Skip to main content

Want a detailed portfolio tracker?

All 105 OEI (OPTIMIZED EQUITY INCOME ETF) Holdings

There are 105 OEI holdings. Top 10 companies weight: 38.06%.

Screener with all companies

Total Market Cap: $48T
Rank
Average(105 stocks)+30.43%29.3022.400.43+21.93%+23.72%1.24
51
TXNTexas Instruments Inc0.68%$291.30$274BSemiconductorsTechnology+0.60%50.8637.5930.21N/AN/A61+4.22%$304+12.78%1.38
52
GSThe Goldman Sachs Group Inc0.67%$1,085.83$339BCapital MarketsFinancial Services+6.59%19.0017.180.71N/AN/A54+2.49%$1.11K+26.88%1.40
53
PEPPepsico Inc0.67%$135$185BBeverages - Non-alcoholicConsumer Defensive+3.21%20.1916.031.49N/AN/A61+15.36%$156+0.37%0.06
54
MCDMcdonald's Corp0.65%$263.91$189BRestaurantsConsumer Cyclical+12.02%21.8420.623.11N/AN/A66+23.77%$327+4.40%0.16
55
AMATApplied Materials Inc0.65%$564.55$460BSemiconductor Equipment & MaterialsTechnology+27.08%52.8733.561.45N/AN/A71+10.36%$623+33.83%1.94
56
NEENextera Energy Inc0.62%$87.93$186BUtilities - Regulated ElectricUtilities+13.15%22.6222.220.48N/AN/A68+12.82%$99+5.66%0.26
57
VZVerizon Communications Inc0.61%$43.78$180BTelecom ServicesCommunication Services+1.58%9.098.780.61N/AN/A63+16.77%$51+1.45%N/A
58
ETNEaton Corp Plc0.61%$402.75$160BSpecialty Industrial MachineryIndustrials+23.40%40.2029.9414.01N/AN/A74+13.17%$456+22.82%1.49
59
TJXTjx Companies Inc0.60%$155.05$167BApparel RetailConsumer Cyclical+32.99%28.9129.671.36N/AN/A73+14.56%$178+19.90%0.40
60
NFLXNetflix Inc0.59%$68.67$310BEntertainmentCommunication Services+30.08%23.2921.460.51N/AN/A72+42.27%$98+6.06%0.75
61
ABTAbbott Laboratories0.59%$99.69$156BMedical DevicesHealthcare+14.67%26.7018.387.12N/AN/A72+18.70%$118-1.46%0.18
62
SCHWCharles Schwab Corp0.59%$99.95$179BCapital MarketsFinancial Services+21.93%20.7816.470.29N/AN/A77+20.80%$121+8.96%0.72
63
GILDGilead Sciences Inc0.58%$130.28$164BDrug Manufacturers - GeneralHealthcare+98.59%17.7515.220.32N/AN/A74+21.51%$158+17.88%0.35
64
DISThe Walt Disney Co0.57%$96.14$172BEntertainmentCommunication Services+4.29%13.2113.070.09N/AN/A76+32.60%$127-10.75%0.91
65
APHAmphenol Corp Class A0.55%$157.79$193BElectronic ComponentsTechnology+27.74%47.8430.400.60N/AN/A76+20.03%$189+36.43%1.45
66
PGRProgressive Corp0.54%$205.90$120BInsurance - Property & CasualtyFinancial Services+24.68%10.7612.690.20N/AN/A58+12.65%$232+19.78%0.16
67
UBERUber Technologies Inc0.52%$71.55$148BSoftware - ApplicationTechnologyN/A17.6921.606.05N/AN/A76+45.37%$104+8.51%1.05
68
PLTRPalantir Technologies Inc Ordinary Shares Class A0.52%$132.66$321BSoftware - InfrastructureTechnologyN/A140.0690.090.49N/AN/A64+38.04%$183+43.15%1.96
69
SPGIS&p Global Inc0.51%$431.26$132BFinancial Data & Stock ExchangesFinancial Services+15.16%28.3923.980.89N/AN/A79+20.01%$518+2.49%0.66
70
TAt&t Inc0.51%$22.26$150BTelecom ServicesCommunication Services+4.03%6.979.440.06N/AN/A69+30.41%$29+7.34%N/A
71
ISRGIntuitive Surgical Inc0.50%$350.06$138BMedical Instruments & SuppliesHealthcare+20.35%46.4333.222.24N/AN/A68+44.02%$504+1.52%1.12
72
PFEPfizer Inc0.47%$24.94$141BDrug Manufacturers - GeneralHealthcare-6.35%11.658.580.09N/AN/A58+15.44%$29-4.90%0.38
73
CRMSalesforce Inc0.46%$170.11$145BSoftware - ApplicationTechnology+47.79%20.3612.550.53N/AN/A70+43.22%$244-6.96%0.89
74
ANETArista Networks Inc0.45%$174.67$216BComputer HardwareTechnology+39.68%58.1246.512.54N/AN/A80+9.78%$192+49.57%1.81
75
FCXFreeport-mcmoran Inc0.41%$62.55$88BCopperBasic Materials+24.13%17.6321.642.49N/AN/A76+13.41%$71+13.84%1.69
76
APPApplovin Corp Ordinary Shares Class A0.41%$428.69$152BAdvertising AgenciesCommunication ServicesN/A38.6026.950.36N/AN/A78+52.70%$655+46.89%2.26
77
ORCLOracle Corp0.38%$127.05$382BSoftware - InfrastructureTechnology+4.66%22.2515.650.66N/AN/A75+96.17%$249+8.43%1.52
78
ADBEAdobe Inc0.34%$227.16$90BSoftware - ApplicationTechnology+8.65%12.729.731.03N/AN/A56+20.30%$273-18.29%0.79
79
n/aPut On S&p 500 Jul260.32%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
80
n/aPut On S&p 500 Aug260.29%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
81
n/aUs Dollars0.28%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
82
ACNAccenture Plc Class A0.27%$140.85$84BInformation Technology ServicesTechnology+12.06%9.889.780.74N/AN/A64+27.01%$179-13.18%0.62
83
BSXBoston Scientific Corp0.23%$43.19$64BMedical DevicesHealthcare+25.09%17.9113.120.18N/AN/A77+67.72%$72-0.17%0.55
84
INTUIntuit Inc0.22%$289.92$77BSoftware - ApplicationTechnology+31.70%11.0710.790.10N/AN/A72+63.38%$474-10.41%0.79
85
FGXXXFirst American Government Obligs X0.21%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
86
NOWServicenow Inc0.21%$102.06$108BSoftware - ApplicationTechnology+68.57%61.8824.634.55N/AN/A76+38.78%$142-2.42%1.13
87
MBGLMobility Global Inc0.02%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
88
n/aAvgo Us 07/24/26 C400-0.02%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
89
n/aNvda Us 07/24/26 C210-0.02%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
90
n/aGoogl Us 07/24/26 C365-0.03%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
91
n/aAmat Us 07/24/26 C630-0.04%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
92
n/aTsla Us 07/24/26 C415-0.04%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
93
n/aCat Us 07/10/26 C910-0.05%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
94
n/aIbm Us 07/24/26 C270-0.06%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
95
n/aTsla Us 07/24/26 C410-0.06%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
96
n/aAmzn Us 07/24/26 C250-0.06%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
97
n/aGoog Us 07/24/26 C360-0.07%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
98
n/aLrcx Us 07/24/26 C370-0.08%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
99
n/aMsft Us 07/24/26 C390-0.08%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
100
n/aMeta Us 07/24/26 C600-0.09%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A

OEI (OPTIMIZED EQUITY INCOME ETF) Sector Allocation

INFORMATION TECHNOLOGY
35.20%
HEALTHCARE
11.80%
FINANCIALS
11.80%
COMMUNICATION SERVICES
11.00%
CONSUMER DISCRETIONARY
10.20%
INDUSTRIALS
6.80%
CONSUMER STAPLES
5.90%
ENERGY
3.00%
UTILITIES
0.60%
MATERIALS
0.40%
REAL ESTATE
0.00%