Optimist Retirement Group LLC Purchases in Q1 2025

Optimist Retirement Group LLC

  • $196 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17
+ 0.18%
$64.88 - $72.1 $1.1K - $1.23K
9.51K $625K
BHP
Bhp Group LTD

Basic Materials
30.8K
+ 212.33%
$48.18 - $52.11 $1.49M - $1.61M
45.4K $2.2M
PFE
Pfizer Inc

Healthcare
55.8K
+ 198.56%
$25.01 - $27.13 $1.4M - $1.51M
83.9K $2.13M
UPS
United Parcel Service Inc

Industrials
13.3K
+ 212.38%
$109.66 - $136.26 $1.46M - $1.81M
19.5K $2.15M
DEO
Diageo PLC

Consumer Defensive
10.9K
+ 131.27%
$104.79 - $126.12 $1.14M - $1.38M
19.2K $2.02M
Gsk PLC
28.3K
+ 87.39%
N/A
60.7K $0
GIS
General Mills Inc

Consumer Defensive
8.52K
+ 34.71%
$57.56 - $65.3 $491K - $557K
33.1K $1.98M
NVS
Novartis Ag

Healthcare
137
+ 0.72%
$97.14 - $115.57 $13.3K - $15.8K
19.2K $2.14M
LMT
Lockheed Martin Corp

Industrials
684
+ 17.26%
$423.19 - $506.29 $289K - $346K
4.65K $2.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.03%
$551.42 - $612.93 $551 - $613
3.31K $1.85M
MCD
Mcdonalds Corp

Consumer Cyclical
331
+ 4.61%
$279.74 - $321.29 $92.6K - $106K
7.52K $2.35M
QCOM
Qualcomm Inc

Technology
142
+ 1.04%
$151.94 - $175.86 $21.6K - $25K
13.8K $2.12M
UL
Unilever PLC

Consumer Defensive
688
+ 1.78%
$54.72 - $60.29 $37.6K - $41.5K
39.3K $2.34M
VZ
Verizon Communications Inc

Communication Services
1.39K
+ 2.5%
$37.81 - $46.49 $52.4K - $64.5K
56.9K $2.58M
KMB
Kimberly Clark Corp

Consumer Defensive
927
+ 5.42%
$124.46 - $147.4 $115K - $137K
18K $2.56M
HRB
H&R Block Inc

Consumer Cyclical
1.42K
+ 3.3%
$49.96 - $55.97 $70.7K - $79.3K
44.3K $2.43M
ABBV
Abb Vie Inc.

Healthcare
136
+ 1.02%
$169.2 - $216.66 $23K - $29.5K
13.4K $2.82M
LLY
Eli Lilly & CO

Healthcare
249
+ 7.83%
$725.72 - $929.72 $181K - $232K
3.43K $2.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
15
+ 0.23%
$468.34 - $539.52 $7.03K - $8.09K
6.67K $3.13M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.09K
+ 1.22%
$33.84 - $37.77 $70.7K - $78.9K
174K $6.34M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
796
+ 0.59%
$77.33 - $90.16 $61.6K - $71.8K
135K $10.6M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.12K
+ 0.86%
$80.73 - $94.96 $90.7K - $107K
131K $10.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.39K
+ 0.6%
$49.78 - $53.19 $69.3K - $74K
233K $11.9M
Activity Summary
Buys All Purchases 74 New Holdings 15 Increased Positions 59 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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