O Donnell Financial Services, LLC Portfolio Holdings
O Donnell Financial Services, LLC
- $228 Million
- Q2 2025
O Donnell Financial Services, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $228 Million distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $52.8M, ETF Ser Solution Distillate Us with a value of $26.3M, Vanguard Mega Cap Growth ETF with a value of $17.4M, Pacer Fds Tr Trendpliot 100 Et with a value of $15.7M, and Pacer Fds Tr Us Cash Cows 100 with a value of $13.9M.
Examining the 13F form we can see an increase of $25.9M in the current position value, from $202M to 228M.
Below you can find more details about O Donnell Financial Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|