Optimum Investment Advisors
Latest statistics and disclosures from Optimum Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, UNH, MSFT, ITM, and represent 21.16% of Optimum Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMZN, TLT, ULTA, UNH, LMT, WBD, BSCO, IEF, XLK, GLNG.
- Started 56 new stock positions in IRTC, UVXY, TQQQ, RGA, EMBC, PAA, MU, XOP, XLC, DKNG.
- Reduced shares in these 10 stocks: SNPS, ABR, DDOG, ATVI, ORCL, MKSI, GOOGL, COP, EWJ, CAH.
- Sold out of its positions in AWF, AEP, ASTE, BKKT, BLK, HRB, COF, LNG, CROX, DDOG.
- Optimum Investment Advisors was a net buyer of stock by $2.0M.
- Optimum Investment Advisors has $194M in assets under management (AUM), dropping by -17.43%.
- Central Index Key (CIK): 0001037763
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Portfolio Holdings for Optimum Investment Advisors
Optimum Investment Advisors holds 834 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Optimum Investment Advisors has 834 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Optimum Investment Advisors June 30, 2022 positions
- Download the Optimum Investment Advisors June 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 7.9 | $15M | 113k | 136.72 | ||
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.9 | $9.5M | 25k | 377.25 | ||
UnitedHealth (UNH) | 3.4 | $6.5M | +3% | 13k | 513.65 | |
Microsoft Corporation (MSFT) | 2.6 | $5.0M | 20k | 256.83 | ||
Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 2.3 | $4.6M | 100k | 45.67 | ||
Costco Wholesale Corporation (COST) | 2.3 | $4.5M | +2% | 9.4k | 479.30 | |
Abbvie (ABBV) | 1.6 | $3.1M | 20k | 153.18 | ||
Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.8M | +2% | 1.3k | 2187.45 | |
Vanguard World Fds Inf Tech Etf (VGT) | 1.3 | $2.6M | 7.8k | 326.59 | ||
Mastercard Incorporated Cl A (MA) | 1.2 | $2.4M | 7.5k | 315.48 | ||
Qualcomm (QCOM) | 1.2 | $2.2M | 18k | 127.75 | ||
Cisco Systems (CSCO) | 1.1 | $2.1M | 48k | 42.65 | ||
Amazon (AMZN) | 1.0 | $2.0M | +1568% | 19k | 106.22 | |
McDonald's Corporation (MCD) | 1.0 | $2.0M | 8.1k | 246.91 | ||
Setup an alertOptimum Investment Advisors will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
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NVIDIA Corporation (NVDA) | 1.0 | $1.9M | 13k | 151.61 | ||
Spdr Gold Tr Gold Shs (GLD) | 1.0 | $1.8M | 11k | 168.49 | ||
Bristol Myers Squibb (BMY) | 0.9 | $1.7M | -4% | 22k | 77.00 | |
Danaher Corporation (DHR) | 0.9 | $1.7M | 6.6k | 253.50 | ||
Wal-Mart Stores (WMT) | 0.8 | $1.6M | 14k | 121.56 | ||
Adobe Systems Incorporated (ADBE) | 0.8 | $1.6M | +9% | 4.5k | 366.14 | |
Intel Corporation (INTC) | 0.8 | $1.6M | 42k | 37.42 | ||
Gilead Sciences (GILD) | 0.8 | $1.5M | 25k | 61.82 | ||
Union Pacific Corporation (UNP) | 0.8 | $1.5M | 7.1k | 213.30 | ||
Verizon Communications (VZ) | 0.8 | $1.5M | 30k | 50.75 | ||
Oracle Corporation (ORCL) | 0.8 | $1.5M | -10% | 21k | 69.89 | |
Lockheed Martin Corporation (LMT) | 0.8 | $1.5M | +17% | 3.4k | 429.87 | |
Meta Platforms Cl A (META) | 0.7 | $1.4M | 8.8k | 161.29 | ||
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $1.4M | +5% | 27k | 50.55 | |
