Financial Connections Group
Latest statistics and disclosures from Financial Connections Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JAVA, CMF, VUG, DFAU, DFAS, and represent 36.58% of Financial Connections Group's stock portfolio.
- Added to shares of these 10 stocks: JAVA (+$14M), JPST, NUSC, NUDM, DFAX, Dimensional Etf Trust, DFAS, VIGI, EUSB, AAPL.
- Started 30 new stock positions in AMAT, SAN, BA, AVGO, MA, NUDM, AMC, BABA, CARR, DFSV.
- Reduced shares in these 10 stocks: TEQI (-$13M), VTEB, TBUX, ESML, CMF, HYMB, SRLN, USXF, VUG, VSGX.
- Sold out of its positions in Annaly Capital Management, BDX, CION, Credit Suisse Nassau Brh slvrflo etn lk, GlaxoSmithKline, PNQI, MDLZ, SRLN, SNOW, UL. UPST, VEA, VWO, WAB, Atlassian Corp Plc cl a.
- Financial Connections Group was a net seller of stock by $-722k.
- Financial Connections Group has $127M in assets under management (AUM), dropping by 6.96%.
- Central Index Key (CIK): 0001907157
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Portfolio Holdings for Financial Connections Group
Financial Connections Group holds 252 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 10.9 | $14M | NEW | 270k | 51.23 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 7.7 | $9.8M | -8% | 174k | 56.11 | |
| Vanguard Index Fds Growth Etf (VUG) | 6.3 | $8.0M | -3% | 38k | 213.11 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 5.9 | $7.5M | 276k | 27.02 | ||
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 5.7 | $7.3M | +5% | 142k | 51.15 | |
| Dimensional Etf Trust World Ex Us Core (DFAX) | 5.6 | $7.1M | +6% | 330k | 21.60 | |
| Dimensional Etf Trust Internatnal Val (DFIV) | 5.3 | $6.8M | -2% | 223k | 30.40 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 4.6 | $5.8M | +5% | 84k | 69.63 | |
| Ishares Msci Gbl Min Vol (ACWV) | 4.2 | $5.3M | -2% | 56k | 95.02 | |
| Ishares Tr Esg Aware Msci (ESML) | 3.6 | $4.5M | -20% | 138k | 32.88 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 3.2 | $4.1M | -7% | 133k | 30.66 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 2.3 | $2.9M | 54k | 54.27 | ||
| Vanguard Index Fds Large Cap Etf (VV) | 2.2 | $2.7M | -4% | 16k | 174.17 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 1.9 | $2.4M | 37k | 65.84 | ||
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| Apple (AAPL) | 1.9 | $2.4M | +9% | 19k | 129.89 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 1.9 | $2.3M | -9% | 48k | 49.19 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.7 | $2.1M | NEW | 43k | 50.11 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.0M | 6.4k | 308.88 | ||
| T Rowe Price Etf Ultra Shrt Trm (TBUX) | 1.5 | $1.9M | -46% | 40k | 48.44 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.4 | $1.8M | -5% | 60k | 29.69 | |
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 1.3 | $1.7M | +14% | 40k | 42.19 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 1.3 | $1.6M | +9% | 47k | 34.23 | |
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 1.2 | $1.5M | +6% | 45k | 33.60 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.2 | $1.5M | 7.5k | 200.48 | ||
| Ishares Tr Core Total Usd (IUSB) | 1.1 | $1.4M | +3% | 31k | 44.90 | |
| T Rowe Price Etf Price Div Grwt (TDVG) | 1.1 | $1.4M | +2% | 44k | 31.38 | |
| T Rowe Price Etf Price Eqt Income (TEQI) | 1.1 | $1.3M | -90% | 40k | 34.08 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $1.1M | -8% | 6.0k | 191.11 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $1.1M | 5.0k | 214.14 | ||
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.8 | $1.0M | NEW | 31k | 34.16 | |
| Microsoft Corporation (MSFT) | 0.6 | $743k | +19% | 3.1k | 239.68 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $674k | 1.9k | 351.04 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $496k | 9.6k | 51.64 | ||
| Ishares Tr Egsadvncdmsci Em (EMXF) | 0.4 | $489k | -4% | 14k | 34.03 | |
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.4 | $457k | NEW | 18k | 25.78 | |
| Dimensional Etf Trust Us Sustainabilty | 0.3 | $424k | NEW | 17k | 24.88 | |
| Union Pacific Corporation (UNP) | 0.3 | $397k | +4% | 1.9k | 206.66 | |
| Johnson & Johnson (JNJ) | 0.3 | $328k | +7% | 1.9k | 176.34 | |
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.2 | $290k | +3% | 7.1k | 41.12 | |
| Pepsi (PEP) | 0.2 | $280k | 1.6k | 180.18 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $258k | +48% | 2.9k | 88.14 | |
| Oracle Corporation (ORCL) | 0.2 | $231k | -4% | 2.8k | 81.65 | |
| Pfizer (PFE) | 0.2 | $229k | -7% | 4.5k | 51.15 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $220k | 4.6k | 47.55 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $217k | -9% | 1.4k | 151.43 | |
| Amazon (AMZN) | 0.2 | $217k | +99% | 2.6k | 83.78 | |
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $198k | -80% | 4.1k | 48.86 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $190k | 2.3k | 82.14 | ||
| Visa Com Cl A (V) | 0.1 | $176k | +20% | 851.00 | 206.82 | |
| Abbvie (ABBV) | 0.1 | $169k | 1.0k | 161.57 | ||
| Home Depot (HD) | 0.1 | $164k | +44% | 519.00 | 315.99 | |
| Colgate-Palmolive Company (CL) | 0.1 | $155k | 2.0k | 78.64 | ||
| Nextera Energy (NEE) | 0.1 | $144k | +10% | 1.7k | 83.19 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $140k | -4% | 807.00 | 173.48 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $134k | 352.00 | 380.68 | ||
| Abbott Laboratories (ABT) | 0.1 | $132k | +13% | 1.2k | 109.00 | |
| American Express Company (AXP) | 0.1 | $128k | +160% | 870.00 | 147.13 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $127k | 331.00 | 383.69 | ||
| Tesla Motors (TSLA) | 0.1 | $124k | 1.0k | 122.65 | ||
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $122k | -3% | 2.9k | 41.54 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $122k | 582.00 | 209.62 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $121k | 1.6k | 77.42 | ||
| Bank of America Corporation (BAC) | 0.1 | $119k | +16% | 3.6k | 32.91 | |
| UnitedHealth (UNH) | 0.1 | $113k | 214.00 | 528.04 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $104k | +42% | 965.00 | 107.77 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $94k | +542% | 2.1k | 43.90 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $93k | -95% | 1.9k | 49.15 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $83k | -3% | 1.8k | 44.91 | |
| Merck & Co (MRK) | 0.1 | $79k | +47% | 718.00 | 110.03 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $77k | +41% | 422.00 | 182.46 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $77k | +40% | 140.00 | 550.00 | |
