0001085146-23-000884.txt : 20230209 0001085146-23-000884.hdr.sgml : 20230209 20230209154820 ACCESSION NUMBER: 0001085146-23-000884 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230209 DATE AS OF CHANGE: 20230209 EFFECTIVENESS DATE: 20230209 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: 23605980 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 13F-HR LIVE false false false 0001730962 XXXXXXXX 12-31-2022 12-31-2022 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 02-09-2023 0 16 10893963 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 9 METERS BIOPHARMA INC COM NEW 654405208 54697 43410 SH SOLE 0 0 43410 AMAZON COM INC COM 023135106 340032 4048 SH SOLE 0 0 4048 APPLE INC COM 037833100 3931817 30261 SH SOLE 0 0 30261 BANK NEW YORK MELLON CORP COM 064058100 312540 6866 SH SOLE 0 0 6866 CHEVRON CORP NEW COM 166764100 623189 3472 SH SOLE 0 0 3472 INVESCO QQQ TR UNIT SER 1 46090E103 257226 966 SH SOLE 0 0 966 ISHARES TR 1 3 YR TREAS BD 464287457 309177 3809 SH SOLE 0 0 3809 KLA CORP COM NEW 482480100 1367865 3628 SH SOLE 0 0 3628 MICROSOFT CORP COM 594918104 659390 2750 SH SOLE 0 0 2750 NORFOLK SOUTHN CORP COM 655844108 339559 1378 SH SOLE 0 0 1378 PFIZER INC COM 717081103 310884 6067 SH SOLE 0 0 6067 ROSS STORES INC COM 778296103 557136 4800 SH SOLE 0 0 4800 SPDR SER TR PORTFOLIO S&P500 78464A854 495289 11011 SH SOLE 0 0 11011 SSGA ACTIVE TR SPDR DBLELN SHRT 78470P200 213720 4638 SH SOLE 0 0 4638 UNITEDHEALTH GROUP INC COM 91324P102 840865 1586 SH SOLE 0 0 1586 ZOETIS INC CL A 98978V103 280577 1915 SH SOLE 0 0 1915