Fund HoldingsOptimist Retirement Group LLC

Total Portfolio Value
$221.59M
Total Bought
$36.92M
Total Sold
$11.24M
Net Transaction
+$25.68M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AMAZON COM INC(AMZN)047,990+47,99008,9424.04%+8,942
MICROSOFT CORP(MSFT)5,63816,219+10,5812,5206,9793.15%+4,459
BRISTOL-MYERS SQUIBB CO(BMY)043,636+43,63602,2581.02%+2,258
ORGANON & CO(OGN)0103,165+103,16501,9740.89%+1,974
APPLE INC(AAPL)05,535+5,53501,2900.58%+1,290
SPDR SER TR
ST STR SP600SM C
0128,521+128,521011,1585.04%+11,158
SPDR SER TR
ST STR SP600GRWO
0125,622+125,622011,6975.28%+11,697
SPDR SER TR
ST STR P500VAL
0224,497+224,497011,8675.36%+11,867
SPDR INDEX SHS FDS
ST PORT MARK ETF
145,328152,816+7,4885,4746,3082.85%+834
DIAGEO PLC(DEO)13,48816,681+3,1931,7012,3411.06%+640
INTERNATIONAL BUSINESS MACHS(IBM)012,125+12,12502,6811.21%+2,681
GENERAL MLS INC(GIS)23,83428,362+4,5281,5082,0950.95%+587
SPDR INDEX SHS FDS
ST STR PO EX ETF
159,547164,307+4,7605,5976,1712.79%+574
INNOVATOR ETFS TRUST
US EQTY BUFR MAY
013,134+13,13405180.23%+518
GILEAD SCIENCES INC(GILD)25,84327,234+1,3911,7732,2831.03%+510
INNOVATOR ETFS TRUST
GRWT100 PWR BF
010,461+10,46105090.23%+509
BHP GROUP LTD33,39138,823+5,4321,9062,4111.09%+505
3M CO(MMM)21,55619,670-1,8862,2032,6891.21%+486
GENUINE PARTS CO(GPC)015,802+15,80202,2071.00%+2,207
LOCKHEED MARTIN CORP(LMT)4,0944,057-371,9122,3721.07%+459
MCDONALDS CORP(MCD)07,240+7,24002,2050.99%+2,205
UNILEVER PLC(UL)38,12539,145+1,0202,0962,5431.15%+446
ELI LILLY & CO(LLY)2,6333,164+5312,3842,8031.27%+419
SPDR SER TR
ST STR P500GRW
151,426151,114-31212,13412,5335.66%+400
FORTINET INC(FTNT)05,080+5,08003940.18%+394
ABBVIE INC(ABBV)013,562+13,56202,6781.21%+2,678
VANGUARD INDEX FDS017,886+17,88604,2431.91%+4,243
BRITISH AMERN TOB PLC(BTI)63,86661,996-1,8701,9752,2681.02%+292
CARVANA CO(CVNA)01,662+1,66202890.13%+289
PAPA JOHNS INTL INC(PZZA)05,306+5,30602860.13%+286
APPLOVIN CORP(APP)02,175+2,17502840.13%+284
HASBRO INC(HAS)03,873+3,87302800.13%+280
BLOCK H & R INC45,43643,082-2,3542,4642,7381.24%+274
PHILIP MORRIS INTL INC(PM)18,10917,324-7851,8352,1030.95%+268
HANESBRANDS INC034,779+34,77902560.12%+256
PITNEY BOWES INC(PBI)035,319+35,31902520.11%+252
VERIZON COMMUNICATIONS INC(VZ)55,17556,222+1,0472,2752,5251.14%+250
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
02,273+2,27302490.11%+249
GE VERNOVA INC(GEV)0976+97602490.11%+249
EXPEDIA GROUP INC(EXPE)01,662+1,66202460.11%+246
LYONDELLBASELL INDUSTRIES N
SHS - A -
19,11121,609+2,4981,8282,0720.94%+244
VIRTU FINL INC(VIRT)08,005+8,00502440.11%+244
COPA HOLDINGS SA(CPA)02,556+2,55602400.11%+240
GRIFFON CORP(GFF)03,411+3,41102390.11%+239
BRIGHTSPHERE INVT GROUP INC(AAMI)09,367+9,36702380.11%+238
VANGUARD WORLD FD
UTILITIES ETF
01,301+1,30102260.10%+226
VANGUARD WORLD FD
FINANCIALS ETF
