Financial Connections Group, Inc. Top Holdings and 13F Report (2023) → CEO of Biggest AI Chipmaker Just Dropped a Bombshell… (From Banyan Hill Publishing) (Ad) About Financial Connections Group, Inc.Investment ActivityFinancial Connections Group, Inc. has $91.30 thousand in total holdings as of September 30, 2023.Financial Connections Group, Inc. owns shares of 165 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.08% of the portfolio was purchased this quarter.About 84.44% of the portfolio was sold this quarter.This quarter, Financial Connections Group, Inc. has purchased 237 new stocks and bought additional shares in 46 stocks.Financial Connections Group, Inc. sold shares of 27 stocks and completely divested from 118 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $25,608Dimensional World ex U.S. Core Equity 2 ETF $9,604Dimensional International Value ETF $9,046iShares ESG Advanced MSCI USA ETF $8,322Apple $4,418 Largest New Holdings this Quarter iShares Core MSCI EAFE ETF $60 HoldingiShares MSCI Emerging Markets ex China ETF $42 HoldingMANAGER DIRECTED PORTFOLIOS $37 Holding2023 ETF SERIES TRUST II $30 HoldingAvantis U.S. Large Cap Value ETF $24 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 88,051 shares (about $3.22K)T. Rowe Price Dividend Growth ETF 24,290 shares (about $923.16)Dimensional International Value ETF 19,194 shares (about $705.40)Dimensional World ex U.S. Core Equity 2 ETF 27,073 shares (about $688.74)iShares ESG Advanced Total USD Bond Market ETF 14,015 shares (about $600.31) Largest Sales this Quarter JPMorgan Active Value ETF 11,969 shares (about $717.35)NVIDIA 761 shares (about $696.51)Dimensional U.S. Small Cap ETF 7,602 shares (about $474.01)Alphabet 3,000 shares (about $462.50)Meta Platforms 737 shares (about $359.25) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Connections Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$25,608$3,217 ▲14.4%700,80228.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$9,604$689 ▲7.7%377,51510.5%ETFDFIVDimensional International Value ETF$9,046$705 ▲8.5%246,1439.9%ETFUSXFiShares ESG Advanced MSCI USA ETF$8,322$226 ▲2.8%184,3139.1%ManufacturingAAPLApple$4,418$468 ▲11.9%25,7644.8%Computer and TechnologyDMXFiShares ESG Advanced MSCI EAFE ETF$4,144$311 ▲8.1%60,8124.5%ManufacturingJPSTJPMorgan Ultra-Short Income ETF$4,055$37 ▼-0.9%80,3644.4%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$3,129$600 ▲23.7%73,0513.4%ETFTDVGT. Rowe Price Dividend Growth ETF$3,014$923 ▲44.2%79,3043.3%ETFDFASDimensional U.S. Small Cap ETF$2,995$474 ▼-13.7%48,0333.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,066$37 ▼-1.8%57,6352.3%ETFBRK.BBerkshire Hathaway$2,039$150 ▼-6.8%4,8472.2%FinanceESMLiShares ESG Aware MSCI USA Small-Cap ETF$1,729$87 ▼-4.8%42,9241.9%ETFJMUBJPMorgan Municipal ETF$713$12 ▲1.7%14,0510.8%ETFPHYLPGIM Active High Yield Bond ETF$698$125 ▼-15.2%19,9230.8%ETFPYLDPIMCO Multi Sector Bond Active ETF$669$210 ▲45.9%25,9430.7%ETFNUSCNuveen ESG Small-Cap ETF$648$35 ▼-5.1%15,5650.7%ETFDFSUDimensional US Sustainability Core 1 ETF$646$42 ▲6.9%18,7520.7%ETFJAVAJPMorgan Active Value ETF$565$717 ▼-55.9%9,4270.6%ETFIUSBiShares Core Total USD Bond Market ETF$505$32 ▲6.7%11,0610.6%ManufacturingTSLATesla$4310.0%2,4480.5%Auto/Tires/TrucksTBUXT. Rowe Price Ultra Short-Term Bond ETF$412$20 ▼-4.7%8,3470.5%ETFORCLOracle$366$5 ▲1.4%2,9060.4%Computer and TechnologyGOOGLAlphabet$362$28 ▼-7.1%2,3920.4%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$350$168 ▲91.9%10,3690.4%ETFAMZNAmazon.com$324$40 ▲14.2%1,7920.4%Retail/WholesaleTEQIT. Rowe Price Equity Income ETF$229$80 ▼-25.8%5,7520.3%ETFABBVAbbVie$200$9 ▲4.6%1,0940.2%MedicalSPYSPDR S&P 500 ETF Trust$187$3 ▲1.4%3570.2%FinanceVVisa$185$251 ▼-57.6%6620.2%Business ServicesDFUSDimensional U.S. Equity ETF$1620.0%2,8390.2%ETFIAGGiShares