Optimist Retirement Group LLC Purchases and Sells in Q3 2025

Optimist Retirement Group LLC

$216 Million
Q3 2025

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
APAM	40.6K + 403.91%	$43.4 - $48.34 $1.76M - $1.96M	50.6K $2.2M
SLYV	708 + 0.5%	$79.39 - $90.39 $56.2K - $64K	141K $12.5M
SLYG	1.35K + 1.02%	$87.69 - $96.0 $118K - $129K	134K $12.6M
SPYV	247 + 0.11%	$52.12 - $55.33 $12.9K - $13.7K	231K $12.8M
PEP	1.91K + 12.34%	$133.81 - $152.16 $255K - $290K	17.4K $2.44M
HPQ	4.75K + 5.48%	$24.45 - $29.35 $116K - $139K	91.4K $2.49M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRK	28.6K New	$77.6 - $87.37 $2.22M - $2.5M	28.6K $2.4M
W	5.28K New	$51.99 - $90.17 $274K - $476K	5.28K $471K
WDC	3.8K New	$63.84 - $120.06 $243K - $457K	3.8K $456K
CLX	3.21K New	$117.67 - $131.43 $378K - $422K	3.21K $395K
FIX	454 New	$521.66 - $825.18 $237K - $375K	454 $374K
VST	1.54K New	$182.0 - $217.92 $280K - $335K	1.54K $301K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GILD	-1.76K - 7.69%	$108.22 - $120.47 $190K - $212K	21.1K $2.34M
BTI	-9.01K - 17.84%	$46.69 - $59.27 $420K - $534K	41.5K $2.2M
AVGO	-1.97K - 18.74%	$264.74 - $369.57 $522K - $729K	8.55K $2.82M
RCL	-256 - 18.99%	$301.44 - $365.84 $77.2K - $93.7K	1.09K $353K
VRT	-690 - 21.89%	N/A	2.46K $213K
BSIG	-1.93K - 17.39%	N/A	9.18K $233K

Activity Summary All Purchases 73 New Holdings 14 Increased Positions 59 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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