Optimum Investment Advisors Asset Management

Optimum Investment Advisors

  • $244 Million
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.57 Million 0.64% of portfolio
304,374
Q3 2025 Added 8.05%
$0
$1.25 Million 0.51% of portfolio
143,910
Q3 2025 Added 1.62%
$0
$1.06 Million 0.43% of portfolio
35,700
Q2 2025 Reduced 0.56%
$0
$417,000 0.17% of portfolio
20,628
Q3 2025 Added 1.15%
$114B
$392,000 0.16% of portfolio
2,300
Q3 2024 Reduced 14.81%
$0
$386,000 0.16% of portfolio
43,000
Q3 2025 Reduced 1.6%
$0
$368,000 0.15% of portfolio
18,600
Q2 2024 Added 5.68%
$0
$341,000 0.14% of portfolio
16,749
Q1 2025 Reduced 5.9%
$0
$330,000 0.14% of portfolio
22,900
Q1 2024 Added 1.33%
$0
$155,000 0.06% of portfolio
17,500
Q4 2024 Reduced 39.24%
$21B
$112,000 0.05% of portfolio
1,800
Q2 2025 Reduced 18.18%
$0
$83,000 0.03% of portfolio
6,686
Q3 2024 Reduced 10.09%
$86.5B
$65,000 0.03% of portfolio
600
Q4 2023 Reduced 80.0%
$0
$59,000 0.02% of portfolio
6,552
Q2 2024 Reduced 36.71%
$0
$55,000 0.02% of portfolio
6,000
Q2 2025 Reduced 25.0%
$0
$46,000 0.02% of portfolio
3,250
Q4 2021 Reduced 48.0%
$10.4B
$36,000 0.01% of portfolio
1,600
Q3 2024 Reduced 54.29%
$26.8B
$35,000 0.01% of portfolio
262
Q1 2025 Reduced 9.66%
$0
$35,000 0.01% of portfolio
2,910
Q3 2025 Reduced 51.58%
$4.36B
$31,000 0.01% of portfolio
500
Q3 2024 Reduced 50.0%
$0
$27,000 0.01% of portfolio
1,560
Q2 2024 Reduced 8.24%
$0
$24,000 0.01% of portfolio
1,350
Q2 2024 Added 285.71%
$0
$18,000 0.01% of portfolio
1,100
Q3 2024 Reduced 41.36%
$0
$17,000 0.01% of portfolio
1,000
Q2 2024 New
$0
$16,000 0.01% of portfolio
1,300
Q3 2024 New
$0
$14,000 0.01% of portfolio
1,300
Q1 2018 New
$0
$12,000 0.0% of portfolio
1,000
Q1 2020 Reduced 80.0%
$0
$12,000 0.0% of portfolio
1,000
Q1 2019 New
$0
$10,000 0.0% of portfolio
1,198
Q4 2024 Reduced 24.84%
$0
$5,000 0.0% of portfolio
500
Q3 2025 New
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