Fund HoldingsOptas, LLC

Total Portfolio Value
$300.22M
Total Bought
$46.56M
Total Sold
$39.90M
Net Transaction
+$6.66M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR SER TR
ST STR P500GRW
96,487321,057+224,5705,88719,0346.34%+13,147
ISHARES TR071,638+71,63806,7372.24%+6,737
VANGUARD INDEX FDS17,82947,038+29,2093,9269,8003.26%+5,874
SPDR SER TR
ST PORT HIGH ETF
33,372163,125+129,7537623,6571.22%+2,895
VANGUARD INDEX FDS17,99527,624+9,6293,5805,2271.74%+1,647
ALPHABET INC(GOOG)93,55195,902+2,35111,31712,6454.21%+1,328
ALPHABET INC(GOOG)127,540126,024-1,51615,26716,4925.49%+1,225
VANGUARD INDEX FDS78,28984,169+5,88031,88733,06411.01%+1,177
ISHARES TR75,54394,151+18,6082,7163,2641.09%+548
NIKE INC(NKE)08,670+8,67008290.28%+829
ELI LILLY & CO(LLY)1,2492,074+8255861,1140.37%+528
ISHARES TR019,562+19,56206630.22%+663
CADENCE DESIGN SYSTEM INC(CDNS)01,518+1,51803560.12%+356
BOOKING HOLDINGS INC(BKNG)0107+10703300.11%+330
ILLINOIS TOOL WKS INC(ITW)01,229+1,22902830.09%+283
INTERNATIONAL BUSINESS MACHS(IBM)02,012+2,01202820.09%+282
UNITED PARCEL SERVICE INC(UPS)01,768+1,76802760.09%+276
SOUTHWEST GAS HLDGS INC(SWX)04,549+4,54902750.09%+275
MICRON TECHNOLOGY INC(MU)03,816+3,81602600.09%+260
AT&T INC(T)016,971+16,97102550.08%+255
CATERPILLAR INC(CAT)0931+93102540.08%+254
ANHEUSER BUSCH INBEV SA/NV(BUD)04,577+4,57702530.08%+253
INTEL CORP(INTC)017,258+17,25806140.20%+614
AMGEN INC(AMGN)0925+92502490.08%+249
APPLIED MATLS INC01,766+1,76602450.08%+245
PAYCOM SOFTWARE INC(PAYC)0933+93302420.08%+242
UBS GROUP AG(UBS)09,754+9,75402400.08%+240
AUTOMATIC DATA PROCESSING IN0991+99102380.08%+238
DEERE & CO(DE)0600+60002260.08%+226
SPLUNK INC01,511+1,51102210.07%+221
VERIZON COMMUNICATIONS INC(VZ)06,526+6,52602120.07%+212
ZSCALER INC(ZS)01,359+1,35902110.07%+211
CHEVRON CORP NEW(CVX)01,195+1,19502020.07%+202
NXP SEMICONDUCTORS N V
COM
01,005+1,00502010.07%+201
UNITEDHEALTH GROUP INC(UNH)4,3094,447+1382,0712,2420.75%+171
TAKEDA PHARMACEUTICAL CO LTD(TAK)010,158+10,15801570.05%+157
ABBVIE INC(ABBV)4,3334,896+5635847300.24%+146
CISCO SYS INC(CSCO)07,645+7,64504110.14%+411
ARISTA NETWORKS INC5,5945,637+439071,0370.35%+130
ISHARES TR013,539+13,53904480.15%+448
COMCAST CORP NEW(CCZ)11,77413,726+1,9524896090.20%+119
ADOBE INC(ADBE)1,1161,287+1715466560.22%+111
STARBUCKS CORP(SBUX)4,2715,710+1,4394235210.17%+98
GOLDMAN SACHS GROUP INC(GS)0946+94603060.10%+306
PROGRESSIVE CORP(PGR)11,09811,150+521,4691,5530.52%+84
EBAY INC.(EBAY)31,42733,734+2,3071,4041,4870.50%+83
WALMART INC(WMT)4,9345,339+4057768540.28%+78
