Optimum Investment Advisors Options Holdings

Optimum Investment Advisors

  • $207 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
UPS
United Parcel Service Inc

Industrials
PUT
$989,000
9K
Q1 2024
Added 28.57%
TNA
Direxion Daily Small Cap Bull

ETFs
CALL
$29,000
1K
Q1 2025
New holding

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
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