Optimum Investment Advisors Portfolio Holdings
Optimum Investment Advisors
- $207 Million
- Q1 2025
Optimum Investment Advisors has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $207 Million distributed in 639 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.3M, Spdr S&P 500 ETF Trust with a value of $13M, Nvidia Corp with a value of $9.6M, Microsoft Corp with a value of $6.24M, and Costco Wholesale Corp with a value of $5.52M.
Examining the 13F form we can see an decrease of $14.6M in the current position value, from $222M to 207M.
Below you can find more details about Optimum Investment Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$207 Million
Technology: $52.3 Million
ETFs: $51.4 Million
Financial Services: $24.6 Million
Industrials: $16.1 Million
Healthcare: $15.7 Million
Communication Services: $11.7 Million
Consumer Cyclical: $11.2 Million
Consumer Defensive: $10.7 Million
Other: $13.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 639
- Current Value $207 Million
- Prior Value $222 Million
- Filing
- Period Q1 2025
- Filing Date April 30, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 35 stocks
- Additional Purchases 95 stocks
- Sold out of 0 stocks
- Reduced holdings in 116 stocks