Optimize Financial Inc
RIA/Wealth
Optimize Financial Inc is a RIA/Wealth based in Laguna Hills, CA led by Casey Elizabeth Witters, managing $192.0M across 323 long positions as of Q3 2025 with PAL as the largest holding (2% allocation).
CEOCasey Elizabeth Witters
- Portfolio Value
- $192.0M
- Positions
- 323
- Top Holding
- PAL at 1.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Optimize Financial Inc's portfolio (10.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Integrated Freight & Logistics Industrials | $3.2M | 1.65% | +$1.1M Bought | 1.65% 459.7K shares | |
Entertainment Communication Services | $2.4M | 1.24% | +$2.4M New | 0.00% 121.9K shares | |
Software - Application Technology | $2.2M | 1.13% | -$1.1M Sold | 0.00% 3.0K shares | |
Semiconductors Technology | $1.8M | 0.92% | +$1.8M New | 0.00% 10.5K shares | |
Semiconductors Technology | $1.7M | 0.90% | -$749.1K Sold | 0.00% 8.5K shares | |
Semiconductors Technology | $1.6M | 0.86% | +$1.6M New | 0.00% 1.5K shares | |
Hardware, Equipment & Parts Technology | $1.6M | 0.85% | +$1.6M New | 0.02% 13.2K shares | |
Semiconductors Technology | $1.6M | 0.85% | -$2.1M Sold | 0.03% 22.8K shares | |
Entertainment Communication Services | $1.6M | 0.84% | +$1.6M New | 0.15% 107.1K shares | |
Software - Infrastructure Technology | $1.6M | 0.84% | +$1.6M Bought | 0.02% 9.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Optimize Financial Inc's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Optimize Financial Inc
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