Optimize Financial Inc

Q1 2025 13F Holdings Report, New Holdings, Stock Holdings

Signature - Title
Tara Mcclanahan - CHIEF COMPLIANCE OFFICER
Location
Laguna Hills, CA
Holdings as of
31 Mar 2025
Value $
$137,937,418
Num holdings
219
Filing time
16 May 2025, 18:13:08 UTC
Form type
13F-HR/A-1 - New Holdings
Description
Top holdings included INTC, AAPL, CDNS, AMD, and VRSN.
Previous filing
Q4 2024 - 13 Feb 2025
Next filing
Q2 2025 - 13 Aug 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* 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 16 May 2025

Other Included Managers (1):

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