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

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.8K

Value:$2.6M

% of Portfolio:1187.3% ($2.6M/$216.5K)

25434V500

Shares:41.7K

Value:$2.5M

% of Portfolio:1150.8% ($2.5M/$216.5K)

78463X889

SPDW|78463X889

Shares:53.8K

Value:$2.0M

% of Portfolio:904.6% ($2.0M/$216.5K)

87283Q404

Shares:47.4K

Value:$1.9M

% of Portfolio:884.7% ($1.9M/$216.5K)

464287614

IWF|464287614

Shares:5.0K

Value:$1.8M

% of Portfolio:829.7% ($1.8M/$216.5K)

922907746

VTEB|922907746

Shares:34.4K

Value:$1.7M

% of Portfolio:787.7% ($1.7M/$216.5K)

922908769

VTI|922908769

Shares:5.7K

Value:$1.6M

% of Portfolio:728.5% ($1.6M/$216.5K)

922908595

VBK|922908595

Shares:6.2K

Value:$1.6M

% of Portfolio:724.4% ($1.6M/$216.5K)

46641Q647

Shares:30.0K

Value:$1.5M

% of Portfolio:692.0% ($1.5M/$216.5K)

46435U663

Shares:36.6K

Value:$1.4M

% of Portfolio:649.5% ($1.4M/$216.5K)

922908363

VOO|922908363

Shares:1.7K

Value:$862.0K

% of Portfolio:398.2% ($862.0K/$216.5K)

72201R585

Shares:26.0K

Value:$685.0K

% of Portfolio:316.5% ($685.0K/$216.5K)

25434V716

Shares:18.1K

Value:$649.0K

% of Portfolio:299.8% ($649.0K/$216.5K)

921909768

VXUS|921909768

Shares:9.7K

Value:$599.0K

% of Portfolio:276.7% ($599.0K/$216.5K)

MICROSOFT CORP

MSFT|594918104

Shares:1.4K

Value:$513.0K

% of Portfolio:237.0% ($513.0K/$216.5K)

Alphabet Inc.

GOOGL|02079K305

Shares:3.1K

Value:$475.0K

% of Portfolio:219.4% ($475.0K/$216.5K)

46641Q167

Shares:7.4K

Value:$472.0K

% of Portfolio:218.1% ($472.0K/$216.5K)

UNION PACIFIC CORP

UNP|907818108

Shares:1.8K

Value:$433.0K

% of Portfolio:200.0% ($433.0K/$216.5K)

25434V690

Shares:12.1K

Value:$422.0K

% of Portfolio:195.0% ($422.0K/$216.5K)

