ODonnell Financial Services, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsan rafael, CA
- CIK0001730962
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
49 | $242.29M | KRE, DSTL, PTNQ, PTMC | 13F-HR | May 5, 2025 | 000108514625002589 | ||
38 | $238.90M | KRE, DSTL, KJUL, PTMC | 13F-HR | Jan 23, 2025 | 000108514625000450 | ||
43 | $246.08M | KRE, DSTL, PTMC, COWZ | 13F-HR | Oct 22, 2024 | 000108514624005047 | ||
38 | $225.06M | KRE, DSTL, COWZ, PTMC | 13F-HR | Jul 30, 2024 | 000108514624003351 | ||
39 | $218.47M | KRE, DSTL, COWZ, KJAN | 13F-HR | Apr 23, 2024 | 000108514624001968 | ||
36 | $199.49M | DSTL, COWZ, PSFF, GFEB | 13F-HR | Feb 2, 2024 | 000108514624000672 | ||
29 | $179.79M | GFEB, QMAR, DSTL, KAPR | 13F-HR | Oct 19, 2023 | 000108514623003797 | ||
24 | $165.53M | GFEB, QMAR, IAPR, KAPR | 13F-HR | Aug 8, 2023 | 000108514623003151 | ||
20 | $56.13M | GFEB, AAPL, KLAC, MSFT | 13F-HR | Apr 20, 2023 | 000108514623001767 | ||
16 | $10.89M | AAPL, KLAC, UNH, MSFT | 13F-HR | Feb 9, 2023 | 000108514623000884 | ||
23 | $28.72M | KRE, TBUX, AAPL, KLAC | 13F-HR | Oct 27, 2022 | 000108514622003615 | ||
35 | $122.06M | FTGC, COWZ, FXG, KRE | 13F-HR | Jul 27, 2022 | 000108514622002596 | ||
40 | $219.71M | RDVY, KRE, NDQ, FTGC | 13F-HR | May 4, 2022 | 000108514622001685 | ||
43 | $216.50M | RDVY, KRE, NDQ, SPMD | 13F-HR | Feb 2, 2022 | 000108514622000437 | ||
49 | $208.08M | NDQ, KRE, RDVY, KRE | 13F-HR | Oct 29, 2021 | 000108514621002940 |