ODonnell Financial Services, LLC - Portfolio overview

ODonnell Financial Services, LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPLG - SPDR SERIES TRUST, 16.44%
2. SPYM - SPDR SERIES TRUST, 16.17%
3. RDVY - FIRST TR EXCHANGE TRADED FD, 6.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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