At&t (T) | 0.7 | $1.3M | 63k | 20.96 | ||
Walt Disney Company (DIS) | 0.7 | $1.3M | -2% | 14k | 94.42 | |
Ishares Tr Select Divid Etf (DVY) | 0.7 | $1.3M | 11k | 117.72 | ||
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.7 | $1.3M | 105k | 12.34 | ||
Pepsi (PEP) | 0.7 | $1.3M | 7.7k | 166.71 | ||
Raytheon Technologies Corp (RTX) | 0.6 | $1.2M | 13k | 96.13 | ||
Johnson & Johnson (JNJ) | 0.6 | $1.2M | +7% | 6.9k | 177.58 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $1.2M | +2% | 7.0k | 169.42 | |
Enterprise Products Partners (EPD) | 0.6 | $1.2M | 48k | 24.37 | ||
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $1.1M | 5.2k | 218.68 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.1M | -6% | 4.1k | 273.02 | |
Nike CL B (NKE) | 0.6 | $1.1M | 11k | 102.21 | ||
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $1.1M | +28% | 9.4k | 114.86 | |
Chevron Corporation (CVX) | 0.6 | $1.1M | 7.4k | 144.82 | ||
Ishares Tr Us Treas Bd Etf (GOVT) | 0.5 | $1.1M | +10% | 44k | 23.91 | |
Broadcom (AVGO) | 0.5 | $1.0M | 2.1k | 486.03 | ||
Intercontinental Exchange (ICE) | 0.5 | $1.0M | 11k | 94.04 | ||
Thermo Fisher Scientific (TMO) | 0.5 | $1.0M | 1.9k | 543.35 | ||
Pfizer (PFE) | 0.5 | $986k | 19k | 52.41 | ||
Blackstone Group Inc Com Cl A (BX) | 0.5 | $931k | -6% | 10k | 91.23 | |
Exxon Mobil Corporation (XOM) | 0.5 | $927k | -2% | 11k | 85.67 | |
Ishares Tr Core Div Grwth (DGRO) | 0.5 | $908k | +3% | 19k | 47.66 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.5 | $877k | +26% | 42k | 20.73 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $859k | -10% | 394.00 | 2180.20 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.4 | $855k | +3% | 41k | 20.94 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.4 | $852k | 40k | 21.18 | ||
Allstate Corporation (ALL) | 0.4 | $841k | 6.6k | 126.73 | ||
Duke Energy Corp Com New (DUK) | 0.4 | $830k | 7.7k | 107.19 | ||
Caterpillar (CAT) | 0.4 | $808k | 4.5k | 178.76 | ||
Procter & Gamble Company (PG) | 0.4 | $807k | 5.6k | 143.75 | ||
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.4 | $800k | 177k | 4.52 | ||
Illinois Tool Works (ITW) | 0.4 | $781k | 4.3k | 182.26 | ||
Goldman Sachs (GS) | 0.4 | $713k | 2.4k | 297.08 | ||
Wp Carey (WPC) | 0.4 | $693k | 8.4k | 82.86 | ||
Eaton Corp SHS (ETN) | 0.4 | $693k | 5.5k | 125.98 | ||
Amgen (AMGN) | 0.3 | $670k | 2.8k | 243.46 | ||
Tesla Motors (TSLA) | 0.3 | $657k | +24% | 975.00 | 673.55 | |
Deere & Company (DE) | 0.3 | $653k | 2.2k | 299.54 | ||
Select Sector Spdr Tr Technology (XLK) | 0.3 | $641k | +31% | 5.1k | 127.01 | |
The Trade Desk Com Cl A (TTD) | 0.3 | $628k | 15k | 41.87 | ||
Sherwin-Williams Company (SHW) | 0.3 | $611k | 2.7k | 223.81 | ||
Starbucks Corporation (SBUX) | 0.3 | $605k | 7.9k | 76.37 | ||
Yum! Brands (YUM) | 0.3 | $602k | 5.3k | 113.48 | ||
Merck & Co (MRK) | 0.3 | $600k | 6.6k | 91.23 | ||
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.3 | $590k | 29k | 20.27 | ||
Visa Com Cl A (V) | 0.3 | $589k | 3.0k | 196.99 | ||
Nextera Energy (NEE) | 0.3 | $589k | 7.6k | 77.50 | ||
Etf Managers Tr Prime Cybr Scrty (HACK) | 0.3 | $583k | +7% | 13k | 45.78 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $582k | 14k | 41.65 | ||
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $578k | 3.3k | 176.11 | ||
Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $574k | 2.5k | 234.29 | ||
Altria (MO) | 0.3 | $567k | +16% | 14k | 41.80 | |
Chubb (CB) | 0.3 | $558k | 2.8k | 196.48 | ||
Abbott Laboratories (ABT) | 0.3 | $557k | 5.1k | 108.73 | ||
Southern Company (SO) | 0.3 | $552k | 7.7k | 71.25 | ||
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $538k | +17% | 6.5k | 82.85 | |
Home Depot (HD) | 0.3 | $536k | 2.0k | 274.17 | ||
Clorox Company (CLX) | 0.3 | $534k | 3.8k | 141.01 | ||
Ishares Tr National Mun Etf (MUB) | 0.3 | $528k | 5.0k | 106.45 | ||
Sprott Physical Gold Tr Unit (PHYS) | 0.3 | $519k | 37k | 14.18 | ||
AFLAC Incorporated (AFL) | 0.3 | $501k | 9.1k | 55.36 | ||
Calamos Lng/shrt Eq & Dyn (CPZ) | 0.3 | $496k | 30k | 16.49 | ||
Tractor Supply Company (TSCO) | 0.3 | $489k | +12% | 2.5k | 193.66 | |
Bank of America Corporation (BAC) | 0.3 | $487k | 16k | 31.15 | ||
NOVA MEASURING Instruments L (NVMI) | 0.3 | $487k | -8% | 5.5k | 88.55 | |
Ishares Tr Ishares Biotech (IBB) | 0.3 | $486k | +3% | 4.1k | 117.70 | |
General Dynamics Corporation (GD) | 0.2 | $481k | 2.2k | 221.45 | ||
McKesson Corporation (MCK) | 0.2 | $470k | 1.4k | 326.16 | ||
Doubleline Income Solutions (DSL) | 0.2 | $454k | -5% | 37k | 12.13 | |
Ishares Tr Tips Bd Etf (TIP) | 0.2 | $449k | +3% | 3.9k | 114.02 | |
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.2 | $446k | +7% | 124k | 3.60 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $444k | 7.1k | 62.46 | ||
CVS Caremark Corporation (CVS) | 0.2 | $436k | 4.7k | 92.75 | ||
Novo-nordisk A S Adr (NVO) | 0.2 | $435k | -6% | 3.9k | 111.54 | |
Flex Lng SHS (FLNG) | 0.2 | $433k | +6% | 16k | 27.41 | |
Emerson Electric (EMR) | 0.2 | $430k | 5.4k | 79.63 | ||
Packaging Corporation of America (PKG) | 0.2 | $426k | 3.1k | 137.42 | ||
Fidus Invt (FDUS) | 0.2 | $419k | 24k | 17.44 | ||
Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $414k | +31% | 14k | 29.73 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $413k | 2.2k | 188.41 | ||
Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.2 | $403k | +36% | 20k | 20.41 | |
Boeing Company (BA) | 0.2 | $402k | 2.9k | 136.78 | ||
Hologic (HOLX) | 0.2 | $402k | 5.8k | 69.31 | ||
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $401k | +32% | 4.1k | 99.01 | |
Target Corporation (TGT) | 0.2 | $396k | +16% | 2.8k | 141.23 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $376k | +34% | 4.9k | 76.35 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $373k | +69% | 3.7k | 102.19 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $364k | +190% | 945.00 | 385.51 | |
International Business Machines (IBM) | 0.2 | $364k | +2% | 2.6k | 141.14 | |
Neuberger Berman Mlp Income (NML) | 0.2 | $363k | +19% | 61k | 6.00 | |
D.R. Horton (DHI) | 0.2 | $348k | 5.3k | 66.22 | ||
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $346k | +3% | 5.4k | 64.64 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $345k | 11k | 32.89 | ||
