Optimum Investment Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Optimum Investment Advisors

Optimum Investment Advisors holds 718 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Optimum Investment Advisors has 718 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.9 $16M -2% 96k 171.21
 View chart
Microsoft Corporation (MSFT) 3.0 $5.6M -2% 18k 315.75
 View chart
NVIDIA Corporation (NVDA) 2.6 $4.9M -2% 11k 434.99
 View chart
UnitedHealth (UNH) 2.5 $4.5M 9.0k 504.19
 View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 2.2 $4.1M 93k 44.10
 View chart
Costco Wholesale Corporation (COST) 2.1 $3.9M 7.0k 564.99
 View chart
Vanguard World Fds Inf Tech Etf (VGT) 2.0 $3.7M +2% 8.9k 414.89
 View chart
Alphabet Cap Stk Cl C (GOOG) 1.8 $3.4M 26k 131.85
 View chart
Mastercard Incorporated Cl A (MA) 1.3 $2.3M 5.8k 395.91
 View chart
JPMorgan Chase & Co. (JPM) 1.2 $2.3M +2% 16k 145.02
 View chart
Abbvie (ABBV) 1.2 $2.2M 15k 149.06
 View chart
Oracle Corporation (ORCL) 1.2 $2.2M 21k 105.92
 View chart
Cisco Systems (CSCO) 1.1 $2.1M -3% 39k 53.76
 View chart
Amazon (AMZN) 1.1 $2.0M -2% 16k 127.12
 View chart
Meta Platforms Cl A (META) 1.0 $1.9M 6.4k 300.21
 View chart
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.9M 11k 171.45
 View chart
McDonald's Corporation (MCD) 1.0 $1.9M -2% 7.2k 263.43
 View chart
Wal-Mart Stores (WMT) 0.9 $1.7M -5% 11k 159.94
 View chart
Adobe Systems Incorporated (ADBE) 0.9 $1.7M 3.3k 509.92
 View chart
Exxon Mobil Corporation (XOM) 0.9 $1.6M 13k 117.58
 View chart
Caterpillar (CAT) 0.8 $1.4M +6% 5.3k 273.00
 View chart
Danaher Corporation (DHR) 0.8 $1.4M 5.6k 248.10
 View chart
Lockheed Martin Corporation (LMT) 0.7 $1.3M -2% 3.3k 408.96
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.3M 3.8k 350.30
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.3M 7.4k 176.74
 View chart
Broadcom (AVGO) 0.7 $1.3M 1.5k 830.37
 View chart
Gilead Sciences (GILD) 0.7 $1.2M -2% 17k 74.94
 View chart
Union Pacific Corporation (UNP) 0.7 $1.2M 6.0k 203.63
 View chart
Pepsi (PEP) 0.6 $1.2M 7.0k 169.45
 View chart
Enterprise Products Partners (EPD) 0.6 $1.2M -4% 42k 27.37
 View chart
Qualcomm (QCOM) 0.6 $1.1M 10k 111.06
 View chart
Bristol Myers Squibb (BMY) 0.6 $1.1M -6% 19k 58.04
 View chart
Intel Corporation (INTC) 0.6 $1.1M 32k 35.55
 View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.6 $1.1M 139k 8.05
 View chart
The Trade Desk Com Cl A (TTD) 0.6 $1.1M 14k 78.15
 View chart
Chevron Corporation (CVX) 0.6 $1.1M -4% 6.6k 168.61
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.1M +9% 8.4k 130.86
 View chart
Eaton Corp SHS (ETN) 0.6 $1.1M 5.1k 213.28
 View chart
Raytheon Technologies Corp (RTX) 0.6 $1.1M +10% 15k 71.97
 View chart
Deere & Company (DE) 0.6 $1.0M +8% 2.8k 377.38
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.6 $1.0M +3% 46k 22.04
 View chart
Johnson & Johnson (JNJ) 0.5 $1.0M -2% 6.5k 155.74
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $1.0M +2% 11k 88.69
 View chart
Illinois Tool Works (ITW) 0.5 $954k 4.1k 230.31
 View chart
Novo-nordisk A S Adr (NVO) 0.5 $952k +91% 11k 90.94
 View chart
Goldman Sachs (GS) 0.5 $950k -6% 2.9k 323.57
 View chart
Neuberger Berman Mlp Income (NML) 0.5 $930k 135k 6.88
 View chart
Nike CL B (NKE) 0.5 $926k -7% 9.7k 95.62
 View chart
Ishares Tr Core Div Grwth (DGRO) 0.5 $923k -3% 19k 49.53
