Optimum Investment Advisors Incresed Positions in Q1 2025

Optimum Investment Advisors

  • $207 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
167
+ 1.56%
$243.19 - $288.14 $40.6K - $48.1K
10.8K $3.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
200
+ 5.33%
$442.66 - $534.52 $88.5K - $107K
3.96K $2.11M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
32.5K
+ 13.53%
$3.88 - $4.37 $126K - $142K
273K $1.19M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.48K
+ 82.69%
$81.83 - $82.73 $203K - $205K
5.48K $453K
PHYS
Sprott Physical Gold Trust

Financial Services
2.7K
+ 8.13%
$20.25 - $24.06 $54.7K - $65K
35.9K $863K
AMD
Advanced Micro Devices Inc

Technology
2.42K
+ 70.34%
$96.63 - $129.55 $234K - $314K
5.87K $603K
NFLX
Netflix Inc

Communication Services
140
+ 17.81%
$828.4 - $1058.6 $116K - $148K
926 $863K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
9.56K
+ 71.88%
$14.91 - $15.74 $143K - $150K
22.9K $355K
CVX
Chevron Corp

Energy
410
+ 10.67%
$146.71 - $167.97 $60.2K - $68.9K
4.25K $711K
DGRO
Ishares Core Dividend Growth E

ETFs
2.35K
+ 10.49%
$60.46 - $64.42 $142K - $151K
24.8K $1.53M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.65K
+ 82.21%
$66.9 - $71.57 $110K - $118K
3.66K $257K
EFA
Ishares Tr Msci Eafe ETF

ETFs
900
+ 12.52%
$74.85 - $84.89 $67.4K - $76.4K
8.09K $661K
XOM
Exxon Mobil Corp

Energy
15
+ 0.17%
$105.44 - $118.93 $1.58K - $1.78K
8.79K $1.05M
NEM
Newmont Corp

Basic Materials
1K
+ 29.41%
$37.79 - $48.39 $37.8K - $48.4K
4.4K $212K
VEA
Vanguard Ftse Developed Market

ETFs
839
+ 6.25%
$47.4 - $52.99 $39.8K - $44.5K
14.3K $725K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.94K
+ 25.63%
$20.64 - $20.73 $81.3K - $81.6K
19.3K $399K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
5K
+ 3.66%
$8.4 - $9.45 $42K - $47.3K
142K $1.27M
SAND
Sandstorm Gold LTD

Basic Materials
3K
+ 14.71%
$5.54 - $7.65 $16.6K - $23K
23.4K $176K
MELI
Mercadolibre Inc

Consumer Cyclical
29
+ 170.59%
$1739.0 - $2260.0 $50.4K - $65.5K
46 $89K
XLE
Energy Sector Spdr

ETFs
138
+ 2.45%
$85.7 - $93.96 $11.8K - $13K
5.76K $538K
CME
Cme Group Inc.

Financial Services
150
+ 30.0%
$225.82 - $266.54 $33.9K - $40K
650 $172K
ABT
Abbott Laboratories

Healthcare
16
+ 0.59%
$111.1 - $140.22 $1.78K - $2.24K
2.74K $363K
ELV
Elevance Health, Inc.

Healthcare
103
+ 68.67%
$365.9 - $436.25 $37.7K - $44.9K
253 $110K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
5K
+ 9.77%
$8.58 - $8.9 $42.9K - $44.5K
56.2K $492K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.5K
+ 41.67%
$19.42 - $19.54 $48.6K - $48.9K
8.5K $165K
GE
General Electric CO

Industrials
100
+ 11.76%
$168.59 - $212.13 $16.9K - $21.2K
950 $190K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2K
+ 200.0%
$19.43 - $19.62 $38.9K - $39.2K
3K $58K
UNP
Union Pacific Corp

Industrials
5
+ 0.12%
$225.21 - $254.42 $1.13K - $1.27K
4.08K $963K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
175
+ 700.0%
$175.5 - $209.86 $30.7K - $36.7K
200 $36K
MSTR
Microstrategy Inc

Technology
110
+ 55.0%
$239.27 - $396.5 $26.3K - $43.6K
310 $89K
TIP
Ishares Tr Tips Bd ETF

ETFs
196
+ 9.28%
$106.22 - $111.09 $20.8K - $21.8K
2.31K $256K
DVYE
Ishares Emerging Markets Divid

ETFs
553
+ 5.28%
$25.08 - $27.99 $13.9K - $15.5K
11K $300K
VFH
Vanguard Financial ETF

ETFs
235
+ 235.0%
$114.07 - $127.34 $26.8K - $29.9K
335 $40K
IEFA
Ishares Tr

ETFs
249
+ 12.93%
$69.57 - $78.65 $17.3K - $19.6K
2.18K $164K
FCX
Freeport Mcmoran Inc

Basic Materials
700
+ 34.15%
$34.5 - $43.01 $24.2K - $30.1K
2.75K $104K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
71
+ 4.59%
$70.96 - $92.65 $5.04K - $6.58K
1.62K $139K
LDOS
Leidos Holdings, Inc.

Technology
169
+ 260.0%
$126.82 - $161.11 $21.4K - $27.2K
234 $31K
IMFL
Invesco Ex Tr Self Indx Fd Tr
500
+ 7.59%
$23.3 - $25.76 $11.7K - $12.9K
7.09K $174K
EEM
Ishares Msci Emerging Markets

ETFs
117
+ 1.56%
$40.81 - $45.34 $4.77K - $5.3K
7.61K $332K
IVE
Ishares S&P 500 Value ETF

ETFs
88
+ 19.56%
$185.78 - $198.58 $16.3K - $17.5K
538 $102K
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
TM
Toyota Motor Corp

Consumer Cyclical
100
+ 40.0%
$176.53 - $195.35 $17.7K - $19.5K
350 $61K
OHI
Omega Healthcare Investors Inc

Real Estate
300
+ 8.91%
$35.7 - $38.33 $10.7K - $11.5K
3.67K $139K
UPST
Upstart Holdings, Inc.

Financial Services
300
+ 142.86%
$46.03 - $88.77 $13.8K - $26.6K
510 $23K
MU
Micron Technology Inc

Technology
100
+ 50.0%
$86.89 - $109.38 $8.69K - $10.9K
300 $26K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
198
+ 2.02%
$22.46 - $23.26 $4.45K - $4.61K
10K $231K
MKSI
Mks Instruments Inc

Technology
200
+ 66.67%
$78.89 - $122.69 $15.8K - $24.5K
500 $40K
LQD
Ishares Iboxx $ Investment Gra

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