O Donnell Financial Services, LLC Portfolio Holdings
O Donnell Financial Services, LLC
- $240 Million
- Q4 2025
O Donnell Financial Services, LLC has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $240 Million distributed in 54 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $60.6M, ETF Ser Solution Distillate Us with a value of $28.4M, First Trust Rising Dividend Ac with a value of $23.9M, Vanguard Mega Cap Growth ETF with a value of $19.9M, and Ishares Tr Msci Eafe ETF with a value of $16.1M.
Examining the 13F form we can see an decrease of $6.72M in the current position value, from $247M to 240M.
Below you can find more details about O Donnell Financial Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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