Financial Connections Group, Inc. Portfolio Holdings

Financial Connections Group, Inc.

  • $208 Million
  • Q4 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.2M
$0 0.0% of portfolio
300
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 235
  • Current Value $208 Million
  • Prior Value $203 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 29 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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