| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 9 | Q3 2023 | 36.1% |
| SPDR SER TR | 9 | Q3 2023 | 15.2% |
| KLA CORP | 9 | Q3 2023 | 12.6% |
| UNITEDHEALTH GROUP INC | 9 | Q3 2023 | 7.7% |
| MICROSOFT CORP | 9 | Q3 2023 | 6.1% |
| CHEVRON CORP NEW | 9 | Q3 2023 | 5.7% |
| AMAZON COM INC | 9 | Q3 2023 | 3.1% |
| BANK NEW YORK MELLON CORP | 9 | Q3 2023 | 2.9% |
| ZOETIS INC | 9 | Q3 2023 | 2.6% |
| PFIZER INC | 9 | Q3 2023 | 2.9% |
View ODonnell Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-02 |
View ODonnell Financial Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.