O Donnell Financial Services, LLC Reduced Holdings in Q2 2025

O Donnell Financial Services, LLC

  • $228 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-152K
- 35.07%
$34.58 - $34.88 $5.24M - $5.29M
281K $9.79M
AAPL
Apple Inc.

Technology
-2.32K
- 6.95%
$172.42 - $223.89 $400K - $520K
31.1K $6.38M
UNH
Unitedhealth Group Inc

Healthcare
-12
- 0.9%
$274.35 - $599.47 $3.29K - $7.19K
1.32K $410K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-492
- 3.03%
$97.29 - $105.63 $47.9K - $52K
15.7K $1.6M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-9.84K
- 7.05%
$26.82 - $30.48 $264K - $300K
130K $3.96M
ZTS
Zoetis Inc.

Healthcare
-2
- 0.11%
$144.41 - $170.3 $289 - $341
1.86K $290K
KJUL
Innovator U.S. Small Cap Power

Technology
-2.65K
- 5.12%
$25.96 - $29.2 $68.8K - $77.4K
49.2K $1.44M
V
Visa Inc.

Financial Services
-35
- 4.36%
$308.27 - $373.31 $10.8K - $13.1K
767 $272K
IEF
Ishares Barclays

ETFs
-31
- 1.21%
$93.15 - $96.56 $2.89K - $2.99K
2.53K $242K
First Tr Exchng Traded Fd Vi
-1.56K
- 1.35%
N/A
114K $0
Innovator Etfs Trust
-29K
- 72.58%
N/A
10.9K $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.17K
- 0.46%
$47.46 - $55.3 $55.4K - $64.6K
252K $13.9M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-669
- 4.34%
$27.46 - $33.2 $18.4K - $22.2K
14.7K $489K
IAPR
Innovator Etfs Tr Internationa

ETFs
-807
- 2.31%
$25.9 - $29.24 $20.9K - $23.6K
34.1K $996K
KAPR
Innovator U.S. Small Cap Power

ETFs
-4.79K
- 3.33%
$28.5 - $32.39 $136K - $155K
139K $4.5M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-790
- 2.77%
$37.66 - $43.85 $29.8K - $34.6K
27.8K $1.22M
NVDA
Nvidia Corp

Technology
-38
- 1.76%
$94.31 - $157.99 $3.58K - $6K
2.12K $335K
AMZN
Amazon Com Inc

Consumer Cyclical
-58
- 1.24%
$167.32 - $223.3 $9.7K - $13K
4.62K $1.01M
NJUL
Innovator Growth 100 Power Buf

Technology
-899
- 3.27%
$56.05 - $68.06 $50.4K - $61.2K
26.6K $1.81M
META
Meta Platforms, Inc.

Communication Services
-5
- 0.46%
$484.66 - $738.09 $2.42K - $3.69K
1.08K $795K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-2.14K
- 1.65%
$25.96 - $30.99 $55.6K - $66.3K
128K $3.96M
MSFT
Microsoft Corp

Technology
-87
- 2.96%
$354.56 - $497.45 $30.8K - $43.3K
2.85K $1.42M
KLAC
Kla Corp

Technology
-115
- 3.83%
$576.53 - $902.94 $66.3K - $104K
2.89K $2.59M
Activity Summary
Buys All Purchases 21 New Holdings 2 Increased Positions 19 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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