Optimum Investment Advisors Asset Management

Optimum Investment Advisors

  • $207 Million
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.27 Million 0.62% of portfolio
141,610
Q1 2025 Added 3.66%
$0
$1.19 Million 0.58% of portfolio
272,943
Q1 2025 Added 13.53%
$0
$863,000 0.42% of portfolio
35,900
Q1 2025 Added 8.13%
$0
$492,000 0.24% of portfolio
56,200
Q1 2025 Added 9.77%
$0
$380,000 0.18% of portfolio
18,655
Q1 2025 Reduced 0.53%
$0
$371,000 0.18% of portfolio
16,749
Q1 2025 Reduced 5.9%
$0
$368,000 0.18% of portfolio
18,600
Q2 2024 Added 5.68%
$0
$331,000 0.16% of portfolio
22,900
Q1 2024 Added 1.33%
$122B
$321,000 0.16% of portfolio
2,300
Q3 2024 Reduced 14.81%
$0
$195,000 0.09% of portfolio
17,500
Q4 2024 Reduced 39.24%
$21.7B
$95,000 0.05% of portfolio
2,200
Q1 2025 New
$0
$81,000 0.04% of portfolio
6,686
Q3 2024 Reduced 10.09%
$0
$75,000 0.04% of portfolio
6,010
Q4 2024 Reduced 47.41%
$0
$75,000 0.04% of portfolio
8,000
Q4 2024 New
$0
$53,000 0.03% of portfolio
6,552
Q2 2024 Reduced 36.71%
$79.1B
$50,000 0.02% of portfolio
600
Q4 2023 Reduced 80.0%
$0
$32,000 0.02% of portfolio
6,000
Q1 2025 Added 9.09%
$4.88B
$28,000 0.01% of portfolio
500
Q3 2024 Reduced 50.0%
$26.5B
$25,000 0.01% of portfolio
262
Q1 2025 Reduced 9.66%
$0
$25,000 0.01% of portfolio
1,560
Q2 2024 Reduced 8.24%
$7.86B
$24,000 0.01% of portfolio
1,600
Q3 2024 Reduced 54.29%
$0
$23,000 0.01% of portfolio
2,000
Q4 2024 Reduced 6.98%
$0
$21,000 0.01% of portfolio
1,350
Q2 2024 Added 285.71%
$0
$20,000 0.01% of portfolio
1,000
Q2 2024 New
$0
$16,000 0.01% of portfolio
2,106
Q1 2025 New
$0
$15,000 0.01% of portfolio
1,300
Q3 2024 New
$0
$14,000 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%
$0
$3,000 0.0% of portfolio
237
Q1 2025 New
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