 View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.5 $915k 44k 20.67
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $914k 18k 49.83
 View chart
Tesla Motors (TSLA) 0.5 $890k 3.6k 250.22
 View chart
Intercontinental Exchange (ICE) 0.5 $889k -3% 8.1k 110.02
 View chart
Walt Disney Company (DIS) 0.5 $849k -4% 11k 81.05
 View chart
Thermo Fisher Scientific (TMO) 0.5 $837k 1.7k 506.17
 View chart
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.4 $825k -4% 39k 21.23
 View chart
Visa Com Cl A (V) 0.4 $823k +4% 3.6k 230.01
 View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.4 $791k 216k 3.66
 View chart
Merck & Co (MRK) 0.4 $741k -2% 7.2k 102.95
 View chart
Quanta Services (PWR) 0.4 $732k +9% 3.9k 187.07
 View chart
D.R. Horton (DHI) 0.4 $726k +20% 6.8k 107.47
 View chart
Etf Managers Tr Prime Cybr Scrty (HACK) 0.4 $725k +10% 14k 51.60
 View chart
Procter & Gamble Company (PG) 0.4 $724k 5.0k 145.86
 View chart
Chubb (CB) 0.4 $703k +7% 3.4k 208.18
 View chart
AFLAC Incorporated (AFL) 0.4 $695k 9.1k 76.75
 View chart
Comfort Systems USA (FIX) 0.4 $685k +18% 4.0k 170.41
 View chart
Sherwin-Williams Company (SHW) 0.4 $681k 2.7k 255.05
 View chart
At&t (T) 0.4 $679k -11% 45k 15.02
 View chart
Starbucks Corporation (SBUX) 0.4 $677k 7.4k 91.27
 View chart
Duke Energy Corp Com New (DUK) 0.4 $665k 7.5k 88.26
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $664k +3% 8.2k 80.97
 View chart
Valero Energy Corporation (VLO) 0.4 $655k +4% 4.6k 141.71
 View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $654k -41% 60k 10.95
 View chart
Yum! Brands (YUM) 0.3 $632k 5.1k 124.94
 View chart
Flex Lng SHS (FLNG) 0.3 $630k 21k 30.16
 View chart
McKesson Corporation (MCK) 0.3 $627k 1.4k 434.98
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.3 $626k 3.3k 189.07
 View chart
NOVA MEASURING Instruments L (NVMI) 0.3 $607k 5.4k 112.44
 View chart
Ishares Tr Select Divid Etf (DVY) 0.3 $607k 5.6k 107.65
 View chart
Lam Research Corporation (LRCX) 0.3 $586k 935.00 626.77
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $572k 2.2k 265.99
 View chart
ON Semiconductor (ON) 0.3 $556k +6% 6.0k 92.95
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $547k 14k 39.21
 View chart
Home Depot (HD) 0.3 $545k 1.8k 302.10
 View chart
Pfizer (PFE) 0.3 $544k 16k 33.17
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $538k 1.5k 358.31
 View chart
Allstate Corporation (ALL) 0.3 $535k -9% 4.8k 111.41
 View chart
Emerson Electric (EMR) 0.3 $522k -10% 5.4k 96.57
 View chart
Boeing Company (BA) 0.3 $517k +3% 2.7k 191.68
 View chart
Southern Company (SO) 0.3 $515k +9% 8.0k 64.72
 View chart
Applied Materials (AMAT) 0.3 $508k 3.7k 138.45
 View chart
Altria (MO) 0.3 $508k -11% 12k 42.05
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.3 $499k 7.2k 68.92
 View chart
Vitesse Energy Common Stock (VTS) 0.3 $497k +985% 22k 22.89
 View chart
Sprott Physical Gold Tr Unit (PHYS) 0.3 $490k -8% 34k 14.32
 View chart
Packaging Corporation of America (PKG) 0.3 $476k 3.1k 153.55
 View chart
Fiserv (FI) 0.3 $475k 4.2k 112.96
 View chart
Arbor Realty Trust (ABR) 0.3 $474k 31k 15.18
 View chart
Laboratory Corp Amer Hldgs Com New (LH) 0.3 $473k 2.4k 201.05
 View chart
Amgen (AMGN) 0.3 $471k 1.8k 268.76
 View chart
Ishares Tr National Mun Etf (MUB) 0.3 $461k 4.5k 102.54
