Optimize Financial Inc

Q1 2025 13F Holdings

  • Location
    laguna hills, CA
  • Num holdings

    219

  • Value ($000)

    $137,937

  • Date Filed
    05/19/2025
  • Form type
    new holdings
  • CIK
    0002033266
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
1848782D
1848782D

INTEL CORP

COM
458140100
$2.09M
2 %

92,177

AAPL
AAPL

APPLE INC

COM
037833100
$1.98M
1 %

8,913

CDNS
CDNS

CADENCE DESIGN SYSTEM INC

COM
127387108
$1.97M
1 %

7,728

AMD
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$1.96M
1 %

19,102

VRSN
VRSN

VERISIGN INC

COM
92343E102
$1.94M
1 %

7,651

GDDY
GDDY

GODADDY INC

CL A
380237107
$1.91M
1 %

10,588

MSI
MSI

MOTOROLA SOLUTIONS INC

COM NEW
620076307
$1.89M
1 %

4,320

FSLR
FSLR

FIRST SOLAR INC

COM
336433107
$1.86M
1 %

14,724

ITRI
ITRI

ITRON INC

COM
465741106
$1.84M
1 %

17,570

CRWD
CRWD

CROWDSTRIKE HLDGS INC

CL A
22788C105
$1.84M
1 %

5,209

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