Medical Properties Trust (MPW) | 0.2 | $344k | +3% | 23k | 15.29 | |
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) | 0.2 | $336k | 8.2k | 40.77 | ||
Innovative Industria A (IIPR) | 0.2 | $335k | -13% | 3.1k | 109.84 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $324k | -7% | 3.7k | 87.57 | |
Amphenol Corp Cl A (APH) | 0.2 | $323k | 5.0k | 64.29 | ||
Old Republic International Corporation (ORI) | 0.2 | $320k | 14k | 22.38 | ||
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $319k | +33% | 6.6k | 48.33 | |
Moderna (MRNA) | 0.2 | $318k | -4% | 2.2k | 142.99 | |
MetLife (MET) | 0.2 | $316k | -3% | 5.0k | 62.76 | |
Simon Property (SPG) | 0.2 | $315k | 3.3k | 95.05 | ||
ON Semiconductor (ON) | 0.2 | $312k | 6.2k | 50.27 | ||
Archer Daniels Midland Company (ADM) | 0.2 | $309k | 4.0k | 77.72 | ||
Stag Industrial (STAG) | 0.2 | $306k | 9.9k | 30.85 | ||
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $306k | 1.4k | 226.33 | ||
Booking Holdings (BKNG) | 0.2 | $306k | -4% | 175.00 | 1748.57 | |
CF Industries Holdings (CF) | 0.2 | $304k | +75% | 3.6k | 85.63 | |
Palo Alto Networks (PANW) | 0.2 | $296k | 600.00 | 493.33 | ||
Honeywell International (HON) | 0.2 | $294k | 1.7k | 173.86 | ||
Eli Lilly & Co. (LLY) | 0.2 | $292k | 900.00 | 324.44 | ||
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $291k | 705.00 | 412.77 | ||
Lamar Advertising Cl A (LAMR) | 0.1 | $290k | 3.3k | 87.88 | ||
Darden Restaurants (DRI) | 0.1 | $290k | 2.6k | 113.28 | ||
Pennantpark Floating Rate Capi (PFLT) | 0.1 | $285k | 25k | 11.49 | ||
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $284k | +50% | 6.0k | 47.33 | |
Morgan Stanley Com New (MS) | 0.1 | $281k | -12% | 3.7k | 75.95 | |
Canadian Natl Ry (CNI) | 0.1 | $279k | 2.5k | 112.50 | ||
Activision Blizzard (ATVI) | 0.1 | $273k | -41% | 3.5k | 78.00 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $273k | 2.3k | 118.54 | ||
Aon Shs Cl A (AON) | 0.1 | $270k | 1.0k | 270.00 | ||
Truist Financial Corp equities (TFC) | 0.1 | $265k | +9% | 5.6k | 47.36 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $264k | +50% | 3.3k | 80.00 | |
Ishares Tr U.s. Fixed Incme (FIBR) | 0.1 | $258k | +50% | 3.0k | 86.00 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $257k | 925.00 | 277.84 | ||
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $256k | +57% | 3.3k | 77.58 | |
Valero Energy Corporation (VLO) | 0.1 | $255k | +9% | 2.4k | 106.29 | |
Spdr Ser Tr S&p Kensho New (KOMP) | 0.1 | $254k | -11% | 6.3k | 40.51 | |
Centene Corporation (CNC) | 0.1 | $254k | 3.0k | 84.67 | ||
3M Company (MMM) | 0.1 | $250k | +26% | 1.9k | 129.20 | |
Lowe's Companies (LOW) | 0.1 | $249k | 1.4k | 174.74 | ||
BP Sponsored Adr (BP) | 0.1 | $245k | 8.7k | 28.30 | ||
Arbor Realty Trust (ABR) | 0.1 | $244k | -48% | 19k | 13.12 | |
Spdr Ser Tr S&p Kensho Clean (CNRG) | 0.1 | $244k | -8% | 3.1k | 77.98 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $244k | 6.1k | 40.17 | ||
Nuveen Muni Value Fund (NUV) | 0.1 | $241k | 27k | 8.93 | ||
Ares Capital Corporation (ARCC) | 0.1 | $238k | 13k | 17.96 | ||
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $232k | 2.1k | 110.16 | ||
Doubleline Yield (DLY) | 0.1 | $226k | +3% | 16k | 14.37 | |
Fifth Third Ban (FITB) | 0.1 | $225k | 6.7k | 33.62 | ||
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $224k | 5.1k | 44.23 | ||
Norfolk Southern (NSC) | 0.1 | $222k | 975.00 | 227.69 | ||
Kraft Heinz (KHC) | 0.1 | $212k | 5.6k | 38.20 | ||
Global Payments (GPN) | 0.1 | $208k | 1.9k | 110.40 | ||
Ross Stores (ROST) | 0.1 | $206k | 2.9k | 70.07 | ||
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $203k | 2.9k | 70.00 | ||
Pulte (PHM) | 0.1 | $202k | -4% | 5.1k | 39.61 | |
Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $201k | 3.0k | 67.00 | ||
Comcast Corp Cl A (CMCSA) | 0.1 | $200k | 5.1k | 39.15 | ||
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $200k | NEW | 15k | 13.41 | |
Newmont Mining Corporation (NEM) | 0.1 | $198k | 3.3k | 59.82 | ||
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $190k | 4.8k | 39.87 | ||
4068594 Enphase Energy (ENPH) | 0.1 | $190k | -13% | 975.00 | 194.87 | |
Walgreen Boots Alliance (WBA) | 0.1 | $188k | 5.0k | 37.96 | ||
Netflix (NFLX) | 0.1 | $188k | +9% | 1.1k | 174.72 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $186k | 3.0k | 62.73 | ||
Corning Incorporated (GLW) | 0.1 | $186k | +20% | 5.9k | 31.53 | |
Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $183k | 1.9k | 98.92 | ||
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $181k | 3.1k | 58.86 | ||
Nutrien (NTR) | 0.1 | $179k | +3% | 2.2k | 79.91 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $179k | 3.7k | 48.00 | ||
Reliance Steel & Aluminum (RS) | 0.1 | $178k | 1.1k | 169.52 | ||
Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $177k | 6.3k | 28.16 | ||
ConocoPhillips (COP) | 0.1 | $175k | -36% | 2.0k | 89.74 | |
United Parcel Service CL B Put Option (UPS) | 0.1 | $173k | -12% | 22k | 8.00 | |
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.1 | $171k | 6.0k | 28.50 | ||
Fidelity National Information Services (FIS) | 0.1 | $169k | 1.8k | 91.90 | ||
MKS Instruments (MKSI) | 0.1 | $169k | -42% | 1.7k | 102.42 | |
Fiserv (FISV) | 0.1 | $167k | +188% | 1.9k | 89.07 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $166k | 3.2k | 51.55 | ||
Paychex (PAYX) | 0.1 | $165k | 1.5k | 113.79 | ||
Cummins (CMI) | 0.1 | $165k | 850.00 | 194.12 | ||
Synaptics, Incorporated (SYNA) | 0.1 | $165k | 1.4k | 117.86 | ||
Otis Worldwide Corp (OTIS) | 0.1 | $164k | 2.3k | 70.54 | ||
Physicians Realty Trust (DOC) | 0.1 | $164k | 9.4k | 17.49 | ||
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $163k | +16% | 1.4k | 113.59 | |
Sandstorm Gold Com New (SAND) | 0.1 | $162k | -3% | 27k | 5.93 | |
Carrier Global Corporation (CARR) | 0.1 | $162k | 4.6k | 35.60 | ||
Mfs Inter Income Tr Sh Ben Int (MIN) | 0.1 | $160k | 54k | 2.96 | ||
Hubbell (HUBB) | 0.1 | $158k | 884.00 | 178.73 | ||
Ellington Financial Inc ellington financ (EFC) | 0.1 | $157k | -13% | 11k | 14.64 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $157k | 1.5k | 104.67 | ||
Medpace Hldgs (MEDP) | 0.1 | $157k | 1.1k | 149.52 | ||
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $155k | -6% | 10k | 15.57 | |
