Optimist Retirement Group LLC Incresed Positions in Q2 2025

Optimist Retirement Group LLC

  • $204 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WU
Western Union CO

Financial Services
207K
+ 955.14%
$8.37 - $10.63 $1.73M - $2.2M
228K $1.92M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.22K
+ 0.93%
$72.61 - $88.75 $88.4K - $108K
132K $11.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.54K
+ 4.1%
$67.03 - $80.35 $371K - $445K
141K $11.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.03%
$416.06 - $551.64 $832 - $1.1K
6.68K $3.68M
QCOM
Qualcomm Inc

Technology
1.98K
+ 14.35%
$124.66 - $159.48 $246K - $315K
15.8K $2.51M
OGN
Organon & Co.

Healthcare
112K
+ 80.39%
$8.04 - $14.72 $904K - $1.65M
252K $2.44M
HPQ
Hp Inc

Technology
18.8K
+ 27.65%
$21.88 - $29.32 $411K - $551K
86.7K $2.12M
UPS
United Parcel Service Inc

Industrials
3.78K
+ 19.33%
$91.92 - $110.2 $347K - $416K
23.3K $2.35M
NVS
Novartis Ag

Healthcare
69
+ 0.36%
$101.96 - $121.01 $7.04K - $8.35K
19.3K $2.33M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
126
+ 10.31%
$177.93 - $313.14 $22.4K - $39.5K
1.35K $422K
IWB
Ishares Tr Russell 1000 ETF

ETFs
102
+ 2.97%
$272.36 - $339.57 $27.8K - $34.6K
3.54K $1.2M
NVDA
Nvidia Corp

Technology
185
+ 8.15%
$94.31 - $157.99 $17.4K - $29.2K
2.46K $387K
BMAY
Innovator U.S. Equity Buffer E

ETFs
2.09K
+ 15.17%
$36.09 - $42.2 $75.2K - $88K
15.8K $668K
DELL
Dell Technologies Inc.

Technology
257
+ 9.18%
$71.63 - $125.98 $18.4K - $32.4K
3.06K $374K
LNW
Light & Wonder, Inc.

Consumer Cyclical
975
+ 41.1%
$77.8 - $96.26 $75.9K - $93.9K
3.35K $322K
NGVT
Ingevity Corp

Basic Materials
2.12K
+ 34.23%
$29.88 - $44.53 $63.4K - $94.5K
8.33K $358K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.16%
$4164.15 - $5789.24 $4.16K - $5.79K
87 $503K
UI
Ubiquiti Inc.

Technology
61
+ 7.87%
$273.45 - $456.69 $16.7K - $27.9K
836 $344K
TPR
Tapestry, Inc.

Consumer Cyclical
416
+ 11.94%
$60.6 - $87.81 $25.2K - $36.5K
3.9K $342K
PBI
Pitney Bowes Inc

Industrials
3.34K
+ 10.76%
$7.81 - $10.94 $26.1K - $36.6K
34.4K $375K
EAT
Brinker International, Inc

Consumer Cyclical
208
+ 11.88%
$128.68 - $181.78 $26.8K - $37.8K
1.96K $353K
PANW
Palo Alto Networks Inc

Technology
146
+ 9.75%
$152.44 - $204.64 $22.3K - $29.9K
1.64K $336K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
62
+ 1.7%
$104.23 - $134.39 $6.46K - $8.33K
3.71K $498K
MAR
Marriott International Inc

Consumer Cyclical
123
+ 11.85%
$211.12 - $274.14 $26K - $33.7K
1.16K $317K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27
+ 0.28%
$58.41 - $72.69 $1.58K - $1.96K
9.54K $693K
WHR
Whirlpool Corp

Consumer Cyclical
399
+ 16.44%
$75.71 - $101.42 $30.2K - $40.5K
2.83K $286K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2.47K
+ 18.93%
$15.5 - $20.28 $38.3K - $50.1K
15.5K $314K
NTNX
Nutanix, Inc.

Technology
349
+ 5.79%
$58.17 - $83.07 $20.3K - $29K
6.38K $487K
IT
Gartner Inc

Technology
178
+ 32.01%
$377.5 - $449.52 $67.2K - $80K
734 $296K
AMP
Ameriprise Financial Inc

Financial Services
64
+ 11.62%
$422.19 - $533.73 $27K - $34.2K
615 $328K
FTNT
Fortinet, Inc.

Technology
124
+ 2.68%
$84.71 - $108.69 $10.5K - $13.5K
4.75K $501K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
162
+ 1.68%
$39.89 - $49.46 $6.46K - $8.01K
9.83K $486K
LII
Lennox International Inc

Industrials
56
+ 12.5%
$508.76 - $605.77 $28.5K - $33.9K
504 $288K
IWN
Ishares Russell2000 Val ETF

ETFs
136
+ 6.71%
$131.84 - $157.76 $17.9K - $21.5K
2.16K $341K
EXPE
Expedia Group, Inc.

Consumer Cyclical
192
+ 13.07%
$136.63 - $176.62 $26.2K - $33.9K
1.66K $280K
GDDY
Go Daddy Inc.

Technology
178
+ 11.7%
$162.11 - $192.36 $28.9K - $34.2K
1.7K $306K
GFF
Griffon Corp

Industrials
325
+ 8.35%
$64.73 - $74.97 $21K - $24.4K
4.22K $305K
TGI
Triumph Group Inc

Industrials
747
+ 6.66%
$24.53 - $25.94 $18.3K - $19.4K
12K $307K
VRT
Vertiv Holdings CO

Industrials
259
+ 8.95%
N/A
3.15K $273K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
745
+ 7.19%
N/A
11.1K $283K
SPMD
Spdr Portfolio

ETFs
4
+ 0.08%
$44.89 - $54.38 $180 - $218
4.81K $261K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4
+ 0.22%
$108.87 - $133.04 $435 - $532
1.83K $243K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5
+ 0.09%
$35.35 - $42.68 $177 - $213
5.55K $236K
FICO
Fair Isaac Corp

Technology
4
+ 2.53%
$1503.62 - $2206.01 $6.01K - $8.82K
162 $296K
VNQ
Vanguard Specialized Funds Van

ETFs
158
+ 2.56%
$79.79 - $91.42 $12.6K - $14.4K
6.34K $564K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
76
+ 0.88%
$24.98 - $25.66 $1.9K - $1.95K
8.71K $222K
Atlassian Corporation
389
+ 36.84%
N/A
1.45K $0
Innovator Etfs Trust
1.8K
+ 17.22%
N/A
12.3K $0
WEN
Wendy'S CO

Consumer Cyclical
3.37K
+ 22.87%
$11.11 - $14.72 $37.4K - $49.6K
18.1K $206K
Activity Summary
Buys All Purchases 66 New Holdings 7 Increased Positions 59 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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