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $457k 2.2k 212.41
 View chart
Booking Holdings (BKNG) 0.2 $447k -14% 145.00 3083.95
 View chart
Verizon Communications (VZ) 0.2 $441k -24% 14k 32.41
 View chart
Clorox Company (CLX) 0.2 $431k -10% 3.3k 131.06
 View chart
Wp Carey (WPC) 0.2 $428k 7.9k 54.08
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $427k 6.2k 69.25
 View chart
Doubleline Income Solutions (DSL) 0.2 $427k 36k 11.72
 View chart
Ishares Tr Ishares Biotech (IBB) 0.2 $420k 3.4k 122.29
 View chart
International Business Machines (IBM) 0.2 $418k 3.0k 140.30
 View chart
Simon Property (SPG) 0.2 $418k -2% 3.9k 108.03
 View chart
Calamos Lng/shrt Eq & Dyn (CPZ) 0.2 $409k -2% 28k 14.79
 View chart
Bank of America Corporation (BAC) 0.2 $402k 15k 27.38
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $395k +2% 9.0k 43.72
 View chart
General Dynamics Corporation (GD) 0.2 $392k 1.8k 220.97
 View chart
Tractor Supply Company (TSCO) 0.2 $368k -22% 1.8k 203.05
 View chart
Old Republic International Corporation (ORI) 0.2 $364k 14k 26.94
 View chart
Netflix (NFLX) 0.2 $363k 962.00 377.60
 View chart
Bunge (BG) 0.2 $363k -9% 3.4k 108.25
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $362k 4.0k 91.59
 View chart
Select Sector Spdr Tr Indl (XLI) 0.2 $360k -2% 3.6k 101.38
 View chart
Ares Capital Corporation (ARCC) 0.2 $356k +27% 18k 19.48
 View chart
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $350k 3.7k 94.70
 View chart
Blackstone Group Inc Com Cl A (BX) 0.2 $343k 3.2k 107.14
 View chart
Stag Industrial (STAG) 0.2 $342k 9.9k 34.51
 View chart
Darden Restaurants (DRI) 0.2 $341k 2.4k 143.22
 View chart
Honeywell International (HON) 0.2 $340k +8% 1.8k 184.74
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $339k 1.4k 249.35
 View chart
Abbott Laboratories (ABT) 0.2 $329k 3.4k 96.85
 View chart
BP Sponsored Adr (BP) 0.2 $327k 8.4k 38.72
 View chart
Fidus Invt (FDUS) 0.2 $326k 17k 19.20
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $326k 16k 20.99
 View chart
Aon Shs Cl A (AON) 0.2 $324k 1.0k 324.22
 View chart
Select Sector Spdr Tr Energy (XLE) 0.2 $319k +4% 3.5k 90.38
 View chart
Palantir Technologies Cl A (PLTR) 0.2 $318k +34% 20k 16.00
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.2 $317k -5% 3.1k 103.71
 View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $308k +43% 20k 15.32
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $306k 670.00 456.64
 View chart
Pimco Dynamic Income SHS (PDI) 0.2 $304k +83% 18k 17.28
 View chart
Carrier Global Corporation (CARR) 0.2 $304k 5.5k 55.20
 View chart
CVS Caremark Corporation (CVS) 0.2 $301k 4.3k 69.82
 View chart
PIMCO Corporate Opportunity Fund (PTY) 0.2 $295k +21% 23k 13.07
 View chart
Nuveen Muni Value Fund (NUV) 0.2 $287k +18% 35k 8.26
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $285k 3.0k 94.19
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.2 $284k 925.00 307.11
 View chart
Palo Alto Networks (PANW) 0.2 $281k 1.2k 234.44
 View chart
MetLife (MET) 0.2 $281k 4.5k 62.91
 View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $279k 8.0k 35.07
 View chart
Hubbell (HUBB) 0.2 $277k 884.00 313.41
 View chart
TransDigm Group Incorporated (TDG) 0.1 $276k 327.00 843.13
 View chart
Reliance Steel & Aluminum (RS) 0.1 $275k 1.1k 262.23
 View chart
