ODonnell Financial Services, LLC
Q1 2025 13F Holdings
- Locationsan rafael, CA
- Num holdings
49
- Value ($000)
$242,287
- Date Filed05/05/2025
- Form type13F-HR
- CIK0001730962
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $46.99M | 19 % | 714,500 | ||
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $25.74M | 11 % | 474,470 | ||
PTNQ PACER FDS TR | TRENDPILOT 100 | 69374H303 | $15.25M | 6 % | 214,785 | ||
PTMC PACER FDS TR | TRENDP US MID CP | 69374H204 | $14.96M | 6 % | 432,246 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $14.51M | 6 % | 46,982 | ||
FTGS FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 | $14.46M | 6 % | 486,109 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $13.88M | 6 % | 253,478 | ||
BUFS FIRST TR EXCHNG TRADED FD VI | VEST LADDERED SM | 33740F243 | $10.90M | 5 % | 538,374 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $10.63M | 4 % | 181,580 | ||
AAPL APPLE INC | COM | 037833100 | $7.43M | 3 % | 33,426 |
Rows Per Page
10
- 10
- 50
- 100