| Danaher Corporation (DHR) | 0.1 | $76k | +4% | 290.00 | 262.07 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $73k | +222% | 551.00 | 132.49 | |
| Norfolk Southern (NSC) | 0.1 | $70k | 285.00 | 245.61 | ||
| Southern Company (SO) | 0.1 | $65k | 914.00 | 71.12 | ||
| Charles Schwab Corporation (SCHW) | 0.1 | $65k | +74% | 782.00 | 83.12 | |
| Fmc Corp Com New (FMC) | 0.0 | $62k | 500.00 | 124.00 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $61k | +207% | 304.00 | 200.66 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $59k | 497.00 | 118.71 | ||
| Meta Platforms Cl A (META) | 0.0 | $59k | +55% | 495.00 | 119.19 | |
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.0 | $57k | 1.4k | 42.22 | ||
| Rapid7 (RPD) | 0.0 | $56k | 1.7k | 33.53 | ||
| salesforce (CRM) | 0.0 | $55k | 416.00 | 132.21 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $54k | 517.00 | 104.45 | ||
| Automatic Data Processing (ADP) | 0.0 | $53k | 223.00 | 237.67 | ||
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $53k | NEW | 97.00 | 546.39 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $52k | 508.00 | 102.36 | ||
| Caterpillar (CAT) | 0.0 | $49k | +639% | 207.00 | 236.72 | |
| Chevron Corporation (CVX) | 0.0 | $49k | 275.00 | 178.18 | ||
| Gilead Sciences (GILD) | 0.0 | $43k | 504.00 | 85.32 | ||
| Palo Alto Networks (PANW) | 0.0 | $43k | 315.00 | 136.51 | ||
| Coca-Cola Company (KO) | 0.0 | $41k | 656.00 | 62.50 | ||
| American Tower Reit (AMT) | 0.0 | $41k | +46% | 198.00 | 207.07 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $40k | +1207% | 366.00 | 109.29 | |
| Starbucks Corporation (SBUX) | 0.0 | $39k | 400.00 | 97.50 | ||
| Adobe Systems Incorporated (ADBE) | 0.0 | $38k | 113.00 | 336.28 | ||
| Honeywell International (HON) | 0.0 | $38k | 180.00 | 211.11 | ||
| Flowers Foods (FLO) | 0.0 | $38k | 1.3k | 28.44 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $37k | -30% | 142.00 | 260.56 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $36k | 431.00 | 83.53 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $36k | 488.00 | 73.77 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $36k | +605% | 247.00 | 145.75 | |
| Applied Materials (AMAT) | 0.0 | $36k | NEW | 378.00 | 95.24 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $36k | 400.00 | 90.00 | ||
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $36k | 703.00 | 51.21 | ||
| Sempra Energy (SRE) | 0.0 | $35k | 229.00 | 152.84 | ||
| ConocoPhillips (COP) | 0.0 | $34k | +383% | 290.00 | 117.24 | |
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $34k | -62% | 500.00 | 68.00 | |
| IDEXX Laboratories (IDXX) | 0.0 | $34k | 84.00 | 404.76 | ||
| Nike CL B (NKE) | 0.0 | $33k | +4% | 287.00 | 114.98 | |
| Netflix (NFLX) | 0.0 | $33k | +1040% | 114.00 | 289.47 | |
| Servicenow (NOW) | 0.0 | $33k | 87.00 | 379.31 | ||
| Walt Disney Company (DIS) | 0.0 | $29k | +34% | 337.00 | 86.05 | |
| Target Corporation (TGT) | 0.0 | $28k | NEW | 191.00 | 146.60 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $27k | NEW | 441.00 | 61.22 | |
| O'reilly Automotive (ORLY) | 0.0 | $27k | 33.00 | 818.18 | ||
| Intel Corporation (INTC) | 0.0 | $27k | 1.0k | 25.99 | ||
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $26k | 120.00 | 216.67 | ||
| PPG Industries (PPG) | 0.0 | $25k | 201.00 | 124.38 | ||
| Mastercard Incorporated Cl A (MA) | 0.0 | $25k | NEW | 74.00 | 337.84 | |
| Paypal Holdings (PYPL) | 0.0 | $24k | +75% | 351.00 | 68.38 | |
| Illinois Tool Works (ITW) | 0.0 | $23k | 107.00 | 214.95 | ||
| Air Products & Chemicals (APD) | 0.0 | $23k | 75.00 | 306.67 | ||
| BlackRock (BLK) | 0.0 | $23k | +17% | 33.00 | 696.97 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $23k | NEW | 231.00 | 99.57 | |
| Analog Devices (ADI) | 0.0 | $22k | 139.00 | 158.27 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $22k | 85.00 | 258.82 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $22k | 380.00 | 57.89 | ||
| Zimmer Holdings (ZBH) | 0.0 | $21k | 169.00 | 124.26 | ||
| American Water Works (AWK) | 0.0 | $21k | 141.00 | 148.94 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $21k | +71% | 240.00 | 87.50 | |
| PNC Financial Services (PNC) | 0.0 | $20k | 131.00 | 152.67 | ||
| Ingersoll Rand (IR) | 0.0 | $20k | NEW | 401.00 | 49.88 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $19k | 187.00 | 101.60 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $19k | +2050% | 43.00 | 441.86 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $19k | NEW | 72.00 | 263.89 | |
| Boeing Company (BA) | 0.0 | $19k | NEW | 100.00 | 190.00 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $19k | 116.00 | 163.79 | ||
| Arbor Realty Trust (ABR) | 0.0 | $18k | +2% | 1.4k | 13.07 | |
| Corteva (CTVA) | 0.0 | $18k | 311.00 | 57.88 | ||
| Bhp Group Sponsored Ads (BHP) | 0.0 | $16k | NEW | 264.00 | 60.61 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $16k | 240.00 | 66.67 | ||
| Vale S A Sponsored Ads (VALE) | 0.0 | $16k | 1.0k | 16.00 | ||
| Broadcom (AVGO) | 0.0 | $16k | NEW | 30.00 | 533.33 | |
| Cisco Systems (CSCO) | 0.0 | $16k | 351.00 | 45.58 | ||
| SVB Financial (SIVB) | 0.0 | $15k | 66.00 | 227.27 | ||
| Essential Utils (WTRG) | 0.0 | $14k | 300.00 | 46.67 | ||
| JPMorgan Chase & Co. (JPM) | 0.0 | $14k | 105.00 | 133.33 | ||
| Vanguard World Extended Dur (EDV) | 0.0 | $14k | -36% | 171.00 | 81.87 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $14k | 648.00 | 21.60 | ||
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $13k | +2% | 1.2k | 11.25 | |
| Edwards Lifesciences (EW) | 0.0 | $13k | NEW | 186.00 | 69.89 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $13k | 31.00 | 419.35 | ||
| BP Sponsored Adr (BP) | 0.0 | $12k | NEW | 346.00 | 34.68 | |
| Carrier Global Corporation (CARR) | 0.0 | $12k | NEW | 299.00 | 40.13 | |
| ON Semiconductor (ON) | 0.0 | $12k | 200.00 | 60.00 | ||
| Ishares Msci Agriculture (VEGI) | 0.0 | $12k | 300.00 | 40.00 | ||
| 3M Company (MMM) | 0.0 | $12k | NEW | 105.00 | 114.29 | |
| Xylem (XYL) | 0.0 | $12k | 109.00 | 110.09 | ||
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $12k | +66% | 574.00 | 20.91 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $11k | 230.00 | 47.83 | ||
| Consolidated Edison (ED) | 0.0 | $11k | 125.00 | 88.00 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $11k | 90.00 | 122.22 | ||
| Hp (HPQ) | 0.0 | $11k | 437.00 | 25.17 | ||
