O'Connor Financial Group LLC Purchases in Q3 2024

O'Connor Financial Group LLC

  • $190 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.39K
+ 7.9%
$475.2 - $527.7 $1.13M - $1.26M
32.6K $17.2B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
25.5K
+ 6.52%
$42.87 - $45.76 $1.09M - $1.16M
416K $18.8B
VB
Vanguard Small Cap ETF

ETFs
3.73K
+ 8.87%
$214.77 - $237.72 $800K - $886K
45.8K $10.9B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.9K
+ 16.24%
$77.02 - $85.06 $917K - $1.01M
85.2K $7.2B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19.5K
+ 7.83%
$33.74 - $37.96 $659K - $742K
269K $10.1B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
10.9K
+ 5.89%
$94.39 - $96.15 $1.03M - $1.05M
196K $18.8B
VO
Vanguard Mid Cap ETF

ETFs
1.19K
+ 3.85%
$237.84 - $263.83 $282K - $313K
31.9K $8.42B
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
21K
New
$31.92 - $33.91 $671K - $712K
21K $712M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1K
+ 6.22%
$434.77 - $502.96 $435K - $503K
17.1K $8.33B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.7K
+ 6.63%
$25.21 - $28.46 $320K - $361K
204K $5.74B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
7.5K
+ 23.38%
$52.1 - $59.66 $391K - $447K
39.6K $2.34B
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
119
+ 0.08%
$34.95 - $39.2 $4.16K - $4.66K
144K $5.62B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.3K
+ 12.42%
$50.25 - $50.74 $467K - $472K
84.2K $4.27B
USEP
Innovator U.S. Equity Ultra Bu
13.2K
New
N/A
13.2K $459M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
13K
+ 6.78%
$24.39 - $25.28 $318K - $329K
205K $5.16B
SRLN
Ssga Active Trust

ETFs
9.91K
+ 7.43%
$40.93 - $41.85 $406K - $415K
143K $5.98B
TPHD
Timothy Plan High Divid Stk Et

ETFs
947
+ 0.87%
$34.67 - $37.7 $32.8K - $35.7K
109K $4.12B
TSLA
Tesla, Inc.

Consumer Cyclical
786
New
$191.76 - $263.26 $151K - $207K
786 $206M
AAPL
Apple Inc.

Technology
61
+ 1.75%
$207.23 - $234.82 $12.6K - $14.3K
3.54K $824M
EFA
Ishares Tr Msci Eafe ETF

ETFs
409
+ 4.17%
$75.32 - $84.37 $30.8K - $34.5K
10.2K $854M
EFV
Msci Eafe Value ETF

ETFs
5
+ 0.03%
$51.72 - $57.96 $259 - $290
14.7K $844M
META
Meta Platforms, Inc.

Communication Services
5
+ 0.77%
$453.41 - $572.44 $2.27K - $2.86K
651 $373M
PJAN
Innovator U.S. Equity Power Bu

ETFs
194
+ 0.6%
$39.31 - $41.32 $7.63K - $8.02K
32.5K $1.34B
BALT
Innovator Etfs Tr
922
+ 5.38%
$29.76 - $30.83 $27.4K - $28.4K
18.1K $557M
AVGO
Broadcom Inc.

Technology
1.25K
+ 1002.4%
$136.27 - $1745.86 $171K - $2.19M
1.38K $238M
VEA
Vanguard Ftse Developed Market

ETFs
221
+ 3.75%
$47.6 - $53.31 $10.5K - $11.8K
6.11K $323M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 1.22%
$405.19 - $478.57 $2.43K - $2.87K
499 $230M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
109
+ 0.98%
$47.95 - $49.61 $5.23K - $5.41K
11.3K $557M
XOM
Exxon Mobil Corp

Energy
57
+ 1.78%
$109.72 - $119.0 $6.25K - $6.78K
3.25K $381M
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.95%
$194.9 - $224.8 $1.95K - $2.25K
1.06K $224M
PFEB
Innovator U.S. Equity Power Bu

ETFs
22
+ 0.32%
$34.29 - $36.04 $754 - $793
6.98K $251M
NVDA
Nvidia Corp

Technology
122
+ 1.83%
$98.91 - $134.91 $12.1K - $16.5K
6.79K $825M
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 2.22%
$161.02 - $200.0 $8.86K - $11K
2.54K $473M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.06%
$148.65 - $191.18 $149 - $191
1.56K $258M
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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