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  Name: ODonnell Financial Services LLC
  City: SAN RAFAEL
  State: CA
  Zip: 94901
   
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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
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (FB)1 Year Chart         FB Meta Platforms Inc 27 New $471.91 $581,000 1,196 0.27% 581,000 1,196 0    Internet Service Prov...
   (PCG)1 Year Chart         PCG PG&E Corp 29 New $18.60 $513,000 30,633 0.23% 513,000 30,633 0    Multi Utilities
   (V)1 Year Chart         V Visa Inc 39 New $280.10 $208,000 747 0.1% 208,000 747 0    Business Services
      3 Records Found
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