O Donnell Financial Services, LLC Incresed Positions in Q3 2025

O Donnell Financial Services, LLC

  • $247 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
162K
+ 86.42%
$62.38 - $67.29 $10.1M - $10.9M
348K $23.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
34K
+ 4.68%
$72.65 - $78.68 $2.47M - $2.67M
760K $59.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
981
+ 2.07%
$362.31 - $405.74 $355K - $398K
48.4K $19.5M
DSTL
ETF Ser Solution Distillate Us

ETFs
14K
+ 2.94%
$54.44 - $58.24 $760K - $813K
489K $28.3M
FDD
First Trust Stoxx European Sel

ETFs
80.5K
+ 10.77%
$15.26 - $16.67 $1.23M - $1.34M
828K $13.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
11.8K
+ 7.72%
$87.29 - $93.61 $1.03M - $1.1M
164K $15.3M
RBLX
Roblox Corp

Communication Services
974
+ 6.72%
$100.65 - $141.56 $98K - $138K
15.5K $2.14M
NVDA
Nvidia Corp

Technology
1.73K
+ 81.36%
$153.3 - $186.58 $265K - $322K
3.85K $718K
AOA
Ishares Tr Core Aggressive All

ETFs
2.66K
+ 8.85%
$82.71 - $88.14 $220K - $234K
32.7K $2.88M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
12.1K
+ 3.6%
$19.68 - $19.97 $238K - $241K
348K $6.89M
ORCL
Oracle Corp

Technology
15
+ 0.68%
$218.96 - $328.33 $3.28K - $4.92K
2.21K $621K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.97K
+ 13.35%
$33.07 - $34.84 $65K - $68.5K
16.7K $582K
AMZN
Amazon Com Inc

Consumer Cyclical
360
+ 7.79%
$211.65 - $238.24 $76.2K - $85.8K
4.98K $1.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
56
+ 6.83%
$567.77 - $614.76 $31.8K - $34.4K
876 $536K
CVX
Chevron Corp

Energy
72
+ 1.95%
$145.57 - $161.83 $10.5K - $11.7K
3.76K $583K
UNH
Unitedhealth Group Inc

Healthcare
25
+ 1.9%
$237.77 - $353.61 $5.94K - $8.84K
1.34K $463K
GE
General Electric CO

Industrials
1
+ 0.1%
$244.75 - $305.63 $245 - $306
1.04K $314K
META
Meta Platforms, Inc.

Communication Services
51
+ 4.73%
$695.21 - $791.73 $35.5K - $40.4K
1.13K $829K
V
Visa Inc.

Financial Services
115
+ 14.99%
$332.09 - $358.86 $38.2K - $41.3K
882 $301K
Blackrock ETF Trust Ii
1.32K
+ 20.2%
N/A
7.87K $0
Tidal Trust Ii
4.4K
+ 2.9%
N/A
156K $0
GLDB
Strategy Shs
9.57K
+ 3.79%
N/A
262K $0
FTGS
First Tr Exchange Traded Fd Gr
11.1K
+ 2.27%
N/A
501K $0
ZTS
Zoetis Inc.

Healthcare
6
+ 0.32%
$141.13 - $159.19 $847 - $955
1.87K $273K
Activity Summary
Buys All Purchases 33 New Holdings 8 Increased Positions 25 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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