Pennantpark Floating Rate Capi (PFLT) 0.1 $275k +18% 26k 10.66
 View chart
Rio Tinto Sponsored Adr (RIO) 0.1 $269k -39% 4.2k 63.64
 View chart
Target Corporation (TGT) 0.1 $266k 2.4k 110.57
 View chart
CF Industries Holdings (CF) 0.1 $264k -6% 3.1k 85.74
 View chart
Medpace Hldgs (MEDP) 0.1 $254k 1.1k 242.13
 View chart
Doubleline Yield (DLY) 0.1 $254k 17k 14.73
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $252k 5.1k 49.85
 View chart
Nextera Energy (NEE) 0.1 $252k -26% 4.4k 57.29
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $250k +9% 6.6k 37.95
 View chart
Ross Stores (ROST) 0.1 $243k 2.2k 112.96
 View chart
Eli Lilly & Co. (LLY) 0.1 $242k 451.00 537.13
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $241k 8.0k 30.15
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $240k 2.1k 115.01
 View chart
Pulte (PHM) 0.1 $237k 3.2k 74.05
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $237k +12% 5.3k 44.34
 View chart
Otis Worldwide Corp (OTIS) 0.1 $225k 2.8k 80.31
 View chart
Shopify Cl A (SHOP) 0.1 $224k 4.1k 54.57
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $218k 3.2k 67.67
 View chart
Cummins (CMI) 0.1 $217k 950.00 228.46
 View chart
ConocoPhillips (COP) 0.1 $216k 1.8k 119.80
 View chart
Select Sector Spdr Tr Financial (XLF) 0.1 $212k 6.4k 33.17
 View chart
Global Payments (GPN) 0.1 $210k -3% 1.8k 115.39
 View chart
Archer Daniels Midland Company (ADM) 0.1 $210k 2.8k 75.42
 View chart
Jabil Circuit (JBL) 0.1 $209k 1.7k 126.89
 View chart
Centene Corporation (CNC) 0.1 $207k 3.0k 68.88
 View chart
Advanced Micro Devices (AMD) 0.1 $200k 1.9k 102.82
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.1 $196k 1.9k 105.97
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $194k 2.6k 74.62
 View chart
EOG Resources (EOG) 0.1 $193k 1.5k 126.76
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $193k +4% 4.4k 44.23
 View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.1 $190k +100% 16k 11.88
 View chart
Morgan Stanley Com New (MS) 0.1 $188k 2.3k 81.67
 View chart
Kraft Heinz (KHC) 0.1 $187k 5.6k 33.64
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $186k 1.8k 102.04
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $185k 1.9k 100.14
 View chart
Amphenol Corp Cl A (APH) 0.1 $185k -50% 2.2k 83.97
 View chart
Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $184k 8.1k 22.87
 View chart
F5 Networks (FFIV) 0.1 $176k +32% 1.1k 161.14
 View chart
Ishares Em Mkts Div Etf (DVYE) 0.1 $175k 7.3k 23.82
 View chart
Bhp Group Sponsored Ads (BHP) 0.1 $174k 3.1k 56.88
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $172k 3.2k 53.52
 View chart
Canadian Natl Ry (CNI) 0.1 $170k -34% 1.6k 108.33
 View chart
Fifth Third Ban (FITB) 0.1 $170k 6.7k 25.33
 View chart
Paychex (PAYX) 0.1 $167k 1.5k 115.33
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $164k 840.00 194.77
 View chart
Vulcan Materials Company (VMC) 0.1 $162k 801.00 201.98
 View chart
Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $160k 5.7k 28.20
 View chart
Norfolk Southern (NSC) 0.1 $158k 800.00 196.93
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $157k 1.1k 141.69
 View chart
Cardinal Health (CAH) 0.1 $156k 1.8k 86.82
 View chart
Select Sector Spdr Tr Technology (XLK) 0.1 $156k 950.00 163.93
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $155k 1.6k 94.33
