Optimum Investment Advisors
Latest statistics and disclosures from Optimum Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, MSFT, NVDA, UNH, and represent 23.26% of Optimum Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: MUNI, TLT, CCI, BG, AAPL, VTIP, TSM, RBC, NUV, XAR.
- Started 22 new stock positions in NET Lease Office Properties, VTIP, AGG, BG, DFEM, DFIC, CCI, LBTYA, MGY, ENB. FLEX, CALF, RBC, Liberty Global Ltd Com Cl C, AVUV, PR, SMCI, ENIC, JPST, CRK, MUNI, WRB.
- Reduced shares in these 10 stocks: ITM, GOVT, MCD, Guggenheim Bulletshrs 2023 Corp Bd Etf, IGSB, ORCL, XOM, ETN, SHY, .
- Sold out of its positions in Activision Blizzard, AMX, AXP, AMT, APOG, ARIS, ASAN, ALV, AZO, BLMN.
- Optimum Investment Advisors was a net seller of stock by $-16M.
- Optimum Investment Advisors has $197M in assets under management (AUM), dropping by 6.95%.
- Central Index Key (CIK): 0001037763
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Positions held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Optimum Investment Advisors
Optimum Investment Advisors holds 637 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Optimum Investment Advisors has 637 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Optimum Investment Advisors Dec. 31, 2023 positions
- Download the Optimum Investment Advisors December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 9.5 | $19M | 97k | 192.53 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.3 | $10M | -2% | 22k | 475.32 |
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Microsoft Corporation (MSFT) | 3.4 | $6.7M | 18k | 376.04 |
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NVIDIA Corporation (NVDA) | 2.8 | $5.4M | 11k | 495.22 |
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UnitedHealth (UNH) | 2.3 | $4.6M | -3% | 8.7k | 526.47 |
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Costco Wholesale Corporation (COST) | 2.3 | $4.5M | 6.9k | 660.12 |
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Vanguard World Fds Inf Tech Etf (VGT) | 2.1 | $4.2M | 8.7k | 483.99 |
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Pimco Etf Tr Inter Mun Bd Act (MUNI) | 2.0 | $4.0M | NEW | 75k | 52.80 |
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Alphabet Cap Stk Cl C (GOOG) | 1.8 | $3.6M | 25k | 140.93 |
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Amazon (AMZN) | 1.2 | $2.4M | +2% | 16k | 151.94 |
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JPMorgan Chase & Co. (JPM) | 1.2 | $2.4M | -10% | 14k | 170.10 |
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Mastercard Incorporated Cl A (MA) | 1.2 | $2.4M | -4% | 5.6k | 426.51 |
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Meta Platforms Cl A (META) | 1.1 | $2.3M | 6.4k | 353.96 |
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Abbvie (ABBV) | 1.1 | $2.2M | -5% | 14k | 154.97 |
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Spdr Gold Tr Gold Shs (GLD) | 1.0 | $2.0M | -5% | 11k | 191.16 |
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Adobe Systems Incorporated (ADBE) | 1.0 | $1.9M | -2% | 3.2k | 596.60 |
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Cisco Systems (CSCO) | 0.9 | $1.7M | -11% | 34k | 50.52 |
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Wal-Mart Stores (WMT) | 0.8 | $1.7M | 11k | 157.66 |
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Oracle Corporation (ORCL) | 0.8 | $1.6M | -24% | 15k | 105.43 |
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Broadcom (AVGO) | 0.8 | $1.6M | -8% | 1.4k | 1116.25 |
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Lockheed Martin Corporation (LMT) | 0.8 | $1.5M | 3.4k | 453.24 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $1.5M | +33% | 15k | 98.88 |
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Qualcomm (QCOM) | 0.8 | $1.5M | 10k | 144.63 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $1.5M | 7.4k | 200.70 |
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Caterpillar (CAT) | 0.7 | $1.4M | -9% | 4.7k | 295.67 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.4M | 3.8k | 356.66 |
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Intel Corporation (INTC) | 0.7 | $1.3M | -15% | 27k | 50.25 |
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McDonald's Corporation (MCD) | 0.6 | $1.3M | -40% | 4.3k | 296.49 |
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.6 | $1.3M | 139k | 9.11 |
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Gilead Sciences (GILD) | 0.6 | $1.2M | -12% | 15k | 81.01 |