01,987+1,98702180.10%+218
VANGUARD WORLD FD
CONSUM DIS ETF
0592+59202020.09%+202
GSK PLC(GSK)47,76449,554+1,7901,8392,0260.91%+187
NOVARTIS AG(NVS)19,14719,313+1662,0382,2211.00%+183
KIMBERLY-CLARK CORP(KMB)17,21717,678+4612,3792,5151.14%+136
VANGUARD INDEX FDS5,1745,149-252,5882,7171.23%+129
ALTRIA GROUP INC(MO)42,92040,672-2,2481,9552,0760.94%+121
SPDR S&P 500 ETF TR(SPY)3,2853,304+191,7881,8960.86%+108
BERKSHIRE HATHAWAY INC DEL1,7841,78407268210.37%+95
VANGUARD INDEX FDS6,6886,710+225606540.29%+93
ALLIANCE RESOURCE PARTNERS L(ARLP)91,77193,462+1,6912,2452,3371.05%+92
UNITED PARCEL SERVICE INC(UPS)2,3993,079+6803284200.19%+91
VANGUARD TAX-MANAGED FDS25,54325,516-271,2621,3480.61%+85
PFIZER INC(PFE)73,84574,337+4922,0662,1510.97%+85
BUCKLE INC(BKE)10,55410,55403904640.21%+74
ENTERPRISE PRODS PARTNERS L(EPD)64,92867,080+2,1521,8821,9530.88%+71
BROADCOM INC(AVGO)015,712+15,71202,7101.22%+2,710
INVESCO QQQ TR6,6446,656+123,1833,2481.47%+65
KONTOOR BRANDS INC(KTB)3,9833,98302633260.15%+62
ISHARES TR3,4403,44001,0241,0820.49%+58
PAYCHEX INC(PAYX)3,4093,40904044570.21%+53
MANHATTAN ASSOCIATES INC(MANH)840916+762072580.12%+51
DOCUSIGN INC(DOCU)4,2554,416+1612282740.12%+47
PEGASYSTEMS INC(PEGA)3,4343,472+382082540.11%+46
VANGUARD INTL EQUITY INDEX F10,34410,356+124534960.22%+43
HCI GROUP INC2,4422,473+312252650.12%+40
SPDR SER TR
ST STR P500ETF
9,7709,786+166256600.30%+35
VANGUARD INTL EQUITY INDEX F3,8133,820+74484810.22%+33
OMNICOM GROUP INC(OMC)2,3862,38602142470.11%+33
GARTNER INC(IT)489497+82202520.11%+32
FRONTDOOR INC(FTDR)6,7935,435-1,3582302610.12%+31
BOOKING HOLDINGS INC(BKNG)8991+23533830.17%+31
ISHARES TR2,0212,02103083370.15%+29
TENET HEALTHCARE CORP(THC)1,8231,634-1892432720.12%+29
VERTIV HOLDINGS CO(VRT)2,7532,677-762382660.12%+28
BRINKER INTL INC(EAT)3,0693,256+1872222490.11%+27
ARTISAN PARTNERS ASSET MGMT(APAM)10,02610,157+1314144400.20%+26
AMERIPRISE FINL INC(AMP)515524+92202460.11%+26
SPDR SER TR
ST STR SP600 SML
6,1336,138+52552790.13%+25
DELL TECHNOLOGIES INC(DELL)1,6942,157+4632342560.12%+22
MARRIOTT INTL INC NEW(MAR)830894+642012220.10%+22
MERCADOLIBRE INC(MELI)137120-172252460.11%+21
ISHARES TR1,8151,821+62332540.11%+21
ROYAL CARIBBEAN GROUP
COM
1,5611,519-422492690.12%+21
ISHARES TR
MSCI USA MIN ETF
2,7122,71202282480.11%+20
LENNOX INTL INC(LII)432415-172312510.11%+20
HP INC(HPQ)65,09864,090-1,0082,2802,2991.04%+19
SPDR SER TR
ST STR P400MID
4,9995,002+32562740.12%+17
FAIR ISAAC CORP(FICO)163133-302432580.12%+16
CIMPRESS PLC(CMPR)2,3332,685+3522042200.10%+16
SPOTIFY TECHNOLOGY S A(SPOT)773699-742432580.12%+15
WHIRLPOOL CORP(WHR)2,5502,55002612730.12%+12
VANGUARD WORLD FD
COMM SRVC ETF
1,4741,476+22042150.10%+11
SPDR SER TR
ST STR AGGRE ETF
8,4198,489+702112220.10%+11
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