O'Connor Financial Group LLC Purchases in Q4 2025

O'Connor Financial Group LLC

  • $251 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
153K
New
$65.02 - $68.31 $9.93M - $10.4M
153K $11B
UNOV
Earth Science Tech, Inc.

ETFs
36K
New
$37.41 - $37.91 $1.35M - $1.36M
36K $1.38B
AVUV
American Centy ETF Tr Avantis

ETFs
887
+ 0.69%
$95.19 - $100.66 $84.4K - $89.3K
130K $14.1B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
11.6K
+ 5.28%
$95.75 - $96.31 $1.11M - $1.12M
231K $22.2B
BOND
Pimco Active Bond Exchange Tra

ETFs
11K
+ 4.88%
$93.0 - $94.55 $1.02M - $1.04M
236K $22.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
106
+ 0.24%
$600.51 - $631.95 $63.7K - $67K
43.9K $27.8B
DGS
Wisdomtree Emerging Markets Sm

ETFs
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
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
10.1K
New
$41.77 - $42.6 $421K - $429K
10.1K $439M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
1.64K
+ 1.08%
$39.83 - $41.72 $65.5K - $68.6K
154K $6.77B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.81K
+ 5.04%
$50.57 - $50.77 $344K - $346K
142K $7.2B
Pimco Multisector Bond Active Exchange Traded Fund
12.5K
+ 5.25%
N/A
251K $6.74B
PNOV
Innovator U.S. Equity Power Bu
7.18K
New
N/A
7.18K $302M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
7.23K
New
$37.91 - $39.12 $274K - $283K
7.23K $288M
LLY
Eli Lilly & CO

Healthcare
268
New
$799.57 - $1025.28 $214K - $275K
268 $285M
SRLN
Ssga Active Trust

ETFs
7.32K
+ 4.41%
$41.05 - $41.54 $300K - $304K
173K $7.15B
WMT
Walmart Inc.

Consumer Defensive
1.77K
New
$101.18 - $109.03 $179K - $193K
1.77K $208M
GOOGL
Alphabet Inc.

Communication Services
41
+ 2.25%
$236.57 - $291.31 $9.7K - $11.9K
1.86K $611M
VB
Vanguard Small Cap ETF

ETFs
33
+ 0.45%
$248.1 - $260.08 $8.19K - $8.58K
7.35K $2.02B
VBR
Vanguard Small Cap Value ETF

ETFs
81
+ 0.96%
$201.42 - $211.15 $16.3K - $17.1K
8.49K $1.9B
GOOG
Alphabet Inc.

Communication Services
2
+ 0.12%
$237.49 - $291.74 $475 - $583
1.62K $532M
XOM
Exxon Mobil Corp

Energy
60
+ 1.75%
$110.64 - $119.78 $6.64K - $7.19K
3.49K $471M
AMZN
Amazon Com Inc

Consumer Cyclical
91
+ 2.85%
$213.04 - $254.0 $19.4K - $23.1K
3.29K $786M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
711
+ 1.89%
$44.97 - $46.55 $32K - $33.1K
38.3K $1.81B
NVDA
Nvidia Corp

Technology
330
+ 4.09%
$179.83 - $207.04 $59.3K - $68.3K
8.39K $1.58B
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.18%
$157.0 - $179.44 $628 - $718
2.25K $442M
VTV
Vanguard Value ETF

ETFs
2
+ 0.04%
$182.87 - $189.72 $366 - $379
5.04K $997M
PSEP
Innovator U.S. Equity Power Bu
61
+ 0.17%
N/A
36.1K $1.59B
VEA
Vanguard Ftse Developed Market

ETFs
3
+ 0.05%
$59.18 - $62.09 $178 - $186
6.48K $426M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
587
+ 4.69%
$49.78 - $50.16 $29.2K - $29.4K
13.1K $656M
TPHD
Timothy Plan High Divid Stk Et

ETFs
284
+ 1.6%
$37.87 - $39.43 $10.8K - $11.2K
18.1K $728M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
204
+ 0.99%
$37.8 - $38.45 $7.71K - $7.84K
20.9K $815M
TSLA
Tesla, Inc.

Consumer Cyclical
31
+ 3.46%
$401.99 - $468.37 $12.5K - $14.5K
927 $416M
IBM
International Business Machines Corp

Technology
9
+ 1.08%
$275.97 - $314.98 $2.48K - $2.83K
843 $247M
AAPL
Apple Inc.

Technology
152
+ 3.65%
$245.27 - $275.25 $37.3K - $41.8K
4.32K $1.07B
AVGO
Broadcom Inc.

Technology
50
+ 3.2%
$324.63 - $385.98 $16.2K - $19.3K
1.61K $516M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
27
+ 4.8%
$475.68 - $513.11 $12.8K - $13.9K
589 $282M
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.89%
$294.11 - $320.41 $2.94K - $3.2K
1.14K $339M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.27%
$609.01 - $751.67 $1.22K - $1.5K
748 $493M
MSFT
Microsoft Corp

Technology
43
+ 1.69%
$496.82 - $542.07 $21.4K - $23.3K
2.58K $1.2B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.12K
+ 2.6%
$74.62 - $78.21 $158K - $165K
83.6K $5.92B
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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