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 19.20% of Optimum Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: NML, FIX, FISV, GGN, CRDO, SHY, GS, EOG, RIO, VGT.
- Started 19 new stock positions in CXW, SOXL, Global X Fds Education Etf, CANE, URI, TQQQ, EGO, DPST, SLV, ELF. CPB, CELH, GEO, CROX, BSM, SPLG, FANG, CRDO, FIX.
- Reduced shares in these 10 stocks: UNH, AAPL, SPY, Bscm etf, COST, AVGO, DVY, BX, IWF, UNP.
- Sold out of its positions in ARKK, Abiomed, ASXC, AYTU, WRB, BGT, Blackrock Corpor Hi Yld Fd I, HYT, EAT, BURL.
- Optimum Investment Advisors was a net seller of stock by $-16M.
- Optimum Investment Advisors has $182M in assets under management (AUM), dropping by 0.43%.
- Central Index Key (CIK): 0001037763
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 csv

Portfolio Holdings for Optimum Investment Advisors
Optimum Investment Advisors holds 756 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Optimum Investment Advisors has 756 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Optimum Investment Advisors Dec. 31, 2022 positions
- Download the Optimum Investment Advisors December 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 7.4 | $13M | -8% | 103k | 129.93 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.4 | $8.1M | -10% | 21k | 382.43 | |
UnitedHealth (UNH) | 2.7 | $4.9M | -20% | 9.2k | 530.18 | |
Microsoft Corporation (MSFT) | 2.4 | $4.4M | -6% | 18k | 239.82 | |
Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 2.3 | $4.3M | -5% | 94k | 45.61 | |
Costco Wholesale Corporation (COST) | 2.0 | $3.6M | -11% | 8.0k | 456.52 | |
Abbvie (ABBV) | 1.5 | $2.8M | -11% | 17k | 161.61 | |
Vanguard World Fds Inf Tech Etf (VGT) | 1.4 | $2.6M | +3% | 8.2k | 319.41 | |
Alphabet Cap Stk Cl C (GOOG) | 1.3 | $2.3M | 26k | 88.73 | ||
Mastercard Incorporated Cl A (MA) | 1.2 | $2.2M | -12% | 6.5k | 347.73 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $2.2M | 16k | 134.10 | ||
McDonald's Corporation (MCD) | 1.2 | $2.1M | 8.0k | 263.52 | ||
Cisco Systems (CSCO) | 1.1 | $2.1M | -7% | 44k | 47.64 | |
Spdr Gold Tr Gold Shs (GLD) | 1.1 | $1.9M | 11k | 169.64 | ||
Setup an alertOptimum Investment Advisors will file the next quarterly 13-HR in about 1 months. Would you like to be notified? |
||||||
NVIDIA Corporation (NVDA) | 1.0 | $1.8M | -5% | 12k | 146.14 | |
Lockheed Martin Corporation (LMT) | 0.9 | $1.7M | 3.5k | 486.49 | ||
Oracle Corporation (ORCL) | 0.9 | $1.7M | -3% | 20k | 81.74 | |
Danaher Corporation (DHR) | 0.9 | $1.6M | -6% | 6.2k | 265.42 | |
Wal-Mart Stores (WMT) | 0.9 | $1.6M | -12% | 11k | 141.78 | |
Gilead Sciences (GILD) | 0.9 | $1.6M | -19% | 18k | 85.85 | |
Qualcomm (QCOM) | 0.9 | $1.6M | -15% | 14k | 109.94 | |
Bristol Myers Squibb (BMY) | 0.8 | $1.5M | -6% | 21k | 71.95 | |
Amazon (AMZN) | 0.8 | $1.5M | -2% | 18k | 84.00 | |
Pepsi (PEP) | 0.7 | $1.3M | -4% | 7.3k | 180.67 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.3M | +3% | 12k | 110.30 | |
Raytheon Technologies Corp (RTX) | 0.7 | $1.3M | 13k | 100.92 | ||
Nike CL B (NKE) | 0.7 | $1.3M | 11k | 117.01 | ||
