Optimum Investment Advisors New Holdings in Q3 2024

Optimum Investment Advisors

  • $227 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IESC
Ies Holdings, Inc.

Industrials
3K
New
$134.29 - $199.7 $403K - $599K
3K $598K
PSN
Parsons Corp

Industrials
1.4K
New
$76.52 - $103.68 $107K - $145K
1.4K $145K
OSCR
Oscar Health, Inc.

Healthcare
6.69K
New
$14.96 - $23.27 $100K - $156K
6.69K $141K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
1.3K
New
$70.21 - $78.25 $91.3K - $102K
1.3K $100K
GNRC
Generac Holdings Inc.

Industrials
625
New
$133.16 - $159.78 $83.2K - $99.9K
625 $99K
CRWD
Crowd Strike Holdings, Inc.

Technology
200
New
$217.89 - $392.15 $43.6K - $78.4K
200 $56K
INDY
Ishares India 50 ETF

ETFs
1K
New
$52.68 - $57.25 $52.7K - $57.3K
1K $56K
POWL
Powell Industries Inc

Industrials
100
New
$130.27 - $221.99 $13K - $22.2K
100 $22K
MU
Micron Technology Inc

Technology
200
New
$86.27 - $136.82 $17.3K - $27.4K
200 $20K
VUG
Vanguard Growth ETF

ETFs
46
New
$341.08 - $391.94 $15.7K - $18K
46 $17K
COF
Capital One Financial Corp

Financial Services
100
New
$131.42 - $153.05 $13.1K - $15.3K
100 $14K
TEI
Templeton Emerging Markets Income Fund

Financial Services
2.5K
New
$5.32 - $5.92 $13.3K - $14.8K
2.5K $14K
TYA
Simplify Exchange Traded Fds S

ETFs
1K
New
$12.71 - $12.71 $12.7K - $12.7K
1K $12K
NYT
New York Times CO

Communication Services
200
New
$51.1 - $55.66 $10.2K - $11.1K
200 $11K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
162
New
$59.93 - $66.52 $9.71K - $10.8K
162 $10K
BLK
Black Rock Inc.

Financial Services
10
New
$782.27 - $949.51 $7.82K - $9.5K
10 $9K
JETS
ETF Ser Solutions U S Global J

ETFs
400
New
$16.76 - $20.84 $6.7K - $8.34K
400 $8K
SOXL
Direxion Daily Semiconductor B

ETFs
200
New
$25.96 - $68.59 $5.19K - $13.7K
200 $7K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
337
New
$16.42 - $18.12 $5.53K - $6.11K
337 $6K
DUOL
Duolingo, Inc.

Technology
20
New
$158.85 - $287.54 $3.18K - $5.75K
20 $5K
Grayscale Ethereum Tr Eth
500
New
N/A
500 $0
Grayscale Ethereum Mini Tr E
500
New
N/A
500 $0
Hafnia LTD
2K
New
N/A
2K $0
Grayscale Bitcoin Mini Tr Bt
1.5K
New
N/A
1.5K $0
Siriusxm Holdings Inc
253
New
N/A
253 $0
Bw Lpg LTD
18.6K
New
N/A
18.6K $0
Amentum Holdings Inc
501
New
N/A
501 $0
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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