Optimum Investment Advisors Reduced Holdings in Q2 2025

Optimum Investment Advisors

  • $223 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HAL
Halliburton CO

Energy
-339
- 18.43%
$19.26 - $25.7 $6.53K - $8.71K
1.5K $30K
OTIS
Otis Worldwide Corp

Industrials
-64
- 2.83%
$90.88 - $104.3 $5.82K - $6.68K
2.2K $217K
FCX
Freeport Mcmoran Inc

Basic Materials
-700
- 25.45%
$29.15 - $44.46 $20.4K - $31.1K
2.05K $88K
IVE
Ishares S&P 500 Value ETF

ETFs
-88
- 16.36%
$168.34 - $195.42 $14.8K - $17.2K
450 $87K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-203
- 23.88%
$72.02 - $73.82 $14.6K - $15K
647 $47K
ACN
Accenture PLC

Technology
-6
- 0.72%
$279.23 - $323.21 $1.68K - $1.94K
825 $246K
INTU
Intuit Inc

Technology
-24
- 54.55%
$544.07 - $787.63 $13.1K - $18.9K
20 $15K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-50
- 16.95%
$99.37 - $134.05 $4.97K - $6.7K
245 $27K
CMCSA
Comcast Corp

Communication Services
-245
- 10.42%
$32.84 - $36.72 $8.05K - $9K
2.11K $75K
BIDU
Baidu, Inc.

Communication Services
-100
- 45.45%
$76.86 - $92.5 $7.69K - $9.25K
120 $10K
NVO
Novo Nordisk A S

Healthcare
-109
- 3.56%
$58.08 - $81.05 $6.33K - $8.83K
2.95K $203K
VBK
Vanguard Small Cap Growth ETF

ETFs
-40
- 50.63%
$219.76 - $276.94 $8.79K - $11.1K
39 $10K
ABNB
Airbnb, Inc.

Consumer Cyclical
-60
- 68.18%
$105.69 - $140.64 $6.34K - $8.44K
28 $3K
ADSK
Autodesk, Inc.

Technology
-25
- 21.74%
N/A
90 $22K
AMPL
Amplitude, Inc.

Technology
-600
- 92.31%
$7.71 - $12.97 $4.63K - $7.78K
50 $0
SOFI
So Fi Technologies, Inc.

Financial Services
-400
- 72.73%
$9.5 - $18.21 $3.8K - $7.28K
150 $2K
FIS
Fidelity National Information Services, Inc.

Technology
-100
- 15.38%
$68.14 - $82.13 $6.81K - $8.21K
550 $44K
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.7%
$335.24 - $380.78 $3.69K - $4.19K
1.56K $571K
CG
Carlyle Group Inc.

Financial Services
-400
- 18.18%
$34.78 - $51.4 $13.9K - $20.6K
1.8K $92K
MSI
Motorola Solutions, Inc.

Technology
-5
- 19.23%
$394.72 - $440.39 $1.97K - $2.2K
21 $8K
U
Unity Software Inc.

Technology
-150
- 93.75%
$16.75 - $26.24 $2.51K - $3.94K
10 $0
PLD
Prologis, Inc.

Real Estate
-16
- 7.41%
$89.76 - $112.34 $1.44K - $1.8K
200 $21K
NOC
Northrop Grumman Corp

Industrials
-2
- 4.65%
$456.3 - $540.39 $913 - $1.08K
41 $20K
V
Visa Inc.

Financial Services
-53
- 1.47%
$308.27 - $373.31 $16.3K - $19.8K
3.56K $1.26M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-17
- 7.83%
$63.54 - $68.5 $1.08K - $1.16K
200 $13K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-300
- 6.14%
$51.16 - $62.02 $15.3K - $18.6K
4.59K $284K
TXN
Texas Instruments Inc

Technology
-3
- 1.1%
N/A
269 $52K
Vitesse Energy Inc
-2.9K
- 12.21%
N/A
20.9K $0
Amentum Holdings Inc
-129
- 25.75%
N/A
372 $0
Bunge Global Sa
-660
- 28.7%
N/A
1.64K $0
Ishares Bitcoin Trust ETF
-200
- 10.93%
N/A
1.63K $0
Linde PLC
-5
- 3.7%
N/A
130 $0
EBND
Spdr Bloomberg Emerging Market

ETFs
-37
- 4.84%
$19.57 - $21.4 $724 - $792
728 $15K
Graniteshares ETF Tr
-20
- 9.09%
N/A
200 $0
Ge Healthcare Technologies I
-300
- 18.95%
N/A
1.28K $0
Gsk PLC
-285
- 64.04%
N/A
160 $0
SGDM
Sprott ETF Tr Gold Miners ETF
-200
- 2.02%
N/A
9.7K $0
XLK
Technology Sector Spdr

ETFs
-50
- 16.67%
$179.73 - $253.23 $8.99K - $12.7K
250 $63K
VIS
Vanguard Industrial ETF

ETFs
-4
- 2.88%
$220.04 - $280.07 $880 - $1.12K
135 $37K
RS
Reliance Steel & Aluminum CO

Basic Materials
-50
- 6.25%
$262.08 - $316.81 $13.1K - $15.8K
750 $235K
SCHW
Schwab Charles Corp

Financial Services
-125
- 10.18%
$69.06 - $91.24 $8.63K - $11.4K
1.1K $100K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-21
- 1.83%
$37.77 - $46.15 $793 - $969
1.13K $51K
COF
Capital One Financial Corp

Financial Services
-100
- 12.5%
$150.57 - $212.76 $15.1K - $21.3K
700 $148K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-38
- 0.47%
$7.69 - $11.46 $292 - $435
8.11K $92K
ABT
Abbott Laboratories

Healthcare
-16
- 0.58%
$123.95 - $138.08 $1.98K - $2.21K
2.73K $370K
T
At&T Inc.

Communication Services
-157
- 0.6%
$26.33 - $28.94 $4.13K - $4.54K
26K $752K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-23
- 0.22%
$22.92 - $28.05 $527 - $645
10.5K $294K
XLI
Industrial Sector Spdr

ETFs
-100
- 4.76%
$116.42 - $147.52 $11.6K - $14.8K
2K $295K
QCOM
Qualcomm Inc

Technology
-200
- 2.16%
$124.66 - $159.48 $24.9K - $31.9K
9.04K $1.44M
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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