Optimum Investment Advisors Portfolio Holdings
Optimum Investment Advisors
- $223 Million
- Q2 2025
Optimum Investment Advisors has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $223 Million distributed in 614 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.7M, Spdr S&P 500 ETF Trust with a value of $14.2M, Nvidia Corp with a value of $13.7M, Microsoft Corp with a value of $8.17M, and Vanguard Information Technolog with a value of $6.48M.
Examining the 13F form we can see an increase of $16.4M in the current position value, from $207M to 223M.
Below you can find more details about Optimum Investment Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$223 Million
Technology: $62.1 Million
ETFs: $54.9 Million
Financial Services: $25.5 Million
Industrials: $18.1 Million
Communication Services: $13.8 Million
Healthcare: $13.1 Million
Consumer Cyclical: $11.9 Million
Consumer Defensive: $10.9 Million
Other: $12.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 614
- Current Value $223 Million
- Prior Value $207 Million
- Filing
- Period Q2 2025
- Filing Date July 31, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 14 stocks
- Additional Purchases 75 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks