Oconnor-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "MSFT",
  null,
  null,
  "IVV",
  "AAPL",
  null,
  "NVDA",
  null,
  "RTX",
  "SPDW",
  "IBM",
  "VO",
  null,
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  "IVE",
  "VEA",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  null,
  null,
  "SCHD",
  null,
  null,
  null,
  null,
  "BRK-B",
  "EFA",
  "QQQ",
  "GOOG",
  "XOM",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-07
Total Holdings: 55
Total Value: 192364528
Accession Number: 0001973783-25-000004
Form Type: 13F-HR
CIK: oconnor-financial-group
Manager Name: Oconnor-Financial-Group

Data Enrichment

51% identified

28 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $192.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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921943858

VEA|921943858

Shares:6.2K

Value:$316.2K

% of Portfolio:0.2% ($316.2K/$192.4M)

464288240

Shares:5.6K

Value:$310.2K

% of Portfolio:0.2% ($310.2K/$192.4M)

45782C425

Shares:8.7K

Value:$282.2K

% of Portfolio:0.1% ($282.2K/$192.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:524

Value:$279.1K

% of Portfolio:0.1% ($279.1K/$192.4M)

RTX Corp

RTX|75513E101

Shares:2.1K

Value:$278.2K

% of Portfolio:0.1% ($278.2K/$192.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1K

Value:$262.0K

% of Portfolio:0.1% ($262.0K/$192.4M)

45782C540

Shares:6.9K

Value:$258.5K

% of Portfolio:0.1% ($258.5K/$192.4M)

46435G268

Shares:3.9K

Value:$245.8K

% of Portfolio:0.1% ($245.8K/$192.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.6K

Value:$243.6K

% of Portfolio:0.1% ($243.6K/$192.4M)

Broadcom Inc.

AVGO|11135F101

Shares:1.4K

Value:$227.0K

% of Portfolio:0.1% ($227.0K/$192.4M)

46138G649

Shares:1.2K

Value:$226.2K

% of Portfolio:0.1% ($226.2K/$192.4M)

Alphabet Inc.

GOOG|02079K107

Shares:1.4K

Value:$224.7K

% of Portfolio:0.1% ($224.7K/$192.4M)

45782C649

Shares:6.5K

Value:$224.0K

% of Portfolio:0.1% ($224.0K/$192.4M)

Tesla, Inc.

TSLA|88160R101

Shares:790

Value:$204.7K

% of Portfolio:0.1% ($204.7K/$192.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:821

Value:$204.1K

% of Portfolio:0.1% ($204.1K/$192.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEAcusip921943858)	6.2K	QoQ -1.53% (-97) YoY +4.60% (+274)	All Managers (Combined)	$316.2K	0.2% ($316.2K/$192.4M)	QoQ +4.67% (-$14.1K) YoY +5.98% (+$17.9K)
(cusip464288240)✕	5.6K	QoQ +6.45% (+339) YoY +26.85% (+1.2K)	All Managers (Combined)	$310.2K	0.2% ($310.2K/$192.4M)	QoQ +13.18% (+$36.1K) YoY +31.76% (+$74.8K)
(cusip45782C425)✕	8.7K	QoQ NEW(+8.7K) YoY NEW(+8.7K)	All Managers (Combined)	$282.2K	0.1% ($282.2K/$192.4M)	QoQ NEW(+$282.2K) YoY NEW(+$282.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	524	QoQ +1.55% (+8) YoY +7.81% (+38)	All Managers (Combined)	$279.1K	0.1% ($279.1K/$192.4M)	QoQ +19.31% (+$45.2K) YoY +36.54% (+$74.7K)
RTX Corp(RTXcusip75513E101)	2.1K	QoQ +0.62% (+13) YoY +1.94% (+40)	All Managers (Combined)	$278.2K	0.1% ($278.2K/$192.4M)	QoQ +15.17% (+$36.7K) YoY +38.45% (+$77.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.1K	QoQ +0.47% (+5) YoY +2.49% (+26)	All Managers (Combined)	$262.0K	0.1% ($262.0K/$192.4M)	QoQ +2.81% (+$7.2K) YoY +25.52% (+$53.3K)
(cusip45782C540)✕	6.9K	QoQ 0.00% (-0) YoY NEW(+6.9K)	All Managers (Combined)	$258.5K	0.1% ($258.5K/$192.4M)	QoQ -2.13% (-$5.6K) YoY NEW(+$258.5K)
(cusip46435G268)✕	3.9K	QoQ +6.04% (-224) YoY +24.41% (+771)	All Managers (Combined)	$245.8K	0.1% ($245.8K/$192.4M)	QoQ -2.44% (-$6.2K) YoY +18.62% (+$38.6K)
Alphabet Inc.(GOOGLcusip02079K305)	1.6K	QoQ -0.69% (-11) YoY +3.48% (+53)	All Managers (Combined)	$243.6K	0.1% ($243.6K/$192.4M)	QoQ -18.87% (-$56.7K) YoY +6.02% (+$13.8K)
Broadcom Inc.(AVGOcusip11135F101)	1.4K	QoQ +0.74% (-10) YoY NEW(+1.4K)	All Managers (Combined)	$227.0K	0.1% ($227.0K/$192.4M)	QoQ -27.24% (-$85.0K) YoY NEW(+$227.0K)
(cusip46138G649)✕	1.2K	QoQ +3.99% (-45) YoY NEW(+1.2K)	All Managers (Combined)	$226.2K	0.1% ($226.2K/$192.4M)	QoQ -4.53% (-$10.7K) YoY NEW(+$226.2K)
Alphabet Inc.(GOOGcusip02079K107)	1.4K	QoQ -0.96% (-14) YoY +2.05% (+29)	All Managers (Combined)	$224.7K	0.1% ($224.7K/$192.4M)	QoQ -18.75% (-$51.9K) YoY +4.71% (+$10.1K)
(cusip45782C649)✕	6.5K	QoQ -51.73% (-7.0K) YoY NEW(+6.5K)	All Managers (Combined)	$224.0K	0.1% ($224.0K/$192.4M)	QoQ -52.81% (-$250.7K) YoY NEW(+$224.0K)
Tesla, Inc.(TSLAcusip88160R101)	790	QoQ -1.49% (-12) YoY NEW(+790)	All Managers (Combined)	$204.7K	0.1% ($204.7K/$192.4M)	QoQ -36.78% (-$119.1K) YoY NEW(+$204.7K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	821	QoQ NEW(+821) YoY NEW(+821)	All Managers (Combined)	$204.1K	0.1% ($204.1K/$192.4M)	QoQ NEW(+$204.1K) YoY NEW(+$204.1K)