$68.2 Million is the total value of Oder Investment Management, LLC's 79 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -2,392 | -100.0% | -0.28% | – |
IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,322 | -100.0% | -0.54% | – |
AMGN | Exit | AMGEN INC | $0 | – | -2,938 | -100.0% | -0.93% | – |
ABBV | Exit | ABBVIE INC | $0 | – | -6,792 | -100.0% | -1.00% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -1,272 | -100.0% | -5.70% | – |
AAPL | Exit | APPLE INC | $0 | – | -41,785 | -100.0% | -7.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR TRUST UNIT SR | 12 | Q3 2023 | 7.5% |
TESLA MOTORS INC | 12 | Q3 2023 | 6.1% |
INVESCO EXCH TRD SLF IDX FD | 12 | Q3 2023 | 4.5% |
DISNEY WALT HLDG CO | 12 | Q3 2023 | 5.2% |
INVESCO VARIABLE RATE | 12 | Q3 2023 | 3.4% |
PFIZER INCORPORATED | 12 | Q3 2023 | 4.2% |
MICROSOFT CORP | 12 | Q3 2023 | 3.3% |
BLACKROCK TAX MUNICPAL BD TR | 12 | Q3 2023 | 2.9% |
MORGAN JP & CO INC | 12 | Q3 2023 | 2.4% |
BLACKROCK CA MUN INCM TR | 12 | Q3 2023 | 2.8% |
View Oder Investment Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-11 |
View Oder Investment Management, 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.