Optimist Retirement Group LLC Incresed Positions in Q1 2025

Optimist Retirement Group LLC

  • $196 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LYFT
Lyft, Inc.

Technology
10.3K
+ 87.37%
$11.27 - $15.12 $116K - $156K
22.1K $262K
OMC
Omnicom Group Inc.

Communication Services
416
+ 17.44%
$79.43 - $88.34 $33K - $36.7K
2.8K $232K
UI
Ubiquiti Inc.

Technology
154
+ 24.8%
$300.93 - $431.11 $46.3K - $66.4K
775 $240K
VDE
Vanguard Energy ETF

ETFs
6
+ 0.34%
$119.14 - $132.76 $715 - $797
1.75K $226K
VPU
Vanguard Utilities ETF

ETFs
5
+ 0.38%
$161.24 - $173.33 $806 - $867
1.32K $224K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
49
+ 0.57%
$24.73 - $25.62 $1.21K - $1.26K
8.63K $220K
PZZA
Papa Johns International Inc

Consumer Cyclical
52.2K
+ 984.17%
$36.01 - $51.28 $1.88M - $2.68M
57.5K $2.36M
STX
Seagate Technology Holdings PLC

Technology
228
+ 8.64%
$84.92 - $108.42 $19.4K - $24.7K
2.87K $243K
VOX
Vanguard Communication Service

ETFs
2
+ 0.14%
$147.73 - $169.24 $295 - $338
1.48K $219K
BBY
Best Buy CO Inc

Consumer Cyclical
372
+ 13.72%
$70.3 - $91.1 $26.2K - $33.9K
3.08K $227K
CVNA
Carvana Co.

Consumer Cyclical
346
+ 29.88%
$166.52 - $285.33 $57.6K - $98.7K
1.5K $314K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
809
+ 29.28%
$59.37 - $95.63 $48K - $77.4K
3.57K $229K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
1.24K
+ 13.58%
$24.04 - $25.84 $29.8K - $32K
10.4K $264K
DELL
Dell Technologies Inc.

Technology
698
+ 33.21%
$90.34 - $124.66 $63.1K - $87K
2.8K $255K
IT
Gartner Inc

Technology
48
+ 9.45%
$418.25 - $548.38 $20.1K - $26.3K
556 $233K
FICO
Fair Isaac Corp

Technology
34
+ 27.42%
$1695.35 - $2030.47 $57.6K - $69K
158 $291K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4
+ 0.22%
$121.0 - $142.28 $484 - $569
1.83K $227K
PANW
Palo Alto Networks Inc

Technology
137
+ 10.07%
$167.82 - $208.28 $23K - $28.5K
1.5K $255K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4
+ 0.07%
$40.03 - $46.81 $160 - $187
5.54K $225K
APP
App Lovin Corp

Technology
174
+ 22.57%
$238.08 - $510.13 $41.4K - $88.8K
945 $250K
MAR
Marriott International Inc

Consumer Cyclical
141
+ 15.72%
$237.01 - $304.45 $33.4K - $42.9K
1.04K $247K
LII
Lennox International Inc

Industrials
32
+ 7.69%
$553.05 - $666.93 $17.7K - $21.3K
448 $251K
GFF
Griffon Corp

Industrials
302
+ 8.41%
$68.06 - $80.91 $20.6K - $24.4K
3.89K $278K
VRT
Vertiv Holdings CO

Industrials
600
+ 26.17%
N/A
2.89K $250K
NVDA
Nvidia Corp

Technology
316
+ 16.17%
$106.98 - $149.43 $33.8K - $47.2K
2.27K $246K
SPMD
Spdr Portfolio

ETFs
3
+ 0.06%
$50.21 - $57.73 $151 - $173
4.8K $245K
AMP
Ameriprise Financial Inc

Financial Services
52
+ 10.42%
$472.29 - $575.13 $24.6K - $29.9K
551 $266K
VIRT
Virtu Financial, Inc.

Financial Services
355
+ 4.56%
$34.19 - $40.96 $12.1K - $14.5K
8.15K $310K
HBI
Hanesbrands Inc.

Consumer Cyclical
11.2K
+ 32.63%
$5.76 - $8.6 $64.4K - $96.1K
45.4K $262K
GDDY
Go Daddy Inc.

Technology
84
+ 5.84%
$172.13 - $214.35 $14.5K - $18K
1.52K $274K
IWN
Ishares Russell2000 Val ETF

ETFs
7
+ 0.35%
$149.27 - $169.4 $1.04K - $1.19K
2.03K $306K
BKE
Buckle Inc

Consumer Cyclical
605
+ 6.13%
$35.15 - $51.65 $21.3K - $31.2K
10.5K $401K
BMAY
Innovator U.S. Equity Buffer E

ETFs
445
+ 3.35%
$39.08 - $41.36 $17.4K - $18.4K
13.7K $545K
OGN
Organon & Co.

Healthcare
99.7K
+ 248.15%
$14.29 - $16.41 $1.42M - $1.64M
140K $2.08M
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
HPQ
Hp Inc

Technology
4.25K
+ 6.67%
$27.69 - $34.72 $118K - $147K
67.9K $1.88M
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
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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