76 is the total number of securities ODonnell Financial Services, LLC has owned. The longest ODonnell Financial Services, LLC has owned a single stock is 9 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AAPL | APPLE INC | 9 | 9 | 1.88% | 8.85% | 36.09% | Q3 2021 | Q3 2023 | 9 |
| SPLG | SPDR SER TR | 9 | 9 | 0.12% | 5.97% | 15.19% | Q3 2021 | Q3 2023 | 9 |
| KLAC | KLA CORP | 9 | 9 | 0.59% | 2.61% | 12.56% | Q3 2021 | Q3 2023 | 9 |
| UNH | UNITEDHEALTH GROUP INC | 9 | 9 | 0.33% | 1.61% | 7.72% | Q3 2021 | Q3 2023 | 9 |
| MSFT | MICROSOFT CORP | 9 | 9 | 0.39% | 1.41% | 6.05% | Q3 2021 | Q3 2023 | 9 |
| CVX | CHEVRON CORP NEW | 9 | 9 | 0.18% | 1.28% | 5.72% | Q3 2021 | Q3 2023 | 9 |
| AMZN | AMAZON COM INC | 9 | 9 | 0.29% | 0.87% | 3.12% | Q3 2021 | Q3 2023 | 9 |
| BK | BANK NEW YORK MELLON CORP | 9 | 9 | 0.16% | 0.60% | 2.87% | Q3 2021 | Q3 2023 | 9 |
| ZTS | ZOETIS INC | 9 | 9 | 0.17% | 0.59% | 2.58% | Q3 2021 | Q3 2023 | 9 |
| PFE | PFIZER INC | 9 | 9 | 0.10% | 0.58% | 2.85% | Q3 2021 | Q3 2023 | 9 |
| TSLA | TESLA INC | 5 | 3 | 0.12% | 0.39% | 1.23% | Q3 2021 | Q3 2023 | 8 |
| INTC | INTEL CORP | 4 | 3 | 0.14% | 0.20% | 0.40% | Q3 2021 | Q3 2023 | 7 |
| GOOG | ALPHABET INC | 4 | 3 | 0.09% | 0.17% | 0.40% | Q3 2021 | Q3 2023 | 7 |
| IWB | ISHARES TR | 4 | 3 | 0.10% | 0.16% | 0.37% | Q3 2021 | Q3 2023 | 7 |
| QQQ | INVESCO QQQ TR | 6 | 6 | 0.93% | 7.88% | 15.32% | Q3 2021 | Q4 2022 | 6 |
| SHY | ISHARES TR | 6 | 6 | 0.14% | 1.24% | 2.94% | Q3 2021 | Q4 2022 | 6 |
| NSC | NORFOLK SOUTHN CORP | 6 | 6 | 0.16% | 0.82% | 3.12% | Q3 2021 | Q4 2022 | 6 |
| STOT | SSGA ACTIVE TR | 6 | 6 | 0.12% | 0.55% | 1.96% | Q3 2021 | Q4 2022 | 6 |
| AMAT | APPLIED MATLS INC | 3 | 3 | 0.10% | 0.16% | 0.36% | Q3 2021 | Q3 2023 | 6 |
| TIPX | SPDR SER TR | 5 | 5 | 3.47% | 11.91% | 34.93% | Q3 2021 | Q3 2022 | 5 |
| ROST | ROSS STORES INC | 5 | 5 | 0.30% | 1.61% | 5.11% | Q3 2022 | Q3 2023 | 5 |
| VUG | VANGUARD INDEX FDS | 5 | 5 | 0.10% | 0.45% | 1.23% | Q3 2021 | Q3 2022 | 5 |
| NMTR | 9 METERS BIOPHARMA INC | 5 | 5 | 0.19% | 0.38% | 0.66% | Q3 2021 | Q3 2022 | 5 |
| LMBS | FIRST TR EXCHANGE-TRAD... | 5 | 5 | 0.13% | 0.29% | 0.77% | Q3 2021 | Q3 2022 | 5 |
| RDVY | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.48% | 12.04% | 17.56% | Q3 2021 | Q2 2022 | 4 |
| FTGC | FIRST TR EXCHANGE TRAD... | 4 | 4 | 4.28% | 9.33% | 20.95% | Q3 2021 | Q2 2022 | 4 |
| T ROWE PRICE ETF INC | 4 | 4 | 3.19% | 8.11% | 20.80% | Q4 2021 | Q3 2022 | 4 | |
| VTV | VANGUARD INDEX FDS | 4 | 4 | 0.25% | 0.63% | 1.61% | Q4 2021 | Q3 2022 | 4 |
| FTCS | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.20% | 0.23% | 0.31% | Q3 2021 | Q2 2022 | 4 |
| NKE | NIKE INC | 3 | 1 | 0.10% | 0.17% | 0.36% | Q3 2021 | Q1 2023 | 4 |
| FIRST TR EXCHNG TRADED... | 3 | 3 | 26.90% | 44.17% | 75.41% | Q1 2023 | Q3 2023 | 3 | |
| COWZ | PACER FDS TR | 2 | 1 | 7.12% | 12.36% | 20.26% | Q1 2022 | Q3 2023 | 3 |
| SPMD | SPDR SER TR | 3 | 3 | 4.79% | 7.05% | 8.27% | Q3 2021 | Q1 2022 | 3 |
| SPSM | SPDR SER TR | 3 | 3 | 3.54% | 5.85% | 8.46% | Q3 2021 | Q1 2022 | 3 |
| DRSK | ETF SER SOLUTIONS | 3 | 3 | 4.70% | 5.51% | 6.09% | Q3 2021 | Q1 2022 | 3 |
| RWR | SPDR SER TR | 3 | 3 | 3.92% | 4.38% | 4.77% | Q3 2021 | Q1 2022 | 3 |
| ALTL | PACER FDS TR | 2 | 1 | 0.57% | 3.32% | 7.03% | Q3 2021 | Q2 2022 | 3 |
| VTI | VANGUARD INDEX FDS | 3 | 3 | 0.45% | 0.79% | 1.40% | Q1 2023 | Q3 2023 | 3 |
| IJR | ISHARES TR | 3 | 3 | 0.11% | 0.22% | 0.35% | Q3 2021 | Q1 2022 | 3 |
