ODonnell Financial Services
Latest statistics and disclosures from ODonnell Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, DSTL, KJUL, PTMC, PTNQ, and represent 55.15% of ODonnell Financial Services's stock portfolio.
- Added to shares of these 10 stocks: KJUL (+$21M), FTGS, RDVY, NJUL, IWF, QMAR, GOOG, MGK, AMZN, AOA.
- Started 1 new stock position in IWF.
- Reduced shares in these 10 stocks: KJAN (-$16M), KAPR (-$5.6M), TLT, QTEC, IJUL, PTBD, NJAN, COWZ, IWB, LMT.
- Sold out of its positions in KAPR, NJAN, KJAN, IJUL, IWB, LMT.
- ODonnell Financial Services was a net seller of stock by $-3.9M.
- ODonnell Financial Services has $239M in assets under management (AUM), dropping by -2.92%.
- Central Index Key (CIK): 0001730962
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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
Past Filings by ODonnell Financial Services
SEC 13F filings are viewable for ODonnell Financial Services going back to 2021
- ODonnell Financial Services 2024 Q4 filed Jan. 24, 2025
- ODonnell Financial Services 2024 Q3 filed Oct. 22, 2024
- ODonnell Financial Services 2024 Q2 filed July 30, 2024
- ODonnell Financial Services 2024 Q1 filed April 23, 2024
- ODonnell Financial Services 2023 Q4 filed Feb. 2, 2024
- ODonnell Financial Services 2023 Q3 filed Oct. 19, 2023
- ODonnell Financial Services 2023 Q2 filed Aug. 8, 2023
- ODonnell Financial Services 2023 Q1 filed April 20, 2023
- ODonnell Financial Services 2022 Q4 filed Feb. 9, 2023
- ODonnell Financial Services 2022 Q3 filed Oct. 27, 2022
- ODonnell Financial Services 2022 Q2 filed July 27, 2022
- ODonnell Financial Services 2022 Q1 filed May 4, 2022
- ODonnell Financial Services 2021 Q4 filed Feb. 2, 2022
- ODonnell Financial Services 2021 Q3 filed Oct. 29, 2021