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Oder Investment Management

Latest statistics and disclosures from Oder Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, PLTR, SPY, AMZN, GOOGL, and represent 25.61% of Oder Investment Management's stock portfolio.
Added to shares of these 10 stocks: BSJS, JEPQ, BSJT, VOLT, BSCS, DFLV, BSJR, MSFT, T, LMT.
Started 4 new stock positions in LMT, JEPQ, T, VOLT.
Reduced shares in these 10 stocks: , PTON, PLTR, TSLA, SPY, VLO, RDDT, BSCQ, MPC, NVDA.
Sold out of its positions in BFZ, RDDT.
Oder Investment Management was a net buyer of stock by $548k.
Oder Investment Management has $130M in assets under management (AUM), dropping by -5.72%.
Central Index Key (CIK): 0001845109

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Portfolio Holdings for Oder Investment Management

Oder Investment Management holds 102 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	8.0	$10M		41k	253.79	View chart
Palantir Technologies Cl A (PLTR)	4.7	$6.1M	-6%	42k	146.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.7	$6.1M	-4%	9.4k	650.31	View chart
Amazon (AMZN)	4.4	$5.7M		27k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.9	$5.0M		17k	287.57	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	3.6	$4.7M		202k	23.18	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	3.2	$4.2M	+6%	189k	22.36	View chart
Tesla Motors (TSLA)	3.2	$4.1M	-7%	11k	371.75	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	2.6	$3.4M		77k	44.80	View chart
Microsoft Corporation (MSFT)	2.4	$3.1M	+9%	8.4k	370.17	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	2.3	$3.1M	+16%	145k	21.04	View chart
JPMorgan Chase & Co. (JPM)	2.3	$2.9M		10k	294.17	View chart
NVIDIA Corporation (NVDA)	1.9	$2.5M	-4%	15k	174.40	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	1.9	$2.5M	+49%	116k	21.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.7	$2.2M	-5%	112k	19.53	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	1.7	$2.2M	-3%	91k	23.98	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	1.6	$2.1M		41k	52.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.6	$2.1M	+3%	107k	19.62	View chart
First Tr High Yield Opprt 20 (FTHY)	1.6	$2.0M	-3%	150k	13.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$2.0M	+3%	3.4k	577.19	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.4	$1.8M		54k	33.86	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.4	$1.8M	+4%	29k	62.56	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.3	$1.7M	+8%	94k	18.66	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$1.5M		3.5k	430.29	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	1.1	$1.5M		75k	19.97	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	1.1	$1.4M	-3%	12k	118.62	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.1	$1.4M	+9%	40k	35.04	View chart
Meta Platforms Cl A (META)	1.1	$1.4M	-5%	2.4k	572.06	View chart
Bank of America Corporation (BAC)	1.0	$1.3M		27k	48.75	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.9	$1.2M	+34%	57k	20.42	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$1.0M		2.7k	390.41	View chart
Charles Schwab Corporation (SCHW)	0.8	$1.0M		11k	93.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.8	$1.0M		19k	53.40	View chart
Dick's Sporting Goods (DKS)	0.8	$1.0M	-5%	5.2k	198.29	View chart
Netflix (NFLX)	0.8	$997k	+2%	10k	96.15	View chart
Broadcom (AVGO)	0.8	$995k	+2%	3.2k	309.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.8	$984k		18k	55.85	View chart
International Business Machines (IBM)	0.8	$983k		4.1k	242.37	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.8	$980k		43k	22.70	View chart
Walt Disney Company (DIS)	0.7	$885k	-7%	9.2k	96.39	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.7	$847k	+50%	24k	35.71	View chart
Huntington Bancshares Incorporated (HBAN)	0.6	$805k	-10%	51k	15.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.6	$797k		17k	47.37	View chart
Abbvie (ABBV)	0.6	$790k	+2%	3.6k	217.47	View chart
Chevron Corporation (CVX)	0.6	$788k		3.8k	206.87	View chart
Verizon Communications (VZ)	0.6	$770k	+4%	15k	50.20	View chart
Cummins (CMI)	0.6	$770k		1.4k	538.02	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.6	$754k	+20%	21k	36.76	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.6	$735k		63k	11.65	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.6	$729k		10k	72.96	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$722k	+3%	41k	17.75	View chart
Enterprise Products Partners (EPD)	0.5	$705k		19k	37.84	View chart
