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O'Dell Group, LLC Historic Quarter Change: USA Stocks, Added

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O'Dell Group, LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, O'Dell Group, LLC opened 19 positions, added to 67, reduced 66 and sold out of 325.

  • Q3 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 91,287.
  • Q3 2025: Stock JPM; Country of operation United States; Class COM; Shares before 17,306.
  • Q3 2025: Stock AMZN; Country of operation United States; Class COM; Shares before 15,135.
  • Q3 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 12,675.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1742569), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025AAPL
APPLE INC		United StatesCOM91,28791,893+606$18,729,317$23,398,623+$4,669,3062025-10-27
Q3 2025JPM
JPMORGAN CHASE & CO.		United StatesCOM17,30619,279+1,973$5,017,119$6,081,078+$1,063,9592025-10-27
Q3 2025AMZN
AMAZON COM INC		United StatesCOM15,13517,560+2,425$3,320,513$3,855,695+$535,1822025-10-27
Q3 2025NVDA
NVIDIA CORPORATION		United StatesCOM12,67513,412+737$2,002,489$2,502,443+$499,9542025-10-27
Q3 2025PECO
PHILLIPS EDISON & CO INC		United StatesCOMMON STOCK59,52359,656+133$2,085,108$2,047,999-$37,1092025-10-27
Q2 2025AMZN
AMAZON COM INC		United StatesCOM13,07915,135+2,056$2,488,450$3,320,513+$832,0632025-08-06
Q1 2025AMZN
AMAZON COM INC		United StatesCOM12,89313,079+186$2,828,641$2,488,450-$340,1912025-04-21
Q1 2025MRCC
MONROE CAP CORP		United StatesCOM22,52022,849+329$233,987$236,944+$2,9572025-04-21
Q4 2024ET
ENERGY TRANSFER L P		United StatesCOM UT LTD PTN10,90013,300+2,400$174,945$260,547+$85,6022025-02-07
Q4 2024BX
BLACKSTONE INC		United StatesCOM3,7183,726+8$569,412$642,382+$72,9702025-02-07
Q4 2024NFLX
NETFLIX INC		United StatesCOM297298+1$210,654$265,614+$54,9602025-02-07
Q4 2024XOMXXXX
EXXON MOBIL CORP		COM4,7114,721+10$552,173$507,791-$44,3822025-02-07
Q4 2024NKE
NIKE INC		United StatesCL B2,8652,876+11$253,233$217,662-$35,5712025-02-07
Q4 2024KR
KROGER CO		United StatesCOM8,8038,818+15$504,397$539,226+$34,8292025-02-07
Q4 2024SCHW
SCHWAB CHARLES CORP		United StatesCOM3,4163,417+1$221,415$252,904+$31,4892025-02-07
Q4 2024PANW
PALO ALTO NETWORKS INC		United StatesCOM1,1602,320+1,160$396,488$422,148+$25,6602025-02-07
Q4 2024ORCL
ORACLE CORP		United StatesCOM2,3712,373+2$404,073$395,452-$8,6212025-02-07
Q4 2024DUK
DUKE ENERGY CORP NEW		United StatesCOM NEW2,0072,069+62$231,444$222,905-$8,5392025-02-07
Q4 2024MRCC
MONROE CAP CORP		United StatesCOM22,15522,520+365$229,081$233,987+$4,9062025-02-07
Q3 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW5,3686,528+1,160$2,257,352$3,004,608+$747,2562024-11-13
Q3 2024NVDA
NVIDIA CORPORATION		United StatesCOM87910,265+9,386$794,539$1,246,598+$452,0592024-11-13
Q3 2024MELI
MERCADOLIBRE INC		COM294338+44$444,517$693,563+$249,0462024-11-13
Q3 2024PG
PROCTER AND GAMBLE CO		United StatesCOM6,6407,292+652$1,077,312$1,263,060+$185,7482024-11-13
Q3 2024AVGO
BROADCOM INC		United StatesCOM3563,763+3,407$471,846$649,089+$177,2432024-11-13
Q3 2024LLY
ELI LILLY & CO		United StatesCOM9511,030+79$740,213$912,217+$172,0042024-11-13
Q3 2024SHOP
SHOPIFY INC		CL A6,9878,773+1,786$539,187$703,069+$163,8822024-11-13
Q3 2024HD
HOME DEPOT INC		United StatesCOM6,4766,500+24$2,484,220$2,633,999+$149,7792024-11-13
Q3 2024AMZN
AMAZON COM INC		United StatesCOM13,63813,984+346$2,460,023$2,605,677+$145,6542024-11-13
Q3 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A6,4296,538+109$970,329$1,084,249+$113,9202024-11-13