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Union Pacific Corporation (UNP) | 0.6 | $1.2M | -20% | 4.8k | 245.62 |
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Raytheon Technologies Corp (RTX) | 0.6 | $1.2M | -7% | 14k | 84.14 |
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Danaher Corporation (DHR) | 0.6 | $1.1M | -13% | 4.9k | 231.34 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.1M | -4% | 8.0k | 139.69 |
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Enterprise Products Partners (EPD) | 0.6 | $1.1M | 42k | 26.35 |
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Deere & Company (DE) | 0.5 | $1.1M | -2% | 2.7k | 399.87 |
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Illinois Tool Works (ITW) | 0.5 | $1.1M | 4.1k | 261.94 |
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D.R. Horton (DHI) | 0.5 | $1.0M | 6.8k | 151.98 |
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Novo-nordisk A S Adr (NVO) | 0.5 | $1.0M | -5% | 9.9k | 103.45 |
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The Trade Desk Com Cl A (TTD) | 0.5 | $1.0M | 14k | 71.96 |
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Goldman Sachs (GS) | 0.5 | $997k | -11% | 2.6k | 385.77 |
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Ishares Tr Core Div Grwth (DGRO) | 0.5 | $992k | 18k | 53.82 |
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Nike CL B (NKE) | 0.5 | $990k | -5% | 9.1k | 108.57 |
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Neuberger Berman Mlp Income (NML) | 0.5 | $958k | +3% | 139k | 6.88 |
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Pepsi (PEP) | 0.5 | $933k | -22% | 5.5k | 169.85 |
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Intercontinental Exchange (ICE) | 0.5 | $919k | -11% | 7.2k | 128.43 |
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Visa Com Cl A (V) | 0.5 | $905k | -2% | 3.5k | 260.35 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.5 | $897k | -2% | 43k | 20.89 |
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Comfort Systems USA (FIX) | 0.5 | $893k | +8% | 4.3k | 205.67 |
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Chevron Corporation (CVX) | 0.4 | $878k | -10% | 5.9k | 149.15 |
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Tesla Motors (TSLA) | 0.4 | $878k | 3.5k | 248.48 |
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Bristol Myers Squibb (BMY) | 0.4 | $873k | -12% | 17k | 51.31 |
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Etf Managers Tr Prime Cybr Scrty (HACK) | 0.4 | $871k | +2% | 14k | 60.41 |
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Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.4 | $867k | +6% | 231k | 3.76 |
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Walt Disney Company (DIS) | 0.4 | $865k | -8% | 9.6k | 90.29 |
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Exxon Mobil Corporation (XOM) | 0.4 | $860k | -35% | 8.6k | 99.98 |
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Johnson & Johnson (JNJ) | 0.4 | $847k | -16% | 5.4k | 156.73 |
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Quanta Services (PWR) | 0.4 | $839k | 3.9k | 215.80 |
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Sherwin-Williams Company (SHW) | 0.4 | $833k | 2.7k | 311.90 |
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Eaton Corp SHS (ETN) | 0.4 | $813k | -33% | 3.4k | 240.82 |
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Boeing Company (BA) | 0.4 | $756k | +7% | 2.9k | 260.66 |
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Thermo Fisher Scientific (TMO) | 0.4 | $742k | -15% | 1.4k | 530.79 |
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NOVA MEASURING Instruments L (NVMI) | 0.4 | $742k | 5.4k | 137.39 |
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Duke Energy Corp Com New (DUK) | 0.4 | $727k | 7.5k | 97.04 |
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Lam Research Corporation (LRCX) | 0.4 | $725k | 925.00 | 783.26 |
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Merck & Co (MRK) | 0.4 | $698k | -11% | 6.4k | 109.02 |
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Chubb (CB) | 0.4 | $695k | -8% | 3.1k | 226.00 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $693k | 3.3k | 213.33 |
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Yum! Brands (YUM) | 0.3 | $661k | 5.1k | 130.66 |
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Procter & Gamble Company (PG) | 0.3 | $654k | -10% | 4.5k | 146.54 |
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McKesson Corporation (MCK) | 0.3 | $648k | -2% | 1.4k | 462.98 |
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $642k | -6% | 56k | 11.47 |
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Starbucks Corporation (SBUX) | 0.3 | $629k | -11% | 6.6k | 96.01 |
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Valero Energy Corporation (VLO) | 0.3 | $627k | +4% | 4.8k | 130.00 |
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Home Depot (HD) | 0.3 | $625k | 1.8k | 346.48 |
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Ishares Tr Select Divid Etf (DVY) | 0.3 | $598k | -9% | 5.1k | 117.22 |
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Applied Materials (AMAT) | 0.3 | $594k | 3.7k | 162.07 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $573k | 14k | 41.10 |
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Flex Lng SHS (FLNG) | 0.3 | $563k | -7% | 19k | 29.06 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $559k | -8% | 1.4k | 409.45 |
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At&t (T) | 0.3 | $551k | -27% | 33k | 16.78 |
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AFLAC Incorporated (AFL) | 0.3 | $545k | -27% | 6.6k | 82.50 |
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Vitesse Energy Common Stock (VTS) | 0.3 | $539k | +13% | 25k | 21.89 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $537k | -17% | 1.8k | 303.17 |
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Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $534k | 2.4k | 227.29 |
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Simon Property (SPG) | 0.3 | $532k | -3% | 3.7k | 142.64 |
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Bank of America Corporation (BAC) | 0.3 | $532k | +7% | 16k | 33.67 |
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Fiserv (FI) | 0.3 | $531k | -4% | 4.0k | 132.84 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $530k | -2% | 7.0k | 75.35 |
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Southern Company (SO) | 0.3 | $523k | -6% | 7.5k | 70.12 |
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Wp Carey (WPC) | 0.3 | $513k | 7.9k | 64.81 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $510k | 2.2k | 237.22 |
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Arbor Realty Trust (ABR) | 0.3 | $495k | +4% | 33k | 15.18 |
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ON Semiconductor (ON) | 0.2 | $491k | 5.9k | 83.53 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $484k | 6.2k | 77.73 |
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.2 | $482k | -89% | 10k | 47.03 |
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Clorox Company (CLX) | 0.2 | $469k | 3.3k | 142.59 |
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Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $465k | -14% | 29k | 15.93 |
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Allstate Corporation (ALL) | 0.2 | $464k | -30% | 3.3k | 139.97 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $454k | +5% | 9.5k | 47.90 |
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Booking Holdings (BKNG) | 0.2 | $443k | -13% | 125.00 | 3547.22 |
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Nuveen Muni Value Fund (NUV) | 0.2 | $438k | +46% | 51k | 8.60 |
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Blackstone Group Inc Com Cl A (BX) | 0.2 | $419k | 3.2k | 130.92 |
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Ishares Tr Ishares Biotech (IBB) | 0.2 | $417k | -10% | 3.1k | 135.86 |
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Netflix (NFLX) | 0.2 | $417k | -11% | 856.00 | 486.88 |
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Pfizer (PFE) | 0.2 | $413k | -12% | 14k | 28.79 |
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International Business Machines (IBM) | 0.2 | $413k | -15% | 2.5k | 163.55 |
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Darden Restaurants (DRI) | 0.2 | $391k | 2.4k | 164.30 |
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Stag Industrial (STAG) | 0.2 | $389k | 9.9k | 39.26 |
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Tractor Supply Company (TSCO) | 0.2 | $389k | 1.8k | 215.03 |
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Emerson Electric (EMR) | 0.2 | $387k | -26% | 4.0k | 97.33 |
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Select Sector Spdr Tr Indl (XLI) | 0.2 | $382k | -5% | 3.4k | 113.99 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $375k | 1.4k | 277.15 |
