Optimum Investment Advisors Incresed Positions in Q3 2025

Optimum Investment Advisors

  • $244 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
143
+ 0.62%
$617.65 - $666.84 $88.3K - $95.4K
23.1K $15.4M
FIX
Comfort Systems Usa Inc

Industrials
100
+ 3.35%
$521.66 - $825.18 $52.2K - $82.5K
3.09K $2.55M
GLD
Spdr Gold Trust

ETFs
805
+ 7.58%
$300.96 - $355.47 $242K - $286K
11.4K $4.06M
GOOGL
Alphabet Inc.

Communication Services
80
+ 0.99%
$174.36 - $254.72 $13.9K - $20.4K
8.14K $1.98M
RGLD
Royal Gold Inc

Basic Materials
2.15K
+ 1720.0%
$151.42 - $200.58 $326K - $431K
2.28K $456K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
17.5K
+ 7281.25%
$15.38 - $20.2 $269K - $353K
17.7K $357K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
22.7K
+ 8.05%
$4.36 - $5.16 $98.9K - $117K
304K $1.57M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
3.48K
+ 137.62%
$43.27 - $59.01 $150K - $205K
6K $354K
LLY
Eli Lilly & CO

Healthcare
247
+ 1372.22%
$625.65 - $812.69 $155K - $201K
265 $202K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
100
+ 3.49%
$224.68 - $282.71 $22.5K - $28.3K
2.97K $829K
EEM
Ishares Msci Emerging Markets

ETFs
1.52K
+ 19.4%
$48.07 - $53.4 $73K - $81.1K
9.34K $498K
AMD
Advanced Micro Devices Inc

Technology
10
+ 0.17%
$134.8 - $184.42 $1.35K - $1.84K
5.88K $951K
MELI
Mercadolibre Inc

Consumer Cyclical
57
+ 81.43%
$2292.04 - $2514.05 $131K - $143K
127 $296K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.5K
+ 59.14%
$19.61 - $19.79 $108K - $109K
14.8K $291K
AMZN
Amazon Com Inc

Consumer Cyclical
462
+ 2.48%
$211.65 - $238.24 $97.8K - $110K
19.1K $4.2M
COF
Capital One Financial Corp

Financial Services
486
+ 69.43%
$207.29 - $229.74 $101K - $112K
1.19K $252K
UBER
Uber Technologies, Inc

Technology
564
+ 9.89%
$86.91 - $99.57 $49K - $56.2K
6.27K $613K
VEA
Vanguard Ftse Developed Market

ETFs
592
+ 3.83%
$56.02 - $60.3 $33.2K - $35.7K
16.1K $962K
D
Dominion Energy, Inc

Utilities
600
+ 7.82%
$56.32 - $62.1 $33.8K - $37.3K
8.28K $506K
NOW
Service Now, Inc.

Technology
100
+ 40.0%
$850.86 - $1044.69 $85.1K - $104K
350 $322K
BAC
Bank Of America Corp

Financial Services
6
+ 0.05%
$44.92 - $52.42 $270 - $315
12K $621K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.5K
+ 18.38%
$19.49 - $19.61 $48.7K - $49K
16.1K $314K
TIP
Ishares Tr Tips Bd ETF

ETFs
316
+ 13.38%
$109.11 - $111.88 $34.5K - $35.4K
2.68K $297K
POWL
Powell Industries Inc

Industrials
25
+ 8.33%
$205.47 - $304.3 $5.14K - $7.61K
325 $98K
DVYE
Ishares Emerging Markets Divid

ETFs
760
+ 6.88%
$28.5 - $30.64 $21.7K - $23.3K
11.8K $350K
ITOT
Ishares Core S&P Total U.S. St

ETFs
45
+ 1.77%
$135.0 - $146.02 $6.08K - $6.57K
2.59K $377K
DVY
Ishares Tr

ETFs
1
+ 0.03%
$133.88 - $142.57 $134 - $143
3.17K $451K
O
Realty Income Corp

Real Estate
400
+ 22.22%
$56.13 - $60.79 $22.5K - $24.3K
2.2K $133K
EFC
Ellington Financial Inc.

Real Estate
2.2K
+ 24.93%
$12.66 - $14.02 $27.9K - $30.8K
11K $143K
SCHA
Schwab Strategic Tr Us Small C

ETFs
169
+ 1.86%
$25.29 - $28.33 $4.27K - $4.79K
9.27K $258K
LQD
Ishares Iboxx $ Investment Gra

ETFs
168
+ 4.89%
$107.66 - $112.36 $18.1K - $18.9K
3.61K $401K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
222
+ 2.12%
$28.15 - $30.13 $6.25K - $6.69K
10.7K $317K
MKSI
Mks Instruments Inc

Technology
40
+ 6.4%
$89.62 - $129.92 $3.58K - $5.2K
665 $82K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
800
+ 24.24%
$18.61 - $18.94 $14.9K - $15.2K
4.1K $77K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
700
+ 24.14%
$20.41 - $20.67 $14.3K - $14.5K
3.6K $74K
IEFA
Ishares Tr

ETFs
59
+ 2.6%
$81.7 - $87.53 $4.82K - $5.16K
2.33K $203K
NRZ
New Residential Investment Corp.

Real Estate
2K
+ 200.0%
N/A
3K $21K
IMFL
Invesco Ex Tr Self Indx Fd Tr
368
+ 5.19%
$26.82 - $28.12 $9.87K - $10.3K
7.45K $206K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
257
+ 2.14%
$22.9 - $23.58 $5.89K - $6.06K
12.3K $288K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
83
+ 3.81%
$67.48 - $71.55 $5.6K - $5.94K
2.26K $160K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
600
+ 2.31%
$16.11 - $16.79 $9.67K - $10.1K
26.6K $429K
MSTR
Microstrategy Inc

Technology
100
+ 32.26%
$300.7 - $455.9 $30.1K - $45.6K
410 $132K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
10
+ 3.33%
$83.08 - $100.2 $831 - $1K
310 $31K
ACLS
Axcelis Technologies Inc

Technology
45
+ 50.0%
$67.69 - $100.44 $3.05K - $4.52K
135 $13K
FDUS
Fidus Investment Corp

Financial Services
235
+ 1.15%
$20.18 - $21.99 $4.74K - $5.17K
20.6K $417K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
237
+ 2.65%
$22.64 - $23.22 $5.37K - $5.5K
9.17K $211K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
138
+ 5.01%
$20.76 - $21.78 $2.86K - $3.01K
2.89K $62K
TCBK
Trico Bancshares

Financial Services
8
+ 0.81%
$40.26 - $46.49 $322 - $372
996 $44K
FCX
Freeport Mcmoran Inc

Basic Materials
300
+ 14.63%
$35.34 - $47.21 $10.6K - $14.2K
2.35K $92K
Activity Summary
Buys All Purchases 82 New Holdings 17 Increased Positions 65 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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