ODonnell Financial Services, LLC
- SEC CIK
- 0001730962
- 最新申報
- 2026/8/12
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/29 申報。只含多頭部位。
- 持股檔數
- 49
- 2021 年第 2 季沒有申報
- 總值
- $2.08 億
- 2021 年第 2 季沒有申報
ODonnell Financial Services, LLC 沒有申報 2021 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 89,078 | $3,189 萬 | 15.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 626,413 | $3,161 萬 | 15.2% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 661,717 | $3,141 萬 | 15.1% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 413,022 | $1,760 萬 | 8.5% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 372,775 | $1,721 萬 | 8.3% | – | – | – |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 341,394 | $977.4 萬 | 4.7% | – | – | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 368,966 | $889.6 萬 | 4.3% | – | – | – |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 77,465 | $816.7 萬 | 3.9% | – | – | – |
| SPDR Series Trust78468R861 | STATE STRET SPDR | 342,520 | $722.7 萬 | 3.5% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 70,921 | $611.0 萬 | 2.9% | – | – | – |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 211,327 | $573.1 萬 | 2.8% | – | – | – |
| AAPLApple Inc. | Stock | 27,686 | $391.8 萬 | 1.9% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 94,802 | $343.3 萬 | 1.6% | – | – | – |
| AAAlcoa Corp | Stock | 34,803 | $170.3 萬 | 0.8% | – | – | 歷史 |
| BBWIBath & Body Works, Inc. | COM | 26,469 | $166.8 萬 | 0.8% | – | – | 歷史 |
| ITGartner Inc | COM | 5,228 | $158.9 萬 | 0.8% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 12,676 | $147.5 萬 | 0.7% | – | – | 歷史 |
| DKSDick's Sporting Goods, Inc. | Stock | 12,258 | $146.8 萬 | 0.7% | – | – | 歷史 |
| NUENucor Corp | COM | 14,868 | $146.4 萬 | 0.7% | – | – | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 71,627 | $141.9 萬 | 0.7% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 3,676 | $123.0 萬 | 0.6% | – | – | 歷史 |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 28,640 | $117.9 萬 | 0.6% | – | – | – |
| NMTR9 Meters Biopharma, Inc. | COM | 840,727 | $109.3 萬 | 0.5% | – | – | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 50,098 | $102.9 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 289 | $94.9 萬 | 0.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,870 | $80.9 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,595 | $72.0 萬 | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,753 | $68.5 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,847 | $48.6 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 17,441 | $47.1 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 600 | $46.5 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 6,080 | $45.5 萬 | 0.2% | – | – | – |
| ZTSZoetis Inc. | Stock | 1,947 | $37.8 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,710 | $37.6 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 6,984 | $37.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 6,703 | $36.9 萬 | 0.2% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 6,866 | $35.6 萬 | 0.2% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,431 | $34.3 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 6,366 | $32.2 萬 | 0.2% | – | – | – |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 5,461 | $27.1 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 8,100 | $24.2 萬 | 0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 1,649 | $23.9 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 882 | $23.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 914 | $22.1 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 5,078 | $21.8 萬 | 0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 1,649 | $21.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,406 | $20.6 萬 | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 76 | $20.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 695 | $20.2 萬 | 0.1% | – | – | – |