Long-term investor
Odonnell Financial Services, LLC @odonnellfinancialservice
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730962).
Record
- Tracked since 2025-06-30 (445 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months n/a · 1 year +17.0% · all +17.0%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 20.3% · long · since 2025-06-30
- RDVY · 9.0% · long · since 2025-06-30
- DUSA · 7.6% · long · since 2026-03-31
- MGK · 6.5% · long · since 2025-06-30
- EFA · 5.6% · long · since 2025-06-30
- FTGS · 5.6% · long · since 2025-06-30
- FDD · 5.2% · long · since 2025-06-30
- QQQM · 5.0% · long · since 2026-03-31
- CLOA · 2.5% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- KLAC · 2.4% · long · since 2025-06-30
- PYLD · 2.3% · long · since 2025-12-31