Optimum Investment Advisors Portfolio Holdings
Optimum Investment Advisors
- $222 Million
- Q4 2024
Optimum Investment Advisors has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $222 Million distributed in 618 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.9M, Spdr S&P 500 ETF Trust with a value of $13.6M, Nvidia Corp with a value of $13.4M, Microsoft Corp with a value of $6.99M, and Vanguard Information Technolog with a value of $5.83M.
Examining the 13F form we can see an decrease of $5.76M in the current position value, from $227M to 222M.
Below you can find more details about Optimum Investment Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$222 Million
Technology: $64.1 Million
ETFs: $52.5 Million
Financial Services: $22.7 Million
Industrials: $18.4 Million
Healthcare: $15.3 Million
Communication Services: $13 Million
Consumer Cyclical: $12.1 Million
Consumer Defensive: $10.9 Million
Other: $12.4 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 618
- Current Value $222 Million
- Prior Value $227 Million
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 20 stocks
- Additional Purchases 73 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks