FCG
Financial Connections Group Inc. Portfolio
Invests via Financial Connections Group Inc. | Managed by Financial Connections Group Inc.
Invests via Financial Connections Group Inc.
Managed by Financial Connections Group Inc.
Automatically Tracked
Company Profile
Financial Connections Group Inc. operates as a strategic financial services firm focused on providing innovative solutions for personal finance and wealth management. With a keen understanding of market dynamics, it empowers clients to navigate complex financial landscapes effectively. The company's expertise lies in fostering client relationships and delivering tailored guidance that enhances financial well-being. Positioned at the intersection of technology and advisory services, this organization leverages data-driven insights to drive superior outcomes for its clientele while championing transparency and ethical practices in all dealings.
Financial Connections Group Inc. operates as a strategic financial services firm focused on providing innovative solutions for personal finance and wealth management. With a keen understanding of market dynamics, it empowers clients to navigate complex financial landscapes effectively. The company's expertise lies in fostering client relationships and delivering tailored guidance that enhances financial well-being. Positioned at the intersection of technology and advisory services, this organization leverages data-driven insights to drive superior outcomes for its clientele while championing transparency and ethical practices in all dealings.
Investment Philosophy & Strategy
Innovation drives Financial Connections Group Inc.'s approach to financial services, emphasizing technology integration within personal finance strategies. Leveraging cutting-edge tools and analytics, the firm cultivates dynamic relationships that inform its bespoke client solutions. Positioned as a facilitator of financial empowerment, it seeks opportunities to simplify complexity while maintaining an ethical commitment to transparency. This organization actively explores emerging market trends to adjust its service offerings, ensuring relevance in an evolving landscape.
Innovation drives Financial Connections Group Inc.'s approach to financial services, emphasizing technology integration within personal finance strategies. Leveraging cutting-edge tools and analytics, the firm cultivates dynamic relationships that inform its bespoke client solutions. Positioned as a facilitator of financial empowerment, it seeks opportunities to simplify complexity while maintaining an ethical commitment to transparency. This organization actively explores emerging market trends to adjust its service offerings, ensuring relevance in an evolving landscape.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
28.81%
Gain +1.51%
Monthly
0.34%
Yearly
4.13%
Drawdown
13.59%
$311.01M
Equity
Holdings
$311.01M
Investment
$242.48M
$67.87M
Profit +$5.33M
Realized
-$648,600.69
Unrealized
$68.52M
Dividends
$14.41M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.51%
Profit
$5.33M
Win %
75%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$2.49M
Win %
75%
This Month
Compared to last month
Gain
-1.1%
Profit
-$3.45M
Win %
75%
This Year
Compared to last year
Gain
6.86%
Profit
$19.97M
Win %
75%
LUNR Intuitive Machines, Inc.
+15.47%
+$5,960.46 
ASTS AST SpaceMobile, Inc.
+11.73%
+$5,120 
MRVL Marvell Technology, Inc.
+11.12%
+$2,809 
INTC Intel Corporation
+9.28%
+$7,864.56 
LEU Centrus Energy Corp.
+8.31%
+$1,219 
CCL Carnival Corporation Ltd.
+8.27%
+$430 
AMD Advanced Micro Devices, Inc.
+7.96%
+$360.2 
SBSW Sibanye Stillwater Ltd - ADR
+7.32%
+$332.5 
VIAV Viavi Solutions Inc.
+7.3%
+$855 
LUV Southwest Airlines Co.
+7.05%
+$584 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$32,667.34 
PANW Palo Alto Networks, Inc.
+6.15%
+$10,199.7 
BA Boeing Company
+6.05%
+$12,640 
DELL Dell Technologies Inc.
+5.94%
+$1,603.81 
KTB Kontoor Brands Inc.
+5.94%
+$117.26 
FDX FedEx Corporation
+5.83%
+$1,117.2 
IONQ-WT IonQ, Inc. WT
+5.72%
+$1,690 
HSBC HSBC Holdings plc Sponsored ADR
+5.32%
+$654.94 
RIVN Rivian Automotive, Inc.
+5.29%
+$78 
GDX VanEck Gold Miners ETF
+5.27%
+$5,835 
ON ON Semiconductor Corporation
+5.26%
+$1,158 
UPS United Parcel Service, Inc.
+5.22%
+$167.09 
PWRD TCW Transform Systems ETF
+4.92%
+$320.25 
DRD DRDGOLD Limited American Depositary Receipts
+4.7%
+$553.11 
PPG PPG Industries Inc.
