Oder Investment Management, LLC

RIA/Wealth

Oder Investment Management, LLC is a RIA/Wealth based in Woodland Hills, CA led by Joshua Kenneth Oder, reporting $319.3M in AUM as of Q3 2025 with 39% ETF concentration.

CCOJoshua Kenneth Oder

Portfolio Value: $139.3M
Positions: 98
Top Holding: AAPL at 7.8%
Last Reported: Q3 2025

Address21300 Victory Blvd, Suite 855, Woodland Hills, CA, 91367, United States

Top Holdings

Largest long holdings in Oder Investment Management, LLC's portfolio (41.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$10.9M	7.80%	+$167.5K Bought	0.00% 42.6K shares	Q2 2022 Held for 3y 5m
2 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$8.2M	5.90%	-$707.1K Sold	0.00% 45.0K shares	Q3 2023 Held for 2y 2m
3 SPDR S&P 500 ETF Trust SPY	ETF ETF	$6.7M	4.82%	-$77.3K Sold	— 10.1K shares	Q4 2020 Held for 4y 11m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$6.1M	4.39%	-$53.6K Sold	0.00% 27.8K shares	Q2 2022 Held for 3y 5m
5 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$5.4M	3.84%	-$24.9K Sold	0.00% 12.0K shares	Q4 2020 Held for 4y 11m
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$4.8M	3.46%	+$66.6K Bought	0.00% 19.8K shares	Q3 2021 Held for 4y 2m
7 Invesco BulletShares 2026 High Yield Corporate Bond BSJQ	ETF ETF	$4.8M	3.45%	+$199.9K Bought	— 205.1K shares	Q4 2022 Held for 2y 11m
8 Microsoft MSFT	Software - Infrastructure Technology	$4.0M	2.88%	+$17.1K Bought	0.00% 7.8K shares	Q4 2020 Held for 4y 11m
9 Invesco BulletShares 2027 High Yield Corporate Bond BSJR	ETF ETF	$3.8M	2.69%	+$240.8K Bought	— 165.0K shares	Q4 2023 Held for 1y 11m
10 First Trust Senior Loan Fund FTSL	ETF ETF	$3.7M	2.68%	+$139.0K Bought	— 81.3K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Oder Investment Management, LLC's latest filing

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Market Value

$139.3M

Prior: $132.4M

Q/Q Change

+5.2%

+$6.9M

Net Flows % of MV

-3.33%

Turnover Ratio

4.64%

New Purchases

3 stocks

$737.9K

Added To

52 stocks

+$3.3M

Sold Out Of

3 stocks

$6.5M

Reduced Holdings

24 stocks

-$2.2M

Increased Positions

Position	Shares Δ	Change
1 Invesco NASDAQ 100 ETF QQQM	New	0 → 1.0K +$253.8K
2 RWL Invesco S&P 500 Revenue ETF RWL	New	0 → 2.2K +$245.4K
3 Dimensional U.S. Small Cap DFAS	New	0 → 3.5K +$238.7K
4 Invesco BulletShares 2028 High Yield Corporate Bond BSJS	+74.46%	29.1K → 50.7K +$477.7K
5 Peloton Interactive, Inc. PTON	+57.18%	66.4K → 104.3K +$341.6K

Decreased Positions

Position	Shares Δ	Change
1 Robinhood Markets, Inc. HOOD	Sold	57.1K → 0 −$5.3M
2 Hims & Hers Health HIMS	Sold	16.4K → 0 −$819.8K
3 UnitedHealth Group UNH	Sold	1.0K → 0 −$318.2K
4 Broadcom Inc. AVGO	-20.56%	4.3K → 3.4K −$291.0K
5 Valero Energy VLO	-14.03%	2.4K → 2.0K −$56.4K