Optimum Investment Advisors
Latest statistics and disclosures from Optimum Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, NVDA, MSFT, COST, and represent 25.79% of Optimum Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO, IESC, RSP, BW LPG, COHR, SMCI, IWM, MBC, IWR, AMZN.
- Started 28 new stock positions in JETS, IESC, BLK, SCHB, MU, DUOL, ETHE, Sirius XM Holdings, Grayscale Ethereum Mini Tr E, CRWD.
- Reduced shares in these 10 stocks: NVDA, LLY, AAPL, ABR, NVO, MSFT, SBUX, UNH, COST, CAT.
- Sold out of its positions in HDGE, AB, BAX, BFLY, CCJ, CQP, ENIC, ETSY, FCLD, HYLS.
- Optimum Investment Advisors was a net seller of stock by $-2.5M.
- Optimum Investment Advisors has $230M in assets under management (AUM), dropping by 3.82%.
- Central Index Key (CIK): 0001037763
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Portfolio Holdings for Optimum Investment Advisors
Optimum Investment Advisors holds 636 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Optimum Investment Advisors has 636 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Optimum Investment Advisors Sept. 30, 2024 positions
- Download the Optimum Investment Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.1 | $21M | 90k | 233.00 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.8 | $13M | 23k | 573.75 |
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| NVIDIA Corporation (NVDA) | 5.3 | $12M | -6% | 101k | 121.44 |
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| Microsoft Corporation (MSFT) | 3.1 | $7.2M | -3% | 17k | 430.30 |
|
| Costco Wholesale Corporation (COST) | 2.4 | $5.6M | -3% | 6.3k | 886.55 |
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| Vanguard World Inf Tech Etf (VGT) | 2.4 | $5.5M | +2% | 9.3k | 586.51 |
|
| UnitedHealth (UNH) | 2.1 | $4.7M | -3% | 8.1k | 584.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $4.0M | 24k | 167.19 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 1.7 | $4.0M | 75k | 52.98 |
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| Meta Platforms Cl A (META) | 1.6 | $3.8M | 6.6k | 572.44 |
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| Amazon (AMZN) | 1.5 | $3.4M | +4% | 18k | 186.33 |
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| Abbvie (ABBV) | 1.2 | $2.8M | -3% | 14k | 197.48 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $2.8M | 13k | 210.86 |
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| Oracle Corporation (ORCL) | 1.2 | $2.7M | 16k | 170.40 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $2.7M | +2% | 11k | 243.06 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $2.4M | 4.9k | 493.80 |
|
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| Wal-Mart Stores (WMT) | 1.0 | $2.3M | -5% | 29k | 80.75 |
|
| Broadcom (AVGO) | 1.0 | $2.3M | +832% | 13k | 172.50 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $2.0M | +12% | 8.9k | 220.89 |
|
| Lockheed Martin Corporation (LMT) | 0.8 | $1.8M | -2% | 3.1k | 584.56 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.7M | 3.8k | 460.26 |
|
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| Caterpillar (CAT) | 0.8 | $1.7M | -8% | 4.4k | 391.12 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $1.6M | -4% | 13k | 121.16 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $1.6M | +6% | 16k | 98.10 |
|
| Comfort Systems USA (FIX) | 0.7 | $1.6M | -4% | 4.0k | 390.35 |
|
| Qualcomm (QCOM) | 0.7 | $1.6M | -8% | 9.2k | 170.05 |
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| The Trade Desk Com Cl A (TTD) | 0.7 | $1.5M | +3% | 14k | 109.65 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.7 | $1.5M | 139k | 10.84 |
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| Cisco Systems (CSCO) | 0.6 | $1.5M | -7% | 28k | 53.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.4M | -4% | 8.6k | 165.85 |
|
| Adobe Systems Incorporated (ADBE) | 0.6 | $1.4M | 2.7k | 517.78 |
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| D.R. Horton (DHI) | 0.6 | $1.4M | 7.2k | 190.77 |
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| Goldman Sachs (GS) | 0.6 | $1.3M | 2.6k | 495.11 |
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| Gilead Sciences (GILD) | 0.5 | $1.2M | 14k | 83.84 |