+4.68%
+$534.29 
TSLA Tesla, Inc.
+4.63%
+$21,504.39 
GEV GE Vernova Inc.
+4.52%
+$3,877.43 
GE General Electric Company
+4.42%
+$5,636 
LITE Lumentum Holdings Inc.
+4.26%
+$1,816.5 
DKS Dick's Sporting Goods, Inc.
+4.2%
+$90.19 
PRME Prime Medicine Inc.
+4.06%
+$408.32 
SCHF Schwab International Equity ETF
+3.67%
+$699.72 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$94,640.82 
GILD Gilead Sciences Inc.
+3.6%
+$1,102.5 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.57%
+$460.02 
SBUX Starbucks Corporation
+3.53%
+$1,396 
VAW Vanguard Materials ETF
+3.47%
+$193.75 
C Citigroup Inc.
+3.47%
+$64.82 
VSGX Vanguard ESG International Stock ETF
+3.47%
+$352,585.26 
VTRS Viatris Inc.
+3.42%
+$468.72 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+3.4%
+$276.31 
VBK Vanguard Small-Cap Growth ETF
+3.36%
+$64,899.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$52,167.5 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$4,827.9 
VEU Vanguard FTSE All-World ex-US ETF
+3.29%
+$675.64 
PBD Invesco Global Clean Energy ETF
+3.27%
+$128 
GSK GSK plc Sponsored ADR
+3.26%
+$990.31 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+3.25%
+$204,582.74 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.21%
+$318,126.52 
JIRE JPMorgan International Research Enhanced Equity ETF
+3.12%
+$190,263.78 
DIHP Dimensional International High Profitability Portfolio
+3.1%
+$162,194.06 
IJK iShares S&P Mid-Cap 400 Growth ETF
+3.02%
+$804 
VXF Vanguard Extended Market ETF
+2.97%
+$411 
IWM iShares Russell 2000 ETF
+2.97%
+$6,762.66 
VALE Vale S.A.
+2.91%
+$435 
TOUS T. Rowe Price International Equity ETF
+2.91%
+$995.1 
MS Morgan Stanley
+2.9%
+$168 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+2.81%
+$22,614.48 
USXF iShares ESG Aware MSCI USA ETF
+2.77%
+$435,016.8 
NLY Annaly Capital Management, Inc.
+2.76%
+$484.98 
DFAI Dimensional International Core Equity Market ETF
+2.7%
+$74,181.87 
SDG iShares MSCI Global Sustainable Development Goals ETF
+2.7%
+$238.66 
CSCO Cisco Systems, Inc.
+2.53%
+$490.63 
VB Vanguard Small-Cap ETF
+2.52%
+$1,703.92 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.48%
+$507.6 
DFSI Dimensional International Sustainability Core 1 ETF
+2.47%
+$24,107.83 
FNDA Schwab Fundamental U.S. Small Company ETF
+2.45%
+$367.84 
DFAS Dimensional U.S. Small Cap ETF
+2.41%
+$34,218.75 
PXH Invesco FTSE RAFI Emerging Markets ETF
+2.38%
+$367.16 
ZIM ZIM Integrated Shipping Services Ltd.
+2.37%
+$30 
DFIV Dimensional International Value ETF
+2.36%
+$425,440 
HD The Home Depot, Inc.
+2.27%
+$2,508.5 
LOW Lowe's Companies Inc.
+2.26%
+$248.88 
PFE Pfizer Inc.
+2.25%
+$4,727.07 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$1,113.4 
NVDA NVIDIA Corporation
+2.17%
+$14,653.96 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$1,698.35 
CSX CSX Corporation
+2.06%
+$629.35 
CGDV Capital Group Dividend Value ETF
+2.02%
+$658.95 
EDV Vanguard Extended Duration Treasury ETF
+2%
+$101.2 
ESGV Vanguard ESG U.S. Stock ETF
+1.99%
+$443,732.92 
GBCI Glacier Bancorp Inc.
+1.96%
+$7,120.5 
DFAU Dimensional US Core Equity Market ETF
+1.91%
+$922,494.67 
NOC Northrop Grumman Corporation
+1.9%
+$247.44 
DFUS Dimensional U.S. Equity Market ETF
+1.9%
+$105,982.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.89%
+$1,179.92 
VO Vanguard Mid-Cap ETF
+1.85%
+$1,096.34 
TSPA T. Rowe Price U.S. Equity Research ETF
+1.83%
+$3,142.44 
EES WisdomTree U.S. SmallCap Fund
+1.83%
+$1,598.94 
JAVA JPMorgan Active Value ETF
+1.83%
+$10,304 
IJS iShares S&P Small-Cap 600 Value ETF
+1.81%
+$447.44 
IWV ISHARES RUSSELL 3000 ETF
+1.81%
+$895.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$38,237.7 
DUHP Dimensional US High Profitability ETF
+1.79%
+$95,916.24 
VUG Vanguard Growth ETF
+1.78%
+$285,096.6 
GEO The Geo Group, Inc.
