O Donnell Financial Services, LLC Purchases in Q3 2024

O Donnell Financial Services, LLC

$212 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
TLT Ishares Barclays 20+ Year Trea ETFs	111K New	$89.91 - $101.33 $9.95M - $11.2M	111K $10.9M
RDVY First Trust Rising Dividend Ac ETFs	140K New	$53.68 - $59.24 $7.5M - $8.27M	140K $8.27M
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	13.3K + 1.88%	$60.84 - $67.51 $810K - $899K	721K $48.7M
PTMC Pacer Fds Tr Trendpilot Us Mid ETFs	41.6K + 8.78%	$34.06 - $37.17 $1.42M - $1.55M	515K $19.1M
AAPL Apple Inc. Technology	1.36K + 4.04%	$207.23 - $234.82 $282K - $319K	35K $8.15M
MGK Vanguard Mega Cap Growth ETF ETFs	1.06K + 2.32%	$285.48 - $330.24 $302K - $350K	46.7K $15M
PTNQ Pacer Fds Tr Trendpliot 100 Et ETFs	4.5K + 2.16%	$68.53 - $74.13 $308K - $333K	213K $15.6M
V Visa Inc. Financial Services	747 New	$253.74 - $291.56 $190K - $218K	747 $205K
LMT Lockheed Martin Corp Industrials	350 New	$460.3 - $584.56 $161K - $205K	350 $204K
PSFF Pacer Fds Tr Swan Sos Fd Of Fd ETFs	175 + 0.09%	$27.17 - $28.74 $4.75K - $5.03K	199K $5.72M
AOA Ishares Tr Core Aggressive All ETFs	791 + 3.16%	$72.11 - $79.05 $57K - $62.5K	25.8K $2.04M
VTI Vanguard Total Stock Market Et ETFs	23 + 0.55%	$255.18 - $283.2 $5.87K - $6.51K	4.2K $1.19M
MSFT Microsoft Corp Technology	253 + 9.96%	$395.15 - $467.56 $100K - $118K	2.79K $1.2M
ZTS Zoetis Inc. Healthcare	4 + 0.21%	$172.58 - $196.48 $690 - $786	1.89K $370K
NVDA Nvidia Corp Technology	286 + 15.87%	$98.91 - $134.91 $28.3K - $38.6K	2.09K $253K
VOO Vanguard Index Fds S&P 500 ETF ETFs	3 + 0.37%	$475.2 - $527.7 $1.43K - $1.58K	812 $428K
Tidal Tr Ii	95.9K New	N/A	95.9K $0
First Tr Exchng Traded Fd Vi	11.1K New	N/A	11.1K $0
FTGS First Tr Exchange Traded Fd Gr	386K New	N/A	386K $0

Activity Summary All Purchases 19 New Holdings 7 Increased Positions 12 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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