Optimum Investment Advisors Purchases in Q1 2025

Optimum Investment Advisors

  • $207 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
88
+ 19.56%
$185.78 - $198.58 $16.3K - $17.5K
538 $102K
PCG
Pg&E Corp

Utilities
1K
New
$15.16 - $20.4 $15.2K - $20.4K
1K $17K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.11K
New
$7.89 - $8.07 $16.6K - $17K
2.11K $16K
KAI
Kadant Inc

Industrials
50
+ 50.0%
$335.28 - $398.39 $16.8K - $19.9K
150 $50K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
505
+ 57.65%
$27.01 - $28.54 $13.6K - $14.4K
1.38K $38K
XSMO
Invesco S&P Smallcap Momentum

ETFs
253
New
$59.97 - $70.03 $15.2K - $17.7K
253 $15K
LLY
Eli Lilly & CO

Healthcare
18
New
$725.72 - $929.72 $13.1K - $16.7K
18 $14K
TM
Toyota Motor Corp

Consumer Cyclical
100
+ 40.0%
$176.53 - $195.35 $17.7K - $19.5K
350 $61K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
10
New
$1227.6 - $1458.46 $12.3K - $14.6K
10 $13K
OHI
Omega Healthcare Investors Inc

Real Estate
300
+ 8.91%
$35.7 - $38.33 $10.7K - $11.5K
3.67K $139K
MU
Micron Technology Inc

Technology
100
+ 50.0%
$86.89 - $109.38 $8.69K - $10.9K
300 $26K
MKSI
Mks Instruments Inc

Technology
200
+ 66.67%
$78.89 - $122.69 $15.8K - $24.5K
500 $40K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
198
+ 2.02%
$22.46 - $23.26 $4.45K - $4.61K
10K $231K
AGNC
Agnc Investment Corp.

Real Estate
1K
New
$9.12 - $10.54 $9.12K - $10.5K
1K $9K
LQD
Ishares Iboxx $ Investment Gra

ETFs
7
+ 0.18%
$105.1 - $109.61 $736 - $767
3.82K $414K
IYR
Ishares Tr

ETFs
28
+ 1.74%
$89.49 - $98.98 $2.51K - $2.77K
1.64K $157K
RGTI
Rigetti Computing, Inc.

Technology
1.2K
+ 400.0%
$6.05 - $19.51 $7.26K - $23.4K
1.5K $11K
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.08%
$71.24 - $83.64 $71.2 - $83.6
1.23K $96K
CCJ
Cameco Corp

Energy
150
New
$40.64 - $56.86 $6.1K - $8.53K
150 $6K
DOCU
Docusign, Inc.

Technology
115
+ 19.17%
$74.7 - $97.7 $8.59K - $11.2K
715 $58K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
219
+ 2.58%
$22.25 - $23.0 $4.87K - $5.04K
8.71K $200K
OPFI
Opp Fi Inc.

Technology
500
New
$7.18 - $16.94 $3.59K - $8.47K
500 $4K
SOUN
Soundhound Ai, Inc.

Technology
500
New
$8.12 - $20.62 $4.06K - $10.3K
500 $4K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
103
+ 4.04%
$20.2 - $22.24 $2.08K - $2.29K
2.65K $57K
TEI
Templeton Emerging Markets Income Fund

Financial Services
500
+ 9.09%
$5.15 - $5.57 $2.58K - $2.79K
6K $32K
HYG
Ishares Tr

ETFs
42
+ 2.46%
$78.51 - $80.11 $3.3K - $3.36K
1.75K $138K
MDLZ
Mondelez International, Inc.

Consumer Defensive
17
+ 8.5%
$56.12 - $68.15 $954 - $1.16K
217 $14K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
237
New
$16.06 - $16.99 $3.81K - $4.03K
237 $3K
PLD
Prologis, Inc.

Real Estate
16
+ 8.0%
$103.59 - $124.04 $1.66K - $1.98K
216 $24K
NOC
Northrop Grumman Corp

Industrials
2
+ 4.88%
$433.45 - $513.82 $867 - $1.03K
43 $22K
PM
Philip Morris International Inc.

Consumer Defensive
13
New
$117.15 - $158.79 $1.52K - $2.06K
13 $2K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
25
+ 2.5%
N/A
1.03K $57K
MSI
Motorola Solutions, Inc.

Technology
5
+ 23.81%
$411.73 - $482.1 $2.06K - $2.41K
26 $11K
AXP
American Express CO

Financial Services
8
New
$255.39 - $325.87 $2.04K - $2.61K
8 $2K
WBD
Warner Bros. Discovery, Inc.

Communication Services
38
+ 0.47%
$9.47 - $11.46 $360 - $435
8.15K $87K
SPGI
S&P Global Inc.

Financial Services
3
New
$478.26 - $543.77 $1.43K - $1.63K
3 $1K
POWL
Powell Industries Inc

Industrials
40
+ 40.0%
$155.56 - $311.38 $6.22K - $12.5K
140 $23K
ZTS
Zoetis Inc.

Healthcare
10
New
$156.48 - $175.67 $1.56K - $1.76K
10 $1K
EBND
Spdr Bloomberg Emerging Market

ETFs
38
+ 5.23%
$19.47 - $20.36 $740 - $774
765 $15K
TJX
Tjx Companies Inc

Consumer Cyclical
15
New
$112.81 - $126.16 $1.69K - $1.89K
15 $1K
AMT
American Tower Corp

Real Estate
9
New
$173.46 - $217.6 $1.56K - $1.96K
9 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8
New
$208.48 - $244.03 $1.67K - $1.95K
8 $1K
WEC
Wec Energy Group, Inc.

Utilities
16
New
$92.12 - $108.98 $1.47K - $1.74K
16 $1K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.79%
$68.32 - $75.06 $68.3 - $75.1
127 $9K
TT
Trane Technologies PLC

Industrials
4
New
$332.0 - $400.86 $1.33K - $1.6K
4 $1K
Amplify ETF Tr
107
New
N/A
107 $0
NEE
Nextera Energy Inc

Utilities
27
+ 1.13%
$66.96 - $76.16 $1.81K - $2.06K
2.43K $172K
Euroholdings LTD
200
New
N/A
200 $0
Abrdn Fds
242
New
N/A
242 $0
Activity Summary
Buys All Purchases 130 New Holdings 35 Increased Positions 95 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email