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CIK: 0001845109
Total reported value
$148.9M
$148.9M
90 檔
17.6%
At the close of Q1 2024, Oder Investment Management, LLC disclosed equity holdings valued at approximately $148.9M, spread across 90 reported holdings.
During Q1 2024, Oder Investment Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.77% | -0.19% | -0.34% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.50% | -0.10% | -0.60% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.17% | — | -0.95% | |
| 4 | BSJO | Invesco Bulletshares 2024 Hy | ETF-Other | 3.88% | — | -0.97% | |
| 5 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 3.15% | — | +14.94% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.23% | +0.08% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.77% | +0.28% | -1.79% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.63% | -0.03% | +0.11% | |
| 9 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 2.61% | — | -3.64% | |
| 10 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 2.60% | -0.68% | +6.38% | |
| 11 | FTSL | First Trust Senior Loan ETF | ETF-Other | 2.51% | -0.35% | +2.16% | |
| 12 | VRP | Invesco Variable Rate Prefer | ETF-Other | 2.10% | -0.19% | -2.14% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | -0.04% | -8.78% | |
| 14 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.92% | — | +8.38% | |
| 15 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 1.87% | -0.19% | +2.03% | |
| 16 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.75% | -0.05% | -1.46% | |
| 17 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.60% | — | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.51% | +0.16% | -1.22% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.44% | +0.02% | -1.64% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.43% | -1.19% | +9.75% | |
| 21 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.33% | -0.17% | +3.04% | |
| 22 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.31% | -0.25% | +9.21% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.29% | -0.15% | +1.40% | |
| 24 | XBFZX | Blackrock Ca Muni Inc Tr | Stock-Other | 1.19% | — | +2.61% | |
| 25 | LDP | Cohen & Steers Limited Durat | Stock-Other | 1.12% | -0.04% | +9.50% | |
| 26 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.10% | +0.44% | -20.66% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 1.10% | +0.02% | +3.70% | |
| 28 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 1.09% | — | -24.21% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 1.07% | -0.12% | -0.24% | |
| 30 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.00% | — | +0.06% | |
| 31 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.99% | -0.05% | -2.25% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.14% | +0.05% | |
| 33 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.98% | -0.26% | +11.70% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.97% | -0.11% | +12.14% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.08% | -9.35% | |
| 36 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.86% | -0.01% | -7.30% | |
| 37 | FIW | First Trust Water ETF | ETF-Other | 0.86% | — | -8.24% | |
| 38 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.83% | -0.02% | — | |
| 39 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.83% | -0.03% | +2.45% | |
| 40 | CROX | Crocs Inc | Stock-Consumer Disc | 0.82% | — | +1.02% | |
| 41 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.79% | -0.26% | +5.81% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.78% | -0.16% | EXIT | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | -0.01% | -10.07% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.76% | -0.29% | — | |
| 45 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.76% | -0.04% | +3.38% | |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.74% | +0.04% | +28.39% | |
| 47 | BGB | Blackstone Strategic Credit | Stock-Other | 0.73% | -0.04% | -1.02% | |
| 48 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.70% | +0.03% | — | |
| 49 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.69% | — | -2.47% | |
| 50 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.65% | -0.06% | +0.12% |
According to official SEC Form 13F filings, Oder Investment Management, LLC reported a total U.S. public equity portfolio value of $148.9M across 90 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, AMZN) accounted for 17.6% of total reported equity market value during Q1 2024.
During Q1 2024, Oder Investment Management, LLC's top holdings by market value included AAPL (6.8%)、SPY (5.5%)、AMZN (5.2%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q1 2024, Oder Investment Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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