Financial Connections Group, Inc. has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $89.1 Million distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $25.6M, Dimensional ETF Tr with a value of $9.6M, Dimensional ETF Tr with a value of $9.05M, Ishares Esg Advanced Msci Usa with a value of $8.32M, and Apple Inc. with a value of $4.42M.

Examining the 13F form we can see an decrease of $65.3M in the current position value, from $154M to 89.1M.

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

Portfolio value $89.1 Million
ETFs: $50.4 Million
Technology: $5.26 Million
Financial Services: $2.54 Million
Consumer Cyclical: $798,000
Communication Services: $620,000
Healthcare: $613,000
Utilities: $165,000
Industrials: $115,000
Other: $164,000

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $89.1 Million
  • Prior Value $154 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 46 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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