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Ares Capital Corporation (ARCC) | 0.2 | $367k | 18k | 20.04 |
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Crown Castle Intl (CCI) | 0.2 | $366k | NEW | 3.2k | 115.19 |
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Palantir Technologies Cl A (PLTR) | 0.2 | $359k | +5% | 21k | 17.17 |
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Shopify Cl A (SHOP) | 0.2 | $358k | +12% | 4.6k | 77.90 |
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Pennantpark Floating Rate Capi (PFLT) | 0.2 | $349k | +11% | 29k | 12.10 |
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Palo Alto Networks (PANW) | 0.2 | $347k | -2% | 1.2k | 294.88 |
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General Dynamics Corporation (GD) | 0.2 | $343k | -25% | 1.3k | 259.67 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $343k | +7% | 3.3k | 105.22 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $340k | 670.00 | 507.38 |
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Bunge Global Sa Com Shs (BG) | 0.2 | $338k | NEW | 3.4k | 100.95 |
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Old Republic International Corporation (ORI) | 0.2 | $338k | -14% | 12k | 29.40 |
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Altria (MO) | 0.2 | $337k | -30% | 8.3k | 40.34 |
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Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $333k | -5% | 3.5k | 95.08 |
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Advanced Micro Devices (AMD) | 0.2 | $331k | +15% | 2.2k | 147.41 |
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Amgen (AMGN) | 0.2 | $331k | -34% | 1.1k | 288.02 |
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TransDigm Group Incorporated (TDG) | 0.2 | $331k | 327.00 | 1011.60 |
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Select Sector Spdr Tr Energy (XLE) | 0.2 | $331k | +11% | 3.9k | 83.84 |
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Pulte (PHM) | 0.2 | $330k | 3.2k | 103.22 |
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Honeywell International (HON) | 0.2 | $330k | -14% | 1.6k | 209.71 |
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Ishares Tr National Mun Etf (MUB) | 0.2 | $325k | -33% | 3.0k | 108.41 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $325k | 925.00 | 350.91 |
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Medpace Hldgs (MEDP) | 0.2 | $322k | 1.1k | 306.53 |
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CVS Caremark Corporation (CVS) | 0.2 | $317k | -6% | 4.0k | 78.96 |
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Pimco Dynamic Income SHS (PDI) | 0.2 | $316k | 18k | 17.95 |
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $312k | 8.0k | 39.19 |
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Target Corporation (TGT) | 0.2 | $311k | -9% | 2.2k | 142.42 |
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $305k | 20k | 15.15 |
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Rio Tinto Sponsored Adr (RIO) | 0.2 | $303k | -3% | 4.1k | 74.46 |
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Fidus Invt (FDUS) | 0.2 | $303k | -9% | 15k | 19.69 |
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Abbott Laboratories (ABT) | 0.2 | $300k | -19% | 2.7k | 110.07 |
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PIMCO Corporate Opportunity Fund (PTY) | 0.2 | $299k | 23k | 13.24 |
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Ross Stores (ROST) | 0.2 | $298k | 2.2k | 138.40 |
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Reliance Steel & Aluminum (RS) | 0.1 | $294k | 1.1k | 279.68 |
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Packaging Corporation of America (PKG) | 0.1 | $293k | -41% | 1.8k | 162.91 |
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Aon Shs Cl A (AON) | 0.1 | $291k | 1.0k | 291.02 |
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Hubbell (HUBB) | 0.1 | $291k | 884.00 | 328.93 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $288k | -57% | 3.5k | 82.03 |
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Ishares Em Mkts Div Etf (DVYE) | 0.1 | $282k | +45% | 11k | 26.49 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $282k | 5.1k | 55.67 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $281k | +107% | 2.7k | 104.00 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $273k | +3% | 6.8k | 40.21 |
