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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 Q2 2025 · Filed July 29, 2025 · Accession 0001085146-25-004261

Total Value
$260.6M
Positions
50
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (50)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854726,076$52.8M20.25%
2ETF SER SOLUTIONS26922A321474,625$26.3M10.08%
3VANGUARD WORLD FD92191081647,410$17.4M6.66%
4FIRST TR EXCHANGE-TRADED FD33733E823489,668$16.7M6.42%
5PACER FDS TR69374H303219,653$15.7M6.02%
6PACER FDS TR69374H881252,310$13.9M5.33%
7ISHARES TR464287465152,228$13.6M5.22%
8FIRST TR EXCHANGE TRADED FD33738R506186,910$11.7M4.50%
9FIRST TR EXCHANGE-TRADED FD33735T109747,517$11.6M4.46%
10PACER FDS TR69374H204280,673$9.8M3.76%
11STRATEGY SHSSTRD252,653$7.4M2.84%
12PACER FDS TR69374H642335,578$6.6M2.54%
13APPLE INCAAPL31,104$6.4M2.45%
14ISHARES TR46428743264,836$5.7M2.20%
15INNOVATOR ETFS TRUSTINHD138,890$4.5M1.73%
16FIRST TR EXCHNG TRADED FD VI33740U737113,961$4.4M1.71%
17FIRST TR EXCHNG TRADED FD VI33740F581127,776$4.0M1.52%
18PACER FDS TR69374H568129,774$4.0M1.52%
19KLA CORPKLAC2,888$2.6M0.99%
20ISHARES TR46428985930,025$2.5M0.96%
21TIDAL TR II88636J659151,834$2.1M0.80%
22INNOVATOR ETFS TRUSTINHD26,597$1.8M0.69%
23VANGUARD INDEX FDS9229087695,471$1.7M0.64%
24ISHARES TR46428865315,744$1.6M0.61%
25ROBLOX CORPRBLX14,504$1.5M0.59%
26INNOVATOR ETFS TRUSTINHD49,186$1.4M0.55%
27MICROSOFT CORPMSFT2,851$1.4M0.54%
28INNOVATOR ETFS TRUSTINHD27,755$1.2M0.47%
29AMAZON COM INCAMZN4,622$1.0M0.39%
30INNOVATOR ETFS TRUSTINHD34,091$996,8210.38%
31FIRST TR EXCHNG TRADED FD VI33740F24343,637$918,3490.35%
32META PLATFORMS INCMETA1,078$795,6740.31%
33CHEVRON CORP NEWCVX3,687$527,9420.20%
34FIRST TR EXCHNG TRADED FD VI33740U75214,738$489,3020.19%
35ORACLE CORPORCL-PD2,196$480,1110.18%
36VANGUARD INDEX FDS922908363820$465,8060.18%
37ALPHABET INCGOOG2,351$417,1290.16%
38UNITEDHEALTH GROUP INCUNH1,316$410,5530.16%
39INNOVATOR ETFS TRUSTINHD10,945$410,2190.16%
40FAIR ISAAC CORPFICO200$365,5920.14%
41PALANTIR TECHNOLOGIES INCPLTR2,576$351,1600.13%
42ISHARES TR4642876221,015$344,6640.13%
43BLACKROCK ETF TRUST IIBLK6,546$339,8680.13%
44NVIDIA CORPORATIONNVDA2,124$335,5190.13%
45APPLIED MATLS INC0382221051,737$317,9930.12%
46ZOETIS INCZTS1,860$290,0030.11%
47VISA INCV767$272,3230.10%
48GE AEROSPACE3696043011,043$268,4760.10%
49ISHARES TR4642874402,531$242,3940.09%
50TESLA INCTSLA668$212,1970.08%