Optas, LLC Purchases in Q1 2025

Optas, LLC

  • $566 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
103K
+ 99.53%
$507.05 - $563.67 $52M - $57.8M
206K $106M
VEU
Vanguard Ftse All World Ex Us

ETFs
326K
+ 100.41%
$56.51 - $62.98 $18.4M - $20.5M
650K $39.7M
VTI
Vanguard Total Stock Market Et

ETFs
78.2K
+ 104.32%
$271.18 - $303.12 $21.2M - $23.7M
153K $41.9M
VONV
Vanguard Russell 1000 Value Et

ETFs
115K
+ 96.25%
$80.21 - $86.14 $9.19M - $9.87M
234K $19.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
127K
+ 100.01%
$58.01 - $64.46 $7.35M - $8.17M
253K $15.8M
VO
Vanguard Mid Cap ETF

ETFs
29K
+ 96.11%
$251.87 - $277.95 $7.3M - $8.05M
59.1K $15.2M
VB
Vanguard Small Cap ETF

ETFs
17.1K
+ 95.84%
$217.89 - $252.64 $3.73M - $4.33M
35K $7.76M
V
Visa Inc.

Financial Services
5.7K
+ 106.56%
$306.92 - $362.71 $1.75M - $2.07M
11K $3.87M
WMT
Walmart Inc.

Consumer Defensive
14.5K
+ 102.09%
$84.5 - $105.05 $1.23M - $1.52M
28.7K $2.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
358
+ 4.31%
$442.66 - $534.52 $158K - $191K
8.66K $4.61M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.6K
+ 81.72%
$49.25 - $50.66 $671K - $690K
30.3K $1.5M
PGR
Progressive Corp

Financial Services
71
+ 0.62%
$235.61 - $291.22 $16.7K - $20.7K
11.5K $3.26M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
908
+ 103.89%
$402.49 - $513.76 $365K - $466K
1.78K $863K
WELL
Welltower Inc.

Real Estate
3.31K
New
$124.05 - $156.86 $410K - $519K
3.31K $506K
VIG
Vanguard Dividend Appreciation

ETFs
2.66K
+ 100.0%
N/A
5.32K $969K
WFC
Wells Fargo & Company

Financial Services
6.55K
+ 104.07%
$66.78 - $81.42 $437K - $533K
12.8K $921K
ZM
Zoom Video Communications, Inc.

Technology
6.28K
New
$72.23 - $88.64 $453K - $556K
6.28K $463K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
6.59K
+ 117.52%
$68.37 - $87.97 $451K - $580K
12.2K $838K
VHT
Vanguard Health Care ETF

ETFs
1.46K
+ 100.0%
$254.06 - $273.83 $372K - $401K
2.93K $769K
VDC
Vanguard Consumer Staples ETF

ETFs
1.79K
+ 86.28%
$206.54 - $226.16 $370K - $406K
3.87K $834K
CI
Cigna Corp

Healthcare
289
+ 5.43%
$274.49 - $329.0 $79.3K - $95.1K
5.61K $1.85M
WDAY
Workday, Inc.

Technology
1.57K
New
$233.53 - $277.82 $366K - $436K
1.57K $366K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.36K
New
$56.12 - $68.15 $301K - $365K
5.36K $363K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.3K
New
$78.97 - $85.82 $340K - $369K
4.3K $358K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.97K
New
$175.5 - $209.86 $345K - $413K
1.97K $356K
VEA
Vanguard Ftse Developed Market

ETFs
6.71K
New
$47.4 - $52.99 $318K - $356K
6.71K $343K
WEC
Wec Energy Group, Inc.

Utilities
3.02K
New
$92.12 - $108.98 $278K - $329K
3.02K $329K
ZS
Zscaler, Inc.

Technology
1.52K
+ 103.33%
$181.66 - $216.87 $276K - $329K
2.99K $593K
JNJ
Johnson & Johnson

Healthcare
1.31K
+ 26.78%
$142.06 - $167.7 $186K - $219K
6.18K $1.03M
PHM
Pultegroup Inc

Consumer Cyclical
3.11K
New
$101.09 - $118.51 $314K - $369K
3.11K $319K
XEL
Xcel Energy Inc

Utilities
4.42K
New
$63.37 - $72.1 $280K - $318K
4.42K $312K
WY
Weyerhaeuser CO

Real Estate
10.4K
New
$27.29 - $31.39 $285K - $328K
10.4K $305K
GE
General Electric CO

Industrials
266
+ 3.52%
$168.59 - $212.13 $44.8K - $56.4K
7.82K $1.57M
WAT
Waters Corp

Healthcare
826
New
$362.16 - $417.28 $299K - $345K
826 $304K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.93K
New
$158.1 - $217.71 $305K - $419K
1.93K $304K
ING
Ing Groep Nv

Financial Services
15.4K
New
$15.51 - $20.74 $239K - $320K
15.4K $302K
CTVA
Corteva, Inc.

Basic Materials
4.48K
New
$55.94 - $66.15 $250K - $296K
4.48K $281K
WM
Waste Management Inc

Industrials
1.02K
+ 83.22%
$200.54 - $233.78 $204K - $238K
2.24K $518K
ELV
Elevance Health, Inc.

Healthcare
616
New
$365.9 - $436.25 $225K - $269K
616 $267K
WIX
Wix.Com Ltd.

Technology
1.64K
New
$163.38 - $246.76 $268K - $405K
1.64K $267K
SBAC
Sba Communications Corp

Real Estate
1.2K
New
$192.76 - $224.91 $231K - $269K
1.2K $263K
ZBRA
Zebra Technologies Corp

Technology
1.57K
+ 89.41%
$271.72 - $421.11 $427K - $661K
3.33K $939K
CWENA
Clearway Energy Inc Cl A
7.55K
New
N/A
7.55K $260K
VRSK
Verisk Analytics, Inc.

Industrials
874
New
$268.63 - $301.33 $235K - $263K
874 $260K
MCK
Mckesson Corp

Healthcare
386
New
$566.21 - $672.99 $219K - $260K
386 $259K
LEN
Lennar Corp

Consumer Cyclical
2.25K
New
$113.93 - $141.54 $257K - $319K
2.25K $258K
EPR
Epr Properties

Real Estate
4.9K
New
$43.98 - $53.81 $215K - $264K
4.9K $257K
VRT
Vertiv Holdings CO

Industrials
2.97K
+ 108.55%
N/A
5.71K $494K
MNST
Monster Beverage Corp

Consumer Defensive
4.33K
New
$46.16 - $58.58 $200K - $254K
4.33K $253K
Activity Summary
Buys All Purchases 227 New Holdings 60 Increased Positions 167 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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