Financial Connections Group, Inc. Portfolio Holdings by Sector
Financial Connections Group, Inc.
- $223 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAU ESGV VUG DFIV VIGI JCPB CMF JPST 83 stocks |
$159,175
89.17% of portfolio
|
34
|
17
|
6
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,612
3.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$3,544
1.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2,570
1.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,577
0.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW PLTR ADBE 5 stocks |
$1,117
0.63% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META SNAP 4 stocks |
$847
0.47% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV GILD PFE MRK AMGN 6 stocks |
$552
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX 3 stocks |
$499
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$312
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM UBS WFC HSBC SMFG C 7 stocks |
$305
0.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V AXP PYPL MA 4 stocks |
$238
0.13% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RIVN LCID 3 stocks |
$212
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$167
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT ZBH 2 stocks |
$160
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM PTC CRNC 4 stocks |
$151
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$141
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$138
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO DUK PEG PCG 5 stocks |
$113
0.06% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC RF 2 stocks |
$83
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IDXX 2 stocks |
$79
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WBD 2 stocks |
$75
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA INTC MRVL ON AMD 5 stocks |
$74
0.04% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$69
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CL PG NUS 3 stocks |
$68
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET EPD ENB 3 stocks |
$50
0.03% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY DKS 2 stocks |
$49
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD PPG 2 stocks |
$44
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$39
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ABR AGNC 2 stocks |
$36
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$35
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG HBIO 2 stocks |
$35
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$32
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK WTRG 2 stocks |
$31
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE XYL 2 stocks |
$29
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$26
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA ASTS VZ T 4 stocks |
$23
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$21
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$21
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO LITE VIAV 3 stocks |
$18
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC HII VVX 3 stocks |
$18
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
GEO 1 stocks |
$17
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
DRD SBSW 2 stocks |
$15
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
UWMC 1 stocks |
$14
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP AR EQT 3 stocks |
$14
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
ZIM 1 stocks |
$10
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
VALE 1 stocks |
$9
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$7
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
HLN 1 stocks |
$7
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV 1 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$6
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
LEU 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
KTB 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
OPEN 1 stocks |
$0
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|