ODonnell Financial Services, LLC
Q3 2025 13F Holdings
- Locationsan rafael, CA
- Num holdings
55
- Value ($000)
$281,159
- Date Filed11/10/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $59.54M | 21 % | 760,050 | ||
ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $28.32M | 10 % | 488,578 | ||
FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $23.44M | 8 % | 348,445 | ||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $19.47M | 7 % | 48,391 | ||
FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 | $17.98M | 6 % | 500,800 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | $15.31M | 5 % | 163,978 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14M | 5 % | 23,319 | ||
FIRST TR EXCHANGE-TRADED FD | COMMON SHS | 33735T109 | $13.37M | 5 % | 828,001 | ||
STRATEGY SHS | GOLD ENHANCED ET | 86280R878 | $8.66M | 3 % | 262,225 | ||
APPLE INC | COM | 037833100 | $7.17M | 3 % | 28,176 |
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