Latest Financial Connections Group, Inc. Stock Portfolio
Financial Connections Group, Inc. Performance:
2026 Q1: -2.42%YTD: -2.42%2025: 13.91%
Performance for 2026 Q1 is -2.42%, and YTD is -2.42%, and 2025 is 13.91%.
About Financial Connections Group, Inc. and 13F Hedge Fund Stock Holdings
On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Financial Connections Group, Inc. reported an equity portfolio of $287.6 Millions as of 31 Mar, 2026.
The top stock holdings of Financial Connections Group, Inc. are DFAC, EDV, DFAC. The fund has invested 15.1% of it's portfolio in DIMENSIONAL ETF TRUST and 6.5% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off SERVICENOW INC (NOW), PTC INC (PTC) and DOLBY LABORATORIES INC (DLB) stocks. They significantly reduced their stock positions in GEO GROUP INC NEW (GEO), LOWES COS INC (LOW) and MARVELL TECHNOLOGY INC (MRVL). Financial Connections Group, Inc. opened new stock positions in ISHARES TR (DMXF), EXXON MOBIL CORP (XOM) and VALERO ENERGY CORP (VLO). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), BLACKROCK ETF TRUST II (HYMU) and VANGUARD BD INDEX FDS (BIV).
The top stock holdings of Financial Connections Group, Inc. are DFAC, EDV, DFAC. The fund has invested 15.1% of it's portfolio in DIMENSIONAL ETF TRUST and 6.5% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off SERVICENOW INC (NOW), PTC INC (PTC) and DOLBY LABORATORIES INC (DLB) stocks. They significantly reduced their stock positions in GEO GROUP INC NEW (GEO), LOWES COS INC (LOW) and MARVELL TECHNOLOGY INC (MRVL). Financial Connections Group, Inc. opened new stock positions in ISHARES TR (DMXF), EXXON MOBIL CORP (XOM) and VALERO ENERGY CORP (VLO). The fund showed a lot of confidence in some stocks as they added substantially to ADVANCED MICRO DEVICES INC (AMD), BLACKROCK ETF TRUST II (HYMU) and VANGUARD BD INDEX FDS (BIV).
Financial Connections Group, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Financial Connections Group, Inc. made a return of -2.42% in the last quarter. In trailing 12 months, it's portfolio return was 12.84%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 53,000 |
| exxon mobil corp | 53,000 |
| valero energy corp | 48,000 |
| dimensional etf trust | 29,000 |
| at&t inc | 23,000 |
| vanguard tax-managed fds | 23,000 |
| dimensional etf trust | 20,000 |
| iron mtn inc del | 18,000 |
New stocks bought by Financial Connections Group, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| advanced micro devices inc | 2,860 |
| blackrock etf trust ii | 667 |
| vanguard bd index fds | 485 |
| warner bros discovery inc | 266 |
| rivian automotive inc | 260 |
| chevron corp new | 129 |
| pgim rock etf tr | 127 |
| pimco etf tr | 106 |
Additions to existing portfolio by Financial Connections Group, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| geo group inc new | -66.67 |
| lowes cos inc | -58.82 |
| marvell technology inc | -50.00 |
| oracle corp | -44.29 |
| ishares tr | -42.74 |
| thermo fisher scientific inc | -27.59 |
| t rowe price etf inc | -22.69 |
| vanguard bd index fds | -20.33 |
Financial Connections Group, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| servicenow inc | -71,000 |
| gannett co inc | -1,000 |
| dolby laboratories inc | -14,000 |
| select sector spdr tr | -10,000 |
| invesco exch traded fd tr ii | -3,000 |
| ptc inc | -17,000 |
| uber technologies inc | -6,000 |
| dell technologies inc | -9,000 |
Financial Connections Group, Inc. got rid off the above stocks
Sector Distribution
Financial Connections Group, Inc. has about 94.2% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 94.2 |
| Technology | 3 |
Market Cap. Distribution
Financial Connections Group, Inc. has about 5.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 94.2 |
| MEGA-CAP | 4.3 |
| LARGE-CAP | 1.2 |
Stocks belong to which Index?
About 5.1% of the stocks held by Financial Connections Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 94.6 |
| S&P 500 | 5.1 |
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 251 stocks in it's portfolio. About 56.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for Financial Connections Group, Inc. last quarter.
Last Reported on: 01 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.14 | 24,264 | 6,158,000 | reduced | -0.72 | ||
| AAXJ | ishares tr | 3.04 | 153,857 | 8,748,000 | reduced | -2.22 | ||
| AAXJ | ishares tr | 0.04 | 773 | 102,000 | reduced | -42.74 | ||
| ABBV | abbvie inc | 0.08 | 1,046 | 227,000 | unchanged | 0.00 | ||
| ABR | arbor realty trust inc | 0.01 | 2,078 | 16,000 | added | 3.95 | ||
| ABT | abbott labs | 0.04 | 1,065 | 109,000 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.00 | 66.00 | 13,000 | unchanged | 0.00 | ||
| ACWV | ishares inc | 1.85 | 44,539 | 5,322,000 | reduced | -0.97 | ||
| ACWV | ishares inc | 0.00 | 300 | 13,000 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.01 | 113 | 27,000 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.04 | 548 | 111,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.05 | 1,500 | 137,000 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.00 | 100 | 8,000 | unchanged | 0.00 | ||
| AFLG | first tr exchng traded fd vi | 0.00 | 408 | 13,000 | unchanged | 0.00 | ||
| AGGP | new york life investments et | 0.00 | 449 | 15,000 | new | |||
| AGNC | agnc invt corp | 0.01 | 1,822 | 18,000 | added | 3.29 | ||
| AGT | ishares tr | 0.47 | 29,454 | 1,364,000 | reduced | -5.57 | ||
| AGT | ishares tr | 0.00 | 203 | 10,000 | added | 0.5 | ||
| AGT | ishares tr | 0.00 | 100 | 8,000 | unchanged | 0.00 | ||
| AGZD | wisdomtree tr | 0.03 | 1,350 | 78,000 | unchanged | 0.00 | ||