Optimum Investment Advisors Sells in Q1 2025

Optimum Investment Advisors

  • $207 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-46
- 2.85%
$347.25 - $424.87 $16K - $19.5K
1.57K $575K
EME
Emcor Group, Inc.

Industrials
-75
- 50.0%
$361.16 - $535.99 $27.1K - $40.2K
75 $27K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-400
- 57.14%
$81.1 - $94.7 $32.4K - $37.9K
300 $24K
GNRC
Generac Holdings Inc.

Industrials
-100
- 13.59%
$126.65 - $164.06 $12.7K - $16.4K
636 $80K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5
- 0.59%
$522.96 - $601.18 $2.61K - $3.01K
840 $448K
KHC
Kraft Heinz CO

Consumer Defensive
-1K
- 23.26%
$28.51 - $32.22 $28.5K - $32.2K
3.3K $100K
VMC
Vulcan Materials CO

Basic Materials
-50
- 7.13%
$220.9 - $277.54 $11K - $13.9K
651 $151K
IBM
International Business Machines Corp

Technology
-396
- 16.4%
$217.4 - $264.74 $86.1K - $105K
2.02K $501K
PFE
Pfizer Inc

Healthcare
-100
- 0.45%
$25.01 - $27.13 $2.5K - $2.71K
22.1K $560K
EOG
Eog Resources Inc

Energy
-250
- 29.41%
$120.54 - $138.05 $30.1K - $34.5K
600 $76K
COST
Costco Wholesale Corp

Consumer Defensive
-215
- 3.55%
$890.62 - $1076.86 $191K - $232K
5.83K $5.52M
FIS
Fidelity National Information Services, Inc.

Technology
-250
- 27.78%
$68.12 - $83.42 $17K - $20.9K
650 $48K
FISV
Fiserv Inc

Technology
-175
- 3.65%
N/A
4.62K $577K
JNJ
Johnson & Johnson

Healthcare
-705
- 15.74%
$142.06 - $167.7 $100K - $118K
3.77K $625K
DELL
Dell Technologies Inc.

Technology
-75
- 13.49%
$90.34 - $124.66 $6.78K - $9.35K
481 $43K
DLY
Double Line Yield Opportunities Fund

N/A
-1.49K
- 11.23%
$15.8 - $16.38 $23.6K - $24.5K
11.8K $189K
ELS
Equity Lifestyle Properties Inc

Real Estate
-300
- 14.63%
$64.36 - $69.32 $19.3K - $20.8K
1.75K $116K
USB
Us Bancorp \De\

Financial Services
-38
- 1.24%
$40.92 - $50.9 $1.55K - $1.93K
3.04K $128K
DOW
Dow Inc.

Basic Materials
-400
- 43.06%
$34.36 - $41.92 $13.7K - $16.8K
529 $18K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-800
- 5.92%
$42.5 - $46.71 $34K - $37.4K
12.7K $575K
CF
Cf Industries Holdings, Inc.

Basic Materials
-200
- 50.0%
$75.03 - $97.25 $15K - $19.5K
200 $15K
ARCC
Ares Capital Corp

Financial Services
-1.05K
- 5.9%
$21.28 - $23.81 $22.3K - $25K
16.7K $371K
TWLO
Twilio Inc

Communication Services
-75
- 9.26%
$94.9 - $148.35 $7.12K - $11.1K
735 $71K
CMCSA
Comcast Corp

Communication Services
-316
- 11.85%
$33.19 - $38.23 $10.5K - $12.1K
2.35K $86K
FDUS
Fidus Investment Corp

Financial Services
-100
- 0.53%
$20.39 - $23.37 $2.04K - $2.34K
18.7K $380K
PEAK
Healthpeak Properties, Inc.

Real Estate
-630
- 37.26%
N/A
1.06K $20K
WRB
Berkley W R Corp

Financial Services
-650
- 23.12%
$56.7 - $71.27 $36.9K - $46.3K
2.16K $153K
TXN
Texas Instruments Inc

Technology
-54
- 16.56%
N/A
272 $52K
IWV
Ishares Russell 3000 ETF

ETFs
-5
- 1.41%
$313.1 - $349.83 $1.57K - $1.75K
350 $111K
VBK
Vanguard Small Cap Growth ETF

ETFs
-16
- 16.84%
$247.97 - $296.33 $3.97K - $4.74K
79 $19K
HAL
Halliburton CO

Energy
-92
- 4.76%
$24.15 - $29.9 $2.22K - $2.75K
1.84K $46K
SUI
Sun Communities Inc

Real Estate
-75
- 9.68%
$120.53 - $136.43 $9.04K - $10.2K
700 $90K
ACLS
Axcelis Technologies Inc

Technology
-50
- 35.71%
$49.67 - $74.45 $2.48K - $3.72K
90 $4K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-135
- 54.0%
$35.54 - $37.44 $4.8K - $5.05K
115 $4K
NTRS
Northern Trust Corp

Financial Services
-28
- 9.66%
$96.09 - $113.81 $2.69K - $3.19K
262 $25K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-200
- 13.33%
$47.66 - $57.45 $9.53K - $11.5K
1.3K $70K
CSCO
Cisco Systems, Inc.

Technology
-1.13K
- 4.19%
$58.74 - $64.87 $66.3K - $73.2K
25.8K $1.59M
DVY
Ishares Tr

ETFs
-86
- 2.49%
$128.58 - $138.1 $11.1K - $11.9K
3.37K $452K
Super Micro Computer Inc
-375
- 12.8%
N/A
2.56K $0
Amplify ETF Tr
-39
- 0.25%
N/A
15.3K $0
Coherent Corp
-2.55K
- 51.97%
N/A
2.36K $0
Lam Research Corp
-30
- 0.32%
N/A
9.25K $0
Bw Lpg LTD
-2.2K
- 18.18%
N/A
9.9K $0
Veralto Corp
-16
- 1.22%
N/A
1.3K $0
Masterbrand Inc
-400
- 10.0%
N/A
3.6K $0
Bunge Global Sa
-150
- 6.12%
N/A
2.3K $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1
- 0.09%
$38.22 - $41.19 $38.2 - $41.2
1.15K $46K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-20
- 0.99%
$128.74 - $138.67 $2.57K - $2.77K
2K $271K
SBUX
Starbucks Corp

Consumer Cyclical
-65
- 1.64%
$91.75 - $115.81 $5.96K - $7.53K
3.9K $382K
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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