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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ODonnell Financial Services, LLC

Quarter ended Q1 2024 · Filed April 23, 2024 · Accession 0001085146-24-001968

Total Value
$218.5M
Positions
39
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (39)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A854592,972$36.5M16.70%
2ETF SER SOLUTIONS26922A321470,913$25.4M11.62%
3PACER FDS TR69374H881420,146$24.4M11.18%
4INNOVATOR ETFS TRUSTINHD433,926$15.3M7.03%
5PACER FDS TR69374H204399,520$14.4M6.59%
6FIRST TR EXCHNG TRADED FD VI33740U737389,919$13.4M6.15%
7PACER FDS TR69374H303176,486$12.1M5.55%
8FIRST TR NASDAQ 100 TECH IND33734510263,367$12.1M5.53%
9VANGUARD WORLD FD92191081637,935$10.9M4.98%
10FIRST TR EXCHNG TRADED FD VI33740F581389,459$10.3M4.72%
11APPLE INCAAPL35,621$6.1M2.80%
12INNOVATOR ETFS TRUSTINHD174,265$5.4M2.49%
13PACER FDS TR69374H568195,100$5.3M2.41%
14PACER FDS TR69374H642249,744$5.1M2.33%
15INNOVATOR ETFS TRUSTINHD103,618$2.8M1.29%
16KLA CORPKLAC3,203$2.2M1.02%
17INNOVATOR ETFS TRUSTINHD34,835$2.0M0.92%
18INNOVATOR ETFS TRUSTINHD59,593$1.7M0.77%
19ISHARES TR46428985921,556$1.6M0.72%
20INNOVATOR ETFS TRUSTINHD35,388$1.3M0.62%
21VANGUARD INDEX FDS9229087694,849$1.3M0.58%
22MICROSOFT CORPMSFT2,740$1.2M0.53%
23AMAZON COM INCAMZN4,201$757,7760.35%
24UNITEDHEALTH GROUP INCUNH1,436$710,3890.33%
25ROSS STORES INCROST4,800$704,4480.32%
26INNOVATOR ETFS TRUSTINHD23,335$658,2800.30%
27META PLATFORMS INCMETA1,196$580,7540.27%
28CHEVRON CORP NEWCVX3,477$548,4620.25%
29PG&E CORPPCG-PX30,633$513,4090.24%
30INNOVATOR ETFS TRUSTINHD10,625$463,0380.21%
31VANGUARD INDEX FDS922908363809$388,9440.18%
32APPLIED MATLS INC0382221051,737$358,2220.16%
33ALPHABET INCGOOG2,151$327,5110.15%
34ZOETIS INCZTS1,885$318,9680.15%
35INTEL CORPINTC6,921$305,6840.14%
36ORACLE CORPORCL-PD2,196$275,8400.13%
37ISHARES TR464287622914$263,2590.12%
38FAIR ISAAC CORPFICO200$249,9220.11%
39VISA INCV747$208,4730.10%