O'Connor Financial Group LLC Purchases in Q1 2025

O'Connor Financial Group LLC

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
23.6K
+ 56.14%
$62.72 - $71.92 $1.48M - $1.7M
65.7K $4.14B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.3K
+ 13.86%
$27.01 - $28.54 $1.03M - $1.09M
315K $8.8B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.7K
+ 4.18%
$33.84 - $37.77 $395K - $441K
291K $10.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.5K
+ 10.1%
$507.05 - $563.67 $1.77M - $1.97M
38.1K $19.6B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13K
+ 15.57%
$50.39 - $50.66 $656K - $660K
96.7K $4.89B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4.87K
+ 2.41%
$94.87 - $96.11 $462K - $468K
207K $19.9B
BOND
Pimco Active Bond Exchange Tra

ETFs
6.54K
New
$89.27 - $92.9 $584K - $608K
6.54K $605M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
22.2K
+ 10.28%
$24.5 - $24.95 $543K - $553K
238K $5.88B
Eventide Us Market ETF
19K
New
N/A
19K $448M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
8.71K
New
$32.13 - $33.82 $280K - $295K
8.71K $282M
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.05K
+ 4.78%
$47.4 - $50.24 $239K - $254K
111K $5.35B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.23K
+ 2.01%
$25.35 - $27.46 $107K - $116K
214K $5.67B
TPHD
Timothy Plan High Divid Stk Et

ETFs
327
+ 0.29%
$36.09 - $38.27 $11.8K - $12.5K
113K $4.24B
EFV
Msci Eafe Value ETF

ETFs
10
+ 0.07%
$51.88 - $60.73 $519 - $607
15.2K $894M
SRLN
Ssga Active Trust

ETFs
4.54K
+ 3.05%
$41.02 - $41.99 $186K - $191K
153K $6.31B
EFA
Ishares Tr Msci Eafe ETF

ETFs
227
+ 2.18%
$74.85 - $84.89 $17K - $19.3K
10.6K $869M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
918
+ 8.06%
$48.31 - $49.23 $44.3K - $45.2K
12.3K $605M
XOM
Exxon Mobil Corp

Energy
89
+ 2.79%
$105.44 - $118.93 $9.38K - $10.6K
3.28K $390M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 1.55%
$442.66 - $534.52 $3.54K - $4.28K
524 $279M
BALT
Innovator Etfs Tr
1.34K
+ 7.35%
$31.31 - $31.89 $42.1K - $42.9K
19.6K $616M
RTX
Raytheon Technologies Corp

Industrials
13
+ 0.62%
$114.1 - $135.66 $1.48K - $1.76K
2.1K $278M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
339
+ 6.45%
$51.39 - $57.43 $17.4K - $19.5K
5.59K $310M
IVW
Ishares S&P 500 Growth ETF

ETFs
526
+ 12.48%
$92.45 - $106.69 $48.6K - $56.1K
4.74K $440M
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.47%
$225.19 - $279.95 $1.13K - $1.4K
1.07K $262M
META
Meta Platforms, Inc.

Communication Services
4
+ 0.61%
$576.74 - $736.67 $2.31K - $2.95K
665 $383M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
224
+ 6.05%
$61.55 - $71.27 $13.8K - $16K
3.93K $246M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
45
+ 3.99%
$192.82 - $222.1 $8.68K - $9.99K
1.17K $226M
POCT
Innovator U.S. Equity Power Bu

ETFs
34
+ 0.09%
$38.53 - $40.49 $1.31K - $1.38K
35.9K $1.39B
AMZN
Amazon Com Inc

Consumer Cyclical
238
+ 9.09%
$190.26 - $242.06 $45.3K - $57.6K
2.86K $544M
AAPL
Apple Inc.

Technology
212
+ 5.93%
$209.68 - $247.1 $44.5K - $52.4K
3.79K $842M
AVGO
Broadcom Inc.

Technology
10
+ 0.74%
$167.43 - $244.7 $1.67K - $2.45K
1.36K $227M
MSFT
Microsoft Corp

Technology
20
+ 0.89%
$375.39 - $447.2 $7.51K - $8.94K
2.28K $855M
NVDA
Nvidia Corp

Technology
406
+ 5.89%
$106.98 - $149.43 $43.4K - $60.7K
7.3K $791M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
2.29K
+ 1.55%
$36.14 - $40.81 $82.6K - $93.3K
150K $5.54B
VB
Vanguard Small Cap ETF

ETFs
1.19K
+ 2.57%
$217.89 - $252.64 $260K - $302K
47.7K $10.6B
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track O'Connor Financial Group LLC Portfolio

Follow O'Connor Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Connor Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Connor Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email