Dominion Resources (D) | 0.1 | $154k | 1.9k | 79.59 | ||
FedEx Corporation (FDX) | 0.1 | $153k | 675.00 | 226.67 | ||
Select Sector Spdr Tr Energy (XLE) | 0.1 | $153k | +20% | 2.1k | 71.30 | |
Ford Motor Company (F) | 0.1 | $153k | 14k | 11.15 | ||
Golar Lng SHS (GLNG) | 0.1 | $152k | NEW | 6.7k | 22.69 | |
GSK Sponsored Adr (GSK) | 0.1 | $152k | 3.5k | 43.43 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $151k | 1.6k | 92.69 | ||
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $149k | +4% | 1.9k | 79.47 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $149k | 851.00 | 175.09 | ||
Kimberly-Clark Corporation (KMB) | 0.1 | $149k | +3% | 1.1k | 134.84 | |
Air Products & Chemicals (APD) | 0.1 | $147k | 610.00 | 240.98 | ||
Coca-Cola Company (KO) | 0.1 | $144k | 2.3k | 62.94 | ||
Equity Residential Sh Ben Int (EQR) | 0.1 | $144k | 2.0k | 72.00 | ||
Equity Lifestyle Properties (ELS) | 0.1 | $144k | 2.1k | 70.24 | ||
Digital Realty Trust (DLR) | 0.1 | $143k | 1.1k | 130.00 | ||
Brookfield Renewable Partner Partnership Unit (BEP) | 0.1 | $143k | 4.1k | 34.88 | ||
Us Bancorp Del Com New (USB) | 0.1 | $140k | 3.0k | 46.10 | ||
Keysight Technologies (KEYS) | 0.1 | $138k | 1.0k | 138.00 | ||
F5 Networks (FFIV) | 0.1 | $138k | -40% | 900.00 | 153.33 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $137k | -15% | 2.4k | 58.30 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $137k | -5% | 1.7k | 82.04 | |
Okta Cl A (OKTA) | 0.1 | $135k | +87% | 1.5k | 90.00 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $134k | +60% | 800.00 | 168.00 | |
Shopify Cl A (SHOP) | 0.1 | $134k | +900% | 4.3k | 31.31 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $131k | -4% | 1.2k | 105.65 | |
Swedish Expt Cr Corp Rog Agri Etn22 (RJA) | 0.1 | $131k | -28% | 14k | 9.36 | |
Principal Financial (PFG) | 0.1 | $130k | -17% | 2.0k | 66.67 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $128k | 435.00 | 294.25 | ||
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $128k | 955.00 | 134.03 | ||
Vulcan Materials Company (VMC) | 0.1 | $126k | -10% | 885.00 | 142.37 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $125k | 3.0k | 41.67 | ||
Amdocs SHS (DOX) | 0.1 | $125k | 1.5k | 83.33 | ||
Sun Communities (SUI) | 0.1 | $124k | 775.00 | 160.00 | ||
Ciena Corp Com New (CIEN) | 0.1 | $123k | -27% | 2.7k | 45.56 | |
Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $123k | 9.8k | 12.51 | ||
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $122k | +2% | 3.1k | 39.10 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $122k | 2.5k | 49.00 |
Past Filings by Optimum Investment Advisors
SEC 13F filings are viewable for Optimum Investment Advisors going back to 2010
- 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
- Optimum Investment Advisors 2020 Q1 filed April 21, 2020
- Optimum Investment Advisors 2019 Q4 filed Jan. 22, 2020
- Optimum Investment Advisors 2019 Q3 filed Oct. 17, 2019
- Optimum Investment Advisors 2019 Q2 filed July 29, 2019
- Optimum Investment Advisors 2019 Q1 filed May 3, 2019
- Optimum Investment Advisors 2018 Q4 filed Feb. 4, 2019