Optimist Retirement Group LLC Portfolio Holdings

Optimist Retirement Group LLC

  • $211 Billion
  • Q4 2024

Optimist Retirement Group LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $211 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Paccar Inc with a value of $38.9B, Spdr Portfolio with a value of $13.1B, Spdr Portfolio S&P 500 Value E with a value of $11.8B, Spdr S&P 600 Small Cap Growth with a value of $11.7B, and Spdr S&P 600 Small Cap Value E with a value of $11.7B.

Examining the 13F form we can see an decrease of $10.2B in the current position value, from $222B to 211B.

Optimist Retirement Group LLC is based out at Bellevue, WA

Below you can find more details about Optimist Retirement Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $211 Billion
ETFs: $80.5 Billion
Industrials: $46 Billion
Technology: $24.6 Billion
Consumer Cyclical: $20 Billion
Consumer Defensive: $13.4 Billion
Healthcare: $13.1 Billion
Energy: $4.48 Billion
Communication Services: $2.95 Billion
Other: $3.82 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $211 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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