Optimist Retirement Group LLC Incresed Positions in Q2 2024

Optimist Retirement Group LLC

  • $190 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BHP
Bhp Group LTD

Basic Materials
8.13K
+ 32.16%
$55.0 - $61.63 $447K - $501K
33.4K $1.91B
MSFT
Microsoft Corp

Technology
673
+ 13.55%
$389.33 - $452.85 $262K - $305K
5.64K $2.52B
ARLP
Alliance Resource Partners LP

Energy
882
+ 0.97%
$20.14 - $24.91 $17.8K - $22K
91.8K $2.24B
HPQ
Hp Inc

Technology
2.02K
+ 3.21%
$27.62 - $38.36 $55.9K - $77.6K
65.1K $2.28B
PM
Philip Morris International Inc.

Consumer Defensive
1.89K
+ 11.67%
$88.6 - $104.24 $168K - $197K
18.1K $1.84B
UL
Unilever PLC

Consumer Defensive
2.43K
+ 6.8%
$46.47 - $56.38 $113K - $137K
38.1K $2.1B
PFE
Pfizer Inc

Healthcare
8.2K
+ 12.48%
$25.26 - $29.6 $207K - $243K
73.8K $2.07B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
619
+ 0.43%
$35.3 - $38.79 $21.9K - $24K
145K $5.47B
KMB
Kimberly Clark Corp

Consumer Defensive
350
+ 2.08%
$123.89 - $141.67 $43.4K - $49.6K
17.2K $2.38B
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.26K
+ 8.98%
$28.38 - $32.36 $149K - $170K
63.9K $1.98B
MO
Altria Group, Inc.

Consumer Defensive
2.1K
+ 5.14%
$40.75 - $46.83 $85.5K - $98.2K
42.9K $1.95B
NTNX
Nutanix, Inc.

Technology
2.31K
+ 62.34%
$52.34 - $73.37 $121K - $170K
6.03K $343M
LMT
Lockheed Martin Corp

Industrials
124
+ 3.12%
$447.57 - $471.51 $55.5K - $58.5K
4.09K $1.91B
NVO
Novo Nordisk A S

Healthcare
300
+ 12.85%
$122.71 - $146.91 $36.8K - $44.1K
2.64K $376M
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 14.1%
$3414.82 - $4014.38 $37.6K - $44.2K
89 $353M
PANW
Palo Alto Networks Inc

Technology
24
+ 3.04%
$265.2 - $340.82 $6.36K - $8.18K
814 $276M
WIX
Wix.Com Ltd.

Technology
35
+ 2.34%
$118.87 - $176.01 $4.16K - $6.16K
1.53K $243M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.06%
$272.21 - $298.72 $544 - $597
3.44K $1.02B
GILD
Gilead Sciences, Inc.

Healthcare
2.01K
+ 8.43%
$63.15 - $72.88 $127K - $146K
25.8K $1.77B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17
+ 0.17%
$58.24 - $64.51 $990 - $1.1K
9.77K $625M
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 2.24%
$1356.43 - $1787.73 $4.07K - $5.36K
137 $225M
LII
Lennox International Inc

Industrials
4
+ 0.93%
$455.15 - $550.42 $1.82K - $2.2K
432 $231M
K
Kellogg CO

Consumer Defensive
71
+ 0.2%
$55.4 - $62.56 $3.93K - $4.44K
36.2K $2.09B
VRT
Vertiv Holdings CO

Industrials
8
+ 0.29%
$75.01 - $106.17 $600 - $849
2.75K $238M
FTDR
Frontdoor, Inc.

Consumer Cyclical
172
+ 2.6%
$29.59 - $37.54 $5.09K - $6.46K
6.79K $230M
WYNN
Wynn Resorts LTD

Consumer Cyclical
426
+ 20.53%
$88.13 - $107.46 $37.5K - $45.8K
2.5K $224M
VZ
Verizon Communications Inc

Communication Services
1.21K
+ 2.24%
$38.6 - $42.84 $46.6K - $51.8K
55.2K $2.28B
MEDP
Medpace Holdings, Inc.

Healthcare
15
+ 2.74%
$372.0 - $424.34 $5.58K - $6.37K
562 $231M
MANH
Manhattan Associates Inc

Technology
39
+ 4.87%
$206.06 - $251.21 $8.04K - $9.8K
840 $207M
SMCI
Super Micro Computer, Inc.

Technology
55
+ 27.09%
$713.65 - $1037.15 $39.3K - $57K
258 $211M
HCI
Hci Group, Inc.

Financial Services
551
+ 29.14%
$90.32 - $116.08 $49.8K - $64K
2.44K $225M
UIHC
United Insurance Holdings Corp.

Financial Services
638
+ 3.02%
N/A
21.8K $230M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 3.48%
$396.73 - $420.24 $23.8K - $25.2K
1.78K $726M
EPD
Enterprise Products Partners L.P.

Energy
468
+ 0.73%
$27.74 - $29.88 $13K - $14K
64.9K $1.88B
VDE
Vanguard Energy ETF

ETFs
57
+ 3.41%
$123.17 - $136.7 $7.02K - $7.79K
1.73K $221M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
70
+ 0.84%
$24.54 - $25.28 $1.72K - $1.77K
8.42K $211M
MAR
Marriott International Inc

Consumer Cyclical
25
+ 3.11%
$228.38 - $258.55 $5.71K - $6.46K
830 $201M
PEGA
Pegasystems Inc

Technology
165
+ 5.05%
$56.54 - $64.13 $9.33K - $10.6K
3.43K $208M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5
+ 0.28%
$121.57 - $132.2 $608 - $661
1.82K $233M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5
+ 0.08%
$39.75 - $43.15 $199 - $216
6.13K $255M
SPMD
Spdr Portfolio

ETFs
4
+ 0.08%
$49.54 - $53.39 $198 - $214
5K $256M
DOCU
Docusign, Inc.

Technology
227
+ 5.64%
$50.84 - $61.13 $11.5K - $13.9K
4.26K $228M
Gsk PLC
4.58K
+ 10.61%
N/A
47.8K $1.84B
UPS
United Parcel Service Inc

Industrials
57
+ 2.43%
$134.2 - $152.27 $7.65K - $8.68K
2.4K $328M
DEO
Diageo PLC

Consumer Defensive
1.91K
+ 16.49%
$126.08 - $149.08 $241K - $285K
13.5K $1.7B
W
Wayfair Inc.

Consumer Cyclical
568
+ 14.9%
$49.8 - $72.94 $28.3K - $41.4K
4.38K $231M
GIS
General Mills Inc

Consumer Defensive
1.61K
+ 7.23%
$63.26 - $71.61 $102K - $115K
23.8K $1.51B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.95K
+ 1.24%
$34.2 - $36.64 $66.6K - $71.4K
160K $5.6B
LYB
Lyondell Basell Industries N.V.

Basic Materials
477
+ 2.56%
$93.54 - $105.86 $44.6K - $50.5K
19.1K $1.83B
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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