O Donnell Financial Services, LLC Portfolio Holdings
O Donnell Financial Services, LLC
- $202 Million
- Q1 2025
O Donnell Financial Services, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $202 Million distributed in 49 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 $47M, ETF Ser Solution Distillate Us with a value of $25.7M, Pacer Fds Tr Trendpliot 100 Et with a value of $15.3M, Pacer Fds Tr Trendpilot Us Mid with a value of $15M, and Vanguard Mega Cap Growth ETF with a value of $14.5M.
Examining the 13F form we can see an decrease of $17.4M in the current position value, from $220M to 202M.
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 |
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