Optimum Investment Advisors Incresed Positions in Q3 2024

Optimum Investment Advisors

  • $227 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
198
+ 0.86%
$517.38 - $573.86 $102K - $114K
23.2K $13.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.07K
+ 93.05%
$162.83 - $179.16 $499K - $549K
6.36K $1.14M
IWM
Ishares Russell 2000 ETF

ETFs
999
+ 12.65%
$200.87 - $224.6 $201K - $224K
8.9K $1.97M
GLD
Spdr Gold Trust

ETFs
227
+ 2.1%
$215.56 - $246.98 $48.9K - $56.1K
11K $2.68M
VGT
Vanguard Information Technolog

ETFs
227
+ 2.5%
$514.43 - $606.85 $117K - $138K
9.3K $5.45M
TTD
Trade Desk, Inc.

Technology
500
+ 3.74%
$83.08 - $110.79 $41.5K - $55.4K
13.9K $1.52M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.73K
+ 26.17%
$79.92 - $88.19 $138K - $152K
8.33K $734K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1K
+ 6.6%
$89.91 - $101.33 $89.9K - $101K
16.1K $1.58M
GS
Goldman Sachs Group Inc

Financial Services
25
+ 0.98%
$459.02 - $510.25 $11.5K - $12.8K
2.59K $1.28M
SQ
Block, Inc.

Technology
1.2K
+ 400.0%
$57.21 - $72.07 $68.7K - $86.5K
1.5K $100K
ITOT
Ishares Core S&P Total U.S. St

ETFs
366
+ 11.07%
$113.41 - $125.62 $41.5K - $46K
3.67K $461K
FDUS
Fidus Investment Corp

Financial Services
3.43K
+ 24.64%
$18.76 - $20.34 $64.3K - $69.7K
17.3K $339K
DVY
Ishares Tr

ETFs
2
+ 0.05%
$119.99 - $135.74 $240 - $271
3.96K $534K
VEA
Vanguard Ftse Developed Market

ETFs
207
+ 1.66%
$47.6 - $53.31 $9.85K - $11K
12.6K $667K
PFE
Pfizer Inc

Healthcare
1K
+ 4.71%
$27.7 - $31.39 $27.7K - $31.4K
22.2K $642K
IBB
Ishares Biotechnology ETF

ETFs
162
+ 5.36%
$135.09 - $149.47 $21.9K - $24.2K
3.19K $463K
FISV
Fiserv Inc

Technology
350
+ 8.02%
N/A
4.72K $590K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
185
+ 11.46%
$64.93 - $82.12 $12K - $15.2K
1.8K $147K
AMZN
Amazon Com Inc

Consumer Cyclical
813
+ 4.67%
$161.02 - $200.0 $131K - $163K
18.2K $3.4M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
288
+ 15.52%
$69.16 - $76.64 $19.9K - $22.1K
2.14K $161K
MELI
Mercadolibre Inc

Consumer Cyclical
15
+ 750.0%
$1591.44 - $2140.1 $23.9K - $32.1K
17 $34K
AMD
Advanced Micro Devices Inc

Technology
150
+ 5.09%
$128.67 - $183.96 $19.3K - $27.6K
3.1K $507K
VTV
Vanguard Value ETF

ETFs
152
+ 87.86%
$159.75 - $174.57 $24.3K - $26.5K
325 $56K
EEM
Ishares Msci Emerging Markets

ETFs
92
+ 1.27%
$40.42 - $46.7 $3.72K - $4.3K
7.32K $335K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 15.69%
$475.2 - $527.7 $19K - $21.1K
295 $155K
TNA
Direxion Daily Small Cap Bull

ETFs
100
+ 3.33%
$34.86 - $49.09 $3.49K - $4.91K
3.1K $137K
LQD
Ishares Iboxx $ Investment Gra

ETFs
25
+ 0.64%
$106.11 - $113.72 $2.65K - $2.84K
3.94K $444K
IWN
Ishares Russell2000 Val ETF

ETFs
150
+ 375.0%
$150.05 - $171.34 $22.5K - $25.7K
190 $31K
HYG
Ishares Tr

ETFs
216
+ 14.4%
$76.72 - $80.36 $16.6K - $17.4K
1.72K $137K
JEPI
J P Morgan Exchange Traded Fd

ETFs
300
+ 23.18%
$54.98 - $59.51 $16.5K - $17.9K
1.59K $94K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18
+ 0.53%
$75.47 - $83.18 $1.36K - $1.5K
3.42K $284K
IMFL
Invesco Ex Tr Self Indx Fd Tr
500
+ 6.86%
$23.68 - $26.26 $11.8K - $13.1K
7.79K $198K
SCHA
Schwab Strategic Tr Us Small C

ETFs
57
+ 1.55%
$46.9 - $51.96 $2.67K - $2.96K
3.73K $192K
CPRT
Copart Inc

Consumer Cyclical
300
+ 141.51%
$49.19 - $55.54 $14.8K - $16.7K
512 $26K
VRT
Vertiv Holdings CO

Industrials
150
+ 11.11%
$86.66 - $86.66 $13K - $13K
1.5K $129K
DLY
Double Line Yield Opportunities Fund

N/A
6
+ 0.04%
$15.67 - $16.79 $94 - $101
15.7K $260K
WRB
Berkley W R Corp

Financial Services
937
+ 49.97%
$51.54 - $79.62 $48.3K - $74.6K
2.81K $159K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.07%
$434.77 - $502.96 $435 - $503
1.39K $675K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
205
+ 2.53%
$22.38 - $23.66 $4.59K - $4.85K
8.31K $194K
TIP
Ishares Tr Tips Bd ETF

ETFs
26
+ 1.05%
$105.92 - $110.83 $2.75K - $2.88K
2.5K $276K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
40
+ 0.83%
$45.2 - $47.87 $1.81K - $1.91K
4.86K $230K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
86
+ 3.44%
$19.78 - $23.53 $1.7K - $2.02K
2.59K $59K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
60
+ 1.92%
$81.31 - $83.29 $4.88K - $5K
3.19K $264K
S
Sentinel One, Inc.

Technology
100
+ 6.21%
$19.76 - $25.26 $1.98K - $2.53K
1.71K $40K
YYY
Amplify ETF Tr High Income ETF

ETFs
300
+ 6.45%
$11.48 - $12.36 $3.44K - $3.71K
4.95K $61K
UBER
Uber Technologies, Inc

Technology
65
+ 36.11%
$58.48 - $77.47 $3.8K - $5.04K
245 $18K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
400
+ 33.33%
$13.65 - $23.25 $5.46K - $9.3K
1.6K $29K
AVGO
Broadcom Inc.

Technology
11.7K
+ 832.86%
$136.27 - $1745.86 $1.6M - $20.5M
13.1K $2.27M
TCBK
Trico Bancshares

Financial Services
7
+ 0.73%
$37.75 - $47.95 $264 - $336
965 $41K
Activity Summary
Buys All Purchases 89 New Holdings 28 Increased Positions 61 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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