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Verizon Communications (VZ) | 0.1 | $265k | -48% | 7.0k | 37.70 |
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Eli Lilly & Co. (LLY) | 0.1 | $262k | 450.00 | 582.92 |
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Carrier Global Corporation (CARR) | 0.1 | $261k | -17% | 4.6k | 57.45 |
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BP Sponsored Adr (BP) | 0.1 | $261k | -12% | 7.4k | 35.40 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $257k | 2.1k | 124.97 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $253k | +4% | 3.4k | 75.32 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $250k | 8.0k | 31.19 |
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Doubleline Yield (DLY) | 0.1 | $242k | -5% | 16k | 14.87 |
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Select Sector Spdr Tr Financial (XLF) | 0.1 | $241k | 6.4k | 37.60 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $236k | -37% | 2.5k | 96.39 |
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Global Payments (GPN) | 0.1 | $231k | 1.8k | 127.00 |
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Fifth Third Ban (FITB) | 0.1 | $231k | 6.7k | 34.49 |
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Cummins (CMI) | 0.1 | $228k | 950.00 | 239.57 |
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Dorian Lpg Shs Usd (LPG) | 0.1 | $224k | +16% | 5.1k | 43.87 |
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Centene Corporation (CNC) | 0.1 | $223k | 3.0k | 74.21 |
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Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) | 0.1 | $221k | +79% | 8.8k | 25.17 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $219k | 2.6k | 84.33 |
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Sprott Etf Trust Gold Miners Etf (SGDM) | 0.1 | $217k | +8% | 8.7k | 24.99 |
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $217k | -33% | 10k | 21.18 |
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Ishares Tr Tips Bd Etf (TIP) | 0.1 | $211k | -35% | 2.0k | 107.49 |
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Jabil Circuit (JBL) | 0.1 | $210k | 1.7k | 127.40 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $210k | +3% | 4.5k | 46.62 |
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ConocoPhillips (COP) | 0.1 | $209k | 1.8k | 116.07 |
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Bhp Group Sponsored Ads (BHP) | 0.1 | $208k | 3.1k | 68.31 |
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Otis Worldwide Corp (OTIS) | 0.1 | $208k | -16% | 2.3k | 89.47 |
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F5 Networks (FFIV) | 0.1 | $206k | +5% | 1.2k | 178.98 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $205k | 1.9k | 110.67 |
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Kraft Heinz (KHC) | 0.1 | $205k | 5.6k | 36.98 |
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Canadian Natl Ry (CNI) | 0.1 | $197k | 1.6k | 125.63 |
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Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.1 | $196k | 16k | 12.24 |
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Amphenol Corp Cl A (APH) | 0.1 | $193k | -11% | 2.0k | 99.11 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $187k | 3.2k | 57.96 |
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Calamos Lng/shrt Eq & Dyn (CPZ) | 0.1 | $186k | -53% | 13k | 14.45 |
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EOG Resources (EOG) | 0.1 | $184k | 1.5k | 120.95 |
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Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $182k | 5.7k | 32.17 |
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Vulcan Materials Company (VMC) | 0.1 | $182k | 801.00 | 227.01 |
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Cardinal Health (CAH) | 0.1 | $181k | 1.8k | 100.80 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $178k | -83% | 7.7k | 23.04 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $176k | 1.6k | 108.25 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $175k | 1.1k | 157.80 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $173k | -5% | 900.00 | 192.48 |
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CF Industries Holdings (CF) | 0.1 | $173k | -29% | 2.2k | 79.50 |
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Paychex (PAYX) | 0.1 | $173k | 1.5k | 119.11 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $171k | +4% | 3.6k | 47.24 |
