OI
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OPTIMUM INVESTMENT ADVISORS13F | |
| OPTIMUM INVESTMENT ADVISORS | |
| Last update 2025-04-30 | 640 Stocks (34 new) |
| Value $212.00 Mil | Turnover 2 % |
OPTIMUM INVESTMENT ADVISORS Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 86,745 | 19,268.6 | -0.88% | 9.070 | -0.09% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 23,162 | 12,956.6 | -0.54% | 6.100 | -0.03% | 0.000 | +16.86% | +7.34% | 643,153.0 | ||
NVDA | NVIDIA Corp | 88,560 | 9,598.1 | -11.08% | 4.520 | -0.65% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
MSFT | Microsoft Corp | 16,612 | 6,235.9 | +0.16% | 2.940 | 0% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
COST | Costco Wholesale Corp | 5,833 | 5,516.9 | -3.55% | 2.600 | -0.09% | 0.000 | +2.19% | +7.98% | 437,720.8 | Retail - Defensive | |
VGT | Vanguard Information Technology ETF | 9,553 | 5,181.6 | +1.87% | 2.440 | +0.04% | 0.010 | +31.92% | +8.65% | 79,404.6 | ||
MUNI |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
| 75,223 | 3,877.8 | 0% | 1.830 | 0% | 0.200 | -0.19% | +0.74% | 2,007.2 | ||
UNH | UnitedHealth Group Inc | 7,282 | 3,813.9 | -6.51% | 1.800 | -0.11% | 0.000 | -42.50% | -38.31% | 279,898.2 | Healthcare Plans | |
META | Meta Platforms Inc | 6,541 | 3,770.0 | -4.10% | 1.770 | -0.07% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
GOOG | Alphabet Inc | 23,273 | 3,635.9 | 0% | 1.710 | 0% | 0.000 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media |
OPTIMUM INVESTMENT ADVISORS's Historical Top Holdings Breakdowns
OPTIMUM INVESTMENT ADVISORS's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.65% | 106.98 ($126.74) 149.43 | $159.34 | 25.72% | Reduce -11.08% | 88,560 | -11,035 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Reduce Reduce | -0.58% | 64.98 ($87.82) 124.62 | $134.36 | 52.99% | Reduce -92.9% | 1,314 | -17,188 | |
GEV | GE Vernova Inc | 2025-03-31 | Add Add | +0.26% | 270.13 ($348.71) 437.71 | $517.04 | 48.27% | Add 135.63% | 3,174 | 1,827 | |
FSLR | First Solar Inc | 2025-03-31 | Reduce Reduce | -0.19% | 126.34 ($156.16) 197.73 | $185.03 | 18.49% | Reduce -73.53% | 875 | -2,431 | |
IESC | IES Holdings Inc | 2025-03-31 | Reduce Reduce | -0.17% | 162.26 ($208.57) 316.26 | $306.41 | 46.91% | Reduce -57.54% | 1,380 | -1,870 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Add Add | +0.12% | 96.63 ($111.19) 129.55 | $137.91 | 24.03% | Add 70.34% | 5,870 | 2,424 | |
COHR | Coherent Corp | 2025-03-31 | Reduce Reduce | -0.11% | 62.4 ($82.86) 107.96 | $90.90 | 9.70% | Reduce -51.97% | 2,357 | -2,550 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -0.11% | 461.52 ($511.2) 548.18 | $308.55 | -39.64% | Reduce -6.51% | 7,282 | -507 | |
FIX | Comfort Systems USA Inc | 2025-03-31 | Reduce Reduce | -0.10% | 313.26 ($403.31) 550.27 | $540.98 | 34.14% | Reduce -15.2% | 2,963 | -531 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.10% | 81.83 ($82.24) 82.73 | $82.41 | 0.21% | Add 82.69% | 5,479 | 2,480 |
OPTIMUM INVESTMENT ADVISORS Total Holding History ($B)
OPTIMUM INVESTMENT ADVISORS's Asset Allocation
OPTIMUM INVESTMENT ADVISORS Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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OPTIMUM INVESTMENT ADVISORS's Hypothetical Growth since 2025-03-31
OPTIMUM INVESTMENT ADVISORS's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
OPTIMUM INVESTMENT ADVISORS's Holdings Heat Map
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OPTIMUM INVESTMENT ADVISORS's Holdings Bubble Chart
OPTIMUM INVESTMENT ADVISORS News
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