Financial Connections Group, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $208 Million distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $29.7M, J P Morgan Exchange Traded Fd with a value of $21.3M, Vanguard World Fd Esg U.S. Sto with a value of $17.5M, Vanguard Growth ETF with a value of $14.5M, and Ishares California Muni Bond E with a value of $13.2M.
Examining the 13F form we can see an increase of $4.62M in the current position value, from $203M to 208M.
Below you can find more details about Financial Connections Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$208 Million
ETFs: $161 Million
Technology: $7.73 Million
Financial Services: $2.66 Million
Consumer Cyclical: $1.12 Million
Healthcare: $917,000
Communication Services: $820,000
Industrials: $645,000
Utilities: $154,000
Other: $351,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions