0001085146-24-001968.txt : 20240423
0001085146-24-001968.hdr.sgml : 20240423
20240422195542
ACCESSION NUMBER: 0001085146-24-001968
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240423
DATE AS OF CHANGE: 20240422
EFFECTIVENESS DATE: 20240423
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ODonnell Financial Services, LLC
CENTRAL INDEX KEY: 0001730962
ORGANIZATION NAME:
IRS NUMBER: 472879046
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21386
FILM NUMBER: 24862431
BUSINESS ADDRESS:
STREET 1: 1101 FIFTH ST. SUITE 150
CITY: SAN RAFAEL
STATE: CA
ZIP: 94901
BUSINESS PHONE: 415-758-6331
MAIL ADDRESS:
STREET 1: 1101 FIFTH ST. SUITE 150
CITY: SAN RAFAEL
STATE: CA
ZIP: 94901
13F-HR
1
primary_doc.xml
X0202
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0001730962
XXXXXXXX
03-31-2024
03-31-2024
false
ODonnell Financial Services, LLC
1101 FIFTH ST. SUITE 150
SAN RAFAEL
CA
94901
13F HOLDINGS REPORT
028-21386
N
Greg ODonnell
Chief Compliance Officer
415-758-6331
/s/Greg ODonnell
San Rafael
CA
04-22-2024
0
39
218464381
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL C
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AMAZON COM INC
COM
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BBG001S5PQL7
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APPLE INC
COM
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APPLIED MATLS INC
COM
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CHEVRON CORP NEW
COM
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ETF SER SOLUTIONS
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COM
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FT VEST NAS
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KLA CORP
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META PLATFORMS INC
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MICROSOFT CORP
COM
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COM
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PACER FDS TR
SWAN SOS FD OF
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US CASH COWS 100
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PG&E CORP
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SPDR SER TR
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VANGUARD WORLD FD
MEGA GRWTH IND
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