O'Connor Financial Group LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco Enhanced Low Duration Ac with a value of $17.5B, First Tr ETF Viii Tcw Opportun with a value of $16.8B, Vanguard Index Fds S&P 500 ETF with a value of $15.1B, Timothy Plan Intl ETF (De) with a value of $9.44B, and Vanguard Small Cap ETF with a value of $9.17B.

Examining the 13F form we can see an increase of $4.12B in the current position value, from $168B to 172B.

O'Connor Financial Group LLC is based out at Quincy, IL

Below you can find more details about O'Connor Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $166 Billion
Technology: $2.75 Billion
Communication Services: $872 Million
Consumer Cyclical: $479 Million
Financial Services: $414 Million
Energy: $368 Million
Healthcare: $233 Million
Industrials: $210 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $172 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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