Chevron Corporation (CVX) | 0.7 | $1.2M | -9% | 6.8k | 179.48 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.2M | 6.8k | 174.36 | ||
Johnson & Johnson (JNJ) | 0.6 | $1.2M | -4% | 6.7k | 176.64 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $1.2M | -12% | 24k | 49.82 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.6 | $1.2M | 104k | 11.18 | ||
Enterprise Products Partners (EPD) | 0.6 | $1.2M | +4% | 48k | 24.12 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.2M | -7% | 3.8k | 308.90 | |
Union Pacific Corporation (UNP) | 0.6 | $1.1M | -26% | 5.3k | 207.07 | |
At&t (T) | 0.6 | $1.1M | 59k | 18.41 | ||
Walt Disney Company (DIS) | 0.6 | $1.1M | -7% | 12k | 86.88 | |
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.6 | $1.1M | 177k | 6.01 | ||
Caterpillar (CAT) | 0.6 | $1.1M | -2% | 4.4k | 239.56 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $1.0M | -22% | 3.1k | 336.53 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.6 | $1.0M | 45k | 22.72 | ||
Intel Corporation (INTC) | 0.5 | $998k | -7% | 38k | 26.43 | |
Verizon Communications (VZ) | 0.5 | $973k | -17% | 25k | 39.40 | |
Ishares Tr Core Div Grwth (DGRO) | 0.5 | $961k | -3% | 19k | 50.00 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $953k | 9.6k | 99.56 | ||
Illinois Tool Works (ITW) | 0.5 | $940k | 4.3k | 220.30 | ||
Goldman Sachs (GS) | 0.5 | $927k | +12% | 2.7k | 343.38 | |
Ishares Tr Select Divid Etf (DVY) | 0.5 | $922k | -31% | 7.6k | 120.60 | |
Deere & Company (DE) | 0.5 | $915k | -10% | 2.1k | 428.76 | |
Thermo Fisher Scientific (TMO) | 0.5 | $910k | -2% | 1.7k | 550.69 | |
Intercontinental Exchange (ICE) | 0.5 | $905k | -20% | 8.8k | 102.59 | |
Pfizer (PFE) | 0.5 | $878k | -7% | 17k | 51.24 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.5 | $859k | -4% | 42k | 20.49 | |
Meta Platforms Cl A (META) | 0.5 | $856k | -17% | 7.1k | 120.34 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) | 0.5 | $829k | -5% | 40k | 20.98 | |
Procter & Gamble Company (PG) | 0.5 | $822k | -3% | 5.4k | 151.56 | |
Duke Energy Corp Com New (DUK) | 0.4 | $802k | 7.8k | 102.99 | ||
Eaton Corp SHS (ETN) | 0.4 | $801k | -7% | 5.1k | 156.95 | |
Allstate Corporation (ALL) | 0.4 | $791k | -12% | 5.8k | 135.60 | |
Starbucks Corporation (SBUX) | 0.4 | $784k | 7.9k | 99.20 | ||
Broadcom (AVGO) | 0.4 | $765k | -36% | 1.4k | 558.97 | |
Merck & Co (MRK) | 0.4 | $757k | +4% | 6.8k | 110.95 | |
The Trade Desk Com Cl A (TTD) | 0.4 | $675k | -2% | 15k | 44.83 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $658k | -37% | 3.1k | 214.24 | |
AFLAC Incorporated (AFL) | 0.4 | $651k | 9.1k | 71.94 | ||
Yum! Brands (YUM) | 0.4 | $647k | -4% | 5.1k | 128.08 | |
Nextera Energy (NEE) | 0.3 | $636k | 7.6k | 83.60 | ||
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $634k | +21% | 7.8k | 81.17 | |
Sherwin-Williams Company (SHW) | 0.3 | $634k | 2.7k | 237.33 | ||
Altria (MO) | 0.3 | $633k | 14k | 45.71 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $631k | -8% | 7.2k | 88.23 | |
Neuberger Berman Mlp Income (NML) | 0.3 | $629k | +56% | 95k | 6.66 | |
Chubb (CB) | 0.3 | $623k | 2.8k | 220.60 | ||
