Optimum Investment Advisors Asset Management

Optimum Investment Advisors

  • $223 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.27 Million 0.57% of portfolio
141,610
Q1 2025 Added 3.66%
$0
$1.24 Million 0.55% of portfolio
281,692
Q2 2025 Added 3.21%
$0
$904,000 0.4% of portfolio
35,700
Q2 2025 Reduced 0.56%
$0
$411,000 0.18% of portfolio
20,393
Q2 2025 Added 9.32%
$0
$379,000 0.17% of portfolio
43,700
Q2 2025 Reduced 22.24%
$0
$367,000 0.16% of portfolio
16,749
Q1 2025 Reduced 5.9%
$0
$352,000 0.16% of portfolio
18,600
Q2 2024 Added 5.68%
$123B
$344,000 0.15% of portfolio
2,300
Q3 2024 Reduced 14.81%
$0
$318,000 0.14% of portfolio
22,900
Q1 2024 Added 1.33%
$0
$180,000 0.08% of portfolio
17,500
Q4 2024 Reduced 39.24%
$23.2B
$92,000 0.04% of portfolio
1,800
Q2 2025 Reduced 18.18%
$0
$79,000 0.04% of portfolio
6,686
Q3 2024 Reduced 10.09%
$0
$73,000 0.03% of portfolio
6,010
Q4 2024 Reduced 47.41%
$0
$57,000 0.03% of portfolio
6,552
Q2 2024 Reduced 36.71%
$84.1B
$54,000 0.02% of portfolio
600
Q4 2023 Reduced 80.0%
$0
$53,000 0.02% of portfolio
6,000
Q2 2025 Reduced 25.0%
$0
$36,000 0.02% of portfolio
6,000
Q1 2025 Added 9.09%
$26.6B
$33,000 0.01% of portfolio
262
Q1 2025 Reduced 9.66%
$4.96B
$29,000 0.01% of portfolio
500
Q3 2024 Reduced 50.0%
$10B
$25,000 0.01% of portfolio
1,600
Q3 2024 Reduced 54.29%
$0
$24,000 0.01% of portfolio
1,560
Q2 2024 Reduced 8.24%
$0
$20,000 0.01% of portfolio
1,350
Q2 2024 Added 285.71%
$0
$18,000 0.01% of portfolio
1,000
Q2 2024 New
$0
$16,000 0.01% of portfolio
1,300
Q3 2024 New
$0
$16,000 0.01% of portfolio
1,100
Q3 2024 Reduced 41.36%
$0
$14,000 0.01% of portfolio
1,300
Q1 2018 New
$0
$12,000 0.01% of portfolio
1,000
Q1 2019 New
$0
$12,000 0.01% of portfolio
1,000
Q1 2020 Reduced 80.0%
$0
$10,000 0.0% of portfolio
1,198
Q4 2024 Reduced 24.84%
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