Optimum Investment Advisors Sells in Q1 2025

Optimum Investment Advisors

  • $207 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-11K
- 11.08%
$106.98 - $149.43 $1.18M - $1.65M
88.6K $9.6M
AAPL
Apple Inc.

Technology
-774
- 0.88%
$209.68 - $247.1 $162K - $191K
86.7K $19.3M
PLTR
Palantir Technologies Inc.

Technology
-17.2K
- 92.9%
$64.98 - $124.62 $1.12M - $2.14M
1.31K $110K
SPY
Spdr S&P 500 ETF Trust

ETFs
-125
- 0.54%
$551.42 - $612.93 $68.9K - $76.6K
23.2K $13M
AMZN
Amazon Com Inc

Consumer Cyclical
-135
- 0.72%
$190.26 - $242.06 $25.7K - $32.7K
18.6K $3.53M
FIX
Comfort Systems Usa Inc

Industrials
-531
- 15.2%
$313.26 - $550.27 $166K - $292K
2.96K $955K
FSLR
First Solar, Inc.

Technology
-2.43K
- 73.53%
$126.34 - $197.73 $307K - $481K
875 $110K
IESC
Ies Holdings, Inc.

Industrials
-1.87K
- 57.54%
$162.26 - $316.26 $303K - $591K
1.38K $227K
ORCL
Oracle Corp

Technology
-129
- 0.88%
$139.81 - $186.47 $18K - $24.1K
14.6K $2.04M
GOOGL
Alphabet Inc.

Communication Services
-480
- 5.49%
$154.33 - $206.19 $74.1K - $99K
8.27K $1.28M
META
Meta Platforms, Inc.

Communication Services
-280
- 4.1%
$576.36 - $736.67 $161K - $206K
6.54K $3.77M
UPS
United Parcel Service Inc

Industrials
-300
- 2.49%
$109.66 - $136.26 $32.9K - $40.9K
11.7K $1.29M
IWM
Ishares Russell 2000 ETF

ETFs
-155
- 1.76%
$198.1 - $229.79 $30.7K - $35.6K
8.65K $1.72M
CAT
Caterpillar Inc

Industrials
-172
- 4.02%
$326.75 - $407.63 $56.2K - $70.1K
4.11K $1.36M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.2K
- 32.32%
$120.29 - $134.6 $144K - $161K
2.51K $305K
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 0.87%
$222.15 - $428.22 $2.22K - $4.28K
1.14K $296K
VB
Vanguard Small Cap ETF

ETFs
-435
- 11.25%
$217.89 - $252.64 $94.8K - $110K
3.43K $760K
NVMI
Nova Ltd.

Technology
-400
- 7.55%
$184.33 - $273.65 $73.7K - $109K
4.9K $903K
CAMT
Camtek LTD

Technology
-1.4K
- 65.12%
$58.63 - $107.14 $82.1K - $150K
750 $43K
UNH
Unitedhealth Group Inc

Healthcare
-507
- 6.51%
$461.52 - $548.18 $234K - $278K
7.28K $3.81M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-629
- 9.36%
$169.43 - $182.84 $107K - $115K
6.09K $1.05M
CAH
Cardinal Health Inc

Healthcare
-1.1K
- 68.75%
$118.02 - $137.77 $130K - $152K
500 $68K
NKE
Nike, Inc.

Consumer Cyclical
-256
- 3.09%
$63.29 - $81.72 $16.2K - $20.9K
8.04K $510K
DIS
Walt Disney CO

Communication Services
-75
- 0.88%
$96.87 - $114.0 $7.27K - $8.55K
8.45K $833K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.7K
- 50.57%
$42.18 - $45.16 $114K - $122K
2.64K $116K
VRT
Vertiv Holdings CO

Industrials
-1.31K
- 67.18%
N/A
640 $55K
TGT
Target Corp

Consumer Defensive
-450
- 21.68%
$103.65 - $142.5 $46.6K - $64.1K
1.63K $169K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-7.7K
- 15.86%
$11.22 - $11.8 $86.4K - $90.9K
40.9K $458K
JPM
Jpmorgan Chase & CO

Financial Services
-697
- 5.39%
$225.19 - $279.95 $157K - $195K
12.2K $3M
SQ
Block, Inc.

Technology
-800
- 41.47%
$54.04 - $92.95 $43.2K - $74.4K
1.13K $64K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-94
- 3.55%
$165.25 - $224.62 $15.5K - $21.1K
2.56K $424K
ON
On Semiconductor Corp

Technology
-1K
- 38.46%
$40.69 - $64.51 $40.7K - $64.5K
1.6K $65K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-140
- 14.39%
$497.6 - $606.74 $69.7K - $84.9K
833 $414K
GS
Goldman Sachs Group Inc

Financial Services
-25
- 0.97%
$524.81 - $672.19 $13.1K - $16.8K
2.56K $1.4M
MRK
Merck & Co., Inc.

Healthcare
-350
- 6.8%
$83.01 - $101.02 $29.1K - $35.4K
4.8K $430K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.58K
- 79.8%
$51.52 - $52.37 $81.4K - $82.7K
400 $20K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 8.26%
$4295.4 - $5141.88 $38.7K - $46.3K
100 $460K
PEP
Pepsico Inc

Consumer Defensive
-496
- 17.42%
$142.64 - $156.42 $70.7K - $77.6K
2.35K $352K
NVT
N Vent Electric PLC

Industrials
-1K
- 59.52%
$52.42 - $75.4 $52.4K - $75.4K
680 $35K
VLO
Valero Energy Corp

Energy
-800
- 25.6%
$121.76 - $142.99 $97.4K - $114K
2.33K $307K
CLX
Clorox CO

Consumer Defensive
-150
- 4.63%
$141.76 - $162.89 $21.3K - $24.4K
3.09K $454K
MS
Morgan Stanley

Financial Services
-500
- 38.46%
$111.68 - $141.08 $55.8K - $70.5K
800 $93K
ORI
Old Republic International Corp

Financial Services
-2.5K
- 26.32%
$33.46 - $39.22 $83.7K - $98.1K
7K $274K
NVO
Novo Nordisk A S

Healthcare
-185
- 5.7%
$69.3 - $90.95 $12.8K - $16.8K
3.06K $212K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-4.35K
- 76.32%
$14.28 - $14.97 $62.1K - $65.1K
1.35K $19K
ROST
Ross Stores, Inc.

Consumer Cyclical
-100
- 4.76%
$123.3 - $154.95 $12.3K - $15.5K
2K $255K
IWR
Ishares Russell Mid Cap ETF

ETFs
-299
- 3.0%
$82.81 - $92.93 $24.8K - $27.8K
9.68K $823K
CPNG
Coupang, Inc.

Consumer Cyclical
-2.5K
- 28.74%
$21.34 - $25.52 $53.4K - $63.8K
6.2K $135K
BAC
Bank Of America Corp

Financial Services
-625
- 4.94%
$39.61 - $47.74 $24.8K - $29.8K
12K $502K
Activity Summary
Buys All Purchases 130 New Holdings 35 Increased Positions 95 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 1 Puts 0
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