Costco Wholesale Corporation (COST)	0.5	$690k	-3%	692.00	996.49	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$640k	+21%	12k	52.78	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.5	$635k		3.2k	200.79	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.5	$617k		67k	9.16	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.5	$590k	+9%	30k	19.92	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.4	$568k	+3%	35k	16.17	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$564k	+7%	28k	20.41	View chart
Home Depot (HD)	0.4	$554k	-7%	1.7k	328.89	View chart
Visa Com Cl A (V)	0.4	$553k		1.8k	302.26	View chart
salesforce (CRM)	0.4	$540k	-10%	2.9k	186.67	View chart
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)	0.4	$539k		48k	11.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$532k	NEW	9.6k	55.52	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$503k		2.4k	213.66	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$496k	-4%	4.5k	110.35	View chart
ConAgra Foods (CAG)	0.4	$495k		32k	15.72	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$477k	-4%	18k	26.61	View chart
Annaly Capital Management In Com New (NLY)	0.4	$460k	+5%	22k	21.15	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.4	$456k	+7%	10k	44.87	View chart
Take-Two Interactive Software (TTWO)	0.3	$448k		2.3k	197.50	View chart
Tema Etf Trust Electrification (VOLT)	0.3	$418k	NEW	12k	34.24	View chart
Global X Fds Cloud Computng (CLOU)	0.3	$413k		21k	19.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$404k		948.00	426.39	View chart
Global X Fds Aging Population (AGNG)	0.3	$401k	-3%	11k	35.60	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$395k		1.3k	313.81	View chart
Applied Materials (AMAT)	0.3	$387k		1.1k	341.73	View chart
Goldman Sachs (GS)	0.3	$348k		412.00	845.63	View chart
Fortinet (FTNT)	0.3	$341k		4.2k	81.72	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$332k	+23%	4.7k	71.13	View chart
Amgen (AMGN)	0.2	$316k	-11%	898.00	351.82	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$312k	+27%	1.3k	237.62	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$307k		2.9k	106.16	View chart
Affirm Hldgs Com Cl A (AFRM)	0.2	$305k		6.7k	45.82	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$296k		2.6k	114.91	View chart
Gilead Sciences (GILD)	0.2	$295k		2.1k	139.35	View chart
McDonald's Corporation (MCD)	0.2	$290k	-4%	933.00	310.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$282k		5.9k	47.91	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$273k		443.00	616.76	View chart
Micron Technology (MU)	0.2	$272k		805.00	337.84	View chart
Putnam Premier Income Tr Sh Ben Int (PPT)	0.2	$265k	+5%	75k	3.55	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$262k	+13%	4.2k	62.45	View chart
Valero Energy Corporation (VLO)	0.2	$245k	-49%	993.00	247.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$244k		2.7k	90.54	View chart
Axon Enterprise (AXON)	0.2	$234k		550.00	424.69	View chart
At&t (T)	0.2	$229k	NEW	7.9k	28.99	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$229k		3.1k	74.35	View chart
Advanced Micro Devices (AMD)	0.2	$227k	+3%	1.1k	203.43	View chart
Lockheed Martin Corporation (LMT)	0.2	$212k	NEW	350.00	604.39	View chart
Marathon Petroleum Corp (MPC)	0.2	$208k	-35%	853.00	244.18	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$190k		22k	8.62	View chart
Peloton Interactive Cl A Com (PTON)	0.1	$99k	-84%	23k	4.29	View chart

Past Filings by Oder Investment Management

SEC 13F filings are viewable for Oder Investment Management going back to 2020

Oder Investment Management 2026 Q1 filed May 5, 2026
Oder Investment Management 2025 Q4 filed Feb. 12, 2026
Oder Investment Management 2025 Q3 filed Nov. 10, 2025
Oder Investment Management 2025 Q2 filed Aug. 11, 2025
Oder Investment Management 2025 Q1 filed May 13, 2025
Oder Investment Management 2024 Q4 filed Feb. 13, 2025
Oder Investment Management 2024 Q3 filed Nov. 12, 2024
Oder Investment Management 2024 Q2 filed Aug. 8, 2024
Oder Investment Management 2024 Q1 filed May 10, 2024
Oder Investment Management 2023 Q4 filed Feb. 5, 2024
Oder Investment Management 2023 Q3 filed Nov. 7, 2023
Oder Investment Management 2023 Q2 filed Aug. 9, 2023
Oder Investment Management 2023 Q1 filed May 11, 2023
Oder Investment Management 2022 Q4 filed Feb. 7, 2023
Oder Investment Management 2022 Q3 filed Nov. 10, 2022
Oder Investment Management 2022 Q2 filed Aug. 15, 2022

View all past filings

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