Visa Com Cl A (V) | 0.3 | $619k | 3.0k | 207.76 | ||
Wp Carey (WPC) | 0.3 | $618k | -4% | 7.9k | 78.15 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $608k | 3.3k | 183.54 | ||
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.3 | $598k | 29k | 20.53 | ||
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.3 | $588k | +30% | 162k | 3.63 | |
Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $577k | 2.5k | 235.48 | ||
Home Depot (HD) | 0.3 | $567k | -7% | 1.8k | 315.79 | |
Etf Managers Tr Prime Cybr Scrty (HACK) | 0.3 | $563k | 13k | 44.05 | ||
Southern Company (SO) | 0.3 | $560k | 7.8k | 71.41 | ||
Flex Lng SHS (FLNG) | 0.3 | $551k | +6% | 17k | 32.69 | |
Novo-nordisk A S Adr (NVO) | 0.3 | $544k | +2% | 4.0k | 135.34 | |
McKesson Corporation (MCK) | 0.3 | $542k | 1.4k | 375.23 | ||
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $536k | 14k | 38.98 | ||
Valero Energy Corporation (VLO) | 0.3 | $530k | +13% | 4.2k | 126.86 | |
Bank of America Corporation (BAC) | 0.3 | $529k | 16k | 33.12 | ||
Tractor Supply Company (TSCO) | 0.3 | $529k | 2.4k | 224.97 | ||
Clorox Company (CLX) | 0.3 | $517k | -2% | 3.7k | 140.33 | |
Amgen (AMGN) | 0.3 | $507k | -19% | 1.9k | 262.64 | |
Boeing Company (BA) | 0.3 | $506k | -10% | 2.7k | 190.49 | |
Emerson Electric (EMR) | 0.3 | $500k | -3% | 5.2k | 96.06 | |
General Dynamics Corporation (GD) | 0.3 | $491k | -9% | 2.0k | 248.11 | |
Simon Property (SPG) | 0.3 | $481k | 4.1k | 117.48 | ||
Ishares Tr National Mun Etf (MUB) | 0.3 | $475k | -9% | 4.5k | 105.52 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $462k | 7.0k | 65.64 | ||
Abbott Laboratories (ABT) | 0.3 | $458k | -10% | 4.2k | 109.79 | |
D.R. Horton (DHI) | 0.2 | $451k | -3% | 5.1k | 89.14 | |
Calamos Lng/shrt Eq & Dyn (CPZ) | 0.2 | $444k | 29k | 15.19 | ||
Ishares Tr Ishares Biotech (IBB) | 0.2 | $442k | -13% | 3.4k | 131.31 | |
NOVA MEASURING Instruments L (NVMI) | 0.2 | $441k | 5.4k | 81.68 | ||
CVS Caremark Corporation (CVS) | 0.2 | $440k | 4.7k | 93.19 | ||
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $426k | 1.6k | 266.34 | ||
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $419k | 2.2k | 191.19 | ||
Bunge (BG) | 0.2 | $415k | 4.2k | 99.77 | ||
Target Corporation (TGT) | 0.2 | $405k | -3% | 2.7k | 149.04 | |
Doubleline Income Solutions (DSL) | 0.2 | $404k | -2% | 36k | 11.09 | |
Lam Research Corporation (LRCX) | 0.2 | $400k | -23% | 951.00 | 420.30 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $400k | 4.1k | 98.65 | ||
Packaging Corporation of America (PKG) | 0.2 | $397k | 3.1k | 127.91 | ||
Innovative Industria A (IIPR) | 0.2 | $390k | +26% | 3.9k | 101.35 | |
Fidus Invt (FDUS) | 0.2 | $390k | 21k | 19.03 | ||
CF Industries Holdings (CF) | 0.2 | $390k | +12% | 4.6k | 85.20 | |
Applied Materials (AMAT) | 0.2 | $379k | -9% | 3.9k | 97.38 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $378k | 3.9k | 98.21 | ||
Ishares Tr Tips Bd Etf (TIP) | 0.2 | $377k | -7% | 3.5k | 106.43 | |
International Business Machines (IBM) | 0.2 | $366k | 2.6k | 140.89 | ||
MetLife (MET) | 0.2 | $364k | 5.0k | 72.37 | ||
