Optimum Investment Advisors Reduced Holdings in Q3 2025

Optimum Investment Advisors

  • $244 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-490
- 17.72%
$333.65 - $392.1 $163K - $192K
2.28K $802K
UPS
United Parcel Service Inc

Industrials
-625
- 5.37%
$82.58 - $105.54 $51.6K - $66K
11K $919K
V
Visa Inc.

Financial Services
-201
- 5.64%
$332.09 - $358.86 $66.8K - $72.1K
3.36K $1.15M
DHR
Danaher Corp

Healthcare
-550
- 13.92%
$181.46 - $212.2 $99.8K - $117K
3.4K $674K
CRWD
Crowd Strike Holdings, Inc.

Technology
-200
- 62.5%
$412.46 - $514.1 $82.5K - $103K
120 $58K
ICE
Intercontinental Exchange, Inc.

Financial Services
-75
- 1.26%
$167.28 - $188.45 $12.5K - $14.1K
5.87K $989K
CNI
Canadian National Railway CO

Industrials
-900
- 57.43%
$92.01 - $106.6 $82.8K - $95.9K
667 $62K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-200
- 97.56%
$473.44 - $553.71 $94.7K - $111K
5 $2K
BMY
Bristol Myers Squibb CO

Healthcare
-1.45K
- 9.12%
$43.31 - $48.98 $62.6K - $70.8K
14.4K $649K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 10.0%
$5364.25 - $5815.92 $48.3K - $52.3K
81 $437K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-900
- 12.98%
$82.38 - $83.0 $74.1K - $74.7K
6.03K $500K
SBUX
Starbucks Corp

Consumer Cyclical
-500
- 13.18%
$81.9 - $96.86 $41K - $48.4K
3.3K $278K
ACN
Accenture PLC

Technology
-100
- 12.12%
$232.56 - $304.78 $23.3K - $30.5K
725 $178K
TWLO
Twilio Inc

Communication Services
-250
- 29.94%
$92.44 - $132.7 $23.1K - $33.2K
585 $58K
FISV
Fiserv Inc

Technology
-350
- 7.54%
N/A
4.29K $537K
FSLR
First Solar, Inc.

Technology
-275
- 73.33%
$160.84 - $223.53 $44.2K - $61.5K
100 $22K
DSL
Double Line Income Solutions Fund

Financial Services
-3.1K
- 51.58%
$11.99 - $12.67 $37.2K - $39.3K
2.91K $35K
ADM
Archer Daniels Midland CO

Consumer Defensive
-808
- 42.35%
$53.54 - $64.21 $43.3K - $51.9K
1.1K $65K
IYR
Ishares Tr

ETFs
-372
- 22.09%
$94.16 - $98.46 $35K - $36.6K
1.31K $127K
DOCU
Docusign, Inc.

Technology
-380
- 46.63%
$67.14 - $85.01 $25.5K - $32.3K
435 $31K
STZ
Constellation Brands, Inc.

Consumer Defensive
-150
- 37.5%
$131.78 - $176.09 $19.8K - $26.4K
250 $33K
ENB
Enbridge Inc

Energy
-670
- 81.71%
$43.79 - $50.46 $29.3K - $33.8K
150 $7K
XLE
Energy Sector Spdr

ETFs
-639
- 10.87%
$84.25 - $91.99 $53.8K - $58.8K
5.24K $468K
S
Sentinel One, Inc.

Technology
-1.5K
- 82.87%
$15.81 - $19.78 $23.7K - $29.7K
310 $5K
ZBRA
Zebra Technologies Corp

Technology
-80
- 28.57%
$296.92 - $341.36 $23.8K - $27.3K
200 $59K
IEF
Ishares Barclays

ETFs
-300
- 12.24%
$93.91 - $97.26 $28.2K - $29.2K
2.15K $207K
PAAS
Pan American Silver Corp

Basic Materials
-1K
- 76.57%
$27.02 - $38.81 $27K - $38.8K
306 $11K
HYG
Ishares Tr

ETFs
-311
- 17.0%
$79.85 - $81.32 $24.8K - $25.3K
1.52K $123K
TGT
Target Corp

Consumer Defensive
-108
- 6.64%
$86.56 - $107.43 $9.35K - $11.6K
1.52K $136K
FXI
Ishares Tr

ETFs
-1.5K
- 17.62%
$36.18 - $41.62 $54.3K - $62.4K
7.01K $288K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
-589
- 25.1%
$87.06 - $104.97 $51.3K - $61.8K
1.76K $184K
ABT
Abbott Laboratories

Healthcare
-100
- 3.67%
$120.51 - $136.62 $12.1K - $13.7K
2.63K $351K
FIS
Fidelity National Information Services, Inc.

Technology
-150
- 27.27%
$63.37 - $82.35 $9.51K - $12.4K
400 $26K
XOM
Exxon Mobil Corp

Energy
-520
- 6.18%
$105.83 - $117.22 $55K - $61K
7.89K $890K
WPC
W. P. Carey Inc.

Real Estate
-537
- 13.74%
$61.29 - $68.7 $32.9K - $36.9K
3.37K $227K
AMGN
Amgen Inc

Healthcare
-60
- 5.42%
$271.18 - $309.22 $16.3K - $18.6K
1.05K $295K
ALGN
Align Technology Inc

Healthcare
-25
- 16.67%
$124.88 - $207.19 $3.12K - $5.18K
125 $15K
CVS
Cvs Health Corp

Healthcare
-403
- 14.9%
$58.75 - $76.5 $23.7K - $30.8K
2.3K $173K
NKE
Nike, Inc.

Consumer Cyclical
-13
- 0.16%
$69.24 - $79.24 $900 - $1.03K
7.93K $552K
UPST
Upstart Holdings, Inc.

Financial Services
-100
- 19.61%
$50.8 - $84.13 $5.08K - $8.41K
410 $20K
SQ
Block, Inc.

Technology
-204
- 18.07%
N/A
925 $52K
DLY
Double Line Yield Opportunities Fund

N/A
-347
- 4.35%
$15.08 - $15.65 $5.23K - $5.43K
7.64K $115K
SHW
Sherwin Williams CO

Basic Materials
-50
- 1.71%
$330.88 - $375.23 $16.5K - $18.8K
2.88K $997K
XLK
Technology Sector Spdr

ETFs
-50
- 20.0%
$250.97 - $282.66 $12.5K - $14.1K
200 $56K
VTRS
Viatris Inc

Healthcare
-664
- 94.05%
$8.74 - $10.69 $5.8K - $7.1K
42 $0
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-100
- 10.0%
$105.03 - $112.54 $10.5K - $11.3K
900 $99K
KHC
Kraft Heinz CO

Consumer Defensive
-200
- 6.06%
$25.63 - $28.94 $5.13K - $5.79K
3.1K $80K
PFE
Pfizer Inc

Healthcare
-1.2K
- 5.62%
$23.29 - $25.88 $27.9K - $31.1K
20.2K $513K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-259
- 4.51%
$181.56 - $190.33 $47K - $49.3K
5.49K $1.04M
Activity Summary
Buys All Purchases 82 New Holdings 17 Increased Positions 65 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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