Optimist Retirement Group LLC Reduced Holdings in Q2 2024

Optimist Retirement Group LLC

  • $190 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
PCAR
Paccar Inc

Industrials
-194
- 0.05%
$102.94 - $123.1 $20K - $23.9K
378K $39B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-449
- 0.2%
$47.37 - $50.09 $21.3K - $22.5K
223K $10.9B
IBM
International Business Machines Corp

Technology
-521
- 4.14%
$164.43 - $190.9 $85.7K - $99.5K
12.1K $2.08B
ABBV
Abb Vie Inc.

Healthcare
-261
- 1.89%
$154.79 - $180.76 $40.4K - $47.2K
13.5K $2.32B
NTAP
Net App, Inc.

Technology
-2.13K
- 49.55%
$97.91 - $129.03 $208K - $275K
2.17K $279M
AVGO
Broadcom Inc.

Technology
-457
- 21.72%
$1204.71 - $1828.87 $551K - $836K
1.65K $2.65B
RCII
Rent A Center Inc De

Industrials
-2.9K
- 29.08%
N/A
7.08K $217M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-1.92K
- 32.47%
$53.95 - $74.26 $103K - $142K
3.98K $263M
OMC
Omnicom Group Inc.

Communication Services
-588
- 19.77%
$88.41 - $97.66 $52K - $57.4K
2.39K $214M
VEA
Vanguard Ftse Developed Market

ETFs
-929
- 3.51%
$47.83 - $51.21 $44.4K - $47.6K
25.5K $1.26B
VNQ
Vanguard Specialized Funds Van

ETFs
-410
- 5.78%
$78.61 - $85.97 $32.2K - $35.2K
6.69K $560M
AMGN
Amgen Inc

Healthcare
-259
- 23.81%
$262.75 - $319.31 $68.1K - $82.7K
829 $259M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-272
- 6.66%
$112.27 - $120.96 $30.5K - $32.9K
3.81K $448M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-727
- 6.57%
$40.83 - $44.89 $29.7K - $32.6K
10.3K $453M
EAT
Brinker International, Inc

Consumer Cyclical
-1.32K
- 30.11%
$44.07 - $74.44 $58.3K - $98.4K
3.07K $222M
HRB
H&R Block Inc

Consumer Cyclical
-4.59K
- 9.18%
$46.26 - $54.23 $212K - $249K
45.4K $2.46B
DELL
Dell Technologies Inc.

Technology
-282
- 14.27%
$114.87 - $179.21 $32.4K - $50.5K
1.69K $234M
LLY
Eli Lilly & CO

Healthcare
-418
- 13.7%
$724.87 - $909.04 $303K - $380K
2.63K $2.38B
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-419
- 23.15%
$109.32 - $192.34 $45.8K - $80.6K
1.39K $247M
WING
Wingstop Inc.

Consumer Cyclical
-22
- 3.62%
$347.37 - $428.85 $7.64K - $9.43K
585 $247M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-20
- 1.27%
$126.6 - $161.4 $2.53K - $3.23K
1.56K $249M
PINS
Pinterest, Inc.

Communication Services
-566
- 9.66%
$32.4 - $44.98 $18.3K - $25.5K
5.29K $233M
FICO
Fair Isaac Corp

Technology
-4
- 2.4%
$1110.85 - $1488.66 $4.44K - $5.95K
163 $243M
GDDY
Go Daddy Inc.

Technology
-25
- 1.38%
$120.12 - $142.04 $3K - $3.55K
1.79K $250M
SPOT
Spotify Technology S.A.

Communication Services
-2
- 0.26%
$266.43 - $326.68 $533 - $653
773 $243M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-128
- 2.41%
$455.1 - $504.28 $58.3K - $64.5K
5.17K $2.59B
LNTH
Lantheus Holdings, Inc.

Healthcare
-219
- 6.79%
$58.87 - $83.05 $12.9K - $18.2K
3.01K $241M
QCOM
Qualcomm Inc

Technology
-2K
- 13.3%
$157.63 - $227.09 $315K - $454K
13K $2.6B
KLAC
Kla Corp

Technology
-338
- 10.22%
$628.16 - $863.31 $212K - $292K
2.97K $2.45B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-109
- 1.61%
$414.65 - $485.21 $45.2K - $52.9K
6.64K $3.18B
SPYG
Spdr Portfolio

ETFs
-4.05K
- 2.6%
$68.71 - $80.95 $278K - $328K
151K $12.1B
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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