Optimist Retirement Group LLC Incresed Positions in Q3 2025

Optimist Retirement Group LLC

  • $216 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APAM
Artisan Partners Asset Management Inc.

Financial Services
40.6K
+ 403.91%
$43.4 - $48.34 $1.76M - $1.96M
50.6K $2.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
708
+ 0.5%
$79.39 - $90.39 $56.2K - $64K
141K $12.5M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.35K
+ 1.02%
$87.69 - $96.0 $118K - $129K
134K $12.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
247
+ 0.11%
$52.12 - $55.33 $12.9K - $13.7K
231K $12.8M
PEP
Pepsico Inc

Consumer Defensive
1.91K
+ 12.34%
$133.81 - $152.16 $255K - $290K
17.4K $2.44M
HPQ
Hp Inc

Technology
4.75K
+ 5.48%
$24.45 - $29.35 $116K - $139K
91.4K $2.49M
BHP
Bhp Group LTD

Basic Materials
313
+ 0.69%
$48.67 - $56.22 $15.2K - $17.6K
45.7K $2.55M
VB
Vanguard Small Cap ETF

ETFs
287
+ 1.74%
$237.58 - $259.17 $68.2K - $74.4K
16.8K $4.27M
WU
Western Union CO

Financial Services
56.2K
+ 24.64%
$7.88 - $8.84 $443K - $497K
285K $2.27M
LMT
Lockheed Martin Corp

Industrials
274
+ 5.92%
$410.74 - $499.21 $113K - $137K
4.9K $2.45M
MO
Altria Group, Inc.

Consumer Defensive
178
+ 0.5%
$57.75 - $67.68 $10.3K - $12K
35.6K $2.35M
QCOM
Qualcomm Inc

Technology
538
+ 3.41%
$145.84 - $173.55 $78.5K - $93.4K
16.3K $2.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
36
+ 1.09%
$617.65 - $666.84 $22.2K - $24K
3.34K $2.23M
LYFT
Lyft, Inc.

Technology
2.53K
+ 12.81%
$13.41 - $22.93 $33.9K - $58K
22.3K $490K
PFE
Pfizer Inc

Healthcare
2.83K
+ 3.34%
$23.29 - $25.88 $66K - $73.3K
87.7K $2.23M
BMY
Bristol Myers Squibb CO

Healthcare
4.95K
+ 12.12%
$43.31 - $48.98 $214K - $243K
45.8K $2.07M
DEO
Diageo PLC

Consumer Defensive
2.83K
+ 14.71%
$93.64 - $115.33 $265K - $327K
22.1K $2.11M
NVS
Novartis Ag

Healthcare
47
+ 0.24%
$113.5 - $129.73 $5.33K - $6.1K
19.3K $2.48M
NGVT
Ingevity Corp

Basic Materials
175
+ 2.1%
$40.4 - $60.74 $7.07K - $10.6K
8.5K $469K
MCD
Mcdonalds Corp

Consumer Cyclical
73
+ 1.0%
$291.67 - $316.99 $21.3K - $23.1K
7.34K $2.23M
EXPE
Expedia Group, Inc.

Consumer Cyclical
33
+ 1.99%
$171.01 - $228.24 $5.64K - $7.53K
1.69K $362K
VEA
Vanguard Ftse Developed Market

ETFs
56
+ 0.24%
$56.02 - $60.3 $3.14K - $3.38K
23.8K $1.43M
MMM
3 M CO

Industrials
129
+ 0.74%
$144.41 - $160.2 $18.6K - $20.7K
17.5K $2.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 6.58%
$459.11 - $506.91 $41.3K - $45.6K
1.46K $732K
VZ
Verizon Communications Inc

Communication Services
518
+ 0.91%
$40.84 - $45.06 $21.2K - $23.3K
57.2K $2.51M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15
+ 0.16%
$72.65 - $78.68 $1.09K - $1.18K
9.55K $748K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28
+ 0.28%
$49.43 - $54.52 $1.38K - $1.53K
9.86K $533K
RCII
Rent A Center Inc De

Industrials
1.65K
+ 17.86%
N/A
10.9K $290K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
10
+ 0.27%
$133.48 - $144.38 $1.33K - $1.44K
3.72K $530K
EPD
Enterprise Products Partners L.P.

Energy
255
+ 0.4%
$30.74 - $32.14 $7.84K - $8.2K
64.1K $2M
LLY
Eli Lilly & CO

Healthcare
105
+ 2.97%
$625.65 - $812.69 $65.7K - $85.3K
3.64K $2.77M
PEGA
Pegasystems Inc

Technology
25
+ 0.41%
$49.75 - $60.39 $1.24K - $1.51K
6.19K $355K
VOX
Vanguard Communication Service

ETFs
1
+ 0.08%
$169.0 - $192.17 $169 - $192
1.28K $240K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4
+ 0.07%
$42.26 - $47.16 $169 - $189
5.55K $257K
GFF
Griffon Corp

Industrials
49
+ 1.16%
$67.97 - $82.65 $3.33K - $4.05K
4.27K $325K
VNQ
Vanguard Specialized Funds Van

ETFs
29
+ 0.46%
$88.47 - $93.24 $2.57K - $2.7K
6.37K $582K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4
+ 0.22%
$131.47 - $143.64 $526 - $575
1.84K $260K
VPU
Vanguard Utilities ETF

ETFs
4
+ 0.35%
$175.25 - $189.41 $701 - $758
1.15K $217K
SPMD
Spdr Portfolio

ETFs
4
+ 0.08%
$54.43 - $58.29 $218 - $233
4.81K $275K
VFH
Vanguard Financial ETF

ETFs
3
+ 0.18%
$125.23 - $132.78 $376 - $398
1.65K $216K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
76
+ 0.87%
$25.21 - $25.99 $1.92K - $1.98K
8.79K $227K
Gsk PLC
1.77K
+ 3.09%
N/A
59.2K $0
Atlassian Corporation
233
+ 16.12%
N/A
1.68K $0
Bgc Group Inc
543
+ 1.68%
N/A
32.8K $0
NTNX
Nutanix, Inc.

Technology
130
+ 2.04%
$66.06 - $81.12 $8.59K - $10.5K
6.51K $484K
WEN
Wendy'S CO

Consumer Cyclical
4.04K
+ 22.33%
$9.09 - $11.88 $36.8K - $48K
22.1K $202K
MAR
Marriott International Inc

Consumer Cyclical
43
+ 3.7%
$255.35 - $282.87 $11K - $12.2K
1.2K $313K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 4.6%
$5364.25 - $5815.92 $21.5K - $23.3K
91 $491K
AMP
Ameriprise Financial Inc

Financial Services
23
+ 3.74%
$486.13 - $544.55 $11.2K - $12.5K
638 $313K
Activity Summary
Buys All Purchases 73 New Holdings 14 Increased Positions 59 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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