Optimist Retirement Group LLC Incresed Positions in Q4 2024

Optimist Retirement Group LLC

  • $211 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.76K
+ 4.48%
$84.34 - $95.14 $486K - $548K
134K $11.7B
UPS
United Parcel Service Inc

Industrials
3.17K
+ 103.05%
$122.65 - $138.35 $389K - $439K
6.25K $788M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.03%
$481.22 - $538.17 $962 - $1.08K
6.66K $3.4B
AAPL
Apple Inc.

Technology
5
+ 0.09%
$221.69 - $259.02 $1.11K - $1.3K
5.54K $1.39B
VB
Vanguard Small Cap ETF

ETFs
25
+ 0.14%
$233.76 - $261.58 $5.84K - $6.54K
17.9K $4.3B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.42K
+ 3.52%
$89.9 - $100.66 $397K - $445K
130K $11.7B
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.34%
$246.06 - $292.59 $738 - $878
897 $250M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
61
+ 3.57%
$131.26 - $163.78 $8.01K - $9.99K
1.77K $264M
Innovator Etfs Trust
102
+ 0.98%
N/A
10.6K $532M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.17%
$328.51 - $401.37 $329 - $401
593 $223M
VFH
Vanguard Financial ETF

ETFs
10
+ 0.5%
$108.87 - $126.2 $1.09K - $1.26K
2K $236M
GFF
Griffon Corp

Industrials
181
+ 5.31%
$62.88 - $85.16 $11.4K - $15.4K
3.59K $256M
VOX
Vanguard Communication Service

ETFs
4
+ 0.27%
$144.31 - $163.57 $577 - $654
1.48K $229M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.27%
$571.78 - $647.97 $572 - $648
369 $229M
PANW
Palo Alto Networks Inc

Technology
666
+ 95.97%
$181.96 - $405.9 $121K - $270K
1.36K $247M
RCII
Rent A Center Inc De

Industrials
916
+ 12.95%
N/A
7.99K $233M
PBI
Pitney Bowes Inc

Industrials
331
+ 0.94%
$6.74 - $8.2 $2.23K - $2.71K
35.7K $258M
LII
Lennox International Inc

Industrials
1
+ 0.24%
$589.36 - $678.43 $589 - $678
416 $253M
VDE
Vanguard Energy ETF

ETFs
12
+ 0.69%
$116.67 - $136.78 $1.4K - $1.64K
1.74K $212M
IT
Gartner Inc

Technology
11
+ 2.21%
$481.22 - $551.8 $5.29K - $6.07K
508 $246M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5
+ 0.27%
$134.53 - $150.65 $673 - $753
1.83K $247M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
96
+ 1.13%
$24.94 - $26.14 $2.39K - $2.51K
8.59K $215M
VPU
Vanguard Utilities ETF

ETFs
11
+ 0.85%
$160.52 - $179.11 $1.77K - $1.97K
1.31K $214M
STX
Seagate Technology Holdings PLC

Technology
367
+ 16.15%
$86.31 - $112.64 $31.7K - $41.3K
2.64K $228M
WING
Wingstop Inc.

Consumer Cyclical
206
+ 33.83%
$281.09 - $422.95 $57.9K - $87.1K
815 $232M
THC
Tenet Healthcare Corp

Healthcare
331
+ 20.26%
$125.42 - $168.52 $41.5K - $55.8K
1.97K $248M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.04K
+ 3.14%
$51.09 - $55.27 $360K - $389K
232K $11.8B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
35
+ 0.92%
$114.08 - $125.68 $3.99K - $4.4K
3.86K $441M
MSFT
Microsoft Corp

Technology
14
+ 0.09%
$406.35 - $454.46 $5.69K - $6.36K
16.2K $6.84B
QCOM
Qualcomm Inc

Technology
59
+ 0.43%
$150.4 - $178.04 $8.87K - $10.5K
13.6K $2.1B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.63K
+ 4.65%
$34.13 - $37.35 $261K - $285K
172K $5.87B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.17K
+ 2.08%
$38.37 - $42.82 $122K - $136K
156K $5.99B
LLY
Eli Lilly & CO

Healthcare
18
+ 0.57%
$727.2 - $932.06 $13.1K - $16.8K
3.18K $2.46B
KLAC
Kla Corp

Technology
43
+ 1.43%
$614.46 - $829.55 $26.4K - $35.7K
3.06K $1.93B
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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