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, ADBE, MA, and represent 18.91% of Optimum Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: NEE, IVZ, KOMP, CNRG, RTX, YUM, MGM, SCHV, GLD, EW.
- Started 100 new stock positions in Washington Prime Group, DWAS, NOBL, MCFT, DDD, GEO, UMC, BSM, TZA, RFL.
- Reduced shares in these 10 stocks: AAPL, NVDA, SHOP, T, SPY, DIS, ABBV, QQQ, AMAT, Invesco Bulletshares 2020 Corp.
- Sold out of its positions in GLTR, ANTM, Apartment Invt And Mgmt Co -a, ACA, AVNS, Aytu Bioscience, VXX, BR, BTG, CF.
- Optimum Investment Advisors was a net seller of stock by $-4.6M.
- Optimum Investment Advisors has $327M in assets under management (AUM), dropping by 10.98%.
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Portfolio Holdings for Optimum Investment Advisors
Companies in the Optimum Investment Advisors portfolio as of the December 2020 quarterly 13F filing
Optimum Investment Advisors has 889 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Optimum Investment Advisors Dec. 31, 2020 positions
- Download the Optimum Investment Advisors December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.0 | $30M | 223k | 132.69 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $9.4M | -3% | 25k | 373.90 | |
| Microsoft Corporation (MSFT) | 2.7 | $8.8M | 40k | 222.41 | ||
| Adobe Systems Incorporated (ADBE) | 2.3 | $7.4M | -2% | 15k | 500.10 | |
| Mastercard Incorporated Cl A (MA) | 2.1 | $6.7M | 19k | 356.96 | ||
| Amazon (AMZN) | 2.1 | $6.7M | 2.1k | 3257.16 | ||
| UnitedHealth (UNH) | 1.8 | $6.0M | 17k | 350.68 | ||
| Qualcomm (QCOM) | 1.6 | $5.3M | +3% | 35k | 152.33 | |
| Costco Wholesale Corporation (COST) | 1.5 | $4.8M | -3% | 13k | 376.79 | |
| Facebook Cl A (FB) | 1.4 | $4.7M | 17k | 273.19 | ||
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $4.6M | -2% | 2.6k | 1751.92 | |
| Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) | 1.3 | $4.2M | 81k | 52.03 | ||
| JPMorgan Chase & Co. (JPM) | 1.2 | $3.9M | 31k | 127.08 | ||
| Intel Corporation (INTC) | 1.2 | $3.8M | -6% | 76k | 49.82 | |
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| Verizon Communications (VZ) | 1.1 | $3.7M | 63k | 58.75 | ||
| Starbucks Corporation (SBUX) | 1.0 | $3.3M | +5% | 31k | 106.99 | |
| Abbvie (ABBV) | 1.0 | $3.3M | -9% | 31k | 107.16 | |
| Broadcom (AVGO) | 1.0 | $3.2M | +6% | 7.3k | 437.87 | |
| At&t (T) | 0.9 | $3.1M | -11% | 108k | 28.76 | |
| Intercontinental Exchange (ICE) | 0.9 | $3.1M | 27k | 115.30 | ||
| Union Pacific Corporation (UNP) | 0.9 | $3.0M | -2% | 14k | 208.23 | |
| Cisco Systems (CSCO) | 0.9 | $3.0M | -4% | 66k | 44.74 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.8 | $2.8M | +7% | 7.8k | 353.80 | |
| Walt Disney Company (DIS) | 0.8 | $2.7M | -11% | 15k | 181.20 | |
| Danaher Corporation (DHR) | 0.8 | $2.7M | 12k | 222.11 | ||
| Yum! Brands (YUM) | 0.8 | $2.7M | +14% | 25k | 108.54 | |
| Bristol Myers Squibb (BMY) | 0.8 | $2.7M | -3% | 43k | 62.03 | |
| Wal-Mart Stores (WMT) | 0.8 | $2.6M | 18k | 144.14 | ||
| Goldman Sachs (GS) | 0.8 | $2.5M | 9.5k | 263.66 | ||
| Nike CL B (NKE) | 0.7 | $2.4M | -4% | 17k | 141.44 | |
| Johnson & Johnson (JNJ) | 0.7 | $2.3M | +5% | 15k | 157.41 | |
