Optimist Retirement Group LLC Portfolio Holdings

Optimist Retirement Group LLC

  • $190 Billion
  • Q2 2024

Optimist Retirement Group LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Paccar Inc with a value of $39B, Spdr Portfolio with a value of $12.1B, Spdr Portfolio S&P 500 Value E with a value of $10.9B, Spdr S&P 600 Small Cap Growth with a value of $10.6B, and Spdr S&P 600 Small Cap Value E with a value of $9.87B.

Examining the 13F form we can see an decrease of $4.45B in the current position value, from $195B to 190B.

Optimist Retirement Group LLC is based out at Bellevue, WA

Below you can find more details about Optimist Retirement Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $72.5 Billion
Industrials: $44.5 Billion
Technology: $17.8 Billion
Consumer Defensive: $17.3 Billion
Healthcare: $12.4 Billion
Consumer Cyclical: $10.5 Billion
Energy: $4.13 Billion
Basic Materials: $3.73 Billion
Other: $5.23 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $190 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 15 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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