+1.78%
+$450 
DIS The Walt Disney Company
+1.77%
+$6,039.25 
SUSA iShares MSCI USA ESG Select ETF
+1.76%
+$3,537 
DFAT Dimensional US Targeted Value ETF
+1.76%
+$809.2 
XYL Xylem Inc.
+1.75%
+$204.92 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.73%
+$80,525.52 
IWB iShares Russell 1000 ETF
+1.72%
+$3,980.88 
VOO Vanguard S&P 500 ETF
+1.72%
+$18,308.02 
DFSU Dimensional US Sustainability Core 1 ETF
+1.71%
+$34,997.45 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$4,419.66 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$2,438.9 
IVV iShares Core S&P 500 ETF
+1.69%
+$4,074.61 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.67%
+$130,577.69 
AXP American Express Company
+1.64%
+$849.75 
VOTE TCW Transform 500 ETF
+1.62%
+$97.17 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$34,073.26 
RSP Invesco S&P 500 Equal Weight ETF
+1.57%
+$1,568.16 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.44%
+$539.88 
JPM JPMorgan Chase & Co.
+1.42%
+$1,553.2 
QLTY GMO U.S. Quality ETF
+1.41%
+$105,989.22 
AMZN Amazon.com Inc
+1.4%
+$5,428.09 
AAPL Apple Inc.
+1.39%
+$98,977.95 
MRK Merck & Co., Inc.
+1.39%
+$3,747.16 
UBER Uber Technologies, Inc.
+1.37%
+$76.14 
TDVG T. Rowe Price Dividend Growth ETF
+1.32%
+$26,718.3 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$3,121.24 
VYM Vanguard High Dividend Yield ETF
+1.16%
+$918.66 
TEQI T. Rowe Price Equity Income ETF
+1.16%
+$1,834.83 
BAC Bank of America Corporation
+1.09%
+$2,057.51 
XLC Communication Services Select Sector SPDR Fund
+1.02%
+$129.95 
PHO Invesco Water Resources ETF
+0.94%
+$345.96 
GOOG Alphabet Inc
+0.91%
+$4,014.88 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.86%
+$1,191.02 
BUFR FT Vestladder Buffer ETF-USD I
+0.85%
+$124.44 
MOO VanEck Agribusiness ETF
+0.82%
+$63 
CTA-PA EIDP, Inc.
+0.81%
+$367.22 
BUFP PGIM Laddered Fund of Bond 12 ETF
+0.79%
+$647 
VEGI iShares MSCI Global Agriculture Producers ETF
+0.72%
+$93 
PLTR Palantir Technologies Inc.
+0.67%
+$3,515.67 
HYXF iShares ESG Advanced High Yield Fund
+0.62%
+$8,967.99 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$453.08 
JCPB JPMorgan Core Plus Bond ETF
+0.6%
+$93,366 
DVY iShares Select Dividend ETF
+0.59%
+$457.24 
JPIB JPMorgan International Bond ETF
+0.58%
+$47,259.52 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.56%
+$2,035.68 
ABT Abbott Laboratories
+0.56%
+$527.17 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$586.24 
APD Air Products and Chemicals, Inc.
+0.54%
+$112.05 
WFC Wells Fargo & Company
+0.54%
+$1,594.56 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$85.44 
SRE Sempra
+0.53%
+$219.84 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.51%
+$27,885.12 
NSC Norfolk Southern Corporation
+0.51%
+$229.22 
PYLD PIMCO Multisector Bond Active ETF
+0.49%
+$4,665.96 
UNP Union Pacific Corporation
+0.49%
+$2,419.56 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$47.47 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.43%
+$5.51 
PCG PG&E Corporation
+0.42%
+$7.01 
PBFR PGIM Laddered Fixed Income Fund ETF
+0.4%
+$40,056.96 
GOOGL Alphabet Inc
+0.39%
+$4,124.13 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$6,854.34 
BINC iShares Flexible Income Active ETF
+0.29%
+$150 
PEG Public Service Enterprise Group Incorporated
+0.23%
+$13.87 
VGSR Vert Global Sustainable Real Estate ETF
+0.23%
+$36.67 
ISRG Intuitive Surgical, Inc.
