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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 Q3 2025 · Filed November 10, 2025 · Accession 0001730962-25-000005

Total Value
$281.2M
Positions
55
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (55)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A854760,050$59.5M21.18%
2ETF SER SOLUTIONS26922A321488,578$28.3M10.07%
3FIRST TR EXCHANGE TRADED FD33738R506348,445$23.4M8.34%
4VANGUARD WORLD FD92191081648,391$19.5M6.93%
5FIRST TR EXCHANGE-TRADED FD33733E823500,800$18.0M6.40%
6ISHARES TR464287465163,978$15.3M5.45%
7INVESCO QQQ TRIVZ23,319$14.0M4.98%
8FIRST TR EXCHANGE-TRADED FD33735T109828,001$13.4M4.76%
9STRATEGY SHSSTRD262,225$8.7M3.08%
10APPLE INCAAPL28,176$7.2M2.55%
11PACER FDS TR69374H642347,665$6.9M2.45%
12SPDR SERIES TRUST78464A84795,726$5.5M1.95%
13PACER FDS TR69374H88188,714$5.1M1.81%
14INNOVATOR ETFS TRUSTINHD134,119$4.6M1.63%
15FIRST TR EXCHNG TRADED FD VI33740U737109,421$4.4M1.58%
16FIRST TR EXCHNG TRADED FD VI33740F581127,466$4.1M1.46%
17PACER FDS TR69374H30350,782$3.9M1.40%
18PACER FDS TR69374H20497,946$3.5M1.25%
19KLA CORPKLAC2,863$3.1M1.10%
20PACER FDS TR69374H56896,222$3.0M1.08%
21ISHARES TR46428985932,681$2.9M1.02%
22ROBLOX CORPRBLX15,478$2.1M0.76%
23TIDAL TRUST II88636J659156,232$2.0M0.71%
24ISHARES TR46428743222,035$2.0M0.70%
25VANGUARD INDEX FDS9229087695,471$1.8M0.64%
26MICROSOFT CORPMSFT3,168$1.6M0.58%
27INNOVATOR ETFS TRUSTINHD22,733$1.6M0.57%
28ISHARES TR46428865314,980$1.5M0.55%
29INNOVATOR ETFS TRUSTINHD37,282$1.2M0.41%
30INNOVATOR ETFS TRUSTINHD24,374$1.1M0.40%
31AMAZON COM INCAMZN4,982$1.1M0.39%
32INNOVATOR ETFS TRUSTINHD28,482$856,4220.30%
33META PLATFORMS INCMETA1,129$829,1150.29%
34NVIDIA CORPORATIONNVDA3,852$718,6640.26%
35FIRST TR EXCHNG TRADED FD VI33740F24330,792$691,8960.25%
36ORACLE CORPORCL-PD2,211$621,8220.22%
37CHEVRON CORP NEWCVX3,759$583,7350.21%
38FIRST TR EXCHNG TRADED FD VI33740U75216,705$582,0020.21%
39ALPHABET INCGOOG2,256$549,4690.20%
40VANGUARD INDEX FDS922908363876$536,1730.19%
41ALPHABET INCGOOG2,008$488,2080.17%
42UNITEDHEALTH GROUP INCUNH1,341$463,0470.16%
43BLACKROCK ETF TRUST IIBLK7,868$408,8610.15%
44APPLIED MATLS INC0382221051,737$355,6330.13%
45INNOVATOR ETFS TRUSTINHD8,743$352,8240.13%
46SPDR S&P 500 ETF TRSPY517$344,4150.12%
47ISHARES TR464287622914$334,0490.12%
48GE AEROSPACE3696043011,044$314,1920.11%
49VISA INCV882$301,0970.11%
50FAIR ISAAC CORPFICO200$299,3060.11%
51ZOETIS INCZTS1,866$272,9910.10%
52SPDR GOLD TRGLD653$232,1220.08%
53JPMORGAN CHASE & CO.VYLD694$218,9080.08%
54INTEL CORPINTC6,366$213,5820.08%
55ELECTRONIC ARTS INCEA1,004$202,5070.07%