O Donnell Financial Services, LLC Portfolio Holdings by Sector

O Donnell Financial Services, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG DSTL PTMC MGK PTNQ COWZ RDVY TLT 16 stocks	$175,476 90.56% of portfolio	5	11	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8,765 4.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC AMAT 2 stocks	$2,243 1.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1,564 0.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,217 0.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG 2 stocks	$1,132 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$954 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$665 0.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$531 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology FICO 1 stocks	$398 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$308 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$280 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$236 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts

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