O'Connor Financial Group LLC Purchases and Sells in Q4 2025

O'Connor Financial Group LLC

$251 Billion
Q4 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	887 + 0.69%	$95.19 - $100.66 $84.4K - $89.3K	130K $14.1B
LDUR	11.6K + 5.28%	$95.75 - $96.31 $1.11M - $1.12M	231K $22.2B
BOND	11K + 4.88%	$93.0 - $94.55 $1.02M - $1.04M	236K $22.1B
VOO	106 + 0.24%	$600.51 - $631.95 $63.7K - $67K	43.9K $27.8B
DGS	2.1K + 1.75%	$55.31 - $57.46 $116K - $120K	121K $7.43B
EVENTIDE US MARKET ETF	9.38K + 1.92%	N/A	498K $13.7B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RDVY	153K New	$65.02 - $68.31 $9.93M - $10.4M	153K $11B
UNOV	36K New	$37.41 - $37.91 $1.35M - $1.36M	36K $1.38B
UJAN	10.1K New	$41.77 - $42.6 $421K - $429K	10.1K $439M
PNOV	7.18K New	N/A	7.18K $302M
UDEC	7.23K New	$37.91 - $39.12 $274K - $283K	7.23K $288M
LLY	268 New	$799.57 - $1025.28 $214K - $275K	268 $285M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UJUN	-25.8K - 74.23%	$36.45 - $37.01 $940K - $954K	8.95K $337M
IVW	-486 - 10.35%	$118.29 - $126.28 $57.5K - $61.4K	4.21K $520M
SPY	-19 - 4.52%	$653.02 - $687.39 $12.4K - $13.1K	401 $277M
QQQM	-57 - 4.05%	$242.67 - $261.79 $13.8K - $14.9K	1.35K $346M
SMMD	-133 - 2.62%	$72.05 - $75.66 $9.58K - $10.1K	4.95K $396M
ACWX	-216 - 3.14%	$63.98 - $67.45 $13.8K - $14.6K	6.66K $470M

Activity Summary All Purchases 42 New Holdings 7 Increased Positions 35 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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