Optimum Investment Advisors

Latest statistics and disclosures from Optimum Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio 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.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
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
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Equity Lifestyle Properties (ELS) 0.1 $145k 2.1k 70.54
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IDEXX Laboratories (IDXX) 0.1 $144k 260.00 555.05
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United Rentals (URI) 0.1 $143k -23% 250.00 573.42
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Archer Daniels Midland Company (ADM) 0.1 $143k -28% 2.0k 72.22
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Comcast Corp Cl A (CMCSA) 0.1 $143k -39% 3.3k 43.85
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RBC Bearings Incorporated (RBC) 0.1 $142k NEW 500.00 284.89
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Ford Motor Company (F) 0.1 $142k 12k 12.19
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Omega Healthcare Investors (OHI) 0.1 $140k +12% 4.6k 30.66
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Lamar Advertising Cl A (LAMR) 0.1 $138k -18% 1.3k 106.28
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Spdr Ser Tr Aerospace Def (XAR) 0.1 $136k +1424% 1.0k 135.42
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $136k 540.00 252.22
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.1 $134k 4.0k 33.37
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Us Bancorp Del Com New (USB) 0.1 $133k -31% 3.1k 43.28
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salesforce (CRM) 0.1 $133k -5% 505.00 263.14
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Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $131k 2.8k 46.70
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $129k -15% 170.00 756.92
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Moderna (MRNA) 0.1 $128k -13% 1.3k 99.45
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Lowe's Companies (LOW) 0.1 $128k -2% 575.00 222.55
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Keysight Technologies (KEYS) 0.1 $127k -11% 800.00 159.09
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $125k 700.00 178.81
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Green Brick Partners (GRBK) 0.1 $125k +433% 2.4k 51.94
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $124k 2.2k 56.14
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Align Technology (ALGN) 0.1 $123k 450.00 274.00
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Equity Residential Sh Ben Int (EQR) 0.1 $122k 2.0k 61.16
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W.R. Berkley Corporation (WRB) 0.1 $122k NEW 1.7k 70.72
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Morgan Stanley Com New (MS) 0.1 $121k -43% 1.3k 93.25
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Camtek Ord (CAMT) 0.1 $120k +15% 1.7k 69.38
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $120k +5% 1.7k 70.37
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Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.1 $118k +36% 3.0k 39.45
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Prudential Financial (PRU) 0.1 $117k 1.1k 103.71
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Veralto Corp Com Shs (VLTO) 0.1 $116k +371% 1.4k 82.26
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Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $116k 9.8k 11.82
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Ishares Tr U.s. Real Es Etf (IYR) 0.1 $115k +3% 1.3k 91.43
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $115k 938.00 122.75
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Physicians Realty Trust (DOC) 0.1 $114k 8.6k 13.31
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Phillips 66 (PSX) 0.1 $112k 838.00 133.15
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Block Cl A (SQ) 0.1 $110k +850% 1.4k 77.35
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $110k -3% 1.7k 63.33
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General Electric Com New (GE) 0.1 $109k 850.00 127.63
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Williams Companies (WMB) 0.1 $108k +138% 3.1k 34.83
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Warner Bros Discovery Com Ser A (WBD) 0.1 $106k -27% 9.4k 11.38
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Past Filings by Optimum Investment Advisors

SEC 13F filings are viewable for Optimum Investment Advisors going back to 2010

View all past filings