Core International Aggregate Bond ETF$144$7 ▲4.9%2,8810.2%ETFMETAMeta Platforms$136$359 ▼-72.5%2790.1%Computer and TechnologyABTAbbott Laboratories$129$7 ▲6.1%1,1300.1%MedicalCRMSalesforce$1260.0%4160.1%Computer and TechnologyBACBank of America$124$5 ▲4.5%3,2540.1%FinanceSPLGSPDR Portfolio S&P 500 ETF$112$1 ▼-0.9%1,8110.1%ETFTFLRT. Rowe Price Floating Rate ETF$108$168 ▼-60.9%2,0720.1%ETFUNHUnitedHealth Group$107$6 ▲6.4%2150.1%MedicalTCAFT. Rowe Price Capital Appreciation Equity ETF$106$15 ▲16.7%3,5010.1%ETFNEENextEra Energy$102$3 ▲2.8%1,5930.1%UtilitiesAMATApplied Materials$84$6 ▲7.4%4060.1%Computer and TechnologyAXPAmerican Express$77$346 ▼-81.8%3340.1%FinanceTSPAT. Rowe Price U.S. Equity Research ETF$74$72 ▲2,928.4%2,2410.1%ManufacturingEESWisdomTree U.S. SmallCap Fund$680.0%1,3500.1%FinanceNFLXNetflix$67$3 ▲4.8%1090.1%Consumer DiscretionaryNOWServiceNow$670.0%870.1%Computer and TechnologyMRKMerck & Co., Inc.$650.0%4880.1%MedicalDFATDimensional U.S. Targeted Value ETF$65$2 ▼-2.4%1,1800.1%ETFQQQInvesco QQQ$640.0%1420.1%FinanceHYXFiShares ESG Advanced High Yield Corporate Bond ETF$63$6 ▼-9.0%1,3600.1%ETFIEFAiShares Core MSCI EAFE ETF$60$60 ▲New Holding8000.1%ETFADBEAdobe$580.0%1130.1%Computer and TechnologyADPAutomatic Data Processing$560.0%2230.1%Business ServicesHDViShares Core High Dividend ETF$560.0%5080.1%ETFNVDANVIDIA$54$697 ▼-92.8%590.1%Computer and TechnologyPHOInvesco Water Resources ETF$47$0 ▲0.1%7040.1%ETFIDXXIDEXX Laboratories$460.0%840.1%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$42$42 ▲New Holding7250.0%ManufacturingJPMJPMorgan Chase & Co.$40$210 ▼-84.0%1970.0%FinanceIRIngersoll Rand$390.0%4010.0%Industrial ProductsVCITVanguard Intermediate-Term Corporate Bond ETF$39$4 ▲11.6%4800.0%ETFORLYO'Reilly Automotive$380.0%330.0%Retail/WholesaleMANAGER DIRECTED PORTFOLIOS$37$37 ▲New Holding1,5290.0%VERT GLB SUST REGOOGAlphabet$37$463 ▼-92.6%2400.0%Computer and TechnologyACNAccenture$33$3 ▲9.4%930.0%Business ServicesISRGIntuitive Surgical$33$130 ▼-79.8%810.0%Medical2023 ETF SERIES TRUST II$30$30 ▲New Holding1,0000.0%GMO US QUALITY EGSKGSK$260.0%5930.0%MedicalAVLVAvantis U.S. Large Cap Value ETF$24$24 ▲New Holding3650.0%ETFGLDSPDR Gold Shares$240.0%1160.0%FinanceZBHZimmer Biomet$23$0 ▲0.6%1700.0%MedicalCGDVCapital Group Dividend Value ETF$23$23 ▲New Holding6900.0%ETFABRArbor Realty Trust$22$1 ▲3.4%1,6170.0%FinanceETEnergy Transfer$21$0 ▲2.2%1,2980.0%Oils/EnergyDUKDuke Energy$19$0 ▲0.5%1880.0%UtilitiesAPDAir Products and Chemicals$19$4 ▼-17.6%750.0%Basic MaterialsAWKAmerican Water Works$180.0%1410.0%UtilitiesCMCSAComcast$180.0%3960.0%Consumer DiscretionaryCTVACorteva$18$48 ▼-72.8%3110.0%Basic MaterialsMDYSPDR S&P MidCap 400 ETF Trust$180.0%310.0%ETFVNQVanguard Real Estate ETF$18$18 ▲New Holding2000.0%ETFUWMCUWM$18$0 ▲1.5%2,4630.0%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$170.0%900.0%FinancePLTRPalantir Technologies$170.0%7150.0%Business ServicesNLYAnnaly Capital Management$170.0%8220.0%FinanceGOVTiShares U.S. Treasury Bond ETF$16$0 ▲0.6%6700.0%ETFTOUST. Rowe Price International Equity ETF$16$16 ▲New Holding5490.0%ETFXYLXylem$15$0 ▲0.9%1100.0%Industrial ProductsELQDiShares ESG Advanced Investment Grade Corporate Bond ETF$15$15 ▲New Holding1720.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$15$15 ▲New Holding5000.0%ETFCSCOCisco Systems$15$4 ▲32.9%2870.0%Computer and TechnologyXOMExxon Mobil$14$14 ▲New Holding1130.0%Oils/EnergyAGNCAGNC Investment$14$1 ▲3.8%1,3630.0%FinanceVALEVale$130.0%1,0000.0%Basic MaterialsDFAIDimensional International Core Equity Market ETF$120.0%3860.0%ETFWTRGEssential Utilities$120.0%3000.0%UtilitiesSCZiShares MSCI EAFE Small-Cap ETF$12$12 ▲New Holding1850.0%ETFPCGPG&E$11$9 ▲500.0%6000.0%UtilitiesOBDCBlue Owl Capital$11$0 ▲2.5%6580.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
