Optas, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $566 Million distributed in 919 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $106M, Vanguard Total Stock Market Et with a value of $41.9M, Vanguard Ftse All World Ex Us with a value of $39.7M, Alphabet Inc. with a value of $19.5M, and Vanguard Russell 1000 Value Et with a value of $19.1M.
Examining the 13F form we can see an increase of $111M in the current position value, from $455M to 566M.
Below you can find more details about Optas, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$566 Million
ETFs: $315 Million
Technology: $80.2 Million
Communication Services: $50.2 Million
Financial Services: $31.9 Million
Consumer Cyclical: $22.3 Million
Healthcare: $21 Million
Industrials: $18.2 Million
Consumer Defensive: $12.5 Million
Other: $9.94 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions