Optimum Investment Advisors Purchases and Sells in Q3 2025

Optimum Investment Advisors

$244 Million
Q3 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	143 + 0.62%	$617.65 - $666.84 $88.3K - $95.4K	23.1K $15.4M
FIX	100 + 3.35%	$521.66 - $825.18 $52.2K - $82.5K	3.09K $2.55M
GLD	805 + 7.58%	$300.96 - $355.47 $242K - $286K	11.4K $4.06M
GOOGL	80 + 0.99%	$174.36 - $254.72 $13.9K - $20.4K	8.14K $1.98M
RGLD	2.15K + 1720.0%	$151.42 - $200.58 $326K - $431K	2.28K $456K
TEVA	17.5K + 7281.25%	$15.38 - $20.2 $269K - $353K	17.7K $357K

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMR	7.06K New	$32.65 - $51.67 $231K - $365K	7.06K $254K
PSN	2.79K New	$72.77 - $82.92 $203K - $231K	2.79K $231K
CMCL	1.5K New	$19.3 - $36.6 $29K - $54.9K	1.5K $53K
URA	1.01K New	$36.45 - $50.4 $36.8K - $50.9K	1.01K $48K
SGDJ	450 New	$47.53 - $71.79 $21.4K - $32.3K	450 $32K
COMM	500 New	$7.29 - $16.99 $3.65K - $8.5K	500 $7K

Top Sells

Reduced Positions

95 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADBE	-490 - 17.72%	$333.65 - $392.1 $163K - $192K	2.28K $802K
UPS	-625 - 5.37%	$82.58 - $105.54 $51.6K - $66K	11K $919K
V	-201 - 5.64%	$332.09 - $358.86 $66.8K - $72.1K	3.36K $1.15M
DHR	-550 - 13.92%	$181.46 - $212.2 $99.8K - $117K	3.4K $674K
CRWD	-200 - 62.5%	$412.46 - $514.1 $82.5K - $103K	120 $58K
ICE	-75 - 1.26%	$167.28 - $188.45 $12.5K - $14.1K	5.87K $989K

Activity Summary All Purchases 82 New Holdings 17 Increased Positions 65 All Sells 95 Reductions 95 Sold out 0 Calls 0 Puts 0

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