Optimum Investment Advisors Portfolio Holdings
Optimum Investment Advisors
- $227 Million
- Q3 2024
Optimum Investment Advisors has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $227 Million distributed in 638 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.9M, Spdr S&P 500 ETF Trust with a value of $13.3M, Nvidia Corp with a value of $12.2M, Microsoft Corp with a value of $7.23M, and Costco Wholesale Corp with a value of $5.57M.
Examining the 13F form we can see an increase of $7.3M in the current position value, from $220M to 227M.
Below you can find more details about Optimum Investment Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$227 Million
Technology: $62.8 Million
ETFs: $53.5 Million
Financial Services: $22.9 Million
Industrials: $20.5 Million
Healthcare: $17.9 Million
Consumer Cyclical: $12.1 Million
Communication Services: $11.8 Million
Consumer Defensive: $11.2 Million
Other: $14.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 638
- Current Value $227 Million
- Prior Value $220 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 28 stocks
- Additional Purchases 61 stocks
- Sold out of 0 stocks
- Reduced holdings in 138 stocks