ODonnell Financial Services, LLC
Q4 2024 13F Holdings
- Locationsan rafael, CA
- Num holdings
38
- Value ($000)
$238,903
- Date Filed01/23/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $48.19M | 20 % | 720,483 | ||
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $26.50M | 11 % | 477,723 | ||
KJUL INNOVATOR ETFS TRUST | US SML CP PWR B | 45782C284 | $22.61M | 10 % | 646,392 | ||
PTMC PACER FDS TR | TRENDP US MID CP | 69374H204 | $18.95M | 8 % | 514,158 | ||
PTNQ PACER FDS TR | TRENDPILOT 100 | 69374H303 | $15.51M | 7 % | 212,178 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $15.40M | 6 % | 270,625 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $15.05M | 6 % | 47,029 | ||
FTGS FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 | $13.00M | 5 % | 422,023 | ||
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $9.04M | 4 % | 153,148 | ||
AAPL APPLE INC | COM | 037833100 | $7.91M | 3 % | 35,003 |
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