OI

OPTIMUM INVESTMENT ADVISORS

13F
OPTIMUM INVESTMENT ADVISORS
Last update 2021-04-15 637 Stocks (27 new)
Value $231.00 Mil Turnover 2 %
Countries:
Top Holdings: AAPL(9.03%)SPY(5.75%)NVDA(5.29%)MSFT(3.12%)COST(2.41%)
Portfolio Report
Summary Stock Picks Current Portfolio
OPTIMUM INVESTMENT ADVISORS Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
89,688
20897.240
-1.81%
9.030
-0.16%
0.000
+6.64%
+18.46%
3430687.188
Hardware
SPY 		S&P 500 ETF TRUST ETF
23,184
13301.820
+0.86%
5.750
+0.05%
0.000
+12.73%
+25.85%
618697.219
 
NVDA 		NVIDIA Corp
100,745
12234.470
-6.14%
5.290
-0.37%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
MSFT 		Microsoft Corp
16,795
7226.850
-3.31%
3.120
-0.12%
0.000
+5.12%
+12.98%
3141534.523
Software
COST 		Costco Wholesale Corp
6,288
5574.620
-3.23%
2.410
-0.08%
0.000
+12.58%
+43.82%
418172.804
Retail - Defensive
VGT 		Vanguard Information Technology ETF
9,299
5453.950
+2.50%
2.360
+0.06%
0.010
+17.33%
+29.02%
79091.301
 
UNH 		UnitedHealth Group Inc
8,109
4741.170
-3.97%
2.050
-0.08%
0.000
+9.14%
+18.35%
566720.296
Healthcare Plans
GOOG 		Alphabet Inc
24,070
4024.260
-0.80%
1.740
-0.02%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media
MUNI 		PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
75,223
3985.320
0%
1.720
0%
0.260
-0.50%
-1.29%
1505.820
 
META 		Meta Platforms Inc
6,581
3767.230
-0.06%
1.630
0%
0.000
+15.78%
+67.05%
1488185.990
Interactive Media

OPTIMUM INVESTMENT ADVISORS's Historical Top Holdings Breakdowns

OPTIMUM INVESTMENT ADVISORS's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.37%
●
98.91 ($118.12) 134.91
$147.63
24.98%
Reduce -6.14%
100,745
-6,590
IESC 		IES Holdings Inc2024-09-30New Buy
+0.26%
●
134.29 ($162.13) 199.7
$285.55
76.12%
New holding
3,000
3,000
RSP 		Invesco S&P 500 Equal Weight ETF2024-09-30Add
+0.24%
●
162.83 ($170.84) 179.16
$184.10
7.76%
Add 93.05%
6,359
3,065
LLY 		Eli Lilly and Co2024-09-30Sold Out
-0.18%
●
772.14 ($899.05) 960.02
$831.54
-7.51%
Sold Out
0
-450
AAPL 		Apple Inc2024-09-30Reduce
-0.16%
●
207.23 ($223.32) 234.82
$226.96
1.63%
Reduce -1.81%
89,688
-1,651
ABR 		Arbor Realty Trust Inc2024-09-30Reduce
-0.15%
●
12.89 ($13.89) 15.66
$15.53
11.81%
Reduce -91.41%
2,200
-23,400
NVO 		Novo Nordisk AS2024-09-30Reduce
-0.14%
●
119.07 ($133.36) 145.42
$107.20
-19.62%
Reduce -21.02%
7,994
-2,128
MSFT 		Microsoft Corp2024-09-30Reduce
-0.12%
●
395.15 ($427.47) 467.56
$422.54
-1.15%
Reduce -3.31%
16,795
-575
COHR 		Coherent Corp2024-09-30Add
+0.11%
●
56.25 ($74.72) 92.42
$110.02
47.24%
Add 254.08%
3,902
2,800
BWLP 		BW LPG Ltd2024-09-30Add
+0.10%
●
13.97 ($15.66) 19.18
$12.71
-18.84%
Add 644%
18,600
16,100

OPTIMUM INVESTMENT ADVISORS Total Holding History ($B)

To

OPTIMUM INVESTMENT ADVISORS's Asset Allocation

To

OPTIMUM INVESTMENT ADVISORS Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

OPTIMUM INVESTMENT ADVISORS's Hypothetical Growth since 2024-09-30

OPTIMUM INVESTMENT ADVISORS's Yearly Returns

Year Portfolio % % Excess Gain %

OPTIMUM INVESTMENT ADVISORS's Holdings Heat Map

Size field:

OPTIMUM INVESTMENT ADVISORS's Holdings Bubble Chart

OPTIMUM INVESTMENT ADVISORS News

  • 1

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