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $154k 1.5k 102.86
 View chart
Moderna (MRNA) 0.1 $154k 1.5k 103.29
 View chart
Us Bancorp Del Com New (USB) 0.1 $149k 4.5k 33.06
 View chart
Ellington Financial Inc ellington financ (EFC) 0.1 $148k +22% 12k 12.47
 View chart
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $147k 5.0k 29.32
 View chart
Ford Motor Company (F) 0.1 $146k 12k 12.42
 View chart
Mfs Inter Income Tr Sh Ben Int (MIN) 0.1 $145k 54k 2.68
 View chart
United Rentals (URI) 0.1 $145k 325.00 444.57
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $143k +2% 3.5k 41.42
 View chart
Principal Financial (PFG) 0.1 $141k 2.0k 72.07
 View chart
Warner Bros Discovery Com Ser A (WBD) 0.1 $140k 13k 10.86
 View chart
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $139k 3.0k 46.38
 View chart
Newmont Mining Corporation (NEM) 0.1 $139k 3.8k 36.95
 View chart
Align Technology (ALGN) 0.1 $137k 450.00 305.32
 View chart
Public Service Enterprise (PEG) 0.1 $137k 2.4k 56.91
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $136k 1.2k 109.68
 View chart
Omega Healthcare Investors (OHI) 0.1 $135k +293% 4.1k 33.16
 View chart
Sandstorm Gold Com New (SAND) 0.1 $135k +3% 29k 4.66
 View chart
Lamar Advertising Cl A (LAMR) 0.1 $134k -31% 1.6k 83.47
 View chart
Digital Realty Trust (DLR) 0.1 $133k 1.1k 121.02
 View chart
Equity Lifestyle Properties (ELS) 0.1 $131k 2.1k 63.71
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $128k -13% 1.9k 68.04
 View chart
Bank of New York Mellon Corporation (BK) 0.1 $128k 3.0k 42.65
 View chart
Airbnb Com Cl A (ABNB) 0.1 $127k -43% 923.00 137.21
 View chart
Dorian Lpg Shs Usd (LPG) 0.1 $126k +90% 4.4k 28.73
 View chart
Nutrien (NTR) 0.1 $125k -22% 2.0k 61.76
 View chart
Textron (TXT) 0.1 $125k 1.6k 78.14
 View chart
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.1 $124k -20% 4.0k 31.05
 View chart
Lowe's Companies (LOW) 0.1 $123k 592.00 207.84
 View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.1 $123k 6.1k 20.11
 View chart
Linde SHS (LIN) 0.1 $123k 330.00 372.35
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $121k 540.00 224.15
 View chart
Arista Networks (ANET) 0.1 $120k NEW 650.00 183.93
 View chart
Medical Properties Trust (MPW) 0.1 $119k -13% 22k 5.45
 View chart
Keysight Technologies (KEYS) 0.1 $119k +12% 900.00 132.31
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $118k 550.00 214.18
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.1 $118k +5% 200.00 588.66
 View chart
Equity Residential Sh Ben Int (EQR) 0.1 $117k 2.0k 58.71
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $117k 1.6k 75.15
 View chart
Pioneer Natural Resources (PXD) 0.1 $116k +224% 503.00 229.55
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $114k 2.2k 51.87
 View chart
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL) 0.1 $114k NEW 4.9k 23.31
 View chart
IDEXX Laboratories (IDXX) 0.1 $114k 260.00 437.27
 View chart
J.B. Hunt Transport Services (JBHT) 0.1 $113k 600.00 188.52
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $113k 1.3k 86.90
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $113k 700.00 160.98
 View chart
Spdr Ser Tr S&p Kensho New (KOMP) 0.1 $111k -35% 2.8k 39.61
 View chart

Past Filings by Optimum Investment Advisors

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

View all past filings