Optimum Investment Advisors Sells in Q3 2024

Optimum Investment Advisors

  • $227 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
-635
- 13.82%
$52.26 - $80.75 $33.2K - $51.3K
3.96K $317K
TSCO
Tractor Supply CO

Consumer Cyclical
-80
- 4.42%
$251.95 - $290.93 $20.2K - $23.3K
1.73K $503K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-300
- 5.32%
$39.95 - $45.86 $12K - $13.8K
5.34K $243K
CCI
Crown Castle International Corp

Real Estate
-975
- 15.21%
$95.29 - $120.24 $92.9K - $117K
5.44K $644K
BX
Blackstone Inc.

Financial Services
-400
- 14.81%
$120.77 - $159.66 $48.3K - $63.9K
2.3K $352K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-10
- 0.87%
$139.03 - $157.34 $1.39K - $1.57K
1.15K $180K
IYR
Ishares Tr

ETFs
-15
- 1.0%
$86.93 - $103.61 $1.3K - $1.55K
1.49K $151K
TSLA
Tesla, Inc.

Consumer Cyclical
-100
- 13.33%
$191.76 - $263.26 $19.2K - $26.3K
650 $170K
NEM
Newmont Corp

Basic Materials
-500
- 11.63%
$41.65 - $55.85 $20.8K - $27.9K
3.8K $203K
CBRE
Cbre Group, Inc.

Real Estate
-100
- 10.0%
$85.97 - $124.48 $8.6K - $12.4K
900 $112K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
-7.48K
- 3.06%
$3.99 - $4.33 $29.8K - $32.4K
237K $1.01M
FFIV
F5, Inc.

Technology
-100
- 10.0%
$170.44 - $223.6 $17K - $22.4K
900 $198K
PG
Procter & Gamble CO

Consumer Defensive
-50
- 1.19%
$160.76 - $177.82 $8.04K - $8.89K
4.16K $720K
URI
United Rentals, Inc.

Industrials
-15
- 6.0%
$627.41 - $814.1 $9.41K - $12.2K
235 $190K
T
At&T Inc.

Communication Services
-2.6K
- 8.15%
$18.21 - $22.28 $47.3K - $57.9K
29.3K $644K
SO
Southern CO

Utilities
-500
- 7.21%
$77.0 - $90.52 $38.5K - $45.3K
6.43K $580K
ITW
Illinois Tool Works Inc

Industrials
-200
- 4.94%
$233.14 - $263.97 $46.6K - $52.8K
3.85K $1.01M
COST
Costco Wholesale Corp

Consumer Defensive
-210
- 3.23%
$801.83 - $917.05 $168K - $193K
6.29K $5.57M
CSCO
Cisco Systems, Inc.

Technology
-2.1K
- 7.08%
$44.74 - $53.22 $94K - $112K
27.6K $1.47M
FSLR
First Solar, Inc.

Technology
-50
- 1.56%
$205.36 - $255.78 $10.3K - $12.8K
3.16K $787K
JPM
Jpmorgan Chase & CO

Financial Services
-206
- 1.54%
$194.9 - $224.8 $40.1K - $46.3K
13.1K $2.77M
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 2.25%
$333.64 - $405.2 $11.7K - $14.2K
1.52K $616K
NKE
Nike, Inc.

Consumer Cyclical
-275
- 3.18%
$71.09 - $89.44 $19.5K - $24.6K
8.37K $739K
MCD
Mcdonalds Corp

Consumer Cyclical
-350
- 8.43%
$245.82 - $304.51 $86K - $107K
3.8K $1.16M
CAT
Caterpillar Inc

Industrials
-390
- 8.13%
$316.8 - $391.12 $124K - $153K
4.41K $1.72M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 1.31%
$405.19 - $478.57 $20.3K - $23.9K
3.76K $1.73M
RTX
Raytheon Technologies Corp

Industrials
-667
- 4.77%
$99.55 - $123.34 $66.4K - $82.3K
13.3K $1.61M
MA
Mastercard Inc

Financial Services
-25
- 0.51%
$429.6 - $500.99 $10.7K - $12.5K
4.86K $2.4M
WMT
Walmart Inc.

Consumer Defensive
-1.65K
- 5.38%
$66.91 - $81.4 $110K - $134K
29K $2.34M
ABBV
Abb Vie Inc.

Healthcare
-450
- 3.08%
$163.84 - $199.33 $73.7K - $89.7K
14.2K $2.8M
FIX
Comfort Systems Usa Inc

Industrials
-175
- 4.15%
$292.14 - $396.82 $51.1K - $69.4K
4.04K $1.58M
LMT
Lockheed Martin Corp

Industrials
-70
- 2.19%
$460.3 - $584.56 $32.2K - $40.9K
3.12K $1.82M
DHI
Horton D R Inc

Consumer Cyclical
-100
- 1.37%
$135.21 - $197.06 $13.5K - $19.7K
7.21K $1.37M
UNH
Unitedhealth Group Inc

Healthcare
-335
- 3.97%
$488.01 - $604.18 $163K - $202K
8.11K $4.74M
META
Meta Platforms, Inc.

Communication Services
-4
- 0.06%
$453.41 - $572.44 $1.81K - $2.29K
6.58K $3.77M
ORCL
Oracle Corp

Technology
-35
- 0.22%
$125.9 - $170.35 $4.41K - $5.96K
15.7K $2.68M
AAPL
Apple Inc.

Technology
-1.65K
- 1.81%
$207.23 - $234.82 $342K - $388K
89.7K $20.9M
Activity Summary
Buys All Purchases 89 New Holdings 28 Increased Positions 61 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email