ODonnell Financial Services, LLC
Q2 2025 13F Holdings
- Locationsan rafael, CA
- Num holdings
50
- Value ($000)
$260,587
- Date Filed07/29/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $52.78 M | 20 % | 726,076 | ||
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $26.27 M | 10 % | 474,625 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $17.36 M | 7 % | 47,410 | ||
FTGS FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 | $16.74 M | 6 % | 489,668 | ||
PTNQ PACER FDS TR | TRENDPILOT 100 | 69374H303 | $15.68 M | 6 % | 219,653 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $13.90 M | 5 % | 252,310 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $13.61 M | 5 % | 152,228 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $11.73 M | 5 % | 186,910 | ||
FIRST TR EXCHANGE-TRADED FD | COMMON SHS | 33735T109 | $11.62 M | 5 % | 747,517 | ||
PTMC PACER FDS TR | TRENDP US MID CP | 69374H204 | $9.79 M | 4 % | 280,673 |
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