StockDriftsStockDriftsTop 50 ODonnell Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 20.18% | 766.0K | $58.6M | -0.12%(-892) | $60.47(+44.97%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 8.51% | 362.1K | $24.7M | +1.42%(+5.07K) | $61.27(+30.79%) | 2026-03-31 | |
| DUSA | DAVIS FUNDAMENTAL ETF TR | 7.1% | 406.6K | $20.6M | new | $50.94(+11.65%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 6.22% | 49.2K | $18.0M | +0.83%(+407) | $53.75(+61.88%) | 2026-03-31 | |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 5.89% | 502.3K | $17.1M | +1.44%(+7.11K) | $31.01(+21.85%) | 2026-03-31 | |
| EFA | ISHARES TR | 5.74% | 171.9K | $16.7M | +1.85%(+3.13K) | $83.02(+25.72%) | 2026-03-31 | |
| FDD | FIRST TR EXCHANGE-TRADED FD | 5.47% | 893.5K | $15.9M | +2.23%(+19.45K) | $14.89(+25.90%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.31% | 52.7K | $12.5M | new | $245.27(+19.63%) | 2026-03-31 | |
| DSTL | ETF SER SOLUTIONS | 3.3% | 165.4K | $9.6M | -66.70%(-331.40K) | $44.48(+39.51%) | 2026-03-31 | |
| GOLY | STRATEGY SHS | 2.84% | 279.9K | $8.2M | -0.12%(-329) | $26.71(-3.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.53% | +38.72% |
| Top 20 Holdings Unweighted | +12.81% | +43.55% |
Sign up free to track ODonnell Financial Services, LLC, compare funds side by side, and get alerts the moment positions change.