Optima Capital LLC Incresed Positions in Q2 2025

Optima Capital LLC

  • $186 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EPS
Wisdomtree U.S. Largecap Fund

ETFs
17
+ 0.33%
$52.66 - $64.01 $895 - $1.09K
5.18K $332M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
355
+ 4.41%
$48.46 - $50.2 $17.2K - $17.8K
8.41K $417M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
29
+ 0.42%
$35.35 - $42.68 $1.03K - $1.24K
6.87K $293M
QCOM
Qualcomm Inc

Technology
26
+ 1.69%
$124.66 - $159.48 $3.24K - $4.15K
1.56K $249M
DFSV
Dimensional ETF Tr Dimensional

ETFs
22
+ 0.24%
$24.21 - $29.47 $533 - $648
9.34K $275M
PSX
Phillips 66

Energy
147
+ 7.7%
$92.87 - $125.73 $13.7K - $18.5K
2.06K $245M
T
At&T Inc.

Communication Services
46
+ 0.39%
$26.33 - $28.94 $1.21K - $1.33K
11.9K $344M
V
Visa Inc.

Financial Services
13
+ 1.39%
$308.27 - $373.31 $4.01K - $4.85K
949 $337M
PFE
Pfizer Inc

Healthcare
842
+ 7.59%
$21.59 - $24.84 $18.2K - $20.9K
11.9K $289M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
740
+ 5.45%
$38.81 - $44.28 $28.7K - $32.8K
14.3K $607M
KO
Coca Cola CO

Consumer Defensive
167
+ 2.45%
$68.37 - $73.9 $11.4K - $12.3K
6.99K $496M
BND
Vanguard Bd Index Fd Inc Total

ETFs
55
+ 0.65%
$72.02 - $73.82 $3.96K - $4.06K
8.53K $628M
JNJ
Johnson & Johnson

Healthcare
123
+ 10.04%
$146.36 - $159.82 $18K - $19.7K
1.35K $206M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
40
+ 0.29%
$20.66 - $20.74 $826 - $830
13.8K $285M
GILD
Gilead Sciences, Inc.

Healthcare
18
+ 0.96%
$96.91 - $113.0 $1.74K - $2.03K
1.89K $210M
MCD
Mcdonalds Corp

Consumer Cyclical
62
+ 4.5%
$285.55 - $321.23 $17.7K - $19.9K
1.44K $421M
PG
Procter & Gamble CO

Consumer Defensive
36
+ 1.63%
$157.66 - $172.39 $5.68K - $6.21K
2.25K $359M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.06%
$170.16 - $206.27 $170 - $206
1.74K $323M
OKE
Oneok Inc

Energy
4
+ 0.13%
$78.71 - $100.37 $315 - $401
3.01K $246M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 1.6%
$483.48 - $539.8 $11.1K - $12.4K
1.46K $711M
XOM
Exxon Mobil Corp

Energy
326
+ 1.93%
$99.93 - $119.04 $32.6K - $38.8K
17.2K $1.85B
Activity Summary
Buys All Purchases 97 New Holdings 25 Increased Positions 72 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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