Optas, LLC Incresed Positions 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
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
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
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
GE
General Electric CO

Industrials
266
+ 3.52%
$168.59 - $212.13 $44.8K - $56.4K
7.82K $1.57M
WM
Waste Management Inc

Industrials
1.02K
+ 83.22%
$200.54 - $233.78 $204K - $238K
2.24K $518K
ZBRA
Zebra Technologies Corp

Technology
1.57K
+ 89.41%
$271.72 - $421.11 $427K - $661K
3.33K $939K
VRT
Vertiv Holdings CO

Industrials
2.97K
+ 108.55%
N/A
5.71K $494K
ABT
Abbott Laboratories

Healthcare
965
+ 18.94%
$111.1 - $140.22 $107K - $135K
6.06K $803K
INTC
Intel Corp

Technology
6.96K
+ 28.01%
$19.1 - $27.39 $133K - $191K
31.8K $722K
UBER
Uber Technologies, Inc

Technology
1.54K
+ 18.73%
$63.17 - $81.49 $97.3K - $126K
9.77K $711K
QCOM
Qualcomm Inc

Technology
1.35K
+ 23.98%
$151.94 - $175.86 $206K - $238K
7K $1.07M
EBAY
Ebay Inc

Consumer Cyclical
169
+ 0.5%
$61.61 - $70.93 $10.4K - $12K
34.2K $2.31M
ABBV
Abb Vie Inc.

Healthcare
261
+ 5.41%
$169.2 - $216.66 $44.2K - $56.5K
5.09K $1.07M
AMT
American Tower Corp

Real Estate
642
+ 33.58%
$173.46 - $217.6 $111K - $140K
2.55K $555K
XOM
Exxon Mobil Corp

Energy
1.32K
+ 43.59%
$105.44 - $118.93 $139K - $157K
4.34K $515K
ZTS
Zoetis Inc.

Healthcare
1.1K
+ 78.4%
$156.48 - $175.67 $172K - $193K
2.49K $410K
MA
Mastercard Inc

Financial Services
95
+ 1.59%
$504.67 - $576.31 $47.9K - $54.7K
6.07K $3.33M
TMUS
T Mobile Us, Inc.

Communication Services
90
+ 2.69%
$211.3 - $272.83 $19K - $24.6K
3.44K $916K
CL
Colgate Palmolive CO

Consumer Defensive
1.44K
+ 9.95%
$85.68 - $97.5 $123K - $140K
15.9K $1.49M
OTIS
Otis Worldwide Corp

Industrials
1.07K
+ 18.17%
$90.77 - $104.01 $97.1K - $111K
6.96K $718K
PLTR
Palantir Technologies Inc.

Technology
1.14K
+ 13.24%
$64.98 - $124.62 $73.8K - $142K
9.72K $820K
PM
Philip Morris International Inc.

Consumer Defensive
454
+ 17.55%
$117.15 - $158.79 $53.2K - $72.1K
3.04K $482K
T
At&T Inc.

Communication Services
1.58K
+ 6.99%
$21.56 - $28.28 $34.2K - $44.8K
24.2K $685K
UNP
Union Pacific Corp

Industrials
336
+ 3.37%
$225.21 - $254.42 $75.7K - $85.5K
10.3K $2.43M
MCD
Mcdonalds Corp

Consumer Cyclical
355
+ 23.14%
$279.74 - $321.29 $99.3K - $114K
1.89K $590K
FOXA
Fox Corp

Communication Services
1.67K
+ 29.24%
$47.9 - $58.0 $80.1K - $97K
7.4K $418K
SPOT
Spotify Technology S.A.

Communication Services
152
+ 27.59%
$457.79 - $648.32 $69.6K - $98.5K
703 $386K
AZN
Astrazeneca PLC

Healthcare
229
+ 1.49%
$65.37 - $77.96 $15K - $17.9K
15.6K $1.14M
KO
Coca Cola CO

Consumer Defensive
943
+ 12.27%
$60.81 - $72.32 $57.3K - $68.2K
8.63K $617K
JPM
Jpmorgan Chase & CO

Financial Services
179
+ 1.1%
$225.19 - $279.95 $40.3K - $50.1K
16.4K $4.03M
ZETA
Zeta Global Holdings Corp.

Technology
12.5K
+ 124.88%
$13.56 - $24.69 $169K - $309K
22.5K $305K
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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