Optimum Investment Advisors New Holdings in Q1 2025

Optimum Investment Advisors

  • $207 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABCB
Ameris Bancorp

Financial Services
2.23K
New
$55.56 - $68.47 $124K - $152K
2.23K $128K
CG
Carlyle Group Inc.

Financial Services
2.2K
New
$40.03 - $56.96 $88.1K - $125K
2.2K $95K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
1.8K
New
$36.74 - $50.04 $66.1K - $90.1K
1.8K $79K
CRDO
Credo Technology Group Holding LTD

Technology
1.3K
New
$39.45 - $85.5 $51.3K - $111K
1.3K $52K
IGHG
Proshares Investment Grade Int

ETFs
608
New
$76.51 - $78.81 $46.5K - $47.9K
608 $46K
TZA
Direxion Shs ETF Tr Direxion D

ETFs
2.2K
New
$11.53 - $17.92 $25.4K - $39.4K
2.2K $37K
BRO
Brown & Brown, Inc.

Financial Services
250
New
$100.54 - $124.4 $25.1K - $31.1K
250 $31K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
150
New
$203.38 - $274.79 $30.5K - $41.2K
150 $30K
VICR
Vicor Corp

Technology
550
New
$46.78 - $64.71 $25.7K - $35.6K
550 $25K
COIN
Coinbase Global, Inc.

Technology
125
New
$172.23 - $301.3 $21.5K - $37.7K
125 $21K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.11K
New
$7.89 - $8.07 $16.6K - $17K
2.11K $16K
XSMO
Invesco S&P Smallcap Momentum

ETFs
253
New
$59.97 - $70.03 $15.2K - $17.7K
253 $15K
LLY
Eli Lilly & CO

Healthcare
18
New
$725.72 - $929.72 $13.1K - $16.7K
18 $14K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
10
New
$1227.6 - $1458.46 $12.3K - $14.6K
10 $13K
AGNC
Agnc Investment Corp.

Real Estate
1K
New
$9.12 - $10.54 $9.12K - $10.5K
1K $9K
CCJ
Cameco Corp

Energy
150
New
$40.64 - $56.86 $6.1K - $8.53K
150 $6K
SOUN
Soundhound Ai, Inc.

Technology
500
New
$8.12 - $20.62 $4.06K - $10.3K
500 $4K
OPFI
Opp Fi Inc.

Technology
500
New
$7.18 - $16.94 $3.59K - $8.47K
500 $4K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
237
New
$16.06 - $16.99 $3.81K - $4.03K
237 $3K
AXP
American Express CO

Financial Services
8
New
$255.39 - $325.87 $2.04K - $2.61K
8 $2K
PM
Philip Morris International Inc.

Consumer Defensive
13
New
$117.15 - $158.79 $1.52K - $2.06K
13 $2K
ZTS
Zoetis Inc.

Healthcare
10
New
$156.48 - $175.67 $1.56K - $1.76K
10 $1K
AMT
American Tower Corp

Real Estate
9
New
$173.46 - $217.6 $1.56K - $1.96K
9 $1K
TJX
Tjx Companies Inc

Consumer Cyclical
15
New
$112.81 - $126.16 $1.69K - $1.89K
15 $1K
WEC
Wec Energy Group, Inc.

Utilities
16
New
$92.12 - $108.98 $1.47K - $1.74K
16 $1K
TT
Trane Technologies PLC

Industrials
4
New
$332.0 - $400.86 $1.33K - $1.6K
4 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
8
New
$208.48 - $244.03 $1.67K - $1.95K
8 $1K
SPGI
S&P Global Inc.

Financial Services
3
New
$478.26 - $543.77 $1.43K - $1.63K
3 $1K
Amplify ETF Tr
107
New
N/A
107 $0
Abrdn Fds
242
New
N/A
242 $0
Gorilla Technology Group Inc
500
New
N/A
500 $0
Euroholdings LTD
200
New
N/A
200 $0
Graniteshares ETF Tr
220
New
N/A
220 $0
PKG
Packaging Corp Of America

Consumer Cyclical
5
New
$192.03 - $242.13 $960 - $1.21K
5 $0
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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