Optimum Investment Advisors Incresed Positions in Q2 2025

Optimum Investment Advisors

  • $223 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
217
+ 2.27%
$470.37 - $663.28 $102K - $144K
9.77K $6.48M
META
Meta Platforms, Inc.

Communication Services
16
+ 0.24%
$484.66 - $738.09 $7.75K - $11.8K
6.56K $4.84M
FIX
Comfort Systems Usa Inc

Industrials
25
+ 0.84%
$296.51 - $536.21 $7.41K - $13.4K
2.99K $1.6M
AMZN
Amazon Com Inc

Consumer Cyclical
100
+ 0.54%
$167.32 - $223.3 $16.7K - $22.3K
18.7K $4.09M
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.08%
$210.28 - $289.91 $2.1K - $2.9K
12.2K $3.55M
UBER
Uber Technologies, Inc

Technology
5.46K
+ 2226.94%
$64.62 - $93.3 $353K - $509K
5.7K $531K
GOOG
Alphabet Inc.

Communication Services
100
+ 0.43%
$146.58 - $180.01 $14.7K - $18K
23.4K $4.15M
PWR
Quanta Services, Inc.

Industrials
100
+ 2.91%
$239.47 - $381.26 $23.9K - $38.1K
3.54K $1.34M
IESC
Ies Holdings, Inc.

Industrials
335
+ 24.28%
$160.58 - $296.23 $53.8K - $99.2K
1.72K $508K
D
Dominion Energy, Inc

Utilities
3.98K
+ 107.43%
$49.66 - $58.0 $197K - $231K
7.68K $433K
VEA
Vanguard Ftse Developed Market

ETFs
1.21K
+ 8.47%
$45.65 - $57.01 $55.1K - $68.9K
15.5K $882K
IWM
Ishares Russell 2000 ETF

ETFs
23
+ 0.27%
$174.82 - $215.79 $4.02K - $4.96K
8.67K $1.87M
CRDO
Credo Technology Group Holding LTD

Technology
650
+ 50.0%
$33.3 - $95.05 $21.6K - $61.8K
1.95K $180K
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.47%
$416.06 - $551.64 $2.91K - $3.86K
1.49K $821K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.3K
+ 210.0%
$19.49 - $19.66 $123K - $124K
9.3K $182K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.46K
+ 26.56%
$82.21 - $83.12 $120K - $121K
6.93K $574K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.05K
+ 69.87%
$60.61 - $87.72 $63.5K - $91.9K
2.55K $216K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.1K
+ 60.0%
$19.44 - $19.56 $99.1K - $99.8K
13.6K $265K
IWR
Ishares Russell Mid Cap ETF

ETFs
347
+ 3.59%
$74.88 - $91.97 $26K - $31.9K
10K $921K
MELI
Mercadolibre Inc

Consumer Cyclical
24
+ 52.17%
$1794.73 - $2613.63 $43.1K - $62.7K
70 $182K
CRWD
Crowd Strike Holdings, Inc.

Technology
54
+ 20.3%
$321.63 - $509.31 $17.4K - $27.5K
320 $162K
BAC
Bank Of America Corp

Financial Services
6
+ 0.05%
$34.39 - $47.46 $206 - $285
12K $569K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
3.1K
+ 13.56%
$14.62 - $16.23 $45.3K - $50.3K
26K $421K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
728
+ 44.97%
$71.89 - $88.34 $52.3K - $64.3K
2.35K $205K
CAMT
Camtek LTD

Technology
450
+ 60.0%
$50.56 - $84.56 $22.8K - $38.1K
1.2K $101K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
44
+ 0.35%
$39.89 - $49.46 $1.76K - $2.18K
12.8K $630K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.54K
+ 20.3%
$20.42 - $25.3 $31.4K - $38.9K
9.1K $230K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.02K
+ 20.15%
$22.68 - $23.28 $45.7K - $46.9K
12K $279K
EEM
Ishares Msci Emerging Markets

ETFs
214
+ 2.81%
$38.52 - $48.28 $8.24K - $10.3K
7.83K $377K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
8.75K
+ 3.21%
$3.84 - $4.48 $33.6K - $39.2K
282K $1.24M
POWL
Powell Industries Inc

Industrials
160
+ 114.29%
$159.38 - $211.34 $25.5K - $33.8K
300 $63K
ITOT
Ishares Core S&P Total U.S. St

ETFs
42
+ 1.68%
$108.12 - $135.04 $4.54K - $5.67K
2.55K $344K
TM
Toyota Motor Corp

Consumer Cyclical
200
+ 57.14%
$158.63 - $195.39 $31.7K - $39.1K
550 $94K
TWLO
Twilio Inc

Communication Services
100
+ 13.61%
$81.34 - $124.36 $8.13K - $12.4K
835 $103K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
725
+ 40.28%
$36.07 - $44.58 $26.2K - $32.3K
2.53K $111K
FDUS
Fidus Investment Corp

Financial Services
1.74K
+ 9.32%
$17.32 - $20.65 $30.1K - $35.9K
20.4K $411K
SOXL
Direxion Daily Semiconductor B

ETFs
1.1K
+ 550.0%
$8.25 - $25.2 $9.08K - $27.7K
1.3K $32K
IEFA
Ishares Tr

ETFs
98
+ 4.51%
$67.83 - $84.09 $6.65K - $8.24K
2.27K $189K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
20
+ 13.33%
$177.93 - $313.14 $3.56K - $6.26K
170 $53K
NEE
Nextera Energy Inc

Utilities
373
+ 15.37%
$64.11 - $75.0 $23.9K - $28K
2.8K $194K
MKSI
Mks Instruments Inc

Technology
125
+ 25.0%
$58.78 - $100.27 $7.35K - $12.5K
625 $62K
PSX
Phillips 66

Energy
200
+ 23.87%
$92.87 - $125.73 $18.6K - $25.1K
1.04K $123K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
50
+ 25.0%
$160.22 - $209.35 $8.01K - $10.5K
250 $52K
DVYE
Ishares Emerging Markets Divid

ETFs
13
+ 0.12%
$23.95 - $29.03 $311 - $377
11K $316K
GM
General Motors CO

Consumer Cyclical
300
+ 60.0%
$42.48 - $50.46 $12.7K - $15.1K
800 $39K
MPTI
M Tron Industries, Inc.

Technology
300
+ 150.0%
$38.49 - $59.64 $11.5K - $17.9K
500 $21K
DOCS
Doximity, Inc.

Healthcare
100
+ 12.5%
$50.71 - $61.34 $5.07K - $6.13K
900 $55K
HYG
Ishares Tr

ETFs
79
+ 4.51%
$75.75 - $80.65 $5.98K - $6.37K
1.83K $147K
IBB
Ishares Biotechnology ETF

ETFs
84
+ 2.58%
$112.02 - $129.0 $9.41K - $10.8K
3.35K $423K
Activity Summary
Buys All Purchases 89 New Holdings 14 Increased Positions 75 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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