Optimist Retirement Group LLC Incresed Positions in Q3 2024

Optimist Retirement Group LLC

  • $222 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
10.6K
+ 187.67%
$395.15 - $467.56 $4.18M - $4.95M
16.2K $6.98B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.47K
+ 1.96%
$77.23 - $87.97 $190K - $217K
129K $11.2B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.72K
+ 2.21%
$85.03 - $94.56 $231K - $257K
126K $11.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.62K
+ 0.73%
$48.51 - $52.86 $78.5K - $85.6K
224K $11.9B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.49K
+ 5.15%
$36.02 - $41.68 $270K - $312K
153K $6.31B
DEO
Diageo PLC

Consumer Defensive
3.19K
+ 23.67%
$120.02 - $140.77 $383K - $449K
16.7K $2.34B
IBM
International Business Machines Corp

Technology
72
+ 0.6%
$175.1 - $223.38 $12.6K - $16.1K
12.1K $2.68B
GIS
General Mills Inc

Consumer Defensive
4.53K
+ 19.0%
$62.5 - $75.15 $283K - $340K
28.4K $2.09B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.76K
+ 2.98%
$33.74 - $37.96 $161K - $181K
164K $6.17B
GILD
Gilead Sciences, Inc.

Healthcare
1.39K
+ 5.38%
$66.59 - $83.99 $92.6K - $117K
27.2K $2.28B
GPC
Genuine Parts CO

Consumer Cyclical
3.34K
+ 26.78%
$131.04 - $147.11 $437K - $491K
15.8K $2.21B
MCD
Mcdonalds Corp

Consumer Cyclical
364
+ 5.29%
$245.82 - $304.51 $89.5K - $111K
7.24K $2.2B
UL
Unilever PLC

Consumer Defensive
1.02K
+ 2.68%
$54.7 - $65.59 $55.8K - $66.9K
39.1K $2.54B
LLY
Eli Lilly & CO

Healthcare
531
+ 20.17%
$772.14 - $960.02 $410K - $510K
3.16K $2.8B
ABBV
Abb Vie Inc.

Healthcare
13
+ 0.1%
$163.84 - $199.33 $2.13K - $2.59K
13.6K $2.68B
VZ
Verizon Communications Inc

Communication Services
1.05K
+ 1.9%
$38.89 - $45.0 $40.7K - $47.1K
56.2K $2.52B
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.5K
+ 13.07%
$92.56 - $99.46 $231K - $248K
21.6K $2.07B
Gsk PLC
1.79K
+ 3.75%
N/A
49.6K $2.03B
NVS
Novartis Ag

Healthcare
166
+ 0.87%
$106.13 - $120.89 $17.6K - $20.1K
19.3K $2.22B
KMB
Kimberly Clark Corp

Consumer Defensive
461
+ 2.68%
$135.05 - $148.35 $62.3K - $68.4K
17.7K $2.52B
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 0.58%
$517.38 - $573.86 $9.83K - $10.9K
3.3K $1.9B
VNQ
Vanguard Specialized Funds Van

ETFs
22
+ 0.33%
$82.97 - $98.97 $1.83K - $2.18K
6.71K $654M
ARLP
Alliance Resource Partners LP

Energy
1.69K
+ 1.84%
$22.57 - $25.89 $38.2K - $43.8K
93.5K $2.34B
UPS
United Parcel Service Inc

Industrials
680
+ 28.35%
$123.32 - $147.38 $83.9K - $100K
3.08K $420M
PFE
Pfizer Inc

Healthcare
492
+ 0.67%
$27.7 - $31.39 $13.6K - $15.4K
74.3K $2.15B
EPD
Enterprise Products Partners L.P.

Energy
2.15K
+ 3.31%
$27.88 - $30.0 $60K - $64.6K
67.1K $1.95B
AVGO
Broadcom Inc.

Technology
14.1K
+ 853.98%
$136.27 - $1745.86 $1.92M - $24.6M
15.7K $2.71B
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 0.18%
$434.77 - $502.96 $5.22K - $6.04K
6.66K $3.25B
MANH
Manhattan Associates Inc

Technology
76
+ 9.05%
$218.59 - $286.0 $16.6K - $21.7K
916 $258M
DOCU
Docusign, Inc.

Technology
161
+ 3.78%
$49.73 - $62.53 $8.01K - $10.1K
4.42K $274M
PEGA
Pegasystems Inc

Technology
38
+ 1.11%
$57.07 - $73.36 $2.17K - $2.79K
3.47K $254M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12
+ 0.12%
$41.9 - $48.26 $503 - $579
10.4K $496M
HCI
Hci Group, Inc.

Financial Services
31
+ 1.27%
$84.96 - $108.91 $2.63K - $3.38K
2.47K $265M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16
+ 0.16%
$60.84 - $67.51 $973 - $1.08K
9.79K $660M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
7
+ 0.18%
$112.99 - $126.45 $791 - $885
3.82K $481M
IT
Gartner Inc

Technology
8
+ 1.64%
$441.32 - $516.47 $3.53K - $4.13K
497 $252M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 2.25%
$3305.62 - $4268.05 $6.61K - $8.54K
91 $383M
EAT
Brinker International, Inc

Consumer Cyclical
187
+ 6.09%
$59.09 - $77.85 $11K - $14.6K
3.26K $249M
APAM
Artisan Partners Asset Management Inc.

Financial Services
131
+ 1.31%
$38.04 - $44.16 $4.98K - $5.78K
10.2K $440M
AMP
Ameriprise Financial Inc

Financial Services
9
+ 1.75%
$391.53 - $469.81 $3.52K - $4.23K
524 $246M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5
+ 0.08%
$41.02 - $46.01 $205 - $230
6.14K $279M
DELL
Dell Technologies Inc.

Technology
463
+ 27.33%
$87.89 - $145.97 $40.7K - $67.6K
2.16K $256M
MAR
Marriott International Inc

Consumer Cyclical
64
+ 7.71%
$211.35 - $255.11 $13.5K - $16.3K
894 $222M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6
+ 0.33%
$127.29 - $141.5 $764 - $849
1.82K $254M
SPMD
Spdr Portfolio

ETFs
3
+ 0.06%
$50.29 - $54.92 $151 - $165
5K $274M
CMPR
Cimpress PLC

Communication Services
352
+ 15.09%
$80.04 - $101.04 $28.2K - $35.6K
2.69K $220M
VOX
Vanguard Communication Service

ETFs
2
+ 0.14%
$129.82 - $145.39 $260 - $291
1.48K $215M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
70
+ 0.83%
$24.86 - $26.33 $1.74K - $1.84K
8.49K $222M
TNL
Travel & Leisure Co.

Consumer Cyclical
70
+ 1.24%
$40.55 - $49.87 $2.84K - $3.49K
5.73K $264M
Activity Summary
Buys All Purchases 80 New Holdings 23 Increased Positions 57 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Optimist Retirement Group LLC Portfolio

Follow Optimist Retirement Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimist Retirement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optimist Retirement Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email