Optimize Financial Inc Reduced Holdings in Q3 2025

Optimize Financial Inc

  • $192 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.76K
- 87.58%
$202.38 - $256.87 $1.57M - $1.99M
1.1K $280M
AMD
Advanced Micro Devices Inc

Technology
-9.83K
- 51.84%
$134.8 - $184.42 $1.33M - $1.81M
9.13K $1.48B
NVDA
Nvidia Corp

Technology
-8.28K
- 49.68%
$153.3 - $186.58 $1.27M - $1.55M
8.39K $1.57B
DELL
Dell Technologies Inc.

Technology
-8.34K
- 43.01%
$120.96 - $141.77 $1.01M - $1.18M
11K $1.57B
NOW
Service Now, Inc.

Technology
-553
- 26.75%
$850.86 - $1044.69 $471K - $578K
1.51K $1.39B
SMTC
Semtech Corp

Technology
-29.3K
- 56.26%
$42.59 - $71.45 $1.25M - $2.09M
22.8K $1.63B
CVNA
Carvana Co.

Consumer Cyclical
-1.9K
- 54.09%
$326.09 - $392.66 $619K - $745K
1.61K $608M
SIG
Signet Jewelers LTD

Consumer Cyclical
-7.94K
- 55.46%
$74.31 - $96.87 $590K - $769K
6.38K $611M
FFIV
F5, Inc.

Technology
-2.19K
- 33.34%
$290.76 - $334.59 $637K - $733K
4.38K $1.42B
AMAT
Applied Materials Inc

Technology
-3.66K
- 30.18%
$156.25 - $204.95 $572K - $750K
8.46K $1.73B
FIVE
Five Below, Inc

Consumer Cyclical
-4.36K
- 52.84%
$128.78 - $155.44 $561K - $678K
3.89K $602M
NFLX
Netflix Inc

Communication Services
-203
- 14.46%
$1147.87 - $1297.18 $233K - $263K
1.2K $1.44B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.43K
- 45.74%
$301.44 - $365.84 $431K - $523K
1.7K $548M
ROP
Roper Technologies Inc

Industrials
-417
- 13.52%
$495.03 - $573.0 $206K - $239K
2.67K $1.33B
BAH
Booz Allen Hamilton Holding Corp

Industrials
-3.23K
- 19.3%
$97.53 - $115.95 $315K - $375K
13.5K $1.35B
EAT
Brinker International, Inc

Consumer Cyclical
-1.03K
- 21.36%
$126.68 - $184.02 $130K - $189K
3.77K $478M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-857
- 42.49%
$473.44 - $553.71 $406K - $475K
1.16K $634M
ALV
Autoliv Inc

Consumer Cyclical
-2.4K
- 33.35%
$110.31 - $127.65 $264K - $306K
4.79K $591M
RL
Ralph Lauren Corp

Consumer Cyclical
-951
- 33.21%
$272.1 - $320.75 $259K - $305K
1.91K $600M
AMZN
Amazon Com Inc

Consumer Cyclical
-817
- 23.52%
$211.65 - $238.24 $173K - $195K
2.66K $583M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-940
- 31.44%
$237.02 - $301.35 $223K - $283K
2.05K $522M
MAR
Marriott International Inc

Consumer Cyclical
-349
- 13.42%
$255.35 - $282.87 $89.1K - $98.7K
2.25K $587M
PVH
Pvh Corp.

Consumer Cyclical
-3.23K
- 32.16%
$70.6 - $89.52 $228K - $289K
6.8K $570M
COIN
Coinbase Global, Inc.

Technology
-250
- 14.2%
$297.99 - $419.78 $74.5K - $105K
1.51K $510M
META
Meta Platforms, Inc.

Communication Services
-133
- 6.28%
$695.21 - $791.73 $92.5K - $105K
1.99K $1.46B
MCD
Mcdonalds Corp

Consumer Cyclical
-361
- 15.99%
$291.67 - $316.99 $105K - $114K
1.9K $576M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-578
- 17.64%
$201.83 - $230.93 $117K - $133K
2.7K $600M
GRMN
Garmin LTD

Technology
-643
- 20.37%
$211.13 - $246.22 $136K - $158K
2.51K $619M
ATO
Atmos Energy Corp

Utilities
-159
- 9.49%
$151.51 - $170.75 $24.1K - $27.1K
1.52K $259M
DUK
Duke Energy Corp

Utilities
-77
- 3.55%
$116.31 - $125.93 $8.96K - $9.7K
2.09K $259M
PRG
Prog Holdings, Inc.

Industrials
-1.14K
- 8.16%
$28.2 - $36.35 $32K - $41.3K
12.8K $413M
PWR
Quanta Services, Inc.

Industrials
-51
- 5.67%
$372.29 - $421.68 $19K - $21.5K
849 $352M
AER
Aer Cap Holdings N.V.

Industrials
-16
- 0.44%
$107.25 - $124.42 $1.72K - $1.99K
3.65K $442M
FIX
Comfort Systems Usa Inc

Industrials
-210
- 31.96%
$521.66 - $825.18 $110K - $173K
447 $369M
EME
Emcor Group, Inc.

Industrials
-68
- 11.87%
$530.88 - $655.83 $36.1K - $44.6K
505 $328M
DY
Dycom Industries Inc

Industrials
-153
- 10.72%
$244.32 - $294.01 $37.4K - $45K
1.27K $372M
VRT
Vertiv Holdings CO

Industrials
-207
- 7.53%
N/A
2.54K $383M
BKD
Brookdale Senior Living Inc.

Healthcare
-455
- 1.89%
$6.69 - $8.5 $3.04K - $3.87K
23.7K $200M
GS
Goldman Sachs Group Inc

Financial Services
-17
- 2.64%
$696.56 - $806.32 $11.8K - $13.7K
626 $499M
APP
App Lovin Corp

Technology
-1.5K
- 33.26%
$335.1 - $718.54 $503K - $1.08M
3.01K $2.16B
Activity Summary
Buys All Purchases 281 New Holdings 229 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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