O'Connor Financial Group LLC
Q1 2025 13F Holdings
- Locationquincy, IL
- Num holdings
55
- Value ($000)
$192,365
- Date Filed04/07/2025
- Form type13F-HR
- CIK0001973783
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF | ETF | 72201R718 | $19.87M | 10 % | 207,019 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $19.60M | 10 % | 38,146 | ||
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | ETF | 33740F805 | $18.47M | 10 % | 421,266 | ||
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 78463X889 | $10.60M | 6 % | 291,039 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $10.58M | 6 % | 47,726 | ||
TIMOTHY PLAN INTERNATIONAL ETF | ETF | 887432334 | $10.52M | 6 % | 365,918 | ||
SCHD SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 | $8.80M | 5 % | 314,794 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $8.16M | 4 % | 31,552 | ||
NDQ INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | $8.06M | 4 % | 17,192 | ||
TIMOTHY PLAN US LARGE/MID CAP CORE ETF | ETF | 887432359 | $7.63M | 4 % | 179,800 |
Rows Per Page
10
- 10
- 50
- 100