Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: ODonnell Financial Services LLC
  City: SAN RAFAEL
  State: CA
  Zip: 94901
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $218,466,000
  Total Value Change : $18,973,000
  Securities Held Change : 3
   
All Securities Held : 39
  New Positions : 3
  Closed Positions : 0
  Increased Positions : 18
  Unchanged Positions : 5
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DSTL)1 Year Chart         DSTL Distillate Us Fundamental S... 2 - $0.00 $25,387,000 470,913 11.62% -9,633,000 -238,423 0.836    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 3 - $0.00 $24,415,000 420,146 11.18% -8,435,000 -211,703 0.047    N/A
   (GFEB)1 Year Chart         GFEB Ft Cboe Vest Us Equity Mode... 6 - $0.00 $13,429,000 389,919 6.15% -485,000 -31,267 5.881    N/A
   (PTNQ)1 Year Chart         PTNQ Pacer Trendpilot 100 Etf 7 - $0.00 $12,121,000 176,486 5.55% 434,000 -2,411 1.103    N/A
   (QMAR)1 Year Chart         QMAR Ft Cboe Vest Growth100 Buff... 10 - $0.00 $10,321,000 389,459 4.72% -398,000 -28,751 4.327    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 11 - $196.89 $6,108,000 35,621 2.8% -755,000 -28 0    Personal Computers
   (KAPR)1 Year Chart         KAPR Innovator Russell 2000 Powe... 12 - $0.00 $5,430,000 174,265 2.49% 214,000 -4,547 0.194    N/A
   (PSFF)1 Year Chart         PSFF Pacer Swan Sos Fund Of Fund... 13 - $0.00 $5,270,000 195,100 2.41% -10,832,000 -427,081 1.932    N/A
   (IAPR)1 Year Chart         IAPR Innovator Msci Eafe Power B... 15 - $0.00 $2,814,000 103,618 1.29% 144,000 -166 1.151    N/A
   (NJUL)1 Year Chart         NJUL Innovator ETFs Tr 17 - $0.00 $2,008,000 34,835 0.92% -694,000 -14,206 0.387    N/A
   (KJUL)1 Year Chart         KJUL Innovator ETFs Tr 18 - $0.00 $1,673,000 59,593 0.77% -183,000 -8,935 0.662    N/A
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... 20 - $0.00 $1,344,000 35,388 0.62% -610,000 -18,592 0.039    N/A
   (IJUL)1 Year Chart         IJUL Innovator Msci Eafe Power B... 26 - $0.00 $658,000 23,335 0.3% 10,000 -565 0.026    N/A

      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results