+0.21%
+$63.36 
CMF iShares California Muni Bond ETF
+0.17%
+$15,735.2 
IDXX IDEXX Laboratories, Inc.
+0.17%
+$81.48 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$12.12 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.08%
+$141.56 
JPST JPMorgan Ultra-Short Income ETF
+0.08%
+$6,563.64 
JMUB JPMorgan Municipal Bond ETF
+0.06%
+$1,636.92 
ENB Enbridge Inc.
+0.04%
+$6.6 
NUSA Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF
+0.04%
+$176.97 
INMU iShares Intermediate Muni Income Active ETF
+0.04%
+$65.87 
CGHM Capital Group Municipal High-Income ETF
+0.04%
+$509.48 
CGSM Capital Group Short Duration Municipal Income ETF
+0.04%
+$1,771.14 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.02%
+$146.16 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$15 
TFLR T. Rowe Price Floating Rate ETF
+0.02%
+$5 
EQT
0%
$0 
GCI Gannett Co., Inc.
0%
$0 
NUS Nu Skin Enterprises Inc.
0%
$0 
PTC PTC Inc.
-12.36%
-$1,669 
ORCL Oracle Corporation
-8.58%
-$47,768.79 
ADBE Adobe Inc.
-6.25%
-$1,647.54 
AR Antero Resources Corporation
-4.03%
-$287 
NOW ServiceNow, Inc.
-2.81%
-$1,385.7 
CRM Salesforce Inc
-2.6%
-$292.71 
ADP Automatic Data Processing Inc.
-2.31%
-$2,920.84 
CVX Chevron Corporation
-2.11%
-$368 
XLE Energy Select Sector SPDR Fund
-1.96%
-$256.5 
UWMC UWM Holdings Corporation
-1.85%
-$57.24 
MSFT Microsoft Corp.
-1.79%
-$10,003.83 
ACN Accenture plc Class A
-1.74%
-$195.36 
AWK American Water Works Company, Inc.
-1.6%
-$284.82 
EPD Enterprise Products Partners L.P.
-1.56%
-$248.98 
ET Energy Transfer L.P.
-1.42%
-$398.25 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$367.29 
KO The Coca-Cola Company
-1.26%
-$741.3 
V Visa Inc. Class A
-1.19%
-$2,004.45 
ZBH Zimmer Biomet Holdings, Inc.
-1.15%
-$171.53 
COST Costco Wholesale Corporation
-0.82%
-$314.14 
SO The Southern Company
-0.79%
-$268.2 
ABR Arbor Realty Trust Inc.
-0.77%
-$79.96 
DUK Duke Energy Corporation
-0.67%
-$156.15 
SCHW Charles Schwab Corporation
-0.62%
-$149.05 
CL Colgate-Palmolive Company
-0.6%
-$381.24 
MA Mastercard Incorporated
-0.54%
-$15.84 
LNT Alliant Energy Corporation
-0.52%
-$1,976 
UNH UnitedHealth Group Incorporated
-0.51%
-$49.92 
PG Procter & Gamble Co
-0.48%
-$11.52 
META Meta Platforms Inc Class A
-0.45%
-$714 
HLN Haleon Plc - ADR
-0.44%
-$29.64 
PEP PepsiCo, Inc.
-0.44%
-$365.41 
ORLY O'Reilly Automotive Inc.
-0.43%
-$193.05 
NEE NextEra Energy, Inc.
-0.39%
-$240.57 
DLB Dolby Laboratories Inc.
-0.34%
-$40.86 
RF-PF Regions Financial Corporation
-0.24%
-$8.1 
EXC Exelon Corporation
-0.22%
-$18.8 
HDV iShares Core High Dividend ETF
-0.2%
-$196.62 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
-0.16%
-$70.56 
ZD Ziff Davis, Inc.
-0.13%
-$6.3 
BMRC Bank of Marin Bancorp
-0.12%
-$360 
ABBV AbbVie Inc.
-0.08%
-$198.74 
JNJ Johnson & Johnson
-0.05%
-$119.61 
VZ Verizon Communications Inc.
-0.04%
-$1.66 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2166 | Longs Won 1030/2166 47% | Profit Factor 6.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $257,681.26 |
| Average Win $78,152.88 | Best Trade (Jun 11) $5.71M | Sharpe Ratio -9.57 |
| Average Loss -$11,112.52 | Worst Trade (Sep 29) -$1.36M | Z-Score -5.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4d | Expectancy $31,335.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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