Optimum Investment Advisors Purchases in Q4 2024

Optimum Investment Advisors

  • $222 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMPL
Amplitude, Inc.

Technology
600
+ 1200.0%
$8.51 - $11.89 $5.11K - $7.13K
650 $6K
RGTI
Rigetti Computing, Inc.

Technology
300
New
$0.74 - $17.08 $222 - $5.12K
300 $4K
SCHG
Schwab Strategic Tr Us Large C

ETFs
657
+ 300.0%
$25.93 - $105.3 $17K - $69.2K
876 $24K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.94K
+ 202.72%
$27.54 - $83.04 $191K - $576K
10.4K $286K
OPEN
Opendoor Technologies Inc.

Real Estate
1K
+ 105.26%
$1.6 - $2.34 $1.6K - $2.34K
1.95K $3K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
181
+ 2.18%
$22.39 - $23.45 $4.05K - $4.24K
8.49K $195K
TCBK
Trico Bancshares

Financial Services
7
+ 0.73%
$40.66 - $49.62 $285 - $347
972 $42K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
324
+ 200.0%
$22.01 - $66.82 $7.13K - $21.6K
486 $11K
Ge Vernova Inc
160
+ 13.48%
N/A
1.35K $0
Sunrise Communications Ag
96
New
N/A
96 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.72K
+ 99.6%
$25.33 - $51.16 $94.2K - $190K
7.45K $192K
Vitesse Energy Inc
300
+ 1.28%
N/A
23.8K $0
Brookfield Infrastructure CO
124
New
N/A
124 $0
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7
+ 2.08%
$17.93 - $18.8 $126 - $132
344 $6K
Blackrock Inc
10
New
N/A
10 $0
Grayscale Ethereum Mini Tr E
50
New
N/A
50 $0
Arista Networks Inc
400
New
N/A
400 $0
Lam Research Corp
9.28K
New
N/A
9.28K $0
EBND
Spdr Bloomberg Emerging Market

ETFs
58
+ 8.67%
$19.53 - $21.1 $1.13K - $1.22K
727 $14K
Super Micro Computer Inc
2.93K
New
N/A
2.93K $0
Lithium Amers Corp New
1.5K
New
N/A
1.5K $0
Coherent Corp
1.01K
+ 25.76%
N/A
4.91K $0
SGDM
Sprott ETF Tr Gold Miners ETF
1.8K
+ 25.35%
N/A
8.9K $0
Ishares Bitcoin Trust ETF
1.43K
New
N/A
1.43K $0
S
Sentinel One, Inc.

Technology
100
+ 5.85%
$22.05 - $28.68 $2.21K - $2.87K
1.81K $40K
Hafnia LTD
2K
New
N/A
2K $0
IYR
Ishares Tr

ETFs
122
+ 8.19%
$90.74 - $102.87 $11.1K - $12.6K
1.61K $150K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
586
+ 202.07%
$26.93 - $84.95 $15.8K - $49.8K
876 $23K
IEFA
Ishares Tr

ETFs
122
+ 6.76%
$70.06 - $77.43 $8.55K - $9.45K
1.93K $135K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.94K
+ 101.71%
$22.63 - $47.53 $112K - $235K
9.8K $222K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1.5K
+ 3.02%
$8.51 - $9.15 $12.8K - $13.7K
51.2K $439K
CPNG
Coupang, Inc.

Consumer Cyclical
400
+ 4.82%
$21.98 - $26.89 $8.79K - $10.8K
8.7K $191K
EEM
Ishares Msci Emerging Markets

ETFs
172
+ 2.35%
$41.82 - $47.36 $7.19K - $8.15K
7.5K $313K
VEA
Vanguard Ftse Developed Market

ETFs
784
+ 6.2%
$47.57 - $52.44 $37.3K - $41.1K
13.4K $642K
TDG
Trans Digm Group Inc

Industrials
15
+ 4.59%
$1239.0 - $1442.53 $18.6K - $21.6K
342 $433K
IBB
Ishares Biotechnology ETF

ETFs
56
+ 1.76%
$131.21 - $148.85 $7.35K - $8.34K
3.24K $428K
TSCO
Tractor Supply CO

Consumer Cyclical
6.92K
+ 400.0%
$52.59 - $303.74 $364K - $2.1M
8.65K $458K
AMD
Advanced Micro Devices Inc

Technology
350
+ 11.3%
$118.88 - $172.8 $41.6K - $60.5K
3.45K $416K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
3.31K
+ 1.4%
$3.76 - $4.47 $12.5K - $14.8K
240K $906K
ADBE
Adobe Inc.

Technology
100
+ 3.72%
$437.39 - $552.96 $43.7K - $55.3K
2.79K $1.24M
FSLR
First Solar, Inc.

Technology
150
+ 4.75%
$175.88 - $240.66 $26.4K - $36.1K
3.31K $582K
DHI
Horton D R Inc

Consumer Cyclical
125
+ 1.73%
$137.24 - $194.56 $17.2K - $24.3K
7.33K $1.02M
Activity Summary
Buys All Purchases 93 New Holdings 20 Increased Positions 73 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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