OF

Optimize Financial Inc

13F
Optimize Financial Inc
Last update 2025-05-19 220 Stocks (67 new)
Value $266.00 Mil Turnover 67 %
Countries:
Top Holdings: OPTZ(47.88%)AAPL(0.83%)INTC(0.79%)CDNS(0.74%)AMD(0.74%)
Summary Stock Picks Current Portfolio
Optimize Financial Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
OPTZ
Optimize Strategy Index ETF
4,729,474
127,252.2
New Holding
47.880
+47.88%
84.450
+33.52%
+6.24%
173.6
 
AAPL
Apple Inc
9,890
2,196.9
New Holding
0.830
+0.83%
0.000
+21.96%
-15.93%
3,136,672.8
Hardware
INTC
Intel Corp
92,177
2,093.3
+3.42%
0.790
+0.03%
0.000
+30.12%
+17.66%
102,899.6
Semiconductors
CDNS
Cadence Design Systems Inc
7,728
1,965.5
+12.15%
0.740
+0.08%
0.000
+39.56%
+7.60%
88,269.0
Software
AMD
Advanced Micro Devices Inc
19,102
1,962.5
New Holding
0.740
+0.74%
0.000
+76.22%
+14.10%
223,461.9
Semiconductors
VRSN
VeriSign Inc
7,651
1,942.4
New Holding
0.730
+0.73%
0.010
+22.14%
+38.98%
26,935.2
Software
GDDY
GoDaddy Inc
10,588
1,907.3
-7.95%
0.720
-0.14%
0.010
+9.21%
-10.30%
25,226.1
Software
MSI
Motorola Solutions Inc
4,320
1,891.3
+8.22%
0.710
+0.05%
0.000
+6.02%
-9.23%
69,664.0
Hardware
FSLR
First Solar Inc
14,724
1,861.6
+76.72%
0.700
+0.30%
0.010
+37.46%
-6.11%
17,746.8
Semiconductors
ITRI
Itron Inc
17,570
1,840.6
+2.71%
0.690
+0.02%
0.040
+45.11%
+23.01%
6,088.7
Hardware

Optimize Financial Inc's Historical Top Holdings Breakdowns

Optimize Financial Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
OPTZ
Optimize Strategy Index ETF
2025-03-31
New Buy
New Buy
+47.88%
●
26.7 ($29.18) 30.9
$31.35
7.44%
New holding
4,729,474
4,729,474
WIX
Wix.com Ltd
2025-03-31
Sold Out
Sold Out
-1.71%
●
163.38 ($207.73) 246.76
$161.76
-22.13%
Sold Out
0
-10,605
APP
AppLovin Corp
2025-03-31
Reduce
Reduce
-1.70%
●
238.08 ($344.61) 510.13
$344.75
0.04%
Reduce -60.68%
4,542
-7,009
BHE
Benchmark Electronics Inc
2025-03-31
Sold Out
Sold Out
-1.44%
●
37.74 ($42.21) 48.97
$39.96
-5.33%
Sold Out
0
-42,198
INFN Unlock Delisted
Infinera Corp
2025-03-31
Sold Out
Sold Out
-1.36%
●
6.55 ($6.62) 6.68
$6.64
0.30%
Sold Out
0
-275,970
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
Sold Out
Sold Out
-1.36%
●
217.4 ($244.61) 264.74
$290.42
18.73%
Sold Out
0
-8,241
ZM
Zoom Communications Inc
2025-03-31
Sold Out
Sold Out
-0.89%
●
72.23 ($79.69) 88.64
$77.42
-2.85%
Sold Out
0
-14,484
RNG
RingCentral Inc
2025-03-31
Sold Out
Sold Out
-0.87%
●
24.76 ($31.19) 36.77
$29.59
-5.13%
Sold Out
0
-33,319
TMUS
T-Mobile US Inc
2025-03-31
Sold Out
Sold Out
-0.84%
●
211.3 ($246.5) 272.83
$235.97
-4.27%
Sold Out
0
-5,053
AAPL
Apple Inc
2025-03-31
New Buy
New Buy
+0.83%
●
209.68 ($231.67) 247.1
$210.01
-9.35%
New holding
9,890
9,890

Optimize Financial Inc Total Holding History ($B)

To

Optimize Financial Inc's Asset Allocation

To

Optimize Financial Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Optimize Financial Inc's Hypothetical Growth since 2025-03-31

Optimize Financial Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Optimize Financial Inc's Holdings Heat Map

Size field:

Optimize Financial Inc's Holdings Bubble Chart

Optimize Financial Inc News

  • 1

Discussions on Optimize Financial Inc

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.