Optimize Financial Inc

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Tara Mcclanahan - CHIEF COMPLIANCE OFFICER
Location
Laguna Hills, CA
Holdings as of
December 31, 2024
Value $
$133M
Num holdings
234
Date filed
2/13/2025, 01:44 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included APP, TTMI, CRM, CRWD, and WIX.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
TARA MCCLANAHAN CHIEF COMPLIANCE OFFICER Denver, Colorado 2/13/2025

Other Included Managers (1):

Num Name Location File Number
1 Sound Capital Solutions LLC Naples, FL