O'Connor Financial Group LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$190M
Signature - Title
Jackson O'Connor - CCO
Location
Quincy, IL
Summary
This page shows a list of all the recent 13F filings made by O'Connor Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. O'Connor Financial Group LLC reported 55 stock holdings with total value $190M as of Q3 2024. Top holdings included FIXD, LDUR, VOO, VB, and TPIF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 55 $190M +$11M -$1.95M +$9.09M FIXD, LDUR, VOO, VB, TPIF 13F-HR 10/8/2024, 02:07 PM
Q2 2024 52 $172M +$7.47M -$2.27M +$5.19M LDUR, FIXD, VOO, TPIF, VB 13F-HR 8/13/2024, 12:49 PM
Q1 2024 47 $168M +$26.9M -$28M -$1.08M LDUR, FIXD, VOO, TPIF, VB 13F-HR 4/11/2024, 11:05 AM
Q4 2023 51 $162M +$5.46M -$2.22M +$3.24M FIXD, LDUR, TPLC, VOO, VB 13F-HR 1/17/2024, 05:26 PM
Q3 2023 50 $146M +$6.54M -$701K +$5.84M LDUR, FIXD, TPLC, VOO, VB 13F-HR 10/20/2023, 12:17 PM
Q2 2023 50 $145M +$15.2M -$6.29M +$8.9M FIXD, LDUR, TPLC, VOO, VB 13F-HR 7/14/2023, 03:54 PM
Q1 2023 51 $133M $0 $0 FIXD, LDUR, TPLC, VOO, TPIF 13F-HR 4/14/2023, 01:42 PM