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
+9.71%
+2.61%
169.0
 
AAPL
Apple Inc
9,890
2,196.9
New Holding
0.830
+0.83%
0.000
-10.05%
-19.51%
3,003,295.9
Hardware
INTC
Intel Corp
92,177
2,093.3
+3.42%
0.790
+0.03%
0.000
-3.94%
+13.17%
98,973.8
Semiconductors
CDNS
Cadence Design Systems Inc
7,728
1,965.5
+12.15%
0.740
+0.08%
0.000
+16.25%
+1.58%
83,332.4
Software
AMD
Advanced Micro Devices Inc
19,102
1,962.5
New Holding
0.740
+0.74%
0.000
+34.84%
+19.06%
233,174.1
Semiconductors
VRSN
VeriSign Inc
7,651
1,942.4
New Holding
0.730
+0.73%
0.010
+13.24%
+39.38%
27,013.2
Software
GDDY
GoDaddy Inc
10,588
1,907.3
-7.95%
0.720
-0.14%
0.010
-1.48%
-8.77%
25,657.8
Software
MSI
Motorola Solutions Inc
4,320
1,891.3
+8.22%
0.710
+0.05%
0.000
-2.91%
-8.95%
69,881.0
Hardware
FSLR
First Solar Inc
14,724
1,861.6
+76.72%
0.700
+0.30%
0.010
+20.17%
-13.67%
16,316.2
Semiconductors
ITRI
Itron Inc
17,570
1,840.6
+2.71%
0.690
+0.02%
0.040
+25.86%
+21.99%
6,038.6
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
$30.74
5.35%
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
$158.16
-23.86%
Sold Out
0
-10,605
APP
AppLovin Corp
2025-03-31
Reduce
Reduce
-1.70%
●
238.08 ($344.61) 510.13
$333.43
-3.24%
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
$39.28
-6.94%
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
$289.70
18.43%
Sold Out
0
-8,241
ZM
Zoom Communications Inc
2025-03-31
Sold Out
Sold Out
-0.89%
●
72.23 ($79.69) 88.64
$78.38
-1.64%
Sold Out
0
-14,484
RNG
RingCentral Inc
2025-03-31
Sold Out
Sold Out
-0.87%
●
24.76 ($31.19) 36.77
$27.79
-10.90%
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
$235.25
-4.56%
Sold Out
0
-5,053
AAPL
Apple Inc
2025-03-31
New Buy
New Buy
+0.83%
●
209.68 ($231.67) 247.1
$201.08
-13.20%
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

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