Optimist Retirement Group LLC Sells in Q4 2024

Optimist Retirement Group LLC

  • $211 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GPC
Genuine Parts CO

Consumer Cyclical
-13.3K
- 84.0%
$113.11 - $143.63 $1.5M - $1.91M
2.53K $295M
BHP
Bhp Group LTD

Basic Materials
-24.3K
- 62.59%
$48.78 - $62.43 $1.19M - $1.52M
14.5K $709M
PFE
Pfizer Inc

Healthcare
-46.2K
- 62.18%
$24.8 - $30.19 $1.15M - $1.4M
28.1K $746M
OGN
Organon & Co.

Healthcare
-63K
- 61.07%
$14.44 - $18.83 $910K - $1.19M
40.2K $599M
DEO
Diageo PLC

Consumer Defensive
-8.36K
- 50.13%
$118.0 - $139.88 $987K - $1.17M
8.32K $1.06B
LYB
Lyondell Basell Industries N.V.

Basic Materials
-10.9K
- 50.38%
$72.97 - $96.75 $794K - $1.05M
10.7K $796M
Gsk PLC
-17.1K
- 34.58%
N/A
32.4K $1.1B
GIS
General Mills Inc

Consumer Defensive
-3.81K
- 13.42%
$62.78 - $74.62 $239K - $284K
24.6K $1.57B
HRB
H&R Block Inc

Consumer Cyclical
-236
- 0.55%
$52.14 - $63.36 $12.3K - $15K
42.8K $2.26B
LMT
Lockheed Martin Corp

Industrials
-93
- 2.29%
$479.66 - $614.62 $44.6K - $57.2K
3.96K $1.93B
UL
Unilever PLC

Consumer Defensive
-501
- 1.28%
$56.7 - $64.64 $28.4K - $32.4K
38.6K $2.19B
ABBV
Abb Vie Inc.

Healthcare
-250
- 1.84%
$164.99 - $203.87 $41.2K - $51K
13.3K $2.37B
VZ
Verizon Communications Inc

Communication Services
-672
- 1.2%
$39.6 - $45.21 $26.6K - $30.4K
55.6K $2.22B
KMB
Kimberly Clark Corp

Consumer Defensive
-582
- 3.29%
$130.37 - $146.09 $75.9K - $85K
17.1K $2.24B
MMM
3 M CO

Industrials
-567
- 2.88%
$124.74 - $137.12 $70.7K - $77.7K
19.1K $2.47B
HPQ
Hp Inc

Technology
-425
- 0.66%
$32.46 - $39.3 $13.8K - $16.7K
63.7K $2.08B
VEA
Vanguard Ftse Developed Market

ETFs
-195
- 0.76%
$47.57 - $52.44 $9.28K - $10.2K
25.3K $1.21B
MCD
Mcdonalds Corp

Consumer Cyclical
-54
- 0.75%
$288.47 - $316.54 $15.6K - $17.1K
7.19K $2.08B
BTI
British American Tobacco P.L.C.

Consumer Defensive
-2.09K
- 3.37%
$34.25 - $37.94 $71.7K - $79.4K
59.9K $2.18B
PM
Philip Morris International Inc.

Consumer Defensive
-607
- 3.5%
$118.38 - $133.06 $71.9K - $80.8K
16.7K $2.01B
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-1.22K
- 30.63%
$76.53 - $94.19 $93.4K - $115K
2.76K $236M
IBM
International Business Machines Corp

Technology
-242
- 2.0%
$204.9 - $238.04 $49.6K - $57.6K
11.9K $2.61B
PAYX
Paychex Inc

Industrials
-600
- 17.6%
$135.86 - $148.73 $81.5K - $89.2K
2.81K $394M
VNQ
Vanguard Specialized Funds Van

ETFs
-78
- 1.16%
$87.85 - $98.6 $6.85K - $7.69K
6.63K $591M
CVNA
Carvana Co.

Consumer Cyclical
-504
- 30.32%
$175.8 - $260.8 $88.6K - $131K
1.16K $235M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-120
- 1.16%
$44.04 - $49.49 $5.28K - $5.94K
10.2K $451M
APP
App Lovin Corp

Technology
-1.4K
- 64.55%
$130.67 - $401.5 $183K - $564K
771 $250M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-600
- 9.78%
$44.33 - $49.55 $26.6K - $29.7K
5.54K $249M
Innovator Etfs Trust
-383
- 6.9%
N/A
5.17K $223M
MANH
Manhattan Associates Inc

Technology
-17
- 1.86%
$263.36 - $309.78 $4.48K - $5.27K
899 $243M
DELL
Dell Technologies Inc.

Technology
-55
- 2.55%
$111.96 - $144.21 $6.16K - $7.93K
2.1K $242M
FICO
Fair Isaac Corp

Technology
-9
- 6.77%
$1911.01 - $2382.4 $17.2K - $21.4K
124 $247M
SPMD
Spdr Portfolio

ETFs
-203
- 4.06%
$54.13 - $59.56 $11K - $12.1K
4.8K $262M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-117
- 1.15%
$41.74 - $49.17 $4.88K - $5.75K
10K $432M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-292
- 2.98%
$66.77 - $71.52 $19.5K - $20.9K
9.49K $654M
VRT
Vertiv Holdings CO

Industrials
-384
- 14.34%
N/A
2.29K $261M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
-244
- 2.6%
$23.18 - $31.27 $5.66K - $7.63K
9.12K $240M
SPOT
Spotify Technology S.A.

Communication Services
-93
- 13.3%
$362.95 - $502.38 $33.8K - $46.7K
606 $271M
AMP
Ameriprise Financial Inc

Financial Services
-25
- 4.77%
$473.15 - $574.01 $11.8K - $14.4K
499 $266M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-262
- 17.25%
$173.13 - $258.09 $45.4K - $67.6K
1.26K $290M
NVDA
Nvidia Corp

Technology
-37
- 1.86%
$117.0 - $148.88 $4.33K - $5.51K
1.95K $262M
HCI
Hci Group, Inc.

Financial Services
-18
- 0.73%
$95.47 - $123.75 $1.72K - $2.23K
2.46K $286M
HBI
Hanesbrands Inc.

Consumer Cyclical
-537
- 1.54%
$6.91 - $8.91 $3.71K - $4.78K
34.2K $279M
FTDR
Frontdoor, Inc.

Consumer Cyclical
-211
- 3.88%
$46.71 - $59.54 $9.86K - $12.6K
5.22K $286M
VIRT
Virtu Financial, Inc.

Financial Services
-214
- 2.67%
$30.43 - $37.95 $6.51K - $8.12K
7.79K $278M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-42
- 0.82%
$521.84 - $558.82 $21.9K - $23.5K
5.11K $2.75B
BKE
Buckle Inc

Consumer Cyclical
-682
- 6.46%
$41.32 - $54.08 $28.2K - $36.9K
9.87K $502M
PEGA
Pegasystems Inc

Technology
-335
- 9.65%
$69.42 - $97.28 $23.3K - $32.6K
3.14K $292M
MO
Altria Group, Inc.

Consumer Defensive
-219
- 0.54%
$49.06 - $57.74 $10.7K - $12.6K
40.5K $2.12B
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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