| NVIDIA Corporation (NVDA) | 0.7 | $2.2M | -18% | 4.2k | 522.11 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $2.2M | 9.0k | 241.18 | ||
| Raytheon Technologies Corp (RTX) | 0.7 | $2.1M | +19% | 30k | 71.52 | |
| Ishares Tr Select Divid Etf (DVY) | 0.6 | $2.1M | -4% | 22k | 96.19 | |
| Boeing Company (BA) | 0.6 | $2.0M | -8% | 9.5k | 214.03 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.6 | $1.9M | 126k | 15.26 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.9M | +7% | 8.1k | 231.87 | |
| Gilead Sciences (GILD) | 0.6 | $1.9M | -7% | 32k | 58.25 | |
| McDonald's Corporation (MCD) | 0.5 | $1.7M | -3% | 8.0k | 214.61 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.7M | +16% | 9.7k | 178.34 | |
| Oracle Corporation (ORCL) | 0.5 | $1.7M | -3% | 27k | 64.68 | |
| Deere & Company (DE) | 0.5 | $1.7M | -7% | 6.4k | 269.01 | |
| Netflix (NFLX) | 0.5 | $1.6M | -2% | 3.0k | 540.89 | |
| Blackstone Group Com Cl A (BX) | 0.5 | $1.6M | 25k | 64.81 | ||
| Chubb (CB) | 0.5 | $1.6M | 10k | 153.91 | ||
| D.R. Horton (DHI) | 0.5 | $1.6M | 23k | 68.93 | ||
| Fidelity National Information Services (FIS) | 0.5 | $1.5M | 11k | 141.51 | ||
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $1.4M | +9% | 26k | 55.18 | |
| Ross Stores (ROST) | 0.4 | $1.4M | 12k | 122.80 | ||
| Visa Com Cl A (V) | 0.4 | $1.4M | -9% | 6.5k | 218.77 | |
| Ciena Corp Com New (CIEN) | 0.4 | $1.4M | 26k | 52.86 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.3M | -7% | 15k | 86.38 | |
| Pepsi (PEP) | 0.4 | $1.3M | +7% | 8.7k | 148.35 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.3M | +6% | 6.5k | 196.08 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $1.2M | +5% | 2.7k | 465.79 | |
| Lam Research Corporation (LRCX) | 0.4 | $1.2M | -6% | 2.6k | 472.23 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.2M | 3.5k | 343.76 | ||
| Pulte (PHM) | 0.4 | $1.2M | 28k | 43.13 | ||
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $1.2M | 7.5k | 157.70 | ||
| Spdr Ser Tr Portfolio Short (SPSB) | 0.4 | $1.2M | +8% | 38k | 31.39 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.2M | 6.0k | 194.76 | ||
| Us Bancorp Del Com New (USB) | 0.4 | $1.2M | +5% | 25k | 46.60 | |
| Lowe's Companies (LOW) | 0.4 | $1.2M | -3% | 7.2k | 160.56 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $1.1M | 5.6k | 203.59 | ||
| The Trade Desk Com Cl A (TTD) | 0.3 | $1.1M | -2% | 1.4k | 800.71 | |
| Amgen (AMGN) | 0.3 | $1.1M | 4.8k | 229.90 | ||
| Illinois Tool Works (ITW) | 0.3 | $1.1M | 5.4k | 203.85 | ||
| Caterpillar (CAT) | 0.3 | $1.1M | -20% | 6.0k | 181.94 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $1.1M | 40k | 27.23 | ||
| Medpace Hldgs (MEDP) | 0.3 | $1.1M | 7.6k | 139.21 | ||
| Southern Company (SO) | 0.3 | $1.0M | 17k | 61.41 | ||
| Lockheed Martin Corporation (LMT) | 0.3 | $1.0M | 2.8k | 355.13 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $993k | +15% | 19k | 51.66 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $969k | +2% | 11k | 91.53 | |
| Merck & Co (MRK) | 0.3 | $967k | -2% | 12k | 81.80 | |
| Allstate Corporation (ALL) | 0.3 | $963k | 8.8k | 109.92 | ||
| Amphenol Corp Cl A (APH) | 0.3 | $951k | +5% | 7.3k | 130.76 | |