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $11k | +4% | 1.1k | 9.57 | |
| Enbridge (ENB) | 0.0 | $10k | 264.00 | 37.88 | ||
| Valero Energy Corporation (VLO) | 0.0 | $10k | 82.00 | 121.95 | ||
| Verizon Communications (VZ) | 0.0 | $10k | 265.00 | 37.74 | ||
| Lyft Cl A Com (LYFT) | 0.0 | $10k | NEW | 978.00 | 10.22 | |
| Wells Fargo & Company (WFC) | 0.0 | $9.0k | 241.00 | 37.34 | ||
| Lowe's Companies (LOW) | 0.0 | $9.0k | 50.00 | 180.00 | ||
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $9.0k | NEW | 375.00 | 24.00 | |
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $8.0k | 331.00 | 24.17 | ||
| Frontier Communications Pare (FYBR) | 0.0 | $8.0k | 334.00 | 23.95 | ||
| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $8.0k | 100.00 | 80.00 | ||
| Wal-Mart Stores (WMT) | 0.0 | $8.0k | -58% | 59.00 | 135.59 | |
| Enterprise Products Partners (EPD) | 0.0 | $8.0k | 341.00 | 23.46 | ||
| Ishares Tr Global Reit Etf (REET) | 0.0 | $8.0k | 396.00 | 20.20 | ||
| Uwm Holdings Corporation Com Cl A (UWMC) | 0.0 | $7.0k | +3% | 2.2k | 3.13 | |
| Hldgs (UAL) | 0.0 | $7.0k | 206.00 | 33.98 | ||
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $7.0k | 100.00 | 70.00 | ||
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $7.0k | 350.00 | 20.00 | ||
| Owl Rock Capital Corporation (ORCC) | 0.0 | $6.0k | +2% | 582.00 | 10.31 | |
| Zoom Video Communications In Cl A (ZM) | 0.0 | $6.0k | NEW | 97.00 | 61.86 | |
| Eli Lilly & Co. (LLY) | 0.0 | $6.0k | 17.00 | 352.94 | ||
| Southwest Airlines (LUV) | 0.0 | $6.0k | 200.00 | 30.00 | ||
| General Electric Com New (GE) | 0.0 | $6.0k | +134% | 75.00 | 80.00 | |
| New York Mtg Tr Com Par $.02 (NYMT) | 0.0 | $6.0k | +3% | 2.4k | 2.52 | |
| Paramount Global Class B Com (PARA) | 0.0 | $5.0k | 314.00 | 15.92 | ||
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $5.0k | 300.00 | 16.67 | ||
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $5.0k | 115.00 | 43.48 | ||
| Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $5.0k | 500.00 | 10.00 | ||
| United Parcel Service CL B (UPS) | 0.0 | $5.0k | 31.00 | 161.29 | ||
| Palantir Technologies Cl A (PLTR) | 0.0 | $4.0k | 749.00 | 5.34 | ||
| Viatris (VTRS) | 0.0 | $4.0k | 383.00 | 10.44 | ||
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $4.0k | +168% | 268.00 | 14.93 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $4.0k | 83.00 | 48.19 | ||
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.0 | $4.0k | -93% | 167.00 | 23.95 | |
| Public Service Enterprise (PEG) | 0.0 | $4.0k | 75.00 | 53.33 | ||
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $4.0k | 143.00 | 27.97 | ||
| Nu Skin Enterprises Cl A (NUS) | 0.0 | $4.0k | 109.00 | 36.70 | ||
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $4.0k | +2% | 551.00 | 7.26 | |
| Organon & Co Common Stock (OGN) | 0.0 | $3.0k | 122.00 | 24.59 | ||
| Corning Incorporated (GLW) | 0.0 | $3.0k | 100.00 | 30.00 | ||
| Phillips 66 (PSX) | 0.0 | $3.0k | 30.00 | 100.00 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $3.0k | NEW | 40.00 | 75.00 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $3.0k | 100.00 | 30.00 | ||
| Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) | 0.0 | $3.0k | 200.00 | 15.00 | ||
