O'Connor Financial Group LLC Incresed Positions in Q3 2025

O'Connor Financial Group LLC

  • $238 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.37K
+ 3.22%
$567.77 - $614.76 $776K - $840K
43.8K $26.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
578
+ 3.22%
$546.99 - $602.2 $316K - $348K
18.5K $11.1B
AVUV
American Centy ETF Tr Avantis

ETFs
2.64K
+ 2.1%
$90.37 - $102.12 $239K - $270K
129K $12.8B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.52K
+ 1.57%
$39.8 - $42.86 $180K - $194K
293K $12.5B
BOND
Pimco Active Bond Exchange Tra

ETFs
2.98K
+ 1.34%
$90.83 - $93.81 $270K - $279K
225K $21B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4.16K
+ 1.93%
$95.22 - $96.21 $396K - $401K
220K $21.1B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.68K
+ 0.75%
$29.55 - $32.52 $49.5K - $54.5K
226K $7.24B
VO
Vanguard Mid Cap ETF

ETFs
518
+ 1.54%
$279.83 - $293.74 $145K - $152K
34.2K $10B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.82K
+ 6.14%
$50.47 - $50.74 $395K - $397K
135K $6.86B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.6K
+ 3.02%
$26.38 - $27.95 $281K - $297K
363K $9.92B
NVDA
Nvidia Corp

Technology
166
+ 2.1%
$153.3 - $186.58 $25.4K - $31K
8.06K $1.5B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.81K
+ 3.57%
$70.85 - $76.96 $199K - $216K
81.5K $6.19B
Pimco Multisector Bond Active Exchange Traded Fund
3.69K
+ 1.57%
N/A
239K $6.4B
AAPL
Apple Inc.

Technology
92
+ 2.26%
$202.38 - $256.87 $18.6K - $23.6K
4.17K $1.06B
SRLN
Ssga Active Trust

ETFs
3.71K
+ 2.29%
$41.28 - $41.65 $153K - $154K
166K $6.9B
GOOGL
Alphabet Inc.

Communication Services
70
+ 4.0%
$174.36 - $254.72 $12.2K - $17.8K
1.82K $443M
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 3.46%
$293.94 - $444.72 $8.82K - $13.3K
896 $398M
GOOG
Alphabet Inc.

Communication Services
46
+ 2.93%
$175.16 - $255.24 $8.06K - $11.7K
1.62K $394M
AVGO
Broadcom Inc.

Technology
46
+ 3.04%
$264.74 - $369.57 $12.2K - $17K
1.56K $515M
MSFT
Microsoft Corp

Technology
50
+ 2.01%
$491.09 - $535.64 $24.6K - $26.8K
2.54K $1.32B
RTX
Raytheon Technologies Corp

Industrials
124
+ 5.84%
$144.19 - $167.33 $17.9K - $20.7K
2.25K $376M
EFV
Msci Eafe Value ETF

ETFs
145
+ 1.02%
$62.79 - $68.42 $9.1K - $9.92K
14.4K $974M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
805
+ 2.19%
$44.8 - $46.43 $36.1K - $37.4K
37.5K $1.74B
EFA
Ishares Tr Msci Eafe ETF

ETFs
35
+ 0.34%
$87.29 - $93.61 $3.06K - $3.28K
10.4K $968M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
181
+ 2.7%
$60.01 - $65.01 $10.9K - $11.8K
6.88K $447M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
15
+ 0.04%
$35.56 - $36.69 $533 - $550
34.7K $1.27B
BALT
Innovator Etfs Tr
523
+ 2.6%
$32.11 - $32.82 $16.8K - $17.2K
20.6K $677M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
122
+ 2.46%
$67.91 - $74.71 $8.29K - $9.11K
5.08K $374M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.79%
$225.11 - $247.9 $2.48K - $2.73K
1.41K $348M
JPM
Jpmorgan Chase & CO

Financial Services
19
+ 1.71%
$282.78 - $316.06 $5.37K - $6.01K
1.13K $356M
XOM
Exxon Mobil Corp

Energy
170
+ 5.21%
$105.83 - $117.22 $18K - $19.9K
3.43K $387M
META
Meta Platforms, Inc.

Communication Services
12
+ 1.63%
$695.21 - $791.73 $8.34K - $9.5K
746 $548M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
141
+ 1.14%
$49.05 - $49.99 $6.92K - $7.05K
12.5K $623M
AMZN
Amazon Com Inc

Consumer Cyclical
114
+ 3.7%
$211.65 - $238.24 $24.1K - $27.2K
3.2K $702M
PDEC
Innovator U.S. Equity Power Bu
11
+ 0.16%
N/A
6.9K $290M
NFLX
Netflix Inc

Communication Services
3
+ 1.79%
$1147.87 - $1297.18 $3.44K - $3.89K
171 $205M
Activity Summary
Buys All Purchases 38 New Holdings 1 Increased Positions 37 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