| 9 METERS BIOPHARMA INC | 3 | 3 | 0.02% | 0.21% | 0.50% | Q4 2022 | Q2 2023 | 3 | |
| IAGG | ISHARES TR | 3 | 3 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q1 2022 | 3 |
| SPAB | SPDR SER TR | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
| QMAR | FIRST TR EXCHNG TRADED... | 2 | 2 | 21.60% | 22.76% | 23.92% | Q2 2023 | Q3 2023 | 2 |
| KAPR | INNOVATOR ETFS TR | 2 | 2 | 10.46% | 11.39% | 12.32% | Q2 2023 | Q3 2023 | 2 |
| IAPR | INNOVATOR ETFS TR | 2 | 2 | 1.40% | 7.42% | 13.44% | Q2 2023 | Q3 2023 | 2 |
| PTBD | PACER FDS TR | 2 | 2 | 2.75% | 3.70% | 4.66% | Q3 2021 | Q4 2021 | 2 |
| KBWD | INVESCO EXCH TRADED FD... | 2 | 2 | 1.00% | 1.51% | 2.02% | Q4 2021 | Q1 2022 | 2 |
| FXO | FIRST TR EXCHANGE TRAD... | 2 | 2 | 1.05% | 1.47% | 1.88% | Q4 2021 | Q1 2022 | 2 |
| FPE | FIRST TR EXCH TRADED F... | 2 | 2 | 0.50% | 0.69% | 0.88% | Q3 2021 | Q4 2021 | 2 |
| TWTR | TWITTER INC | 2 | 2 | 0.21% | 0.62% | 1.03% | Q2 2022 | Q3 2022 | 2 |
| IJH | ISHARES TR | 2 | 2 | 0.12% | 0.18% | 0.23% | Q3 2021 | Q4 2021 | 2 |
| ORCL | ORACLE CORP | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
| BND | VANGUARD BD INDEX FDS | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
| DSTL | ETF SER SOLUTIONS | 1 | 1 | 12.17% | 12.17% | 12.17% | Q3 2023 | Q3 2023 | 1 |
| FXG | FIRST TR EXCHANGE TRAD... | 1 | 1 | 11.20% | 11.20% | 11.20% | Q2 2022 | Q2 2022 | 1 |
| DAPR | FIRST TR EXCHNG TRADED... | 1 | 1 | 10.74% | 10.74% | 10.74% | Q2 2023 | Q2 2023 | 1 |
| IGE | ISHARES TR | 1 | 1 | 5.51% | 5.51% | 5.51% | Q2 2022 | Q2 2022 | 1 |
| FTRI | FIRST TR EXCHANGE TRAD... | 1 | 1 | 5.33% | 5.33% | 5.33% | Q2 2022 | Q2 2022 | 1 |
| NJUL | INNOVATOR ETFS TR | 1 | 1 | 2.87% | 2.87% | 2.87% | Q3 2023 | Q3 2023 | 1 |
| PSFF | PACER FDS TR | 1 | 1 | 2.54% | 2.54% | 2.54% | Q3 2023 | Q3 2023 | 1 |
| PJUL | INNOVATOR ETFS TR | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2023 | Q3 2023 | 1 |
| KJUL | INNOVATOR ETFS TR | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2023 | Q3 2023 | 1 |
| SPDW | SPDR INDEX SHS FDS | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2021 | Q3 2021 | 1 |
| AA | ALCOA CORP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2021 | Q3 2021 | 1 |
| BATH & BODY WORKS INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2021 | Q3 2021 | 1 | |
| IT | GARTNER INC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2021 | Q3 2021 | 1 |
| BX | BLACKSTONE INC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2021 | Q3 2021 | 1 |
| DKS | DICKS SPORTING GOODS INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2021 | Q3 2021 | 1 |
| NUE | NUCOR CORP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2021 | Q3 2021 | 1 |
| CLF | CLEVELAND-CLIFFS INC NEW | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2021 | Q3 2021 | 1 |
| IJUL | INNOVATOR ETFS TR | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
| T | AT&T INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2021 | Q3 2021 | 1 |
| SPYV | SPDR SER TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
| PSMG | INVESCO ACTIVELY MANAG... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
| VXF | VANGUARD INDEX FDS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including APPLE INC, SPDR SER TR, and KLA CORP, are the highest-conviction holdings of ODonnell Financial Services, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by ODonnell Financial Services, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that ODonnell Financial Services, LLC owns currently or has owned in the past.