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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 2025 · Filed May 5, 2025 · Accession 0001085146-25-002589

Total Value
$242.3M
Positions
49
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (49)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A854714,500$47.0M19.39%
2ETF SER SOLUTIONS26922A321474,470$25.7M10.62%
3PACER FDS TR69374H303214,785$15.3M6.29%
4PACER FDS TR69374H204432,246$15.0M6.17%
5VANGUARD WORLD FD92191081646,982$14.5M5.99%
6FIRST TR EXCHANGE-TRADED FD33733E823486,109$14.5M5.97%
7PACER FDS TR69374H881253,478$13.9M5.73%
8FIRST TR EXCHNG TRADED FD VI33740F243538,374$10.9M4.50%
9FIRST TR EXCHANGE TRADED FD33738R506181,580$10.6M4.39%
10APPLE INCAAPL33,426$7.4M3.06%
11ISHARES TR46428746588,175$7.2M2.97%
12STRATEGY SHSSTRD239,803$6.7M2.75%
13PACER FDS TR69374H642327,583$6.6M2.71%
14ISHARES TR46428743263,815$5.8M2.40%
15INNOVATOR ETFS TRUSTINHD143,675$4.4M1.83%
16FIRST TR EXCHNG TRADED FD VI33740U737115,516$4.2M1.75%
17PACER FDS TR69374H568139,615$4.0M1.65%
18FIRST TR EXCHNG TRADED FD VI33740F581129,917$3.7M1.52%
19ISHARES TR46428985927,670$2.1M0.87%
20KLA CORPKLAC3,003$2.0M0.84%
21TIDAL TR II88636J659147,186$2.0M0.81%
22ISHARES TR46428865316,236$1.7M0.70%
23INNOVATOR ETFS TRUSTINHD27,496$1.7M0.68%
24INNOVATOR ETFS TRUSTINHD51,838$1.4M0.60%
25INNOVATOR ETFS TRUSTINHD39,910$1.4M0.59%
26VANGUARD INDEX FDS9229087694,488$1.2M0.51%
27INNOVATOR ETFS TRUSTINHD28,545$1.1M0.47%
28MICROSOFT CORPMSFT2,938$1.1M0.46%
29INNOVATOR ETFS TRUSTINHD34,898$961,0910.40%
30AMAZON COM INCAMZN4,680$890,4170.37%
31ROBLOX CORPRBLX13,563$790,5870.33%
32UNITEDHEALTH GROUP INCUNH1,328$695,5400.29%
33META PLATFORMS INCMETA1,083$624,1980.26%
34CHEVRON CORP NEWCVX3,687$616,7980.25%
35FIRST TR EXCHNG TRADED FD VI33740U75215,407$460,0530.19%
36VANGUARD INDEX FDS922908363820$421,4250.17%
37FAIR ISAAC CORPFICO200$368,8320.15%
38ALPHABET INCGOOG2,315$361,6150.15%
39SPDR S&P 500 ETF TRSPY556$310,7720.13%
40ORACLE CORPORCL-PD2,196$307,0230.13%
41ZOETIS INCZTS1,862$306,6060.13%
42BLACKROCK ETF TRUST IIBLK5,871$304,0000.13%
43VISA INCV802$281,0690.12%
44ISHARES TR464287622914$280,3600.12%
45APPLIED MATLS INC0382221051,736$251,9280.10%
46ISHARES TR4642874402,562$244,3380.10%
47NVIDIA CORPORATIONNVDA2,162$234,2670.10%
48PALANTIR TECHNOLOGIES INCPLTR2,576$217,4140.09%
49GE AEROSPACE3696043011,041$208,3930.09%