Optimum Investment Advisors Incresed Positions in Q1 2025

Optimum Investment Advisors

  • $207 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IYR
Ishares Tr

ETFs
28
+ 1.74%
$89.49 - $98.98 $2.51K - $2.77K
1.64K $157K
RGTI
Rigetti Computing, Inc.

Technology
1.2K
+ 400.0%
$6.05 - $19.51 $7.26K - $23.4K
1.5K $11K
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.08%
$71.24 - $83.64 $71.2 - $83.6
1.23K $96K
DOCU
Docusign, Inc.

Technology
115
+ 19.17%
$74.7 - $97.7 $8.59K - $11.2K
715 $58K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
219
+ 2.58%
$22.25 - $23.0 $4.87K - $5.04K
8.71K $200K
TEI
Templeton Emerging Markets Income Fund

Financial Services
500
+ 9.09%
$5.15 - $5.57 $2.58K - $2.79K
6K $32K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
103
+ 4.04%
$20.2 - $22.24 $2.08K - $2.29K
2.65K $57K
HYG
Ishares Tr

ETFs
42
+ 2.46%
$78.51 - $80.11 $3.3K - $3.36K
1.75K $138K
PLD
Prologis, Inc.

Real Estate
16
+ 8.0%
$103.59 - $124.04 $1.66K - $1.98K
216 $24K
NOC
Northrop Grumman Corp

Industrials
2
+ 4.88%
$433.45 - $513.82 $867 - $1.03K
43 $22K
MSI
Motorola Solutions, Inc.

Technology
5
+ 23.81%
$411.73 - $482.1 $2.06K - $2.41K
26 $11K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
25
+ 2.5%
N/A
1.03K $57K
EBND
Spdr Bloomberg Emerging Market

ETFs
38
+ 5.23%
$19.47 - $20.36 $740 - $774
765 $15K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.79%
$68.32 - $75.06 $68.3 - $75.1
127 $9K
WBD
Warner Bros. Discovery, Inc.

Communication Services
38
+ 0.47%
$9.47 - $11.46 $360 - $435
8.15K $87K
POWL
Powell Industries Inc

Industrials
40
+ 40.0%
$155.56 - $311.38 $6.22K - $12.5K
140 $23K
Linde PLC
5
+ 3.85%
N/A
135 $0
SGDM
Sprott ETF Tr Gold Miners ETF
1K
+ 11.24%
N/A
9.9K $0
NEE
Nextera Energy Inc

Utilities
27
+ 1.13%
$66.96 - $76.16 $1.81K - $2.06K
2.43K $172K
Ge Vernova Inc
1.83K
+ 135.63%
N/A
3.17K $0
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
17
+ 4.94%
$16.57 - $18.85 $282 - $320
361 $6K
Ishares Bitcoin Trust ETF
399
+ 27.9%
N/A
1.83K $0
Arista Networks Inc
125
+ 31.25%
N/A
525 $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.11%
$24.91 - $29.02 $24.9 - $29
877 $21K
TCBK
Trico Bancshares

Financial Services
8
+ 0.82%
$39.87 - $45.12 $319 - $361
980 $39K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 1.41%
$222.66 - $268.42 $1.34K - $1.61K
431 $100K
APH
Amphenol Corp

Technology
164
+ 4.04%
$61.62 - $78.55 $10.1K - $12.9K
4.23K $277K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
151
+ 1.46%
$25.58 - $29.24 $3.86K - $4.42K
10.5K $275K
IBB
Ishares Biotechnology ETF

ETFs
19
+ 0.59%
$127.9 - $140.56 $2.43K - $2.67K
3.26K $417K
AI
C3.Ai, Inc.

Technology
700
+ 35.57%
$20.92 - $36.93 $14.6K - $25.9K
2.67K $56K
SCHA
Schwab Strategic Tr Us Small C

ETFs
119
+ 1.6%
$23.16 - $27.04 $2.76K - $3.22K
7.57K $177K
QQQ
Invesco Qqq Trust, Series 1

ETFs
90
+ 6.47%
$468.34 - $539.52 $42.2K - $48.6K
1.48K $694K
HON
Honeywell International Inc

Industrials
6
+ 0.41%
$202.75 - $226.52 $1.22K - $1.36K
1.48K $313K
IWF
Ishares Russell 1000 Gr ETF

ETFs
55
+ 5.39%
$360.07 - $417.26 $19.8K - $22.9K
1.08K $388K
SHOP
Shopify Inc.

Technology
233
+ 5.12%
$90.59 - $129.31 $21.1K - $30.1K
4.78K $456K
ACN
Accenture PLC

Technology
6
+ 0.73%
$300.91 - $398.25 $1.81K - $2.39K
831 $259K
VTI
Vanguard Total Stock Market Et

ETFs
20
+ 0.67%
$271.18 - $303.12 $5.42K - $6.06K
2.99K $822K
ETN
Eaton Corp PLC

Industrials
5
+ 0.61%
$271.83 - $371.23 $1.36K - $1.86K
830 $225K
AMAT
Applied Materials Inc

Technology
50
+ 1.33%
$145.06 - $195.51 $7.25K - $9.78K
3.8K $550K
WMT
Walmart Inc.

Consumer Defensive
24
+ 0.09%
$84.5 - $105.05 $2.03K - $2.52K
27.5K $2.41M
ADBE
Adobe Inc.

Technology
50
+ 1.79%
$377.84 - $464.11 $18.9K - $23.2K
2.84K $1.09M
VGT
Vanguard Information Technolog

ETFs
175
+ 1.87%
$542.38 - $646.34 $94.9K - $113K
9.55K $5.18M
MSFT
Microsoft Corp

Technology
27
+ 0.16%
$375.39 - $447.2 $10.1K - $12.1K
16.6K $6.24M
AVGO
Broadcom Inc.

Technology
268
+ 1.98%
$167.43 - $244.7 $44.9K - $65.6K
13.8K $2.31M
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
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