Optimum Investment Advisors Reduced Holdings in Q2 2025

Optimum Investment Advisors

  • $223 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-605
- 0.7%
$172.42 - $223.89 $104K - $135K
86.1K $17.7M
UNH
Unitedhealth Group Inc

Healthcare
-24
- 0.33%
$274.35 - $599.47 $6.58K - $14.4K
7.26K $2.26M
VTI
Vanguard Total Stock Market Et

ETFs
-1.83K
- 60.96%
$243.75 - $303.93 $445K - $555K
1.17K $355K
ABBV
Abb Vie Inc.

Healthcare
-292
- 2.15%
$170.16 - $206.27 $49.7K - $60.2K
13.3K $2.46M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.82K
- 87.58%
$55.54 - $69.09 $157K - $195K
400 $27K
CVX
Chevron Corp

Energy
-260
- 6.11%
$133.73 - $168.51 $34.8K - $43.8K
3.99K $571K
XOM
Exxon Mobil Corp

Energy
-375
- 4.27%
$99.93 - $119.04 $37.5K - $44.6K
8.41K $907K
MCD
Mcdonalds Corp

Consumer Cyclical
-212
- 5.75%
$285.55 - $321.23 $60.5K - $68.1K
3.47K $1.01M
UPS
United Parcel Service Inc

Industrials
-100
- 0.85%
$91.92 - $110.2 $9.19K - $11K
11.6K $1.17M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-12.5K
- 22.24%
$8.43 - $8.77 $105K - $110K
43.7K $379K
WRB
Berkley W R Corp

Financial Services
-1.5K
- 69.38%
$64.28 - $75.17 $96.4K - $113K
662 $48K
PEP
Pepsico Inc

Consumer Defensive
-415
- 17.65%
$128.02 - $151.37 $53.1K - $62.8K
1.94K $255K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-545
- 3.38%
$83.97 - $92.85 $45.8K - $50.6K
15.6K $1.38M
INTC
Intel Corp

Technology
-3.73K
- 17.46%
$18.13 - $22.69 $67.7K - $84.7K
17.6K $395K
ELV
Elevance Health, Inc.

Healthcare
-178
- 70.36%
$372.27 - $452.69 $66.3K - $80.6K
75 $29K
AMGN
Amgen Inc

Healthcare
-130
- 10.52%
$262.28 - $309.85 $34.1K - $40.3K
1.11K $308K
DLY
Double Line Yield Opportunities Fund

N/A
-3.82K
- 32.34%
$14.45 - $16.11 $55.1K - $61.5K
7.98K $124K
JNJ
Johnson & Johnson

Healthcare
-100
- 2.65%
$146.36 - $159.82 $14.6K - $16K
3.67K $561K
PG
Procter & Gamble CO

Consumer Defensive
-110
- 2.64%
$157.66 - $172.39 $17.3K - $19K
4.05K $645K
CVS
Cvs Health Corp

Healthcare
-977
- 26.53%
$60.04 - $70.18 $58.7K - $68.6K
2.71K $186K
ABCB
Ameris Bancorp

Financial Services
-1.15K
- 51.69%
$50.69 - $64.92 $58.3K - $74.7K
1.08K $69K
INDY
Ishares India 50 ETF

ETFs
-1.23K
- 34.68%
$48.44 - $54.73 $59.4K - $67.1K
2.31K $125K
MRK
Merck & Co., Inc.

Healthcare
-50
- 1.04%
$73.47 - $87.12 $3.67K - $4.36K
4.75K $376K
UNP
Union Pacific Corp

Industrials
-120
- 2.94%
$208.27 - $238.46 $25K - $28.6K
3.96K $910K
ENPH
Enphase Energy, Inc.

Technology
-800
- 88.89%
$34.56 - $62.52 $27.6K - $50K
100 $3K
FXI
Ishares Tr

ETFs
-1.63K
- 16.07%
$29.59 - $37.41 $48.2K - $60.9K
8.51K $312K
FSLR
First Solar, Inc.

Technology
-500
- 57.14%
$120.38 - $192.98 $60.2K - $96.5K
375 $62K
TNA
Direxion Daily Small Cap Bull

ETFs
-1.7K
- 54.84%
$19.12 - $33.54 $32.5K - $57K
1.4K $46K
PFE
Pfizer Inc

Healthcare
-750
- 3.39%
$21.59 - $24.84 $16.2K - $18.6K
21.4K $517K
GPN
Global Payments Inc

Industrials
-150
- 8.71%
$67.47 - $99.6 $10.1K - $14.9K
1.57K $125K
ALGN
Align Technology Inc

Healthcare
-300
- 66.67%
$144.32 - $190.42 $43.3K - $57.1K
150 $28K
OHI
Omega Healthcare Investors Inc

Real Estate
-1.02K
- 27.71%
$35.55 - $39.05 $36.1K - $39.7K
2.65K $97K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.49K
- 56.9%
$26.99 - $33.86 $40.1K - $50.3K
1.13K $37K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-379
- 9.93%
$105.23 - $109.61 $39.9K - $41.5K
3.44K $376K
SBUX
Starbucks Corp

Consumer Cyclical
-109
- 2.79%
$79.69 - $99.41 $8.69K - $10.8K
3.8K $347K
RIO
Rio Tinto PLC

Basic Materials
-475
- 19.59%
$52.32 - $62.75 $24.9K - $29.8K
1.95K $113K
DVY
Ishares Tr

ETFs
-198
- 5.87%
$118.37 - $134.86 $23.4K - $26.7K
3.17K $421K
ADP
Automatic Data Processing Inc

Industrials
-100
- 40.0%
$276.76 - $326.81 $27.7K - $32.7K
150 $46K
TSLA
Tesla, Inc.

Consumer Cyclical
-300
- 26.25%
$221.86 - $362.89 $66.6K - $109K
843 $267K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-500
- 50.0%
$60.22 - $80.1 $30.1K - $40.1K
500 $40K
NEM
Newmont Corp

Basic Materials
-1.2K
- 27.27%
$44.18 - $59.46 $53K - $71.4K
3.2K $186K
FLNG
Flex Lng Ltd.

Energy
-1K
- 33.33%
$20.21 - $24.88 $20.2K - $24.9K
2K $43K
BNDX
Vanguard Total International B

ETFs
-500
- 89.29%
$48.77 - $49.55 $24.4K - $24.8K
60 $2K
GILD
Gilead Sciences, Inc.

Healthcare
-50
- 0.35%
$96.91 - $113.0 $4.85K - $5.65K
14.1K $1.57M
KTF
Dws Municipal Income Trust

Financial Services
-2K
- 25.0%
$8.73 - $9.46 $17.5K - $18.9K
6K $53K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-500
- 50.0%
$30.03 - $40.05 $15K - $20K
500 $17K
CMI
Cummins Inc

Industrials
-100
- 11.11%
$267.12 - $336.65 $26.7K - $33.7K
800 $262K
SPG
Simon Property Group Inc

Real Estate
-30
- 1.08%
$140.37 - $171.44 $4.21K - $5.14K
2.75K $441K
ADBE
Adobe Inc.

Technology
-75
- 2.64%
$340.0 - $420.68 $25.5K - $31.6K
2.77K $1.07M
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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