Q3 2024MSFT
MICROSOFT CORP		United StatesCOM6,7896,898+109$2,856,065$2,968,394+$112,3292024-11-13
Q3 2024ORCL
ORACLE CORP		United StatesCOM2,3662,371+5$297,250$404,073+$106,8232024-11-13
Q3 2024XOMXXXX
EXXON MOBIL CORP		COM3,9084,711+803$454,219$552,173+$97,9542024-11-13
Q3 2024BX
BLACKSTONE INC		United StatesCOM3,7153,718+3$488,084$569,412+$81,3282024-11-13
Q3 2024PANW
PALO ALTO NETWORKS INC		United StatesCOM1,1401,160+20$323,909$396,488+$72,5792024-11-13
Q3 2024DDOG
DATADOG INC		United StatesCL A COM2,2482,981+733$277,853$342,994+$65,1412024-11-13
Q3 2024GOOG
ALPHABET INC		United StatesCAP STK CL C3,4493,453+4$525,145$577,276+$52,1312024-11-13
Q3 2024NKE
NIKE INC		United StatesCL B2,2492,865+616$211,337$253,233+$41,8962024-11-13
Q3 2024VZ
VERIZON COMMUNICATIONS INC		United StatesCOM5,8306,059+229$244,633$272,106+$27,4732024-11-13
Q3 2024CRWD
CROWDSTRIKE HLDGS INC		United StatesCL A2,3202,748+428$743,769$770,732+$26,9632024-11-13
Q3 2024SCHW
SCHWAB CHARLES CORP		United StatesCOM3,4143,416+2$247,004$221,415-$25,5892024-11-13
Q3 2024CVX
CHEVRON CORP NEW		United StatesCOM2,2682,284+16$357,740$336,432-$21,3082024-11-13
Q3 2024KR
KROGER CO		United StatesCOM8,5088,803+295$486,071$504,397+$18,3262024-11-13
Q3 2024WRB
BERKLEY W R CORP		United StatesCOM2,7004,050+1,350$238,788$229,757-$9,0312024-11-13
Q3 2024MRCC
MONROE CAP CORP		United StatesCOM21,49522,155+660$220,113$229,081+$8,9682024-11-13
Q3 2024MA
MASTERCARD INCORPORATED		United StatesCL A546547+1$262,940$269,867+$6,9272024-11-13
Q3 2024V
VISA INC		United StatesCOM CL A1,1511,152+1$321,084$316,667-$4,4172024-11-13
Q1 2024MSFT
MICROSOFT CORP		United StatesCOM6,2556,789+534$2,352,295$2,856,065+$503,7702024-05-07
Q1 2024NVDA
NVIDIA CORPORATION		United StatesCOM597879+282$295,815$794,539+$498,7242024-05-07
Q1 2024AMZN
AMAZON COM INC		United StatesCOM13,58113,638+57$2,063,546$2,460,023+$396,4772024-05-07
Q1 2024LLY
ELI LILLY & CO		United StatesCOM884951+67$515,538$740,213+$224,6752024-05-07
Q1 2024PYPL
PAYPAL HLDGS INC		United StatesCOM8,74610,892+2,146$537,092$729,656+$192,5642024-05-07
Q1 2024VZ
VERIZON COMMUNICATIONS INC		United StatesCOM3,6525,830+2,178$137,699$244,633+$106,9342024-05-07
Q1 2024PG
PROCTER AND GAMBLE CO		United StatesCOM6,6266,640+14$971,021$1,077,312+$106,2912024-05-07
Q1 2024KR
KROGER CO		United StatesCOM8,4918,508+17$388,106$486,071+$97,9652024-05-07
Q1 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A6,3456,429+84$886,334$970,329+$83,9952024-05-07
Q1 2024AVGO
BROADCOM INC		United StatesCOM348356+8$388,455$471,846+$83,3912024-05-07
Q1 2024XOMXXXX
EXXON MOBIL CORP		COM3,9043,908+4$390,352$454,219+$63,8672024-05-07
Q1 2024JNJ
JOHNSON & JOHNSON		United StatesCOM3,1963,472+276$500,927$549,309+$48,3822024-05-07
Q1 2024ORCL
ORACLE CORP		United StatesCOM2,3642,366+2$249,225$297,250+$48,0252024-05-07
Q1 2024NKE
NIKE INC		United StatesCL B2,2472,249+2$243,982$211,337-$32,6452024-05-07
Q1 2024V
VISA INC		United StatesCOM CL A1,1501,151+1$299,380$321,084+$21,7042024-05-07
Q1 2024SBUX
STARBUCKS CORP		United StatesCOM4,8384,846+8$464,518$442,857-$21,6612024-05-07
Q1 2024VICI
VICI PPTYS INC		United StatesCOM7,4517,546+95$237,538$224,799-$12,7392024-05-07
Q1 2024MELI
MERCADOLIBRE INC		COM288294+6$452,604$444,517-$8,0872024-05-07
Q1 2024MRCC
MONROE CAP CORP		United StatesCOM20,87621,495+619$213,982$220,113+$6,1312024-05-07
Q1 2024BX
BLACKSTONE INC		United StatesCOM3,7143,715+1$486,178$488,084+$1,9062024-05-07
Q1 2024SHOP
SHOPIFY INC		CL A6,9176,987+70$538,835$539,187+$3522024-05-07

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