Optimum Investment Advisors Incresed Positions in Q4 2024

Optimum Investment Advisors

  • $222 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
375
+ 2.85%
$159.67 - $250.0 $59.9K - $93.8K
13.5K $3.13M
AMZN
Amazon Com Inc

Consumer Cyclical
463
+ 2.54%
$180.88 - $232.93 $83.7K - $108K
18.7K $4.1M
VGT
Vanguard Information Technolog

ETFs
79
+ 0.85%
$571.78 - $647.97 $45.2K - $51.2K
9.38K $5.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
103
+ 0.44%
$567.81 - $607.81 $58.5K - $62.6K
23.3K $13.6M
TSLA
Tesla, Inc.

Consumer Cyclical
503
+ 77.38%
$213.65 - $479.86 $107K - $241K
1.15K $465K
META
Meta Platforms, Inc.

Communication Services
240
+ 3.65%
$554.08 - $632.68 $133K - $152K
6.82K $4.02M
DGRO
Ishares Core Dividend Growth E

ETFs
4.4K
+ 24.44%
$60.73 - $64.94 $267K - $286K
22.4K $1.37M
VTI
Vanguard Total Stock Market Et

ETFs
794
+ 36.42%
$280.04 - $302.45 $222K - $240K
2.97K $861K
GOOGL
Alphabet Inc.

Communication Services
100
+ 1.16%
$161.86 - $196.66 $16.2K - $19.7K
8.75K $1.66M
D
Dominion Energy, Inc

Utilities
3.14K
+ 557.19%
$52.63 - $60.92 $165K - $191K
3.7K $199K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.65K
+ 19.74%
$87.25 - $95.52 $144K - $157K
9.98K $881K
NFLX
Netflix Inc

Communication Services
5
+ 0.64%
$687.65 - $936.56 $3.44K - $4.68K
786 $700K
INDY
Ishares India 50 ETF

ETFs
2.54K
+ 253.5%
$50.84 - $56.05 $129K - $142K
3.54K $179K
XLE
Energy Sector Spdr

ETFs
1.52K
+ 36.93%
$83.32 - $97.27 $126K - $148K
5.63K $481K
NOW
Service Now, Inc.

Technology
76
+ 43.68%
$867.18 - $1148.42 $65.9K - $87.3K
250 $265K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
250
+ 10.42%
$172.07 - $207.36 $43K - $51.8K
2.65K $523K
VB
Vanguard Small Cap ETF

ETFs
400
+ 11.54%
$233.76 - $261.58 $93.5K - $105K
3.87K $928K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
1.12K
+ 0.83%
$8.22 - $9.44 $9.21K - $10.6K
137K $1.21M
SQ
Block, Inc.

Technology
429
+ 28.6%
$65.06 - $98.92 $27.9K - $42.4K
1.93K $163K
IESC
Ies Holdings, Inc.

Industrials
250
+ 8.33%
$196.89 - $309.86 $49.2K - $77.5K
3.25K $653K
FDUS
Fidus Investment Corp

Financial Services
1.43K
+ 8.25%
$19.1 - $21.49 $27.3K - $30.7K
18.8K $394K
CAMT
Camtek LTD

Technology
650
+ 43.33%
$71.12 - $87.61 $46.2K - $56.9K
2.15K $173K
TWLO
Twilio Inc

Communication Services
205
+ 33.88%
$63.73 - $114.96 $13.1K - $23.6K
810 $87K
PSN
Parsons Corp

Industrials
700
+ 50.0%
$92.25 - $113.31 $64.6K - $79.3K
2.1K $193K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.13K
+ 5936.84%
$39.22 - $47.52 $44.2K - $53.6K
1.15K $45K
XAR
Spdr S&P Aerospace & Defense E

ETFs
200
+ 17.45%
$153.8 - $176.52 $30.8K - $35.3K
1.35K $223K
DOCU
Docusign, Inc.

Technology
400
+ 200.0%
$61.42 - $106.99 $24.6K - $42.8K
600 $53K
VRT
Vertiv Holdings CO

Industrials
450
+ 30.0%
N/A
1.95K $168K
RSP
Invesco S&P 500 Equal Weight E

ETFs
359
+ 5.65%
$174.22 - $187.62 $62.5K - $67.4K
6.72K $1.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.51%
$481.22 - $538.17 $3.37K - $3.77K
1.39K $711K
CRWD
Crowd Strike Holdings, Inc.

Technology
66
+ 33.0%
$275.15 - $388.2 $18.2K - $25.6K
266 $91K
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 100.0%
$181.96 - $405.9 $217K - $485K
2.39K $434K
VBK
Vanguard Small Cap Growth ETF

ETFs
65
+ 216.67%
$264.18 - $304.19 $17.2K - $19.8K
95 $26K
ITOT
Ishares Core S&P Total U.S. St

ETFs
33
+ 0.9%
$124.26 - $134.12 $4.1K - $4.43K
3.7K $476K
GNRC
Generac Holdings Inc.

Industrials
111
+ 17.76%
$154.28 - $195.11 $17.1K - $21.7K
736 $114K
TEI
Templeton Emerging Markets Income Fund

Financial Services
3K
+ 120.0%
$5.09 - $5.89 $15.3K - $17.7K
5.5K $28K
HD
Home Depot, Inc.

Consumer Cyclical
95
+ 6.25%
$385.02 - $431.37 $36.6K - $41K
1.62K $628K
VEU
Vanguard Ftse All World Ex Us

ETFs
400
+ 17.91%
$57.29 - $63.1 $22.9K - $25.2K
2.63K $151K
FISV
Fiserv Inc

Technology
75
+ 1.59%
N/A
4.79K $599K
TQQQ
Proshares Ultrapro Qqq

ETFs
80
+ 80.0%
$69.42 - $93.29 $5.55K - $7.46K
180 $14K
DELL
Dell Technologies Inc.

Technology
75
+ 15.59%
$111.96 - $144.21 $8.4K - $10.8K
556 $64K
AMPL
Amplitude, Inc.

Technology
600
+ 1200.0%
$8.51 - $11.89 $5.11K - $7.13K
650 $6K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.94K
+ 202.72%
$27.54 - $83.04 $191K - $576K
10.4K $286K
OPEN
Opendoor Technologies Inc.

Real Estate
1K
+ 105.26%
$1.6 - $2.34 $1.6K - $2.34K
1.95K $3K
SCHG
Schwab Strategic Tr Us Large C

ETFs
657
+ 300.0%
$25.93 - $105.3 $17K - $69.2K
876 $24K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
181
+ 2.18%
$22.39 - $23.45 $4.05K - $4.24K
8.49K $195K
TCBK
Trico Bancshares

Financial Services
7
+ 0.73%
$40.66 - $49.62 $285 - $347
972 $42K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
324
+ 200.0%
$22.01 - $66.82 $7.13K - $21.6K
486 $11K
Ge Vernova Inc
160
+ 13.48%
N/A
1.35K $0
Activity Summary
Buys All Purchases 93 New Holdings 20 Increased Positions 73 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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