O'Connor Financial Group LLC Portfolio Holdings

O'Connor Financial Group LLC

  • $192 Billion
  • Q1 2025

O'Connor Financial Group LLC has filed its 13F form on April 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 55 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 $19.9B, Vanguard Index Fds S&P 500 ETF with a value of $19.6B, First Tr ETF Viii Tcw Opportun with a value of $18.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $10.6B, and Vanguard Small Cap ETF with a value of $10.6B.

Examining the 13F form we can see an increase of $1B in the current position value, from $191B to 192B.

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 $192 Billion
ETFs: $185 Billion
Technology: $2.92 Billion
Communication Services: $851 Million
Consumer Cyclical: $748 Million
Financial Services: $541 Million
Energy: $390 Million
Industrials: $278 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $192 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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