O'Connor Financial Group LLC Portfolio Holdings
O'Connor Financial Group LLC
- $227 Billion
- Q2 2025
O'Connor Financial Group LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $227 Billion distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $24.4B, Pimco Enhanced Low Duration Ac with a value of $20.6B, Pimco Active Bond Exchange Tra with a value of $20.3B, Eventide Us Market ETF with a value of $13B, and American Centy ETF Tr Avantis with a value of $12B.
Examining the 13F form we can see an increase of $34.4B in the current position value, from $192B to 227B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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