0001085146-22-003615.txt : 20221027 0001085146-22-003615.hdr.sgml : 20221027 20221026182332 ACCESSION NUMBER: 0001085146-22-003615 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221027 DATE AS OF CHANGE: 20221026 EFFECTIVENESS DATE: 20221027 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ODonnell Financial Services, LLC CENTRAL INDEX KEY: 0001730962 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: 221334331 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 13F-HR LIVE false false false 0001730962 XXXXXXXX 09-30-2022 09-30-2022 false ODonnell Financial Services, LLC

1101 FIFTH ST. SUITE 150 SAN RAFAEL CA 94901

13F HOLDINGS REPORT 028-21386 N Greg ODonnell 415-758-6331 /s/Greg ODonnell San Rafael CA 10-26-2022 0 23 28720 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 9 METERS BIOPHARMA INC COM 654405109 189 878171 SH SOLE 0 0 878171 AMAZON COM INC COM 023135106 475 4200 SH SOLE 0 0 4200 APPLE INC COM 037833100 4250 30754 SH SOLE 0 0 30754 BANK NEW YORK MELLON CORP COM 064058100 264 6866 SH SOLE 0 0 6866 CHEVRON CORP NEW COM 166764100 752 5232 SH SOLE 0 0 5232 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 220 4650 SH SOLE 0 0 4650 INVESCO QQQ TR UNIT SER 1 46090E103 266 996 SH SOLE 0 0 996 ISHARES TR 1 3 YR TREAS BD 464287457 309 3809 SH SOLE 0 0 3809 KLA CORP COM NEW 482480100 1098 3628 SH SOLE 0 0 3628 MICROSOFT CORP COM 594918104 648 2782 SH SOLE 0 0 2782 NORFOLK SOUTHN CORP COM 655844108 287 1371 SH SOLE 0 0 1371 PFIZER INC COM 717081103 273 6235 SH SOLE 0 0 6235 ROSS STORES INC COM 778296103 404 4800 SH SOLE 0 0 4800 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 10031 550877 SH SOLE 0 0 550877 SPDR SER TR PORTFOLIO S&P500 78464A854 519 12366 SH SOLE 0 0 12366 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 214 4642 SH SOLE 0 0 4642 T ROWE PRICE ETF INC ULTRA SHRT TRM 87283Q701 5973 123085 SH SOLE 0 0 123085 TESLA INC COM 88160R101 354 1334 SH SOLE 0 0 1334 TWITTER INC COM 90184L102 295 6740 SH SOLE 0 0 6740 UNITEDHEALTH GROUP INC COM 91324P102 801 1586 SH SOLE 0 0 1586 VANGUARD INDEX FDS GROWTH ETF 922908736 352 1645 SH SOLE 0 0 1645 VANGUARD INDEX FDS VALUE ETF 922908744 463 3746 SH SOLE 0 0 3746 ZOETIS INC CL A 98978V103 283 1911 SH SOLE 0 0 1911