Optas, LLC Incresed Positions in Q4 2024

Optas, LLC

  • $455 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
15.3K
+ 210.85%
$270.87 - $367.87 $4.14M - $5.62M
22.5K $7.53M
GOOG
Alphabet Inc.

Communication Services
250
+ 0.25%
$163.08 - $198.16 $40.8K - $49.5K
100K $19M
AAPL
Apple Inc.

Technology
2.82K
+ 3.64%
$221.69 - $259.02 $625K - $730K
80.2K $20.1M
AVGO
Broadcom Inc.

Technology
264
+ 0.88%
$159.67 - $250.0 $42.2K - $66K
30.4K $7.04M
NVDA
Nvidia Corp

Technology
1.9K
+ 1.54%
$117.0 - $148.88 $222K - $283K
125K $16.8M
AMZN
Amazon Com Inc

Consumer Cyclical
2.28K
+ 6.1%
$180.88 - $232.93 $412K - $531K
39.6K $8.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
905
+ 0.89%
$521.84 - $558.82 $472K - $506K
103K $55.5M
SPYG
Spdr Portfolio

ETFs
2.49K
+ 1.27%
$81.74 - $91.38 $204K - $228K
198K $17.4M
L
Loews Corp

Financial Services
8.2K
+ 101.41%
$76.49 - $87.05 $627K - $714K
16.3K $1.38M
TSLA
Tesla, Inc.

Consumer Cyclical
615
+ 19.22%
$213.65 - $479.86 $131K - $295K
3.82K $1.54M
LOW
Lowes Companies Inc

Consumer Cyclical
1.95K
+ 143.81%
$244.52 - $284.07 $478K - $555K
3.31K $817K
RTX
Raytheon Technologies Corp

Industrials
3.77K
+ 114.52%
$114.45 - $127.21 $431K - $480K
7.06K $817K
SPGI
S&P Global Inc.

Financial Services
858
+ 102.88%
$480.36 - $529.17 $412K - $454K
1.69K $842K
NFLX
Netflix Inc

Communication Services
116
+ 7.63%
$687.65 - $936.56 $79.8K - $109K
1.64K $1.46M
COST
Costco Wholesale Corp

Consumer Defensive
335
+ 13.91%
$873.59 - $994.69 $293K - $333K
2.74K $2.51M
MSFT
Microsoft Corp

Technology
1.49K
+ 5.07%
$406.35 - $454.46 $605K - $677K
30.9K $13M
PLTR
Palantir Technologies Inc.

Technology
192
+ 2.29%
$36.46 - $82.38 $7K - $15.8K
8.58K $648K
V
Visa Inc.

Financial Services
321
+ 6.39%
$273.87 - $320.91 $87.9K - $103K
5.35K $1.69M
MA
Mastercard Inc

Financial Services
146
+ 2.5%
$491.3 - $536.15 $71.7K - $78.3K
5.98K $3.15M
TM
Toyota Motor Corp

Consumer Cyclical
1.07K
+ 49.67%
$169.2 - $199.52 $181K - $213K
3.22K $626K
NOW
Service Now, Inc.

Technology
14
+ 1.49%
$867.18 - $1148.42 $12.1K - $16.1K
951 $1.01M
BA
Boeing CO

Industrials
667
+ 46.94%
$138.14 - $180.72 $92.1K - $121K
2.09K $369K
WFC
Wells Fargo & Company

Financial Services
1.19K
+ 23.2%
$54.98 - $77.35 $65.2K - $91.7K
6.29K $441K
DIS
Walt Disney CO

Communication Services
331
+ 4.55%
$92.39 - $117.6 $30.6K - $38.9K
7.61K $847K
UBER
Uber Technologies, Inc

Technology
3.5K
+ 74.14%
$59.93 - $86.34 $210K - $302K
8.23K $496K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.62K
+ 2.01%
$48.45 - $52.57 $78.6K - $85.3K
82.4K $4.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
414
+ 5.25%
$442.29 - $483.08 $183K - $200K
8.3K $3.76M
HMC
Honda Motor CO LTD

Consumer Cyclical
5.25K
+ 82.11%
$23.7 - $32.62 $124K - $171K
11.6K $332K
VO
Vanguard Mid Cap ETF

ETFs
448
+ 1.51%
$261.5 - $284.63 $117K - $128K
30.2K $7.96M
BKNG
Booking Holdings Inc.

Consumer Cyclical
9
+ 8.91%
$4100.99 - $5300.34 $36.9K - $47.7K
110 $546K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.3K
+ 46.0%
$50.35 - $50.69 $116K - $117K
7.3K $368K
SONY
Sony Group Corp

Technology
15.1K
+ 543.53%
$17.53 - $96.8 $265K - $1.46M
17.9K $378K
ABT
Abbott Laboratories

Healthcare
989
+ 24.09%
$111.93 - $119.39 $111K - $118K
5.09K $576K
SCHW
Schwab Charles Corp

Financial Services
964
+ 25.75%
$63.31 - $82.85 $61K - $79.9K
4.71K $348K
CSCO
Cisco Systems, Inc.

Technology
562
+ 4.63%
$52.45 - $60.02 $29.5K - $33.7K
12.7K $751K
VB
Vanguard Small Cap ETF

ETFs
204
+ 1.15%
$233.76 - $261.58 $47.7K - $53.4K
17.9K $4.29M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
681
+ 13.81%
$58.32 - $85.45 $39.7K - $58.2K
5.61K $415K
UBS
Ubs Group Ag

Financial Services
3.42K
+ 34.3%
$29.78 - $33.08 $102K - $113K
13.4K $405K
ISRG
Intuitive Surgical Inc

Healthcare
144
+ 22.12%
$471.27 - $550.62 $67.9K - $79.3K
795 $414K
BAC
Bank Of America Corp

Financial Services
807
+ 5.88%
$39.22 - $47.77 $31.7K - $38.6K
14.5K $638K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
4.06K
+ 14.22%
$9.95 - $12.23 $40.4K - $49.6K
32.6K $382K
SAP
Sap Se

Technology
154
+ 4.93%
$218.13 - $255.54 $33.6K - $39.4K
3.28K $806K
C
Citigroup Inc

Financial Services
920
+ 27.33%
$61.31 - $72.5 $56.4K - $66.7K
4.29K $301K
MS
Morgan Stanley

Financial Services
180
+ 6.27%
$104.42 - $134.99 $18.8K - $24.3K
3.05K $383K
ZBRA
Zebra Technologies Corp

Technology
140
+ 8.66%
$360.09 - $411.94 $50.4K - $57.7K
1.76K $678K
DFS
Discover Financial Services

Financial Services
24
+ 1.11%
$136.3 - $182.67 $3.27K - $4.38K
2.19K $379K
LYFT
Lyft, Inc.

Technology
5.72K
+ 36.89%
$12.36 - $18.59 $70.7K - $106K
21.2K $273K
HON
Honeywell International Inc

Industrials
216
+ 21.62%
$202.84 - $236.0 $43.8K - $51K
1.22K $274K
EMR
Emerson Electric CO

Industrials
305
+ 15.54%
$108.13 - $134.33 $33K - $41K
2.27K $281K
Activity Summary
Buys All Purchases 192 New Holdings 43 Increased Positions 149 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Optas, LLC Portfolio

Follow Optas, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optas, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email