ORACLE CORP

ORCL|68389X105

Shares:2.9K

Value:$400.0K

% of Portfolio:184.8% ($400.0K/$216.5K)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.8K	QoQ 0.00% (+0) YoY -0.41% (-20)	All Managers (Combined)	$2.6M	1187.3% ($2.6M/$216.5K)	QoQ +17.51% (+$0) YoY +26.04% (-$1)
(cusip25434V500)✕	41.7K	QoQ -0.58% (-247) YoY -13.18% (-6.3K)	All Managers (Combined)	$2.5M	1150.8% ($2.5M/$216.5K)	QoQ -8.72% (-$0) YoY -16.82% (-$1)
(SPDWcusip78463X889)	53.8K	QoQ 0.00% (+0) YoY -6.66% (-3.8K)	All Managers (Combined)	$2.0M	904.6% ($2.0M/$216.5K)	QoQ +6.70% (+$0) YoY -5.22% (-$0)
(cusip87283Q404)✕	47.4K	QoQ -0.71% (-343) YoY -40.21% (-31.9K)	All Managers (Combined)	$1.9M	884.7% ($1.9M/$216.5K)	QoQ +1.32% (-$0) YoY -36.46% (-$1)
(IWFcusip464287614)	5.0K	QoQ 0.00% (-0) YoY NEW(+5.0K)	All Managers (Combined)	$1.8M	829.7% ($1.8M/$216.5K)	QoQ -10.06% (-$0) YoY NEW(+$2)
(VTEBcusip922907746)	34.4K	QoQ -33.51% (-17.3K) YoY NEW(+34.4K)	All Managers (Combined)	$1.7M	787.7% ($1.7M/$216.5K)	QoQ -34.19% (-$1) YoY NEW(+$2)
(VTIcusip922908769)	5.7K	QoQ +0.03% (-2) YoY NEW(+5.7K)	All Managers (Combined)	$1.6M	728.5% ($1.6M/$216.5K)	QoQ -5.17% (-$0) YoY NEW(+$2)
(VBKcusip922908595)	6.2K	QoQ 0.00% (-0) YoY NEW(+6.2K)	All Managers (Combined)	$1.6M	724.4% ($1.6M/$216.5K)	QoQ -10.14% (-$0) YoY NEW(+$2)
(cusip46641Q647)✕	30.0K	QoQ -28.59% (-12.0K) YoY +113.23% (+15.9K)	All Managers (Combined)	$1.5M	692.0% ($1.5M/$216.5K)	QoQ -28.80% (-$1) YoY +110.09% (+$1)
(cusip46435U663)✕	36.6K	QoQ -12.05% (-5.0K) YoY -14.70% (-6.3K)	All Managers (Combined)	$1.4M	649.5% ($1.4M/$216.5K)	QoQ -19.65% (-$0) YoY -18.68% (-$0)
(VOOcusip922908363)	1.7K	QoQ -4.60% (-81) YoY NEW(+1.7K)	All Managers (Combined)	$862.0K	398.2% ($862.0K/$216.5K)	QoQ -8.97% (-$0) YoY NEW(+$1)
(cusip72201R585)✕	26.0K	QoQ -16.18% (-5.0K) YoY +0.27% (+72)	All Managers (Combined)	$685.0K	316.5% ($685.0K/$216.5K)	QoQ -14.80% (-$0) YoY +2.39% (+$0)
(cusip25434V716)✕	18.1K	QoQ +48.27% (+5.9K) YoY -3.29% (-617)	All Managers (Combined)	$649.0K	299.8% ($649.0K/$216.5K)	QoQ +40.17% (+$0) YoY +0.46% (-$0)
(VXUScusip921909768)	9.7K	QoQ +69.66% (+4.0K) YoY NEW(+9.7K)	All Managers (Combined)	$599.0K	276.7% ($599.0K/$216.5K)	QoQ +78.80% (+$0) YoY NEW(+$1)
MICROSOFT CORP(MSFTcusip594918104)	1.4K	QoQ -2.49% (-35) YoY NEW(+1.4K)	All Managers (Combined)	$513.0K	237.0% ($513.0K/$216.5K)	QoQ -13.19% (-$0) YoY NEW(+$1)
Alphabet Inc.(GOOGLcusip02079K305)	3.1K	QoQ +48.14% (+999) YoY +28.51% (+682)	All Managers (Combined)	$475.0K	219.4% ($475.0K/$216.5K)	QoQ +21.17% (+$0) YoY +31.21% (+$0)
(cusip46641Q167)✕	7.4K	QoQ -7.90% (-638) YoY -21.10% (-2.0K)	All Managers (Combined)	$472.0K	218.1% ($472.0K/$216.5K)	QoQ -7.63% (-$0) YoY -16.46% (-$0)
UNION PACIFIC CORP(UNPcusip907818108)	1.8K	QoQ 0.00% (+0) YoY NEW(+1.8K)	All Managers (Combined)	$433.0K	200.0% ($433.0K/$216.5K)	QoQ +3.58% (+$0) YoY NEW(+$0)
(cusip25434V690)✕	12.1K	QoQ +13.35% (+1.4K) YoY +16.82% (+1.7K)	All Managers (Combined)	$422.0K	195.0% ($422.0K/$216.5K)	QoQ +20.22% (+$0) YoY +20.57% (+$0)
ORACLE CORP(ORCLcusip68389X105)	2.9K	QoQ 0.00% (-0) YoY -1.37% (-40)	All Managers (Combined)	$400.0K	184.8% ($400.0K/$216.5K)	QoQ -16.14% (-$0) YoY +9.28% (-$0)