O'Connor Financial Group LLC Portfolio Holdings by Sector

O'Connor Financial Group LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs LDUR VOO FIXD SPDW VB TPIF SCHD VO 35 stocks	$184 Million 96.65% of portfolio	23	11	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.02 Million 0.53% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$854,763 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$851,495 0.45% of portfolio	1	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$841,872 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$661,214 0.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$543,572 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$390,447 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$279,071 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$278,166 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$261,980 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$204,736 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$204,149 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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