| Pfizer (PFE) | 0.3 | $946k | +5% | 26k | 36.79 | |
| FedEx Corporation (FDX) | 0.3 | $936k | 3.6k | 259.57 | ||
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $934k | +20% | 18k | 51.46 | |
| ON Semiconductor (ON) | 0.3 | $920k | 28k | 32.72 | ||
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $918k | +11% | 9.0k | 102.00 | |
| Bank of America Corporation (BAC) | 0.3 | $900k | 30k | 30.31 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $895k | -20% | 3.8k | 232.77 | |
| Chevron Corporation (CVX) | 0.3 | $885k | -21% | 11k | 84.49 | |
| Servicenow (NOW) | 0.3 | $863k | +6% | 1.6k | 550.73 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.3 | $846k | 29k | 29.48 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $841k | -11% | 480.00 | 1752.08 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.3 | $832k | 168k | 4.94 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $832k | 6.4k | 130.00 | ||
| Eaton Corp SHS (ETN) | 0.3 | $830k | 6.9k | 120.13 | ||
| Align Technology (ALGN) | 0.3 | $830k | +12% | 1.6k | 534.45 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.3 | $824k | +21% | 16k | 51.66 | |
| Truist Financial Corp equities (TFC) | 0.2 | $812k | +5% | 17k | 47.92 | |
| Stryker Corporation (SYK) | 0.2 | $788k | 3.2k | 245.10 | ||
| Hologic (HOLX) | 0.2 | $787k | 11k | 72.87 | ||
| Clorox Company (CLX) | 0.2 | $765k | -2% | 3.8k | 202.01 | |
| Procter & Gamble Company (PG) | 0.2 | $764k | +3% | 5.5k | 139.09 | |
| Abbott Laboratories (ABT) | 0.2 | $751k | -11% | 6.9k | 109.44 | |
| Sirius Xm Holdings (SIRI) | 0.2 | $744k | -9% | 117k | 6.37 | |
| Nextera Energy (NEE) | 0.2 | $741k | +298% | 9.6k | 77.19 | |
| MGM Resorts International. (MGM) | 0.2 | $734k | +79% | 23k | 31.50 | |
| salesforce (CRM) | 0.2 | $721k | +24% | 3.2k | 222.60 | |
| Sherwin-Williams Company (SHW) | 0.2 | $720k | 980.00 | 734.69 | ||
| Enterprise Products Partners (EPD) | 0.2 | $690k | +2% | 35k | 19.59 | |
| Home Depot (HD) | 0.2 | $677k | +2% | 2.6k | 265.49 | |
| Medical Properties Trust (MPW) | 0.2 | $664k | -3% | 31k | 21.78 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $664k | +27% | 8.0k | 83.26 | |
| Innovative Industria A (IIPR) | 0.2 | $659k | 3.6k | 183.06 | ||
| Ishares Tr Nasdaq Biotech (IBB) | 0.2 | $650k | 4.3k | 151.48 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $649k | 13k | 50.09 | ||
| Doubleline Income Solutions (DSL) | 0.2 | $644k | -16% | 39k | 16.57 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $642k | 7.3k | 88.49 | ||
| Honeywell International (HON) | 0.2 | $630k | -4% | 3.0k | 212.62 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $628k | 28k | 22.28 | ||
| Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $616k | +3% | 41k | 15.10 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $614k | 2.7k | 229.96 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $608k | -2% | 4.4k | 138.09 | |
| Ishares Tr U.s. Fixed Incme (FIBR) | 0.2 | $605k | 5.9k | 102.54 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $597k | 6.2k | 97.07 | ||
| Ishares Tr National Mun Etf (MUB) | 0.2 | $581k | 5.0k | 117.14 | ||
| Lamar Advertising Cl A (LAMR) | 0.2 | $570k | -9% | 6.9k | 83.21 | |
| Synopsys (SNPS) | 0.2 | $570k | 2.2k | 259.09 | ||
