Financial-Connections-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "GDX",
  "NLY",
  "AR",
  "PCG",
  "RF",
  "FNDF",
  "FNDA",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "KTB",
  "GOOGL",
  "PXF",
  "AXP",
  "T",
  "LOW",
  "ABR",
  null,
  null,
  null,
  "DUK",
  "WTRG",
  null,
  null,
  null,
  null,
  null,
  "GILD",
  "HD",
  null,
  "DRD",
  "UNP",
  "GEO",
  "ISRG",
  "HSBC",
  "RIVN",
  null,
  null,
  "META",
  null,
  "LUNR",
  "IVW",
  null,
  null,
  "UWMC",
  null,
  null,
  null,
  "IWS",
  "MRVL",
  "MA",
  "MSFT",
  "EQT",
  "GE",
  "ORLY",
  "ZIM",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "HLN",
  "NVDA",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  null,
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "PPG",
  "FNDX",
  null,
  null,
  "NOW",
  "SRE",
  "SPDW",
  null,
  "SPLG",
  "SBUX",
  "SMFG",
  "TMO",
  "UBS",
  "UPS",
  "BIV",
  "VO",
  "VXF",
  "AGNC",
  "VV",
  "ASTS",
  "HBIO",
  "SCHW",
  null,
  "ACWV",
  null,
  null,
  "IWV",
  null,
  null,
  "VCIT",
  null,
  "VIG",
  "VVX",
  null,
  "VIAV",
  null,
  "GSK",
  "VYM",
  null,
  "LITE",
  null,
  "AMD",
  "IDXX",
  "PEG",
  "NVO",
  "VIGI",
  "AMZN",
  null,
  "LCID",
  "LUV",
  null,
  null,
  "DKS",
  "HII",
  null,
  "VEU",
  "ESGV",
  "VUG",
  null,
  "VALE",
  "VXUS",
  "VBK",
  "VTEB",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "V",
  "WBD",
  "WFC",
  null,
  "XYL",
  null,
  null,
  null,
  null,
  "PTC",
  "ET",
  "DVY",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  null,
  "NUS",
  "SO",
  "ON",
  "SBSW",
  "PSX",
  "OPEN",
  "CRM",
  "SNAP",
  null,
  null,
  "GEV",
  "ZBH",
  "FDX",
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "CCL",
  "LEU",
  "CRNC",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CSX",
  null,
  null,
  null,
  "DFAX",
  "RSP",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "JNJ",
  "TSLA",
  "AWK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 222
Total Value: 216461
Accession Number: 0001842974-25-000004
Form Type: 13F-HR
CIK: financial-connections-group
Manager Name: Financial-Connections-Group

Data Enrichment

75% identified

167 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

222 positions • $216.5K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 12

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25434V104

Shares:835.0K

Value:$32.1M

% of Portfolio:14828.5% ($32.1M/$216.5K)

921910733

ESGV|921910733

Shares:166.5K

Value:$16.3M

% of Portfolio:7535.8% ($16.3M/$216.5K)

922908736

VUG|922908736

Shares:34.8K

Value:$12.9M

% of Portfolio:5956.7% ($12.9M/$216.5K)

25434V807

Shares:296.4K

Value:$11.7M

% of Portfolio:5390.3% ($11.7M/$216.5K)

921946810

VIGI|921946810

Shares:136.1K

Value:$11.3M

% of Portfolio:5216.6% ($11.3M/$216.5K)

46641Q670

Shares:230.4K

Value:$10.8M

% of Portfolio:5006.4% ($10.8M/$216.5K)

464288356

Shares:191.7K

Value:$10.8M

% of Portfolio:4984.3% ($10.8M/$216.5K)

46436E767

Shares:220.5K

Value:$10.3M

% of Portfolio:4754.2% ($10.3M/$216.5K)

25434V880

DFAX|25434V880

Shares:342.4K

Value:$9.0M

% of Portfolio:4144.4% ($9.0M/$216.5K)

69420N692

Shares:289.5K

Value:$7.6M

% of Portfolio:3497.6% ($7.6M/$216.5K)

46641Q837

Shares:130.9K

Value:$6.6M

% of Portfolio:3062.4% ($6.6M/$216.5K)

25434V872

Shares:129.8K

Value:$6.4M

% of Portfolio:2973.3% ($6.4M/$216.5K)

921910725

VSGX|921910725

Shares:99.8K

Value:$5.9M

% of Portfolio:2719.2% ($5.9M/$216.5K)

Apple Inc.

AAPL|037833100

Shares:25.3K

Value:$5.6M

% of Portfolio:2592.6% ($5.6M/$216.5K)

464286525

ACWV|464286525

Shares:46.8K

Value:$5.4M

% of Portfolio:2514.5% ($5.4M/$216.5K)

46436E759

Shares:76.3K

Value:$5.1M

% of Portfolio:2372.3% ($5.1M/$216.5K)

90139K100

Shares:141.4K

Value:$4.4M

% of Portfolio:2042.4% ($4.4M/$216.5K)

922908637

VV|922908637

Shares:14.2K

Value:$3.6M

% of Portfolio:1682.1% ($3.6M/$216.5K)

14020Y607

Shares:130.9K

Value:$3.4M

% of Portfolio:1573.0% ($3.4M/$216.5K)

