Optimize Financial Inc Portfolio Holdings
Optimize Financial Inc
- $133 Billion
- Q4 2024
Optimize Financial Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 234 stocks.
Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $3.74B, Ttm Technologies Inc with a value of $2.39B, Salesforce, Inc. with a value of $2.34B, Crowd Strike Holdings, Inc. with a value of $2.3B, and Wix.Com Ltd. with a value of $2.28B.
Examining the 13F form we can see an increase of $133B in the current position value.
Optimize Financial Inc is based out at Laguna Hills, CA
Below you can find more details about Optimize Financial Inc portfolio as well as his latest detailed transactions.
Portfolio value
$133 Billion
Technology: $51.8 Billion
Consumer Cyclical: $23 Billion
Industrials: $13.3 Billion
Financial Services: $13.1 Billion
Communication Services: $10.9 Billion
Healthcare: $7.53 Billion
Consumer Defensive: $3.93 Billion
Basic Materials: $1.97 Billion
Other: $1.82 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 234
- Current Value $133 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 234 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks