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CIK: 0001845109
Total reported value
$148.9M
$148.9M
94 檔
19.7%
During the Q1 2025 filing period, Oder Investment Management, LLC (CIK: 0001845109) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $148.9M across 94 reported positions.
In Q1 2025, Oder Investment Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.91% | -0.19% | +0.64% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.04% | -0.10% | -1.51% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.52% | — | -0.25% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.84% | -1.19% | -18.42% | |
| 5 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 3.62% | -0.68% | +10.09% | |
| 6 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 3.37% | — | +4.51% | |
| 7 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 3.01% | — | — | |
| 8 | FTSL | First Trust Senior Loan ETF | ETF-Other | 2.84% | -0.35% | +15.09% | |
| 9 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 2.69% | -0.26% | +18.21% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.67% | -0.03% | -1.04% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.56% | +0.28% | -0.49% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.23% | +2.91% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.25% | -0.04% | +2.33% | |
| 14 | VRP | Invesco Variable Rate Prefer | ETF-Other | 1.99% | -0.19% | +0.29% | |
| 15 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 1.86% | -0.19% | +1.25% | |
| 16 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.80% | — | -0.61% | |
| 17 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.78% | -0.05% | +0.09% | |
| 18 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.74% | -0.25% | +8.79% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | +0.16% | -1.60% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.39% | -0.15% | +8.58% | |
| 21 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.38% | -0.26% | +15.80% | |
| 22 | LDP | Cohen & Steers Limited Durat | Stock-Other | 1.24% | -0.04% | +9.62% | |
| 23 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.24% | -0.17% | +10.06% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.14% | -0.03% | +5.54% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.14% | +0.14% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.04% | +0.02% | -0.14% | |
| 27 | XBFZX | Blackrock Ca Muni Inc Tr | Stock-Other | 1.00% | — | +2.18% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | -0.08% | -3.51% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.94% | +0.44% | +0.26% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.91% | -0.17% | -2.10% | |
| 31 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.90% | — | +0.98% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | +0.02% | +9.25% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.88% | -0.29% | -8.53% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.84% | -0.12% | -1.60% | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.83% | -0.01% | +174.32% | |
| 36 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.79% | -0.02% | — | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.79% | -0.11% | -0.97% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | -0.26% | — | |
| 39 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.75% | -0.01% | — | |
| 40 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.73% | -0.04% | — | |
| 41 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.71% | +0.03% | +0.21% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | -0.01% | -4.63% | |
| 43 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.69% | -0.05% | -10.46% | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.68% | -0.16% | EXIT | |
| 45 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.68% | -0.03% | +0.07% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.09% | +7.51% | |
| 47 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.62% | -0.04% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.04% | -4.82% | |
| 49 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.61% | — | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.02% | — |
According to official SEC Form 13F filings, Oder Investment Management, LLC reported a total U.S. public equity portfolio value of $148.9M across 94 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, AMZN) accounted for 19.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $9.3M
During Q1 2025, Oder Investment Management, LLC's top holdings by market value included AAPL (7.9%)、SPY (5.0%)、AMZN (4.5%). The largest single position, AAPL, represented 7.9% of total portfolio value.
In Q1 2025, Oder Investment Management, LLC made 50 total portfolio adjustments, initiating 50 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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