| Eli Lilly & Co. (LLY) | 0.2 | $557k | -20% | 3.3k | 168.79 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $552k | 6.0k | 92.77 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $547k | -8% | 4.8k | 113.34 | |
| Lennar Corp Cl A (LEN) | 0.2 | $530k | 7.0k | 76.26 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $523k | -36% | 1.7k | 313.36 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $519k | -5% | 17k | 30.71 | |
| Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.2 | $498k | 10k | 49.80 | ||
| Blackrock Ltd Duration Inc T Com Shs (BLW) | 0.2 | $498k | -17% | 31k | 15.91 | |
| Nuveen Muni Value Fund (NUV) | 0.1 | $489k | -18% | 44k | 11.10 | |
| International Business Machines (IBM) | 0.1 | $483k | 3.8k | 125.95 | ||
| Global Payments (GPN) | 0.1 | $481k | -15% | 2.2k | 215.31 | |
| Morgan Stanley Com New (MS) | 0.1 | $476k | 7.0k | 68.49 | ||
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $470k | +21% | 5.1k | 91.71 | |
| Darden Restaurants (DRI) | 0.1 | $466k | -32% | 3.9k | 119.18 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.1 | $463k | -19% | 13k | 36.82 | |
| Emerson Electric (EMR) | 0.1 | $458k | +7% | 5.7k | 80.35 | |
| Pennantpark Floating Rate Capi (PFLT) | 0.1 | $447k | +26% | 42k | 10.54 | |
| Invesco SHS (IVZ) | 0.1 | $444k | +1058% | 26k | 17.42 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $441k | -8% | 1.6k | 267.43 | |
| Altria (MO) | 0.1 | $441k | +76% | 11k | 41.01 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $432k | +4% | 9.2k | 47.20 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $430k | -3% | 13k | 34.40 | |
| BlackRock (BLK) | 0.1 | $429k | 595.00 | 721.01 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $427k | 2.2k | 194.71 | ||
| Old Republic International Corporation (ORI) | 0.1 | $426k | -3% | 22k | 19.72 | |
| Target Corporation (TGT) | 0.1 | $424k | +22% | 2.4k | 176.37 | |
| IPG Photonics Corporation (IPGP) | 0.1 | $416k | 1.9k | 223.90 | ||
| Booking Holdings (BKNG) | 0.1 | $412k | 185.00 | 2227.03 | ||
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $409k | 5.8k | 70.52 | ||
| NVR (NVR) | 0.1 | $408k | 100.00 | 4080.00 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $408k | -6% | 5.6k | 72.95 | |
| Canadian Natl Ry (CNI) | 0.1 | $404k | +5% | 3.7k | 109.78 | |
| Etf Managers Tr Prime Cybr Scrty (HACK) | 0.1 | $400k | +11% | 6.9k | 57.60 | |
| Valero Energy Corporation (VLO) | 0.1 | $397k | -7% | 7.0k | 56.52 | |
| Tesla Motors (TSLA) | 0.1 | $395k | -38% | 560.00 | 705.36 | |
| Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) | 0.1 | $395k | +7% | 18k | 21.73 | |
| Simon Property (SPG) | 0.1 | $394k | -5% | 4.6k | 85.28 | |
| Cohbar (CWBR) | 0.1 | $392k | 293k | 1.34 | ||
| Spdr Ser Tr S&p Kensho New (KOMP) | 0.1 | $391k | NEW | 6.8k | 57.58 | |
| Fidus Invt (FDUS) | 0.1 | $389k | -14% | 30k | 13.09 | |
| Nuveen Build Amer Bd (NBB) | 0.1 | $380k | +8% | 16k | 23.77 | |
| Bhp Group Sponsored Ads (BHP) | 0.1 | $376k | +85% | 5.8k | 65.39 | |
| 3M Company (MMM) | 0.1 | $373k | +4% | 2.1k | 174.71 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $373k | -20% | 9.7k | 38.50 | |
