Optimum Investment Advisors Sells in Q4 2024

Optimum Investment Advisors

  • $222 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-320
- 3.95%
$485.52 - $625.25 $155K - $200K
7.79K $3.94M
NVO
Novo Nordisk A S

Healthcare
-4.75K
- 59.42%
$85.0 - $120.04 $404K - $570K
3.24K $279K
ETN
Eaton Corp PLC

Industrials
-1.65K
- 66.67%
$326.96 - $377.52 $539K - $623K
825 $273K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-6.36K
- 80.9%
$47.63 - $52.63 $303K - $334K
1.5K $72K
LMT
Lockheed Martin Corp

Industrials
-53
- 1.7%
$479.66 - $614.62 $25.4K - $32.6K
3.07K $1.49M
FITB
Fifth Third Bancorp

Financial Services
-6.8K
- 97.25%
$41.76 - $48.44 $284K - $329K
192 $8K
GD
General Dynamics Corp

Industrials
-900
- 73.65%
$260.28 - $314.03 $234K - $283K
322 $84K
CVX
Chevron Corp

Energy
-1.65K
- 30.04%
$141.15 - $162.53 $233K - $268K
3.84K $556K
PEP
Pepsico Inc

Consumer Defensive
-1.14K
- 28.59%
$151.29 - $176.1 $172K - $201K
2.85K $432K
MSFT
Microsoft Corp

Technology
-210
- 1.25%
$406.35 - $454.46 $85.3K - $95.4K
16.6K $6.99M
AMAT
Applied Materials Inc

Technology
-300
- 7.41%
$161.44 - $213.89 $48.4K - $64.2K
3.75K $609K
EMR
Emerson Electric CO

Industrials
-2.18K
- 50.88%
$108.13 - $134.33 $235K - $292K
2.1K $260K
CAT
Caterpillar Inc

Industrials
-125
- 2.84%
$360.37 - $416.88 $45K - $52.1K
4.28K $1.55M
INTC
Intel Corp

Technology
-3.8K
- 14.51%
$19.07 - $26.23 $72.5K - $99.7K
22.4K $449K
LPG
Dorian Lpg Ltd.

Energy
-4.6K
- 90.2%
$22.69 - $36.35 $104K - $167K
500 $12K
MS
Morgan Stanley

Financial Services
-1.75K
- 57.38%
$104.42 - $134.99 $183K - $236K
1.3K $163K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1K
- 28.57%
$72.97 - $96.75 $73K - $96.8K
2.5K $185K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-11.3K
- 39.24%
$10.67 - $11.89 $121K - $134K
17.5K $191K
MOH
Molina Healthcare, Inc.

Healthcare
-400
- 94.12%
$274.73 - $341.91 $110K - $137K
25 $7K
SHW
Sherwin Williams CO

Basic Materials
-40
- 1.35%
$338.75 - $399.71 $13.6K - $16K
2.93K $995K
UPS
United Parcel Service Inc

Industrials
-50
- 0.41%
$122.65 - $138.35 $6.13K - $6.92K
12K $1.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.88K
- 27.74%
$61.68 - $67.87 $116K - $127K
4.89K $304K
NKE
Nike, Inc.

Consumer Cyclical
-75
- 0.9%
$73.36 - $89.13 $5.5K - $6.68K
8.3K $627K
XOM
Exxon Mobil Corp

Energy
-200
- 2.23%
$105.51 - $125.37 $21.1K - $25.1K
8.77K $943K
JNJ
Johnson & Johnson

Healthcare
-150
- 3.24%
$143.34 - $165.86 $21.5K - $24.9K
4.48K $647K
FLNG
Flex Lng Ltd.

Energy
-3.7K
- 55.22%
$21.13 - $26.93 $78.2K - $99.6K
3K $68K
ICE
Intercontinental Exchange, Inc.

Financial Services
-200
- 3.22%
$148.29 - $166.93 $29.7K - $33.4K
6K $894K
MRK
Merck & Co., Inc.

Healthcare
-250
- 4.63%
$96.31 - $114.76 $24.1K - $28.7K
5.15K $512K
SO
Southern CO

Utilities
-600
- 9.33%
$81.5 - $94.15 $48.9K - $56.5K
5.83K $480K
RTX
Raytheon Technologies Corp

Industrials
-210
- 1.58%
$114.45 - $127.21 $24K - $26.7K
13.1K $1.52M
FIX
Comfort Systems Usa Inc

Industrials
-550
- 13.6%
$370.68 - $504.12 $204K - $277K
3.49K $1.48M
GLD
Spdr Gold Trust

ETFs
-346
- 3.14%
$236.59 - $257.5 $81.9K - $89.1K
10.7K $2.58M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-1K
- 76.92%
$64.28 - $76.45 $64.3K - $76.5K
300 $19K
NVMI
Nova Ltd.

Technology
-100
- 1.85%
$172.39 - $221.56 $17.2K - $22.2K
5.3K $1.04M
DVY
Ishares Tr

ETFs
-499
- 12.61%
$129.55 - $143.41 $64.6K - $71.6K
3.46K $453K
CVS
Cvs Health Corp

Healthcare
-180
- 4.54%
$43.78 - $67.46 $7.88K - $12.1K
3.79K $169K
NEM
Newmont Corp

Basic Materials
-400
- 10.53%
$37.0 - $58.68 $14.8K - $23.5K
3.4K $126K
DSL
Double Line Income Solutions Fund

Financial Services
-5.42K
- 47.41%
$12.32 - $13.0 $66.7K - $70.4K
6.01K $75K
RIO
Rio Tinto PLC

Basic Materials
-600
- 19.83%
$58.59 - $71.15 $35.2K - $42.7K
2.43K $142K
KOMP
Spdr S&P Kensho New Economies

ETFs
-1.5K
- 65.33%
$48.59 - $54.76 $72.9K - $82.1K
796 $40K
IBM
International Business Machines Corp

Technology
-312
- 11.45%
$204.9 - $238.04 $63.9K - $74.3K
2.41K $530K
VLO
Valero Energy Corp

Energy
-250
- 7.41%
$118.59 - $144.02 $29.6K - $36K
3.13K $383K
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 1.31%
$288.47 - $316.54 $14.4K - $15.8K
3.75K $1.09M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.3K
- 39.63%
$51.54 - $52.55 $67K - $68.3K
1.98K $102K
DE
Deere & CO

Industrials
-200
- 8.23%
$389.45 - $466.0 $77.9K - $93.2K
2.23K $944K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-325
- 2.35%
$44.04 - $49.49 $14.3K - $16.1K
13.5K $594K
PEAK
Healthpeak Properties, Inc.

Real Estate
-3.37K
- 66.59%
N/A
1.69K $32K
DVYE
Ishares Emerging Markets Divid

ETFs
-972
- 8.49%
$25.42 - $29.74 $24.7K - $28.9K
10.5K $270K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.76K
- 26.88%
$20.98 - $21.19 $57.8K - $58.4K
7.5K $158K
Activity Summary
Buys All Purchases 93 New Holdings 20 Increased Positions 73 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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