Latest Financial Connections Group, Inc. Stock Portfolio
Financial Connections Group, Inc. Performance:
2025 Q3: 1.25%YTD: 1.65%2024: 2.68%
Performance for 2025 Q3 is 1.25%, and YTD is 1.65%, and 2024 is 2.68%.
About Financial Connections Group, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Financial Connections Group, Inc. reported an equity portfolio of $256.3 Millions as of 30 Sep, 2025.
The top stock holdings of Financial Connections Group, Inc. are DFAC, EDV, VB. The fund has invested 13.4% of it's portfolio in DIMENSIONAL ETF TRUST and 8.2% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off ISHARES TR (AMPS), VANGUARD SCOTTSDALE FDS (BNDW) and NOVO-NORDISK A S stocks. They significantly reduced their stock positions in PROCTER AND GAMBLE CO (PG), ISHARES TR (ACWF) and SCHWAB CHARLES CORP (SCHW). Financial Connections Group, Inc. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), GLACIER BANCORP INC NEW (GBCI) and ALLIANT ENERGY CORP (LNT). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), GE VERNOVA INC and MERCK & CO INC (MRK).
The top stock holdings of Financial Connections Group, Inc. are DFAC, EDV, VB. The fund has invested 13.4% of it's portfolio in DIMENSIONAL ETF TRUST and 8.2% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off ISHARES TR (AMPS), VANGUARD SCOTTSDALE FDS (BNDW) and NOVO-NORDISK A S stocks. They significantly reduced their stock positions in PROCTER AND GAMBLE CO (PG), ISHARES TR (ACWF) and SCHWAB CHARLES CORP (SCHW). Financial Connections Group, Inc. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), GLACIER BANCORP INC NEW (GBCI) and ALLIANT ENERGY CORP (LNT). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), GE VERNOVA INC and MERCK & CO INC (MRK).
Financial Connections Group, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Financial Connections Group, Inc. made a return of 1.25% in the last quarter. In trailing 12 months, it's portfolio return was 2.09%.
New Buys
| Ticker | $ Bought |
|---|---|
| dimensional etf trust | 839,000 |
| dimensional etf trust | 671,000 |
| glacier bancorp inc new | 368,000 |
| alliant energy corp | 350,000 |
| bank marin bancorp | 291,000 |
| boeing co | 215,000 |
| corteva inc | 57,000 |
| blackrock etf trust ii | 53,000 |
New stocks bought by Financial Connections Group, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 3,413 |
| ge vernova inc | 1,550 |
| merck & co inc | 1,510 |
| ge aerospace | 1,500 |
| wells fargo co new | 1,403 |
| pfizer inc | 573 |
| disney walt co | 173 |
| pgim rock etf tr | 52.59 |
Additions to existing portfolio by Financial Connections Group, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| procter and gamble co | -95.54 |
| ishares tr | -89.77 |
| schwab charles corp | -78.68 |
| t rowe price etf inc | -75.81 |
| united parcel service inc | -68.37 |
| palantir technologies inc | -62.36 |
| cisco sys inc | -60.15 |
| gilead sciences inc | -58.48 |
Financial Connections Group, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -102,000 |
| bumble inc | -13,000 |
| vanguard scottsdale fds | -92,000 |
| ishares tr | -49,000 |
| novo-nordisk a s | -69,000 |
| vanguard scottsdale fds | -44,000 |
| unilever plc | -39,000 |
| comcast corp new | -21,000 |
Financial Connections Group, Inc. got rid off the above stocks
Sector Distribution
Financial Connections Group, Inc. has about 93.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 93.1 |
| Technology | 3.9 |
Market Cap. Distribution
Financial Connections Group, Inc. has about 6.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 93.1 |
| MEGA-CAP | 4.7 |
| LARGE-CAP | 1.8 |
Stocks belong to which Index?
About 6.1% of the stocks held by Financial Connections Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 93.6 |
| S&P 500 | 6.1 |
Financial Connections Group, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Financial Connections Group, Inc.
Financial Connections Group, Inc. has 241 stocks in it's portfolio. About 57.6% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Financial Connections Group, Inc. last quarter.
Last Reported on: 10 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.43 | 24,456 | 6,227,000 | reduced | -4.27 | ||
| AAXJ | ishares tr | 3.53 | 158,779 | 9,056,000 | reduced | -4.6 | ||
| AAXJ | ishares tr | 0.07 | 1,350 | 183,000 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.09 | 1,046 | 242,000 | reduced | -10.21 | ||
| ABR | arbor realty trust inc | 0.01 | 1,935 | 23,000 | added | 2.54 | ||
| ABT | abbott labs | 0.06 | 1,065 | 142,000 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.01 | 85.00 | 20,000 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.00 | 45.00 | 10,000 | reduced | -89.77 | ||
| ACWV | ishares inc | 2.14 | 45,701 | 5,480,000 | reduced | -1.8 | ||
| ACWV | ishares inc | 0.00 | 300 | 11,000 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.01 | 113 | 39,000 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.06 | 548 | 160,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.02 | 750 | 57,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.00 | 100 | 7,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.00 | 20.00 | 6,000 | unchanged | 0.00 | ||
| AFLG | first tr exchng traded fd vi | 0.00 | 408 | 13,000 | unchanged | 0.00 | ||
| AGNC | agnc invt corp | 0.01 | 1,703 | 16,000 | added | 3.71 | ||
| AGT | ishares tr | 0.00 | 196 | 10,000 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.00 | 100 | 8,000 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.00 | 78.00 | 6,000 | new | |||