Moderna (MRNA) | 0.2 | $364k | 2.0k | 179.62 | ||
ON Semiconductor (ON) | 0.2 | $363k | -33% | 5.8k | 62.37 | |
Honeywell International (HON) | 0.2 | $362k | 1.7k | 214.30 | ||
Spdr Ser Tr Portfolio Short (SPSB) | 0.2 | $361k | -11% | 12k | 29.38 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $361k | +3% | 8.6k | 41.97 | |
Booking Holdings (BKNG) | 0.2 | $353k | 175.00 | 2015.28 | ||
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $350k | 3.7k | 95.78 | ||
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $346k | 5.1k | 67.45 | ||
Old Republic International Corporation (ORI) | 0.2 | $345k | 14k | 24.15 | ||
Activision Blizzard (ATVI) | 0.2 | $345k | 4.5k | 76.55 | ||
Blackstone Group Inc Com Cl A (BX) | 0.2 | $341k | -54% | 4.6k | 74.19 | |
Fiserv (FISV) | 0.2 | $341k | +80% | 3.4k | 101.07 | |
Amphenol Corp Cl A (APH) | 0.2 | $341k | -4% | 4.5k | 76.15 | |
Tesla Motors (TSLA) | 0.2 | $336k | -6% | 2.7k | 123.18 | |
Darden Restaurants (DRI) | 0.2 | $333k | -5% | 2.4k | 138.33 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $327k | 1.4k | 241.89 | ||
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $323k | -12% | 4.3k | 75.19 | |
Stag Industrial (STAG) | 0.2 | $321k | 9.9k | 32.31 | ||
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $313k | 6.6k | 47.41 | ||
Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $307k | 3.7k | 83.03 | ||
Sprott Physical Gold Tr Unit (PHYS) | 0.2 | $305k | +8% | 22k | 14.10 | |
3M Company (MMM) | 0.2 | $302k | 2.5k | 119.92 | ||
Aon Shs Cl A (AON) | 0.2 | $300k | 1.0k | 300.14 | ||
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $297k | -4% | 670.00 | 442.79 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $293k | -4% | 9.6k | 30.53 | |
BP Sponsored Adr (BP) | 0.2 | $292k | -3% | 8.4k | 34.93 | |
4068594 Enphase Energy (ENPH) | 0.2 | $292k | -4% | 1.1k | 264.96 | |
Quanta Services (PWR) | 0.2 | $289k | 2.0k | 142.50 | ||
Medical Properties Trust (MPW) | 0.2 | $286k | +9% | 26k | 11.14 | |
Canadian Natl Ry (CNI) | 0.2 | $286k | -3% | 2.4k | 118.88 | |
Pennantpark Floating Rate Capi (PFLT) | 0.1 | $272k | 25k | 10.98 | ||
Ross Stores (ROST) | 0.1 | $272k | -20% | 2.3k | 116.07 | |
Lamar Advertising Cl A (LAMR) | 0.1 | $264k | -15% | 2.8k | 94.40 | |
Ares Capital Corporation (ARCC) | 0.1 | $264k | 14k | 18.47 | ||
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $261k | -9% | 2.1k | 125.11 | |
Nutrien (NTR) | 0.1 | $258k | +16% | 3.5k | 73.03 | |
Archer Daniels Midland Company (ADM) | 0.1 | $258k | -17% | 2.8k | 92.85 | |
Spdr Ser Tr S&p Kensho Clean (CNRG) | 0.1 | $257k | 3.1k | 82.01 | ||
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $256k | 3.3k | 77.51 | ||
Arbor Realty Trust (ABR) | 0.1 | $255k | 19k | 13.19 | ||
Ishares Tr U.s. Fixed Incme (FIBR) | 0.1 | $250k | 3.0k | 83.45 | ||
United Parcel Service CL B Put Option (UPS) | 0.1 | $249k | 21k | 12.02 | ||
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $247k | 925.00 | 266.84 | ||
Centene Corporation (CNC) | 0.1 | $246k | 3.0k | 82.01 | ||
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $245k | 3.3k | 74.32 | ||