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $3.0k | 100.00 | 30.00 | ||
| Rxo Common Stock | 0.0 | $3.0k | NEW | 200.00 | 15.00 | |
| Drdgold Spon Adr Repstg (DRD) | 0.0 | $3.0k | +3% | 533.00 | 5.63 | |
| Banco Santander Adr (SAN) | 0.0 | $3.0k | NEW | 1.1k | 2.65 | |
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $2.0k | +3% | 192.00 | 10.42 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $2.0k | 250.00 | 8.00 | ||
| Lumentum Hldgs (LITE) | 0.0 | $2.0k | 50.00 | 40.00 | ||
| Otis Worldwide Corp (OTIS) | 0.0 | $2.0k | NEW | 29.00 | 68.97 | |
| Regions Financial Corporation (RF) | 0.0 | $2.0k | 135.00 | 14.81 | ||
| Coinbase Global Com Cl A (COIN) | 0.0 | $2.0k | 70.00 | 28.57 | ||
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $1.0k | 412.00 | 2.43 | ||
| PG&E Corporation (PCG) | 0.0 | $1.0k | 100.00 | 10.00 | ||
| Ceragon Networks Ord (CRNT) | 0.0 | $1.0k | 1.0k | 1.00 | ||
| Xbiotech (XBIT) | 0.0 | $1.0k | 500.00 | 2.00 | ||
| Kontoor Brands (KTB) | 0.0 | $1.0k | 32.00 | 31.25 | ||
| Suro Capital Corp Com New (SSSS) | 0.0 | $1.0k | 500.00 | 2.00 | ||
| Fisker Cl A Com Stk (FSR) | 0.0 | $1.0k | NEW | 200.00 | 5.00 | |
| Zim Integrated Shipping Serv SHS (ZIM) | 0.0 | $999.999000 | 90.00 | 11.11 | ||
| Engine No 1 Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $999.999000 | 26.00 | 38.46 | ||
| Us Bancorp Del Com New (USB) | 0.0 | $0 | -97% | 6.00 | 0.00 | |
| Carnival Corp Common Stock (CCL) | 0.0 | $0 | -91% | 100.00 | 0.00 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $0 | 6.00 | 0.00 | ||
| Advanced Micro Devices (AMD) | 0.0 | $0 | -97% | 10.00 | 0.00 | |
| Gamestop Corp Cl A (GME) | 0.0 | $0 | 8.00 | 0.00 | ||
| Harvard Bioscience (HBIO) | 0.0 | $0 | 300.00 | 0.00 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $0 | 10.00 | 0.00 | ||
| Citigroup Com New (C) | 0.0 | $0 | 14.00 | 0.00 | ||
| Sunpower (SPWR) | 0.0 | $0 | 6.00 | 0.00 | ||
| Blackberry (BB) | 0.0 | $0 | 50.00 | 0.00 | ||
| Amc Entmt Hldgs Cl A Com (AMC) | 0.0 | $0 | NEW | 100.00 | 0.00 | |
| Vectrus (VVX) | 0.0 | $0 | 6.00 | 0.00 | ||
| Inseego (INSG) | 0.0 | $0 | 1.0k | 0.00 | ||
| Snap Cl A (SNAP) | 0.0 | $0 | 20.00 | 0.00 | ||
| Spotify Technology S A SHS (SPOT) | 0.0 | $0 | 5.00 | 0.00 | ||
| Cerence (CRNC) | 0.0 | $0 | 21.00 | 0.00 | ||
| XP Cl A (XP) | 0.0 | $0 | 9.00 | 0.00 | ||
| Annovis Bio (ANVS) | 0.0 | $0 | 25.00 | 0.00 | ||
| Corsair Gaming (CRSR) | 0.0 | $0 | 60.00 | 0.00 | ||
| Canoo Com Cl A (GOEV) | 0.0 | $0 | NEW | 500.00 | 0.00 | |
| Decibel Therapeutics (DBTX) | 0.0 | $0 | 300.00 | 0.00 | ||
| Ecovyst (ECVT) | 0.0 | $0 | 25.00 | 0.00 | ||
| T Rowe Price Etf Us Equity Resear (TSPA) | 0.0 | $0 | 38.00 | 0.00 | ||
| Bitnile Holdings (NILE) | 0.0 | $0 | 100.00 | 0.00 | ||
| Engine No 1 Etf Trust Transform Clmte (NETZ) | 0.0 | $0 | 18.00 | 0.00 | ||
Past Filings by Financial Connections Group
SEC 13F filings are viewable for Financial Connections Group going back to 2021
- Financial Connections Group 2022 Q4 filed Feb. 14, 2023
- Financial Connections Group 2022 Q3 filed Nov. 1, 2022
- Financial Connections Group 2022 Q2 filed July 22, 2022
- Financial Connections Group 2022 Q1 filed April 29, 2022
- Financial Connections Group 2021 Q4 filed Feb. 14, 2022