Financial Connections Group, Inc. has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $193 Million distributed in 345 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $27.3M, J P Morgan Exchange Traded Fd with a value of $18.2M, Vanguard World Fd Esg U.S. Sto with a value of $14.6M, Ishares California Muni Bond E with a value of $14M, and Vanguard Growth ETF with a value of $13.3M.

Examining the 13F form we can see an increase of $104M in the current position value, from $89.1M to 193M.

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

Portfolio value $193 Million
ETFs: $145 Million
Technology: $7.4 Million
Financial Services: $2.63 Million
Healthcare: $1.32 Million
Consumer Cyclical: $1.2 Million
Communication Services: $926,000
Industrials: $712,000
Consumer Defensive: $208,000
Other: $462,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 345
  • Current Value $193 Million
  • Prior Value $89.1 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 185 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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