O'Connor Financial Group LLC Portfolio Holdings

O'Connor Financial Group LLC

  • $190 Billion
  • Q3 2024

O'Connor Financial Group LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Opportun with a value of $18.8B, Pimco Enhanced Low Duration Ac with a value of $18.8B, Vanguard Index Fds S&P 500 ETF with a value of $17.2B, Vanguard Small Cap ETF with a value of $10.9B, and Timothy Plan Intl ETF (De) with a value of $10.3B.

Examining the 13F form we can see an increase of $18.4B in the current position value, from $172B to 190B.

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 $190 Billion
ETFs: $183 Billion
Technology: $2.84 Billion
Communication Services: $869 Million
Consumer Cyclical: $678 Million
Financial Services: $454 Million
Energy: $381 Million
Industrials: $251 Million
Healthcare: $224 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$178B
$251 Million 0.13% of portfolio
2,074
Q3 2024 Reduced 0.72%
$68.8B
$238 Million 0.12% of portfolio
1,378
Q3 2024 Added 1,002.4%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $190 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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