INTUIT(INTU)1,6831,659-247718480.28%+77
TELEFONICA S A(TEFOF)018,041+18,0410730.02%+73
TJX COS INC NEW(TJX)7,5378,005+4686397110.24%+72
NOMURA HLDGS INC(NMR)028,842+28,84201160.04%+116
BROADRIDGE FINL SOLUTIONS IN(BR)01,508+1,50802700.09%+270
HUDSON PAC PPTYS INC010,034+10,0340670.02%+67
NOVO-NORDISK A S(NVO)2,6335,418+2,7854264930.16%+67
BOEING CO(BA)01,460+1,46002800.09%+280
DANAHER CORPORATION(DHR)3,3783,527+1498118750.29%+64
BERKSHIRE HATHAWAY INC DEL5,9205,921+12,0192,0740.69%+55
DUKE ENERGY CORP NEW(DUK)6,2776,979+7025636160.21%+53
T-MOBILE US INC(TMUS)4,1384,458+3205756240.21%+50
QUALYS INC(QLYS)02,000+2,00003050.10%+305
TESLA INC(TSLA)3,4953,842+3479159610.32%+46
SONY GROUP CORP(SONY)04,752+4,75203920.13%+392
BANCO BILBAO VIZCAYA ARGENTA(BBVA)016,651+16,65101340.04%+134
LOEWS CORP(L)7,4347,615+1814414820.16%+41
QUALCOMM INC(QCOM)4,9245,622+6985866240.21%+38
MITSUBISHI UFJ FINL GROUP IN(MUFG)027,866+27,86602370.08%+237
TOYOTA MOTOR CORP(TM)01,323+1,32302380.08%+238
IQVIA HLDGS INC(IQV)02,048+2,04804030.13%+403
VISA INC(V)4,8865,196+3101,1601,1950.40%+35
BRAEMAR HOTELS & RESORTS INC012,242+12,2420340.01%+34
THERMO FISHER SCIENTIFIC INC(TMO)2,2572,391+1341,1781,2100.40%+33
PAYCHEX INC(PAYX)02,417+2,41702790.09%+279
CLEAR CHANNEL OUTDOOR HLDGS(CCO)017,156+17,1560270.01%+27
NOVARTIS AG(NVS)02,894+2,89402950.10%+295
RELX PLC(RELX)07,992+7,99202690.09%+269
WIPRO LTD(WIT)019,296+19,2960930.03%+93
ASTRAZENECA PLC(AZN)04,668+4,66803160.11%+316
VANGUARD WORLD FD15,28116,377+1,0968128260.28%+14
SAP SE(SAP)02,233+2,23302890.10%+289
LLOYDS BANKING GROUP PLC(LYG)047,374+47,37401010.03%+101
GENERAL ELECTRIC CO(GE)7,1717,204+337887960.27%+9
MARSH & MCLENNAN COS INC(MRSH)01,776+1,77603380.11%+338
UNION PAC CORP(UNP)9,7069,785+791,9861,9930.66%+6
ISHARES TR02,891+2,89102220.07%+222
AUTODESK INC01,552+1,55203210.11%+321
VERTEX PHARMACEUTICALS INC(VRTX)0735+73502560.09%+256
BANCO SANTANDER S.A.(SAN)029,185+29,18501100.04%+110
NOKIA CORP(NOK)012,278+12,2780460.02%+46
HOME DEPOT INC(HD)1,6691,723+545185210.17%+2
ICL GROUP LTD(ICL)029,050+29,05001610.05%+161
PGIM ETF TR
PGIM ULTRA SH BD
06,900+6,90003410.11%+341
ISHARES TR
ULTRA SHORT DUR
06,225+6,22503140.10%+314
COINBASE GLOBAL INC(COIN)0000300.01%+30
HSBC HLDGS PLC(HSBC)06,230+6,23002460.08%+246
LOWES COS INC(LOW)01,310+1,31002720.09%+272
SERVICENOW INC(NOW)735734-14134100.14%-3
ISHARES TR06,838+6,83802790.09%+279
ENEL CHILE S.A.(ENIC)010,214+10,2140300.01%+30
ANALOG DEVICES INC(ADI)01,308+1,30802290.08%+229
LINDE PLC(LIN)2,1272,158+318118040.27%-7
Page 1 of 1