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Doubleline Income Solutions (DSL) | 0.1 | $171k | -61% | 14k | 12.24 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $168k | -82% | 3.3k | 51.27 |
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Ellington Financial Inc ellington financ (EFC) | 0.1 | $164k | +8% | 13k | 12.71 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $160k | NEW | 3.4k | 47.49 |
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MetLife (MET) | 0.1 | $152k | -48% | 2.3k | 66.13 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $152k | -17% | 690.00 | 219.57 |
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Digital Realty Trust (DLR) | 0.1 | $148k | 1.1k | 134.58 |
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Newmont Mining Corporation (NEM) | 0.1 | $147k | -5% | 3.6k | 41.39 |
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Nextera Energy (NEE) | 0.1 | $146k | -45% | 2.4k | 60.74 |
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Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $146k | 1.9k | 77.32 |
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Mfs Inter Income Tr Sh Ben Int (MIN) | 0.1 | $145k | 54k | 2.68 |
|
|
Equity Lifestyle Properties (ELS) | 0.1 | $145k | 2.1k | 70.54 |
|
|
IDEXX Laboratories (IDXX) | 0.1 | $144k | 260.00 | 555.05 |
|
|
United Rentals (URI) | 0.1 | $143k | -23% | 250.00 | 573.42 |
|
Archer Daniels Midland Company (ADM) | 0.1 | $143k | -28% | 2.0k | 72.22 |
|
Comcast Corp Cl A (CMCSA) | 0.1 | $143k | -39% | 3.3k | 43.85 |
|
RBC Bearings Incorporated (RBC) | 0.1 | $142k | NEW | 500.00 | 284.89 |
|
Ford Motor Company (F) | 0.1 | $142k | 12k | 12.19 |
|
|
Omega Healthcare Investors (OHI) | 0.1 | $140k | +12% | 4.6k | 30.66 |
|
Lamar Advertising Cl A (LAMR) | 0.1 | $138k | -18% | 1.3k | 106.28 |
|
Spdr Ser Tr Aerospace Def (XAR) | 0.1 | $136k | +1424% | 1.0k | 135.42 |
|
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $136k | 540.00 | 252.22 |
|
|
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.1 | $134k | 4.0k | 33.37 |
|
|
Us Bancorp Del Com New (USB) | 0.1 | $133k | -31% | 3.1k | 43.28 |
|
salesforce (CRM) | 0.1 | $133k | -5% | 505.00 | 263.14 |
|
Spdr Ser Tr S&p Kensho New (KOMP) | 0.1 | $131k | 2.8k | 46.70 |
|
|
Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $129k | -15% | 170.00 | 756.92 |
|
Moderna (MRNA) | 0.1 | $128k | -13% | 1.3k | 99.45 |
|
Lowe's Companies (LOW) | 0.1 | $128k | -2% | 575.00 | 222.55 |
|
Keysight Technologies (KEYS) | 0.1 | $127k | -11% | 800.00 | 159.09 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $125k | 700.00 | 178.81 |
|
|
Green Brick Partners (GRBK) | 0.1 | $125k | +433% | 2.4k | 51.94 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $124k | 2.2k | 56.14 |
|
|
Align Technology (ALGN) | 0.1 | $123k | 450.00 | 274.00 |
|
|
Equity Residential Sh Ben Int (EQR) | 0.1 | $122k | 2.0k | 61.16 |
|
|
W.R. Berkley Corporation (WRB) | 0.1 | $122k | NEW | 1.7k | 70.72 |
|
Morgan Stanley Com New (MS) | 0.1 | $121k | -43% | 1.3k | 93.25 |
|
Camtek Ord (CAMT) | 0.1 | $120k | +15% | 1.7k | 69.38 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $120k | +5% | 1.7k | 70.37 |
|
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.1 | $118k | +36% | 3.0k | 39.45 |
|
Prudential Financial (PRU) | 0.1 | $117k | 1.1k | 103.71 |
|
|
Veralto Corp Com Shs (VLTO) | 0.1 | $116k | +371% | 1.4k | 82.26 |
|
Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $116k | 9.8k | 11.82 |
|
|
Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $115k | +3% | 1.3k | 91.43 |
|
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $115k | 938.00 | 122.75 |
|
|
Physicians Realty Trust (DOC) | 0.1 | $114k | 8.6k | 13.31 |
|
|
Phillips 66 (PSX) | 0.1 | $112k | 838.00 | 133.15 |
|
|
Block Cl A (SQ) | 0.1 | $110k | +850% | 1.4k | 77.35 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $110k | -3% | 1.7k | 63.33 |
|
General Electric Com New (GE) | 0.1 | $109k | 850.00 | 127.63 |
|
|
Williams Companies (WMB) | 0.1 | $108k | +138% | 3.1k | 34.83 |
|
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $106k | -27% | 9.4k | 11.38 |
|
Past Filings by Optimum Investment Advisors
SEC 13F filings are viewable for Optimum Investment Advisors going back to 2010
- 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
- Optimum Investment Advisors 2020 Q4 filed Jan. 21, 2021
- Optimum Investment Advisors 2020 Q3 filed Oct. 6, 2020
- Optimum Investment Advisors 2020 Q2 filed July 16, 2020