Truist Financial Corp equities (TFC) | 0.1 | $236k | -6% | 5.5k | 43.03 | |
Nuveen Muni Value Fund (NUV) | 0.1 | $232k | 27k | 8.60 | ||
Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $232k | -16% | 5.0k | 46.44 | |
Netflix (NFLX) | 0.1 | $229k | -27% | 776.00 | 294.88 | |
Lowe's Companies (LOW) | 0.1 | $227k | -20% | 1.1k | 199.24 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $227k | 5.1k | 44.81 | ||
EOG Resources (EOG) | 0.1 | $227k | +79% | 1.8k | 129.52 | |
Kraft Heinz (KHC) | 0.1 | $226k | 5.6k | 40.71 | ||
Select Sector Spdr Tr Financial (XLF) | 0.1 | $226k | -50% | 6.6k | 34.20 | |
Medpace Hldgs (MEDP) | 0.1 | $223k | 1.1k | 212.41 | ||
Spdr Ser Tr S&p Kensho New (KOMP) | 0.1 | $223k | 5.7k | 39.42 | ||
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $220k | -2% | 5.8k | 37.90 | |
Fifth Third Ban (FITB) | 0.1 | $220k | 6.7k | 32.81 | ||
Reliance Steel & Aluminum (RS) | 0.1 | $213k | 1.1k | 202.44 | ||
Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $212k | 3.0k | 70.63 | ||
Hubbell (HUBB) | 0.1 | $208k | 884.00 | 234.68 | ||
Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $207k | 1.9k | 111.86 | ||
Cummins (CMI) | 0.1 | $206k | 850.00 | 242.29 | ||
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $201k | 3.1k | 65.62 | ||
ConocoPhillips (COP) | 0.1 | $201k | -12% | 1.7k | 118.00 | |
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.1 | $199k | 7.0k | 28.35 | ||
Norfolk Southern (NSC) | 0.1 | $197k | 800.00 | 246.42 | ||
Morgan Stanley Com New (MS) | 0.1 | $196k | -37% | 2.3k | 85.02 | |
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $189k | 4.8k | 39.58 | ||
Air Products & Chemicals (APD) | 0.1 | $188k | 611.00 | 308.17 | ||
Carrier Global Corporation (CARR) | 0.1 | $188k | 4.6k | 41.25 | ||
Global Payments (GPN) | 0.1 | $187k | 1.9k | 99.32 | ||
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $183k | 4.0k | 45.65 | ||
Otis Worldwide Corp (OTIS) | 0.1 | $182k | 2.3k | 78.31 | ||
Comfort Systems USA (FIX) | 0.1 | $181k | NEW | 1.6k | 115.08 | |
Doubleline Yield (DLY) | 0.1 | $180k | -12% | 14k | 13.12 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $178k | 3.1k | 57.83 | ||
Walgreen Boots Alliance (WBA) | 0.1 | $178k | -2% | 4.8k | 37.36 | |
Pulte (PHM) | 0.1 | $178k | -23% | 3.9k | 45.53 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $173k | -20% | 1.6k | 105.45 | |
Keysight Technologies (KEYS) | 0.1 | $171k | -14% | 1.0k | 171.07 | |
Paychex (PAYX) | 0.1 | $168k | 1.5k | 115.56 | ||
Comcast Corp Cl A (CMCSA) | 0.1 | $168k | -8% | 4.8k | 34.97 | |
Palo Alto Networks (PANW) | 0.1 | $167k | -33% | 1.2k | 139.54 | |
Rio Tinto Sponsored Adr (RIO) | 0.1 | $167k | +147% | 2.4k | 71.20 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $167k | 3.2k | 51.72 | ||
Golar Lng SHS (GLNG) | 0.1 | $166k | 7.3k | 22.79 | ||
Eli Lilly & Co. (LLY) | 0.1 | $166k | -49% | 453.00 | 365.84 | |
Principal Financial (PFG) | 0.1 | $164k | 2.0k | 83.92 | ||
Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $161k | -9% | 5.7k | 28.44 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $157k | +19% | 1.1k | 141.25 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $156k | 1.5k | 104.27 | ||