46641Q134

Shares:49.6K

Value:$3.2M

% of Portfolio:1461.2% ($3.2M/$216.5K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V104)✕	835.0K	QoQ +13.81% (+101.4K) YoY +19.15% (+134.2K)	All Managers (Combined)	$32.1M	14828.5% ($32.1M/$216.5K)	QoQ +8.05% (+$2) YoY +25.34% (+$6)
(ESGVcusip921910733)	166.5K	QoQ -0.10% (-175) YoY NEW(+166.5K)	All Managers (Combined)	$16.3M	7535.8% ($16.3M/$216.5K)	QoQ -6.71% (-$1) YoY NEW(+$16)
(VUGcusip922908736)	34.8K	QoQ -1.80% (-640) YoY NEW(+34.8K)	All Managers (Combined)	$12.9M	5956.7% ($12.9M/$216.5K)	QoQ -11.28% (-$2) YoY NEW(+$13)
(cusip25434V807)✕	296.4K	QoQ +11.14% (+29.7K) YoY +20.43% (+50.3K)	All Managers (Combined)	$11.7M	5390.3% ($11.7M/$216.5K)	QoQ +23.30% (+$2) YoY +28.98% (+$3)
(VIGIcusip921946810)	136.1K	QoQ +30.77% (+32.0K) YoY NEW(+136.1K)	All Managers (Combined)	$11.3M	5216.6% ($11.3M/$216.5K)	QoQ +35.60% (+$3) YoY NEW(+$11)
(cusip46641Q670)✕	230.4K	QoQ -50.13% (-231.6K) YoY NEW(+230.4K)	All Managers (Combined)	$10.8M	5006.4% ($10.8M/$216.5K)	QoQ -49.08% (-$10) YoY NEW(+$11)
(cusip464288356)✕	191.7K	QoQ -16.56% (-38.1K) YoY NEW(+191.7K)	All Managers (Combined)	$10.8M	4984.3% ($10.8M/$216.5K)	QoQ -18.01% (-$2) YoY NEW(+$11)
(cusip46436E767)✕	220.5K	QoQ +2.87% (-6.2K) YoY +19.64% (+36.2K)	All Managers (Combined)	$10.3M	4754.2% ($10.3M/$216.5K)	QoQ -3.43% (-$0) YoY +23.66% (+$2)
(DFAXcusip25434V880)	342.4K	QoQ -7.21% (-26.6K) YoY -9.29% (-35.1K)	All Managers (Combined)	$9.0M	4144.4% ($9.0M/$216.5K)	QoQ -2.21% (-$0) YoY -6.59% (-$1)
(cusip69420N692)✕	289.5K	QoQ +3717.20% (+281.9K) YoY NEW(+289.5K)	All Managers (Combined)	$7.6M	3497.6% ($7.6M/$216.5K)	QoQ +3685.50% (+$7) YoY NEW(+$8)
(cusip46641Q837)✕	130.9K	QoQ -18.90% (-30.5K) YoY +62.92% (+50.6K)	All Managers (Combined)	$6.6M	3062.4% ($6.6M/$216.5K)	QoQ -18.48% (-$2) YoY +63.47% (+$3)
(cusip25434V872)✕	129.8K	QoQ +221.15% (+89.4K) YoY NEW(+129.8K)	All Managers (Combined)	$6.4M	2973.3% ($6.4M/$216.5K)	QoQ +218.29% (+$4) YoY NEW(+$6)
(VSGXcusip921910725)	99.8K	QoQ +17.94% (+15.2K) YoY NEW(+99.8K)	All Managers (Combined)	$5.9M	2719.2% ($5.9M/$216.5K)	QoQ +22.67% (+$1) YoY NEW(+$6)
Apple Inc.(AAPLcusip037833100)	25.3K	QoQ +4.33% (-1.1K) YoY -1.93% (-498)	All Managers (Combined)	$5.6M	2592.6% ($5.6M/$216.5K)	QoQ -7.45% (-$0) YoY +27.02% (-$1)
(ACWVcusip464286525)	46.8K	QoQ -0.56% (-264) YoY NEW(+46.8K)	All Managers (Combined)	$5.4M	2514.5% ($5.4M/$216.5K)	QoQ +5.97% (-$0) YoY NEW(+$5)
(cusip46436E759)✕	76.3K	QoQ +15.94% (+10.5K) YoY +25.41% (+15.5K)	All Managers (Combined)	$5.1M	2372.3% ($5.1M/$216.5K)	QoQ +20.82% (+$1) YoY +23.91% (+$1)
(cusip90139K100)✕	141.4K	QoQ +83.31% (+64.3K) YoY +14044.30% (+140.4K)	All Managers (Combined)	$4.4M	2042.4% ($4.4M/$216.5K)	QoQ +79.27% (+$2) YoY +14636.66% (+$4)
(VVcusip922908637)	14.2K	QoQ 0.00% (-0) YoY NEW(+14.2K)	All Managers (Combined)	$3.6M	1682.1% ($3.6M/$216.5K)	QoQ -4.68% (-$0) YoY NEW(+$4)
(cusip14020Y607)✕	130.9K	QoQ +517.32% (+109.7K) YoY NEW(+130.9K)	All Managers (Combined)	$3.4M	1573.0% ($3.4M/$216.5K)	QoQ +519.09% (+$3) YoY NEW(+$3)
(cusip46641Q134)✕	49.6K	QoQ +212.24% (+33.7K) YoY NEW(+49.6K)	All Managers (Combined)	$3.2M	1461.2% ($3.2M/$216.5K)	QoQ +240.10% (+$2) YoY NEW(+$3)