775,000 0.32% of portfolio
-
Q2 2025 Added 62.52%
$3.95T
$716,000 0.3% of portfolio
1,439
Q2 2025 Added 5.27%
Pimco ETF Tr
-
$730,000 0.3% of portfolio
-
Q2 2025 Added 5.79%
$456B
$714,000 0.29% of portfolio
4,523
Q2 2025 Added 1,470.49%
Pimco ETF Tr
-
$620,000 0.26% of portfolio
-
Q2 2025 New
$684B
$626,000 0.26% of portfolio
2,866
Q3 2024 Reduced 1.38%
$1.21T
$631,000 0.26% of portfolio
3,582
Q2 2025 Added 16.53%
$0
$638,000 0.26% of portfolio
15,456
Q2 2025 Reduced 57.78%
$0
$487,000 0.2% of portfolio
7,437
Q2 2025 Reduced 28.39%
$1.08T
$441,000 0.18% of portfolio
1,390
Q2 2025 Added 69.93%
$135B
$421,000 0.17% of portfolio
1,833
Q2 2024 New
$93.6B
$379,000 0.16% of portfolio
746
Q2 2025 New
$2.26T
$371,000 0.15% of portfolio
1,695
Q2 2025 Added 3.23%
$0
$362,000 0.15% of portfolio
9,059
Q2 2025 Added 8.63%
$0
$320,000 0.13% of portfolio
7,361
Q2 2025 Added 12.02%
$0
$245,000 0.1% of portfolio
722
Q1 2025 Added 24.05%

Summary

  • Portfolio
  • No. of Stocks 951
  • Current Value $242 Million
  • Prior Value $223 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 41 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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