O Donnell Financial Services, LLC Portfolio Holdings by Sector

O Donnell Financial Services, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG DSTL PTMC COWZ PTNQ MGK TLT RDVY 18 stocks	$185,889 91.09% of portfolio	9	8	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8,152 3.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT 2 stocks	$2,759 1.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1,575 0.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,189 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$940 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$839 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$773 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$540 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology FICO 1 stocks	$388 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$370 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$253 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$205 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT 1 stocks	$204 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts

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