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $154k | 1.6k | 94.64 | ||
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $151k | 840.00 | 179.76 | ||
Newmont Mining Corporation (NEM) | 0.1 | $150k | +8% | 3.7k | 40.92 | |
Mfs Inter Income Tr Sh Ben Int (MIN) | 0.1 | $149k | 54k | 2.76 | ||
Ford Motor Company (F) | 0.1 | $148k | -19% | 13k | 11.63 | |
Cigna Corp (CI) | 0.1 | $143k | +40% | 431.00 | 331.34 | |
Vulcan Materials Company (VMC) | 0.1 | $140k | -9% | 800.00 | 175.19 | |
Shopify Cl A (SHOP) | 0.1 | $138k | -7% | 4.0k | 34.71 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $137k | 3.0k | 45.52 | ||
Amdocs SHS (DOX) | 0.1 | $136k | 1.5k | 90.90 | ||
Sprott Etf Trust Gold Miners Etf (SGDM) | 0.1 | $136k | +22% | 5.5k | 24.76 | |
Sandstorm Gold Com New (SAND) | 0.1 | $136k | -7% | 26k | 5.26 | |
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $135k | -2% | 2.3k | 58.74 | |
FedEx Corporation (FDX) | 0.1 | $134k | +14% | 775.00 | 173.20 | |
Us Bancorp Del Com New (USB) | 0.1 | $134k | 3.1k | 43.61 | ||
Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $134k | 1.2k | 108.07 | ||
Equity Lifestyle Properties (ELS) | 0.1 | $132k | 2.1k | 64.60 | ||
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $129k | 3.2k | 40.51 | ||
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.1 | $128k | +68% | 1.6k | 79.84 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $127k | -35% | 1.8k | 70.50 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $126k | -13% | 931.00 | 135.74 | |
Cardinal Health (CAH) | 0.1 | $124k | 1.6k | 76.87 | ||
Physicians Realty Trust (DOC) | 0.1 | $124k | -8% | 8.6k | 14.47 | |
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $123k | -3% | 13k | 9.48 | |
Prudential Financial (PRU) | 0.1 | $122k | 1.2k | 99.46 | ||
Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $121k | NEW | 9.1k | 13.31 | |
Advanced Micro Devices (AMD) | 0.1 | $120k | -35% | 1.8k | 64.77 | |
Axcelis Technologies Com New (ACLS) | 0.1 | $119k | -26% | 1.5k | 79.36 | |
Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.1 | $119k | -4% | 2.0k | 59.31 | |
Dominion Resources (D) | 0.1 | $119k | 1.9k | 61.32 | ||
Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $119k | 9.8k | 12.08 | ||
Select Sector Spdr Tr Technology (XLK) | 0.1 | $118k | -67% | 950.00 | 124.44 | |
Equity Residential Sh Ben Int (EQR) | 0.1 | $118k | 2.0k | 59.00 | ||
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $118k | 10k | 11.76 | ||
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $116k | 540.00 | 214.52 | ||
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $115k | 574.00 | 200.54 | ||
Textron (TXT) | 0.1 | $113k | 1.6k | 70.80 | ||
Jabil Circuit (JBL) | 0.1 | $113k | 1.7k | 68.20 | ||
Ciena Corp Com New (CIEN) | 0.1 | $112k | -18% | 2.2k | 50.98 |
Past Filings by Optimum Investment Advisors
SEC 13F filings are viewable for Optimum Investment Advisors going back to 2010
- 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
- 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