| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -1,973 | -100.0% | -0.22% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -443 | -100.0% | -0.22% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -3,187 | -100.0% | -0.22% | – |
| CCI | Exit | CROWN CASTLE INC | $0 | – | -2,305 | -100.0% | -0.23% | – |
| BDJ | Exit | BLACKROCK ENHANCED EQUITY DI | $0 | – | -28,079 | -100.0% | -0.23% | – |
| T | Exit | AT&T INC | $0 | – | -14,508 | -100.0% | -0.24% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -6,759 | -100.0% | -0.25% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -3,042 | -100.0% | -0.25% | – |
| AGNG | Exit | GLOBAL X FDSaging population | $0 | – | -9,220 | -100.0% | -0.26% | – |
| CALF | Exit | PACER FDS TRpacer us small | $0 | – | -5,882 | -100.0% | -0.27% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -919 | -100.0% | -0.27% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,005 | -100.0% | -0.29% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -488 | -100.0% | -0.30% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,759 | -100.0% | -0.32% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,330 | -100.0% | -0.32% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,209 | -100.0% | -0.34% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -2,108 | -100.0% | -0.35% | – |
| BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -17,955 | -100.0% | -0.36% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -940 | -100.0% | -0.38% | – |
| AFRM | Exit | AFFIRM HLDGS INC | $0 | – | -17,383 | -100.0% | -0.40% | – |
| PPT | Exit | PUTNAM PREMIER INCOME TRsh ben int | $0 | – | -111,890 | -100.0% | -0.41% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -17,984 | -100.0% | -0.41% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -467 | -100.0% | -0.42% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -3,870 | -100.0% | -0.44% | – |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -2,875 | -100.0% | -0.44% | – |
| CLOU | Exit | GLOBAL X FDS | $0 | – | -21,847 | -100.0% | -0.44% | – |
| NAC | Exit | NUVEEN CA QUALTY MUN INCOME | $0 | – | -43,696 | -100.0% | -0.46% | – |
| V | Exit | VISA INC | $0 | – | -1,940 | -100.0% | -0.48% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -16,389 | -100.0% | -0.49% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -8,321 | -100.0% | -0.49% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -2,069 | -100.0% | -0.51% | – |
| FBT | Exit | FIRST TR EXCHANGE-TRADED FDny arca biotech | $0 | – | -3,315 | -100.0% | -0.52% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,166 | -100.0% | -0.55% | – |
| DFEB | Exit | FIRST TR EXCHNG TRADED FD VIus eqt deep dufr | $0 | – | -14,586 | -100.0% | -0.55% | – |
| Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -27,314 | -100.0% | -0.56% | – | |
| CROX | Exit | CROCS INC | $0 | – | -6,223 | -100.0% | -0.60% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -17,571 | -100.0% | -0.62% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -8,221 | -100.0% | -0.62% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -1,486 | -100.0% | -0.64% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,985 | -100.0% | -0.65% | – |
| DKS | Exit | DICKS SPORTING GOODS INC | $0 | – | -5,545 | -100.0% | -0.65% | – |
| LDP | Exit | COHEN & STEERS LTD DURATION | $0 | – | -35,841 | -100.0% | -0.66% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,041 | -100.0% | -0.66% | – |
| PFE | Exit | PFIZER INC | $0 | – | -19,685 | -100.0% | -0.71% | – |
| BSCR | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -34,868 | -100.0% | -0.71% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -41,006 | -100.0% | -0.71% | – |
| FFEB | Exit | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $0 | – | -17,339 | -100.0% | -0.73% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -3,961 | -100.0% | -0.74% | – |
| PTNQ | Exit | PACER FDS TRtrendpilot 100 | $0 | – | -11,120 | -100.0% | -0.74% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -66,707 | -100.0% | -0.75% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -4,973 | -100.0% | -0.76% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -13,880 | -100.0% | -0.76% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -12,851 | -100.0% | -0.76% | – |
| BGB | Exit | BLACKSTONE STRATEGIC CRED 20 | $0 | – | -66,807 | -100.0% | -0.80% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,828 | -100.0% | -0.81% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -5,042 | -100.0% | -0.81% | – |
| BHK | Exit | BLACKROCK CORE BD TR | $0 | – | -77,323 | -100.0% | -0.83% | – |
| FNOV | Exit | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $0 | – | -19,960 | -100.0% | -0.84% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -3,849 | -100.0% | -0.84% | – |
| BSJQ | Exit | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $0 | – | -35,716 | -100.0% | -0.88% | – |
| Exit | ROBINHOOD MKTS INC | $0 | – | -85,105 | -100.0% | -0.90% | – | |
| BTT | Exit | BLACKROCK MUN TARGET TERM TR | $0 | – | -43,267 | -100.0% | -0.91% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -31,490 | -100.0% | -0.93% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -11,280 | -100.0% | -0.99% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -10,111 | -100.0% | -1.00% | – |
| FIW | Exit | FIRST TR EXCHANGE TRADED FDwtr etf | $0 | – | -11,158 | -100.0% | -1.00% | – |
| BBN | Exit | BLACKROCK TAX MUNICPAL BD TR | $0 | – | -65,778 | -100.0% | -1.08% | – |
| COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -22,117 | -100.0% | -1.18% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -6,589 | -100.0% | -1.19% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -69,648 | -100.0% | -1.21% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -3,488 | -100.0% | -1.35% | – |
| BFZ | Exit | BLACKROCK CALIF MUN INCOME Tsh ben int | $0 | – | -122,120 | -100.0% | -1.36% | – |
| FTHY | Exit | FIRST TR HIGH YIELD OPPRT 20 | $0 | – | -105,810 | -100.0% | -1.53% | – |
| BSCP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -73,452 | -100.0% | -1.60% | – |
| PTLC | Exit | PACER FDS TRtrendp us lar cp | $0 | – | -39,872 | -100.0% | -1.72% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -12,149 | -100.0% | -1.91% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -104,826 | -100.0% | -2.35% | – |
| VRP | Exit | INVESCO EXCH TRADED FD TR IIvar rate pfd | $0 | – | -103,519 | -100.0% | -2.51% | – |
| BSJP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -103,369 | -100.0% | -2.52% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -7,662 | -100.0% | -2.62% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -114,900 | -100.0% | -2.64% | – |
| FTSL | Exit | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $0 | – | -55,375 | -100.0% | -2.74% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -20,075 | -100.0% | -2.84% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -31,122 | -100.0% | -4.28% | – |
| TSLA | Exit | TESLA INC | $0 | – | -15,970 | -100.0% | -4.33% | – |
| BSJO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -182,666 | -100.0% | -4.45% | – |
| BSJN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -176,686 | -100.0% | -4.50% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -11,370 | -100.0% | -5.26% | – |
| AAPL | Exit | APPLE INC | $0 | – | -42,800 | -100.0% | -7.94% | – |
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 | 2024-02-05 |
| 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 |
| 13F-HR | 2021-11-15 |
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.