Optimum Investment Advisors Portfolio Holdings
Optimum Investment Advisors
- $220 Million
- Q2 2024
Optimum Investment Advisors has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $220 Million distributed in 637 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.2M, Nvidia Corp with a value of $13.3M, Spdr S&P 500 ETF Trust with a value of $12.5M, Microsoft Corp with a value of $7.76M, and Costco Wholesale Corp with a value of $5.52M.
Examining the 13F form we can see an increase of $4.24M in the current position value, from $216M to 220M.
Below you can find more details about Optimum Investment Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$220 Million
Technology: $63.2 Million
ETFs: $49.2 Million
Financial Services: $21.5 Million
Industrials: $18.5 Million
Healthcare: $18 Million
Communication Services: $12 Million
Consumer Cyclical: $11.2 Million
Consumer Defensive: $10.9 Million
Other: $15.3 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 637
- Current Value $220 Million
- Prior Value $216 Million
- Filing
- Period Q2 2024
- Filing Date July 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 27 stocks
- Additional Purchases 78 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks