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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808524763

FNDA|808524763

Shares:13.6K

Value:$371.0K

% of Portfolio:171.4% ($371.0K/$216.5K)

67092P607

Shares:9.4K

Value:$359.0K

% of Portfolio:165.8% ($359.0K/$216.5K)

AMAZON COM INC

AMZN|023135106

Shares:1.6K

Value:$312.0K

% of Portfolio:144.1% ($312.0K/$216.5K)

808524755

FNDF|808524755

Shares:8.3K

Value:$300.0K

% of Portfolio:138.6% ($300.0K/$216.5K)

808524805

SCHF|808524805

Shares:14.7K

Value:$290.0K

% of Portfolio:134.0% ($290.0K/$216.5K)

46436E619

Shares:6.6K

Value:$284.0K

% of Portfolio:131.2% ($284.0K/$216.5K)

87283Q701

Shares:5.3K

Value:$265.0K

% of Portfolio:122.4% ($265.0K/$216.5K)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.4K

Value:$233.0K

% of Portfolio:107.6% ($233.0K/$216.5K)

921908844

VIG|921908844

Shares:1.2K

Value:$231.0K

% of Portfolio:106.7% ($231.0K/$216.5K)

AbbVie Inc.

ABBV|00287Y109

Shares:1.1K

Value:$222.0K

% of Portfolio:102.6% ($222.0K/$216.5K)

464287622

IWB|464287622

Shares:722

Value:$221.0K

% of Portfolio:102.1% ($221.0K/$216.5K)

25434V401

Shares:3.6K

Value:$219.0K

% of Portfolio:101.2% ($219.0K/$216.5K)

Tesla, Inc.

TSLA|88160R101

Shares:818

Value:$211.0K

% of Portfolio:97.5% ($211.0K/$216.5K)

87283Q206

Shares:5.0K

Value:$208.0K

% of Portfolio:96.1% ($208.0K/$216.5K)

Alphabet Inc.

GOOG|02079K107

Shares:1.3K

Value:$207.0K

% of Portfolio:95.6% ($207.0K/$216.5K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:357

Value:$199.0K

% of Portfolio:91.9% ($199.0K/$216.5K)

VISA INC.

V|92826C839

Shares:535

Value:$187.0K

% of Portfolio:86.4% ($187.0K/$216.5K)

464287200

IVV|464287200

Shares:331

Value:$185.0K

% of Portfolio:85.5% ($185.0K/$216.5K)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:548

Value:$167.0K

% of Portfolio:77.2% ($167.0K/$216.5K)

808524607

SCHA|808524607

Shares:7.1K

Value:$166.0K

% of Portfolio:76.7% ($166.0K/$216.5K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(FNDAcusip808524763)	13.6K	QoQ NEW(+13.6K) YoY NEW(+13.6K)	All Managers (Combined)	$371.0K	171.4% ($371.0K/$216.5K)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip67092P607)✕	9.4K	QoQ -7.45% (-756) YoY -39.68% (-6.2K)	All Managers (Combined)	$359.0K	165.8% ($359.0K/$216.5K)	QoQ -15.33% (-$0) YoY -44.59% (-$0)
AMAZON COM INC(AMZNcusip023135106)	1.6K	QoQ -7.95% (-142) YoY -8.37% (-150)	All Managers (Combined)	$312.0K	144.1% ($312.0K/$216.5K)	QoQ -20.20% (-$0) YoY -3.70% (-$0)
(FNDFcusip808524755)	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$300.0K	138.6% ($300.0K/$216.5K)	QoQ NEW(+$0) YoY NEW(+$0)
(SCHFcusip808524805)	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$290.0K	134.0% ($290.0K/$216.5K)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip46436E619)✕	6.6K	QoQ -70.81% (-15.9K) YoY -91.00% (-66.5K)	All Managers (Combined)	$284.0K	131.2% ($284.0K/$216.5K)	QoQ -70.29% (-$1) YoY -90.92% (-$3)
(cusip87283Q701)✕	5.3K	QoQ 0.00% (+0) YoY -36.01% (-3.0K)	All Managers (Combined)	$265.0K	122.4% ($265.0K/$216.5K)	QoQ +0.37% (+$0) YoY -35.67% (-$0)
JOHNSON & JOHNSON(JNJcusip478160104)	1.4K	QoQ 0.00% (+0) YoY NEW(+1.4K)	All Managers (Combined)	$233.0K	107.6% ($233.0K/$216.5K)	QoQ +14.77% (+$0) YoY NEW(+$0)
(VIGcusip921908844)	1.2K	QoQ -0.16% (-2) YoY NEW(+1.2K)	All Managers (Combined)	$231.0K	106.7% ($231.0K/$216.5K)	QoQ -1.28% (-$0) YoY NEW(+$0)
AbbVie Inc.(ABBVcusip00287Y109)	1.1K	QoQ 0.00% (+0) YoY -3.01% (-33)	All Managers (Combined)	$222.0K	102.6% ($222.0K/$216.5K)	QoQ +18.08% (+$0) YoY +11.00% (-$0)
(IWBcusip464287622)	722	QoQ +24.05% (+140) YoY NEW(+722)	All Managers (Combined)	$221.0K	102.1% ($221.0K/$216.5K)	QoQ +18.18% (+$0) YoY NEW(+$0)
(cusip25434V401)✕	3.6K	QoQ +28.95% (+815) YoY +27.86% (+791)	All Managers (Combined)	$219.0K	101.2% ($219.0K/$216.5K)	QoQ +22.34% (+$0) YoY +35.18% (+$0)
Tesla, Inc.(TSLAcusip88160R101)	818	QoQ -31.26% (-372) YoY -66.58% (-1.6K)	All Managers (Combined)	$211.0K	97.5% ($211.0K/$216.5K)	QoQ -56.04% (-$0) YoY -51.04% (-$0)
(cusip87283Q206)✕	5.0K	QoQ 0.00% (+0) YoY -13.47% (-775)	All Managers (Combined)	$208.0K	96.1% ($208.0K/$216.5K)	QoQ +3.48% (+$0) YoY -9.17% (-$0)
Alphabet Inc.(GOOGcusip02079K107)	1.3K	QoQ +270.67% (+969) YoY +452.91% (+1.1K)	All Managers (Combined)	$207.0K	95.6% ($207.0K/$216.5K)	QoQ +204.41% (+$0) YoY +459.45% (+$0)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	357	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$199.0K	91.9% ($199.0K/$216.5K)	QoQ -4.78% (-$0) YoY +6.41% (+$0)
VISA INC.(Vcusip92826C839)	535	QoQ -5.47% (-31) YoY -19.18% (-127)	All Managers (Combined)	$187.0K	86.4% ($187.0K/$216.5K)	QoQ +5.05% (-$0) YoY +1.08% (-$0)
(IVVcusip464287200)	331	QoQ 0.00% (-0) YoY NEW(+331)	All Managers (Combined)	$185.0K	85.5% ($185.0K/$216.5K)	QoQ -4.63% (-$0) YoY NEW(+$0)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	548	QoQ +145.73% (+325) YoY +145.73% (+325)	All Managers (Combined)	$167.0K	77.2% ($167.0K/$216.5K)	QoQ +156.92% (+$0) YoY +198.21% (+$0)
(SCHAcusip808524607)	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$166.0K	76.7% ($166.0K/$216.5K)	QoQ NEW(+$0) YoY NEW(+$0)