| Spdr Ser Tr S&p Kensho Clean (CNRG) | 0.1 | $368k | NEW | 3.4k | 108.24 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $360k | 5.3k | 68.51 | ||
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $359k | 3.3k | 107.61 | ||
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.1 | $358k | 18k | 19.46 | ||
| Wp Carey (WPC) | 0.1 | $353k | +56% | 5.0k | 70.60 | |
| Packaging Corporation of America (PKG) | 0.1 | $345k | 2.5k | 138.00 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $345k | -4% | 2.1k | 164.21 | |
| AFLAC Incorporated (AFL) | 0.1 | $342k | -2% | 7.7k | 44.42 | |
| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $342k | -12% | 18k | 19.24 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $341k | -13% | 3.1k | 109.72 | |
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $338k | 10k | 33.54 | ||
| CVS Caremark Corporation (CVS) | 0.1 | $337k | +24% | 4.9k | 68.34 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $333k | 1.3k | 261.18 | ||
| Exxon Mobil Corporation (XOM) | 0.1 | $331k | -33% | 8.0k | 41.27 | |
| Cbre Group Cl A (CBRE) | 0.1 | $329k | 5.3k | 62.67 | ||
| MetLife (MET) | 0.1 | $327k | -11% | 7.0k | 46.98 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $327k | -23% | 3.9k | 84.87 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $320k | 3.0k | 105.89 | ||
| Citigroup Com New (C) | 0.1 | $319k | -39% | 5.2k | 61.58 | |
| Tractor Supply Company (TSCO) | 0.1 | $316k | 2.3k | 140.44 | ||
| Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) | 0.1 | $315k | 15k | 21.18 | ||
| Novo-nordisk A S Adr (NVO) | 0.1 | $314k | 4.5k | 69.78 | ||
| American Express Company (AXP) | 0.1 | $314k | 2.6k | 120.77 | ||
| Walgreen Boots Alliance (WBA) | 0.1 | $314k | -24% | 7.9k | 39.86 | |
| Trane Technologies SHS (TT) | 0.1 | $311k | 2.1k | 144.99 | ||
| Zscaler Incorporated (ZS) | 0.1 | $305k | -6% | 1.5k | 200.00 | |
| Applied Materials (AMAT) | 0.1 | $301k | -49% | 3.5k | 86.37 | |
| Fifth Third Ban (FITB) | 0.1 | $298k | 11k | 27.61 | ||
| Doubleline Yield (DLY) | 0.1 | $296k | +158% | 16k | 18.50 | |
| Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.1 | $295k | +9% | 14k | 21.89 | |
| Ares Capital Corporation (ARCC) | 0.1 | $294k | 17k | 16.87 | ||
| Nuveen Floating Rate Income Fund (JFR) | 0.1 | $282k | -5% | 32k | 8.76 | |
| Medtronic SHS (MDT) | 0.1 | $281k | +10% | 2.4k | 117.08 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $277k | -9% | 4.4k | 62.80 | |
| Air Products & Chemicals (APD) | 0.1 | $275k | +11% | 1.0k | 273.63 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.1 | $274k | 2.3k | 120.02 | ||
| Proofpoint (PFPT) | 0.1 | $273k | 2.0k | 136.50 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $271k | -31% | 3.1k | 87.22 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $270k | +7% | 4.4k | 61.71 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $270k | 12k | 22.41 | ||
| Roku Com Cl A (ROKU) | 0.1 | $268k | +22% | 808.00 | 331.68 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $268k | -7% | 5.1k | 52.47 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $268k | 4.5k | 60.16 | ||
| Cummins (CMI) | 0.1 | $267k | -13% | 1.2k | 227.23 | |
| Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.1 | $261k | -21% | 75k | 3.50 | |
