Optimum Investment Advisors Reduced Holdings in Q2 2025

Optimum Investment Advisors

  • $223 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SAND
Sandstorm Gold LTD

Basic Materials
-2K
- 8.55%
$6.82 - $9.53 $13.6K - $19.1K
21.4K $201K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-200
- 14.86%
$144.94 - $210.94 $29K - $42.2K
1.15K $241K
LMT
Lockheed Martin Corp

Industrials
-50
- 1.63%
$430.82 - $486.45 $21.5K - $24.3K
3.02K $1.4M
PHYS
Sprott Physical Gold Trust

Financial Services
-200
- 0.56%
$22.82 - $26.29 $4.56K - $5.26K
35.7K $904K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-55
- 5.11%
$320.42 - $424.58 $17.6K - $23.4K
1.02K $433K
MA
Mastercard Inc

Financial Services
-24
- 0.5%
$479.92 - $590.74 $11.5K - $14.2K
4.77K $2.68M
NKE
Nike, Inc.

Consumer Cyclical
-100
- 1.24%
$53.27 - $72.04 $5.33K - $7.2K
7.94K $564K
ICE
Intercontinental Exchange, Inc.

Financial Services
-55
- 0.92%
$151.62 - $183.47 $8.34K - $10.1K
5.95K $1.09M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-10
- 10.0%
$4164.15 - $5789.24 $41.6K - $57.9K
90 $521K
DE
Deere & CO

Industrials
-43
- 2.01%
$412.99 - $531.48 $17.8K - $22.9K
2.09K $1.06M
GLD
Spdr Gold Trust

ETFs
-227
- 2.09%
$273.71 - $316.29 $62.1K - $71.8K
10.6K $3.24M
AMAT
Applied Materials Inc

Technology
-150
- 3.95%
$126.95 - $183.52 $19K - $27.5K
3.65K $667K
APH
Amphenol Corp

Technology
-24
- 0.57%
$59.09 - $98.75 $1.42K - $2.37K
4.2K $415K
DIS
Walt Disney CO

Communication Services
-600
- 7.1%
$81.72 - $124.01 $49K - $74.4K
7.85K $973K
GOOGL
Alphabet Inc.

Communication Services
-210
- 2.54%
$144.7 - $178.6 $30.4K - $37.5K
8.06K $1.42M
RTX
Raytheon Technologies Corp

Industrials
-215
- 1.66%
$113.75 - $148.48 $24.5K - $31.9K
12.7K $1.86M
CAT
Caterpillar Inc

Industrials
-80
- 1.95%
$273.94 - $388.21 $21.9K - $31.1K
4.03K $1.56M
WMT
Walmart Inc.

Consumer Defensive
-225
- 0.82%
$81.79 - $99.98 $18.4K - $22.5K
27.2K $2.66M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.09%
$908.13 - $1056.85 $4.54K - $5.28K
5.83K $5.77M
NVMI
Nova Ltd.

Technology
-600
- 12.24%
$162.03 - $275.2 $97.2K - $165K
4.3K $1.18M
NFLX
Netflix Inc

Communication Services
-50
- 5.4%
$855.86 - $1339.13 $42.8K - $67K
876 $1.17M
GS
Goldman Sachs Group Inc

Financial Services
-50
- 1.95%
$462.22 - $707.75 $23.1K - $35.4K
2.51K $1.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
-159
- 0.69%
$496.48 - $617.85 $78.9K - $98.2K
23K $14.2M
AVGO
Broadcom Inc.

Technology
-44
- 0.32%
$146.29 - $275.65 $6.44K - $12.1K
13.7K $3.79M
MSFT
Microsoft Corp

Technology
-184
- 1.11%
$354.56 - $497.45 $65.2K - $91.5K
16.4K $8.17M
NVDA
Nvidia Corp

Technology
-1.73K
- 1.95%
$94.31 - $157.99 $163K - $273K
86.8K $13.7M
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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