ODonnell Financial Services

Latest statistics and disclosures from ODonnell Financial Services's latest quarterly 13F-HR filing:

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Positions held by ODonnell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ODonnell Financial Services

ODonnell Financial Services holds 38 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 20.2 $48M 721k 66.88
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Etf Ser Solutions Distillate Us (DSTL) 11.1 $27M 478k 55.47
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Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 9.5 $23M +1043% 646k 34.97
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) 7.9 $19M 514k 36.86
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Pacer Fds Tr Trendpilot 100 (PTNQ) 6.5 $16M 212k 73.08
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 6.4 $15M -2% 271k 56.92
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Vanguard World Mega Grwth Ind (MGK) 6.3 $15M 47k 319.91
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First Tr Exchange-traded Growth Strength (FTGS) 5.4 $13M +9% 422k 30.81
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 3.8 $9.0M +9% 153k 59.04
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Apple (AAPL) 3.3 $7.9M 35k 225.91
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 3.1 $7.5M -26% 81k 92.45
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Pacer Fds Tr Swan Sos Fd Of (PSFF) 2.3 $5.6M -2% 194k 28.67
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 1.8 $4.3M 118k 36.56
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Pacer Fds Tr Trendpilot Us Bd (PTBD) 1.7 $4.2M -10% 207k 20.13
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First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) 1.7 $4.1M +3% 142k 28.51
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Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 1.0 $2.4M +31% 43k 57.31
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.9 $2.1M -32% 11k 185.87
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Kla Corp Com New (KLAC) 0.9 $2.1M 3.1k 666.23
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Ishares Tr Aggres Alloc Etf (AOA) 0.8 $2.0M 26k 76.82
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Tidal Tr Ii Yieldmax Univers (YMAX) 0.7 $1.6M 97k 16.92
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.6 $1.3M 33k 40.23
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.2M 4.2k 281.03
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Microsoft Corporation (MSFT) 0.5 $1.2M 2.8k 406.40
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Innovator Etfs Trust Intrnl Dev Aprl (IAPR) 0.4 $1.0M -3% 38k 27.27
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Amazon (AMZN) 0.3 $811k +4% 4.4k 186.40
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UnitedHealth (UNH) 0.3 $743k -8% 1.3k 564.50
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Meta Platforms Cl A (META) 0.2 $577k 1.0k 567.58
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Chevron Corporation (CVX) 0.2 $547k 3.7k 148.82
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Alphabet Cap Stk Cl C (GOOG) 0.2 $483k +30% 2.8k 172.34
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $426k 815.00 522.38
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $414k NEW 1.4k 301.30
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Fair Isaac Corporation (FICO) 0.2 $399k 200.00 1993.11
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Oracle Corporation (ORCL) 0.2 $369k 2.2k 167.84
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Zoetis Cl A (ZTS) 0.1 $339k 1.9k 178.80
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Applied Materials (AMAT) 0.1 $315k 1.7k 181.58
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First Tr Exchng Traded Fd Vi Ft Vest U.s (SAUG) 0.1 $282k +9% 12k 23.28
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NVIDIA Corporation (NVDA) 0.1 $277k 2.1k 132.79
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Visa Com Cl A (V) 0.1 $217k 747.00 289.85
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Past Filings by ODonnell Financial Services

SEC 13F filings are viewable for ODonnell Financial Services going back to 2021