Optimist Retirement Group LLC Purchases in Q3 2024

Optimist Retirement Group LLC

  • $222 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
48K
New
$161.02 - $200.0 $7.73M - $9.6M
48K $8.94B
MSFT
Microsoft Corp

Technology
10.6K
+ 187.67%
$395.15 - $467.56 $4.18M - $4.95M
16.2K $6.98B
BMY
Bristol Myers Squibb CO

Healthcare
43.6K
New
$39.66 - $51.75 $1.73M - $2.26M
43.6K $2.26B
OGN
Organon & Co.

Healthcare
103K
New
$18.65 - $23.03 $1.92M - $2.38M
103K $1.97B
AAPL
Apple Inc.

Technology
5.54K
New
$207.23 - $234.82 $1.15M - $1.3M
5.54K $1.29B
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
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
BMAY
Innovator U.S. Equity Buffer E

ETFs
13.1K
New
$36.7 - $39.46 $482K - $518K
13.1K $518M
GILD
Gilead Sciences, Inc.

Healthcare
1.39K
+ 5.38%
$66.59 - $83.99 $92.6K - $117K
27.2K $2.28B
Innovator Etfs Trust
10.5K
New
N/A
10.5K $509M
BHP
Bhp Group LTD

Basic Materials
5.43K
+ 16.27%
$51.32 - $62.11 $279K - $337K
38.8K $2.41B
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
FTNT
Fortinet, Inc.

Technology
5.08K
New
$55.39 - $77.55 $281K - $394K
5.08K $394M
ABBV
Abb Vie Inc.

Healthcare
13
+ 0.1%
$163.84 - $199.33 $2.13K - $2.59K
13.6K $2.68B
CVNA
Carvana Co.

Consumer Cyclical
1.66K
New
$122.32 - $175.15 $203K - $291K
1.66K $289M
PZZA
Papa Johns International Inc

Consumer Cyclical
5.31K
New
$40.26 - $53.87 $214K - $286K
5.31K $286M
APP
App Lovin Corp

Technology
2.18K
New
$67.14 - $130.65 $146K - $284K
2.18K $284M
HAS
Hasbro, Inc.

Consumer Cyclical
3.87K
New
$56.54 - $72.32 $219K - $280K
3.87K $280M
HBI
Hanesbrands Inc.

Consumer Cyclical
34.8K
New
$4.66 - $7.36 $162K - $256K
34.8K $256M
PBI
Pitney Bowes Inc

Industrials
35.3K
New
$5.65 - $7.49 $200K - $265K
35.3K $252M
VZ
Verizon Communications Inc

Communication Services
1.05K
+ 1.9%
$38.89 - $45.0 $40.7K - $47.1K
56.2K $2.52B
STX
Seagate Technology Holdings PLC

Technology
2.27K
New
$92.1 - $110.76 $209K - $252K
2.27K $249M
Ge Vernova Inc
976
New
N/A
976 $249M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.66K
New
$112.12 - $149.09 $186K - $248K
1.66K $246M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.5K
+ 13.07%
$92.56 - $99.46 $231K - $248K
21.6K $2.07B
VIRT
Virtu Financial, Inc.

Financial Services
8.01K
New
$21.68 - $32.43 $174K - $260K
8.01K $244M
CPA
Copa Holdings, S.A.

Industrials
2.56K
New
$81.5 - $96.88 $208K - $248K
2.56K $240M
GFF
Griffon Corp

Industrials
3.41K
New
$55.61 - $74.71 $190K - $255K
3.41K $239M
BSIG
Bright Sphere Investment Group Inc.

Financial Services
9.37K
New
$21.55 - $26.19 $202K - $245K
9.37K $238M
VPU
Vanguard Utilities ETF

ETFs
1.3K
New
$146.64 - $174.54 $191K - $227K
1.3K $226M
VFH
Vanguard Financial ETF

ETFs
1.99K
New
$99.27 - $111.21 $197K - $221K
1.99K $218M
VCR
Vanguard Consumer Discretionar

ETFs
592
New
$291.88 - $341.94 $173K - $202K
592 $202M
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
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
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