13F HOLDINGS REPORT
Optimize Financial Inc
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0002033266-25-000002
Total Value
$127.9M
Positions
3
Other Managers
1
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVISOR MANAGED PORTFOLIOS | 00777X538 | 4,729,474 | $127.3M | 99.53% |
| 2 | A10 NETWORKS INC | ATEN | 23,700 | $387,258 | 0.30% |
| 3 | APPLE INC | AAPL | 977 | $217,021 | 0.17% |