| Okta Cl A (OKTA) | 0.1 | $261k | 1.0k | 254.63 | ||
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $260k | 619.00 | 420.03 | ||
| Western Digital (WDC) | 0.1 | $260k | 4.7k | 55.32 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $255k | NEW | 4.3k | 59.43 | |
| Coca-Cola Company (KO) | 0.1 | $253k | -21% | 4.6k | 54.89 | |
| McKesson Corporation (MCK) | 0.1 | $251k | 1.4k | 174.18 | ||
| United Parcel Service CL B Put Option (UPS) | 0.1 | $248k | 26k | 9.50 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $248k | -19% | 1.9k | 127.77 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $239k | -5% | 5.3k | 44.88 | |
| Norfolk Southern (NSC) | 0.1 | $232k | -23% | 975.00 | 237.95 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $232k | +6% | 2.5k | 94.31 | |
| Carrier Global Corporation (CARR) | 0.1 | $232k | -27% | 6.1k | 37.80 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $230k | 2.5k | 90.84 | ||
| Edwards Lifesciences (EW) | 0.1 | $230k | +2763% | 2.5k | 91.27 | |
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $228k | -29% | 8.6k | 26.62 | |
| Peak (PEAK) | 0.1 | $228k | 7.5k | 30.28 | ||
| Stag Industrial (STAG) | 0.1 | $223k | +50% | 7.1k | 31.29 | |
| IDEXX Laboratories (IDXX) | 0.1 | $220k | 440.00 | 500.00 | ||
| BlackRock Floating Rate Income Trust (BGT) | 0.1 | $219k | -2% | 19k | 11.77 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.1 | $218k | -31% | 2.0k | 109.05 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $217k | -12% | 1.0k | 212.33 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $214k | -19% | 2.4k | 88.25 | |
| Palo Alto Networks (PANW) | 0.1 | $213k | 600.00 | 355.00 | ||
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $213k | 4.4k | 48.69 | ||
| Aon Shs Cl A (AON) | 0.1 | $211k | 1.0k | 211.00 | ||
| Five9 (FIVN) | 0.1 | $209k | +20% | 1.2k | 174.17 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $208k | -23% | 1.3k | 160.74 | |
| Mfs Inter Income Tr Sh Ben Int (MIN) | 0.1 | $206k | 54k | 3.82 | ||
| Charles River Laboratories (CRL) | 0.1 | $206k | -5% | 825.00 | 249.70 | |
| Ptc (PTC) | 0.1 | $203k | 1.7k | 119.41 | ||
| Dominion Resources (D) | 0.1 | $203k | 2.7k | 75.19 | ||
| Otis Worldwide Corp (OTIS) | 0.1 | $202k | -29% | 3.0k | 67.49 | |
| Synaptics, Incorporated (SYNA) | 0.1 | $198k | +105% | 2.1k | 96.59 | |
| Cardinal Health (CAH) | 0.1 | $198k | 3.7k | 53.51 | ||
| Wisdomtree Tr 90/60 Balnced Fd (NTSX) | 0.1 | $197k | +9% | 5.4k | 36.62 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $194k | +82% | 2.1k | 94.63 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $194k | 3.2k | 60.25 | ||
Past Filings by Optimum Investment Advisors
SEC 13F filings are viewable for Optimum Investment Advisors going back to 2010
- 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
- Optimum Investment Advisors 2018 Q2 filed Oct. 5, 2018
- Optimum Investment Advisors 2018 Q3 filed Oct. 5, 2018
- Optimum Investment Advisors 2018 Q1 filed May 9, 2018
- Optimum Investment Advisors 2017 Q4 filed Jan. 16, 2018
- Optimum Investment Advisors 2017 Q3 filed Nov. 21, 2017
- Optimum Investment Advisors 2017 Q2 filed Aug. 14, 2017
- Optimum Investment Advisors 2016 Q4 filed May 15, 2017