Optimum Investment Advisors Portfolio Holdings
Optimum Investment Advisors
- $244 Million
- Q3 2025
Optimum Investment Advisors has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $244 Million distributed in 613 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.8M, Nvidia Corp with a value of $15.6M, Spdr S&P 500 ETF Trust with a value of $15.4M, Microsoft Corp with a value of $8.42M, and Vanguard Information Technolog with a value of $7.04M.
Examining the 13F form we can see an increase of $20.5M in the current position value, from $223M to 244M.
Below you can find more details about Optimum Investment Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$244 Million
Technology: $70.1 Million
ETFs: $59.2 Million
Financial Services: $27.1 Million
Industrials: $20.1 Million
Communication Services: $15.7 Million
Healthcare: $14.5 Million
Consumer Cyclical: $12.4 Million
Consumer Defensive: $10.8 Million
Other: $13.6 Million