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| McDonald's Corporation (MCD) | 0.5 | $1.2M | -8% | 3.8k | 304.50 |
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| Quanta Services (PWR) | 0.5 | $1.1M | 3.8k | 298.15 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $1.1M | +93% | 6.4k | 179.16 |
|
| Sherwin-Williams Company (SHW) | 0.5 | $1.1M | 3.0k | 381.67 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.5 | $1.1M | 18k | 62.69 |
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| NOVA MEASURING Instruments L (NVMI) | 0.5 | $1.1M | 5.4k | 208.34 |
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| Neuberger Berman Mlp Income (NML) | 0.5 | $1.1M | -6% | 136k | 8.20 |
|
| Danaher Corporation (DHR) | 0.5 | $1.1M | 4.0k | 278.02 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.5 | $1.1M | 16k | 68.28 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.1M | -3% | 9.0k | 117.22 |
|
| Visa Com Cl A (V) | 0.5 | $1.1M | -8% | 3.8k | 274.95 |
|
| Enterprise Products Partners (EPD) | 0.5 | $1.0M | -7% | 36k | 29.11 |
|
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.4 | $1.0M | -3% | 237k | 4.28 |
|
| Deere & Company (DE) | 0.4 | $1.0M | -9% | 2.4k | 417.33 |
|
| Illinois Tool Works (ITW) | 0.4 | $1.0M | -4% | 3.9k | 262.07 |
|
| Union Pacific Corporation (UNP) | 0.4 | $1.0M | -10% | 4.1k | 246.48 |
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| Intercontinental Exchange (ICE) | 0.4 | $997k | 6.2k | 160.65 |
|
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| Novo-nordisk A S Adr (NVO) | 0.4 | $952k | -21% | 8.0k | 119.07 |
|
| Chubb (CB) | 0.4 | $887k | 3.1k | 288.39 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.4 | $887k | 42k | 21.12 |
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| Walt Disney Company (DIS) | 0.4 | $849k | -5% | 8.8k | 96.19 |
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| Fiserv (FI) | 0.4 | $847k | +8% | 4.7k | 179.65 |
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| Bristol Myers Squibb (BMY) | 0.4 | $824k | 16k | 51.74 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $822k | 3.5k | 237.21 |
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| Eaton Corp SHS (ETN) | 0.4 | $820k | -13% | 2.5k | 331.44 |
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| Applied Materials (AMAT) | 0.4 | $818k | 4.0k | 202.05 |
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| Chevron Corporation (CVX) | 0.4 | $809k | -6% | 5.5k | 147.27 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $803k | 7.0k | 115.30 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $796k | 21k | 37.20 |
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| First Solar (FSLR) | 0.3 | $787k | 3.2k | 249.44 |
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| Lam Research Corporation (LRCX) | 0.3 | $757k | 928.00 | 816.08 |
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| Johnson & Johnson (JNJ) | 0.3 | $750k | -7% | 4.6k | 162.07 |
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| Nike CL B (NKE) | 0.3 | $740k | -3% | 8.4k | 88.40 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $734k | +26% | 8.3k | 88.14 |
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| Procter & Gamble Company (PG) | 0.3 | $721k | 4.2k | 173.20 |
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| Super Micro Computer (SMCI) | 0.3 | $715k | +48% | 1.7k | 416.40 |
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| Yum! Brands (YUM) | 0.3 | $706k | 5.1k | 139.71 |
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| McKesson Corporation (MCK) | 0.3 | $692k | 1.4k | 494.42 |
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| Pepsi (PEP) | 0.3 | $678k | -16% | 4.0k | 170.05 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.3 | $677k | 33k | 20.38 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $676k | 1.4k | 488.12 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $668k | 13k | 52.81 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $662k | 14k | 47.85 |
|
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| Crown Castle Intl (CCI) | 0.3 | $645k | -15% | 5.4k | 118.63 |
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| At&t (T) | 0.3 | $644k | -8% | 29k | 22.00 |
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| Pfizer (PFE) | 0.3 | $643k | +4% | 22k | 28.94 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $617k | 2.2k | 283.16 |
|
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| Home Depot (HD) | 0.3 | $616k | -2% | 1.5k | 405.28 |
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| Intel Corporation (INTC) | 0.3 | $615k | -7% | 26k | 23.46 |
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| Merck & Co (MRK) | 0.3 | $613k | -15% | 5.4k | 113.55 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $605k | -5% | 49k | 12.35 |
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| International Business Machines (IBM) | 0.3 | $603k | 2.7k | 221.08 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $602k | -18% | 973.00 | 618.57 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $601k | 7.2k | 83.63 |
|
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| Ies Hldgs (IESC) | 0.3 | $599k | NEW | 3.0k | 199.62 |
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| Southern Company (SO) | 0.3 | $580k | -7% | 6.4k | 90.18 |
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| Allstate Corporation (ALL) | 0.2 | $570k | 3.0k | 189.64 |
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| Vitesse Energy Common Stock (VTS) | 0.2 | $563k | +3% | 24k | 24.02 |
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| Netflix (NFLX) | 0.2 | $554k | 781.00 | 709.27 |
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| Clorox Company (CLX) | 0.2 | $536k | 3.3k | 162.91 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $534k | 4.0k | 135.06 |
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| Labcorp Holdings Com Shs (LH) | 0.2 | $525k | 2.4k | 223.48 |
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| Advanced Micro Devices (AMD) | 0.2 | $508k | +5% | 3.1k | 164.08 |
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| Simon Property (SPG) | 0.2 | $504k | 3.0k | 169.02 |
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| Tractor Supply Company (TSCO) | 0.2 | $503k | -4% | 1.7k | 290.93 |
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| Bank of America Corporation (BAC) | 0.2 | $502k | -4% | 13k | 39.68 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $481k | 845.00 | 569.66 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.2 | $481k | 10k | 46.95 |
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| Emerson Electric (EMR) | 0.2 | $468k | 4.3k | 109.37 |
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| TransDigm Group Incorporated (TDG) | 0.2 | $467k | 327.00 | 1427.13 |
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| Ishares Tr Ishares Biotech (IBB) | 0.2 | $464k | +5% | 3.2k | 145.58 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $461k | +11% | 3.7k | 125.61 |
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| Booking Holdings (BKNG) | 0.2 | $459k | -9% | 109.00 | 4212.12 |
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| Valero Energy Corporation (VLO) | 0.2 | $456k | -22% | 3.4k | 135.03 |
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| Nuveen Muni Value Fund (NUV) | 0.2 | $448k | -11% | 50k | 9.02 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $445k | 3.9k | 112.98 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $421k | 6.8k | 62.32 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.2 | $418k | -14% | 7.9k | 53.24 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $417k | -11% | 2.4k | 173.67 |
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| Pulte (PHM) | 0.2 | $416k | 2.9k | 143.53 |
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| Amgen (AMGN) | 0.2 | $414k | 1.3k | 322.21 |
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| Palo Alto Networks (PANW) | 0.2 | $409k | 1.2k | 341.80 |
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| Starbucks Corporation (SBUX) | 0.2 | $402k | -35% | 4.1k | 97.49 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $395k | -4% | 1.1k | 375.38 |
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| Altria (MO) | 0.2 | $392k | 7.7k | 51.04 |
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| Darden Restaurants (DRI) | 0.2 | $391k | 2.4k | 164.13 |
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| Packaging Corporation of America (PKG) | 0.2 | $388k | 1.8k | 215.40 |
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| Stag Industrial (STAG) | 0.2 | $388k | 9.9k | 39.09 |
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| Ares Capital Corporation (ARCC) | 0.2 | $383k | 18k | 20.93 |
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| AFLAC Incorporated (AFL) | 0.2 | $380k | 3.4k | 111.80 |
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| Hubbell (HUBB) | 0.2 | $379k | 884.00 | 428.35 |
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| Pimco Dynamic Income SHS (PDI) | 0.2 | $377k | 19k | 20.27 |
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| Boeing Company (BA) | 0.2 | $372k | -3% | 2.4k | 152.04 |
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| General Dynamics Corporation (GD) | 0.2 | $369k | 1.2k | 302.20 |
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| Carrier Global Corporation (CARR) | 0.2 | $366k | 4.6k | 80.49 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $361k | -2% | 4.1k | 87.80 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $352k | -14% | 2.3k | 153.13 |
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| Medpace Hldgs (MEDP) | 0.2 | $351k | 1.1k | 333.80 |
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| Coherent Corp (COHR) | 0.2 | $347k | +254% | 3.9k | 88.91 |
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| Aon Shs Cl A (AON) | 0.2 | $346k | 1.0k | 345.99 |
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| Fidus Invt (FDUS) | 0.1 | $340k | +24% | 17k | 19.60 |
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| Old Republic International Corporation (ORI) | 0.1 | $337k | -9% | 9.5k | 35.42 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $336k | 7.3k | 45.86 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $336k | 3.5k | 95.90 |
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| Pennantpark Floating Rate Capi (PFLT) | 0.1 | $333k | 29k | 11.57 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.1 | $330k | 23k | 14.39 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.1 | $329k | -4% | 11k | 28.70 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $327k | 925.00 | 353.48 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $326k | 3.0k | 108.63 |
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| Target Corporation (TGT) | 0.1 | $324k | -4% | 2.1k | 155.86 |
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| Ross Stores (ROST) | 0.1 | $324k | 2.2k | 150.49 |
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| Morgan Stanley Com New (MS) | 0.1 | $318k | 3.1k | 104.24 |
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| Shopify Cl A (SHOP) | 0.1 | $317k | -13% | 4.0k | 80.14 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $317k | 15k | 20.65 |
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| Abbott Laboratories (ABT) | 0.1 | $311k | 2.7k | 114.01 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $306k | -12% | 18k | 17.37 |
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| Honeywell International (HON) | 0.1 | $305k | 1.5k | 206.71 |
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| Ge Vernova (GEV) | 0.1 | $303k | 1.2k | 254.98 |
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| Fifth Third Ban (FITB) | 0.1 | $300k | 7.0k | 42.84 |
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| Bunge Global Sa Com Shs (BG) | 0.1 | $296k | 3.1k | 96.64 |
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| Cummins (CMI) | 0.1 | $291k | 900.00 | 323.79 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $288k | 2.0k | 142.04 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $284k | 2.1k | 135.44 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $284k | 3.4k | 83.08 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $277k | 2.5k | 110.48 |
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| BW LPG | 0.1 | $268k | NEW | 19k | 14.40 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $266k | 8.0k | 33.23 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $265k | 3.2k | 83.16 |
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| Amphenol Corp Cl A (APH) | 0.1 | $265k | 4.1k | 65.16 |
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| Verizon Communications (VZ) | 0.1 | $264k | -13% | 5.9k | 44.91 |
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| Doubleline Yield (DLY) | 0.1 | $260k | 16k | 16.59 |
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| CVS Caremark Corporation (CVS) | 0.1 | $249k | 4.0k | 62.88 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $248k | 2.6k | 95.49 |
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| MetLife (MET) | 0.1 | $247k | 3.0k | 82.48 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $244k | -5% | 5.3k | 45.65 |
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| Wp Carey (WPC) | 0.1 | $243k | -37% | 3.9k | 62.30 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $240k | 2.5k | 98.12 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $235k | -2% | 2.3k | 103.94 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $231k | 800.00 | 289.21 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $231k | 4.9k | 47.52 |
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| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.1 | $226k | 16k | 14.12 |
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| Centene Corporation (CNC) | 0.1 | $226k | 3.0k | 75.28 |
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| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.1 | $220k | 7.1k | 30.98 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $216k | 10k | 21.01 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $215k | -9% | 3.0k | 71.17 |
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| Calamos Lng/shrt Eq & Dyn (CPZ) | 0.1 | $209k | 13k | 15.69 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $209k | 3.2k | 64.74 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $207k | 4.6k | 45.32 |
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| BP Sponsored Adr (BP) | 0.1 | $207k | -10% | 6.6k | 31.39 |
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| Coupang Cl A (CPNG) | 0.1 | $204k | 8.3k | 24.55 |
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| Newmont Mining Corporation (NEM) | 0.1 | $203k | -11% | 3.8k | 53.45 |
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| Nextera Energy (NEE) | 0.1 | $203k | 2.4k | 84.53 |
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| Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) | 0.1 | $199k | +6% | 7.8k | 25.50 |
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| F5 Networks (FFIV) | 0.1 | $198k | -10% | 900.00 | 220.20 |
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| Jabil Circuit (JBL) | 0.1 | $198k | 1.7k | 119.83 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $196k | 5.7k | 34.49 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $195k | +2% | 8.3k | 23.45 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $192k | 3.7k | 51.49 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $191k | 1.6k | 116.96 |
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| United Rentals (URI) | 0.1 | $190k | -6% | 235.00 | 809.73 |
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| ON Semiconductor (ON) | 0.1 | $189k | -36% | 2.6k | 72.61 |
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| Canadian Natl Ry (CNI) | 0.1 | $184k | 1.6k | 117.15 |
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| Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $180k | 1.1k | 157.34 |
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| ConocoPhillips (COP) | 0.1 | $179k | 1.7k | 105.28 |
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| Cardinal Health (CAH) | 0.1 | $177k | 1.6k | 110.52 |
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| Global Payments (GPN) | 0.1 | $176k | 1.7k | 102.42 |
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| Vulcan Materials Company (VMC) | 0.1 | $176k | 701.00 | 250.53 |
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| Dorian Lpg Shs Usd (LPG) | 0.1 | $176k | 5.1k | 34.42 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $173k | 3.3k | 52.66 |
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| Flex Lng SHS (FLNG) | 0.1 | $170k | -28% | 6.7k | 25.44 |
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| Tesla Motors (TSLA) | 0.1 | $170k | -13% | 650.00 | 261.63 |
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| Masterbrand Common Stock (MBC) | 0.1 | $167k | +1700% | 9.0k | 18.54 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $166k | 3.4k | 49.31 |
|
|
| Omega Healthcare Investors (OHI) | 0.1 | $161k | 4.0k | 40.70 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $161k | +15% | 2.1k | 75.18 |
|
| Ge Aerospace Com New (GE) | 0.1 | $160k | 850.00 | 188.58 |
|
|
| W.R. Berkley Corporation (WRB) | 0.1 | $160k | +49% | 2.8k | 56.73 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $156k | +15% | 295.00 | 527.67 |
|
| Servicenow (NOW) | 0.1 | $156k | +74% | 174.00 | 894.39 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $153k | 540.00 | 284.00 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $152k | 1.5k | 101.87 |
|
|
| Kraft Heinz (KHC) | 0.1 | $151k | 4.3k | 35.11 |
|
|
| RBC Bearings Incorporated (RBC) | 0.1 | $150k | 500.00 | 299.38 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $149k | +11% | 1.5k | 99.49 |
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $149k | 2.0k | 74.46 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $149k | 1.6k | 93.85 |
|
|
| Doubleline Income Solutions (DSL) | 0.1 | $148k | 11k | 12.98 |
|
|
| Spdr Index Shs Fds S&p China Etf (GXC) | 0.1 | $148k | +11% | 1.8k | 82.13 |
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $147k | 1.3k | 111.86 |
|
|
| Molina Healthcare (MOH) | 0.1 | $146k | 425.00 | 344.56 |
|
|
| Equity Lifestyle Properties (ELS) | 0.1 | $146k | 2.1k | 71.34 |
|
|
| Digital Realty Trust (DLR) | 0.1 | $146k | 900.00 | 161.83 |
|
|
| Parsons Corporation (PSN) | 0.1 | $145k | NEW | 1.4k | 103.68 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $142k | 938.00 | 151.62 |
|
|
| Oscar Health Cl A (OSCR) | 0.1 | $142k | NEW | 6.7k | 21.21 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $141k | 1.8k | 78.05 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $141k | 2.2k | 63.00 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $141k | 3.1k | 45.73 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $140k | 700.00 | 200.37 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $138k | +14% | 1.7k | 80.28 |
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.1 | $138k | +3% | 3.1k | 44.34 |
|
| salesforce (CRM) | 0.1 | $137k | 500.00 | 273.71 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $132k | 1.6k | 80.78 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $131k | 260.00 | 505.22 |
|
|
| Williams Companies (WMB) | 0.1 | $128k | -9% | 2.8k | 45.65 |
|
| Keysight Technologies (KEYS) | 0.1 | $127k | 800.00 | 158.93 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $127k | -26% | 950.00 | 133.60 |
|
| Cibc Cad (CM) | 0.1 | $123k | 2.0k | 61.34 |
|
|
| Sandstorm Gold Com New (SAND) | 0.1 | $122k | 20k | 6.00 |
|
|
| Dover Corporation (DOV) | 0.1 | $120k | 625.00 | 191.74 |
|
|
| Camtek Ord (CAMT) | 0.1 | $120k | -13% | 1.5k | 79.85 |
|
| Emcor (EME) | 0.1 | $118k | 275.00 | 430.53 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $117k | 6.0k | 19.56 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $116k | 355.00 | 326.73 |
|
|
| Peak (DOC) | 0.1 | $116k | -6% | 5.1k | 22.87 |
|
| Lowe's Companies (LOW) | 0.1 | $115k | -26% | 425.00 | 270.85 |
|
Past Filings by Optimum Investment Advisors
SEC 13F filings are viewable for Optimum Investment Advisors going back to 2010
- Optimum Investment Advisors 2024 Q3 filed Oct. 16, 2024
- Optimum Investment Advisors 2024 Q2 filed July 12, 2024
- Optimum Investment Advisors 2024 Q1 filed April 11, 2024
- Optimum Investment Advisors 2023 Q4 filed Jan. 8, 2024
- Optimum Investment Advisors 2023 Q3 filed Oct. 13, 2023
- Optimum Investment Advisors 2023 Q2 filed Aug. 3, 2023
- Optimum Investment Advisors 2023 Q1 filed May 3, 2023
- Optimum Investment Advisors 2022 Q4 filed Jan. 5, 2023
- Optimum Investment Advisors 2022 Q3 filed Oct. 24, 2022
- Optimum Investment Advisors 2022 Q2 filed July 12, 2022
- Optimum Investment Advisors 2022 Q1 filed April 8, 2022
- Optimum Investment Advisors 2021 Q4 filed March 17, 2022
- Optimum Investment Advisors 2021 Q3 restated filed Oct. 22, 2021
- Optimum Investment Advisors 2021 Q3 filed Oct. 12, 2021
- Optimum Investment Advisors 2021 Q2 filed Aug. 2, 2021
- Optimum Investment Advisors 2021 Q1 filed April 15, 2021