- New Purchases: BBK, HC5, DEA, LADR, AIMT, MEI, REGN, IVZ, SPOT, WWD, ZEN, ZTS, TCF, CELH, EXPR, PHYS, RCEL, ABCB, ACMR, BYND, PING, PXD, ATRS, PRFT, NBIX, NP, JCOM, SDS, SJT, AMD, CHWY, CPE, CHK, MCF, CRT, VAL, GPOR, GWPH, HAIN, K, LAC, PTN, CUBA, CMG, PBT, STKL,
- Added Positions: GSK, T, DSL, VWO, SHY, ISTB, TTD, ITM, SPSB, MINT, PGX, AFL, BMY, MSFT, UTX, SPTS, VGT, CI, SPG, VZ, AGN, SHOP, SPHD, ISRG, RTN, MIN, IHI, LMBS, VB, BP, FISV, MPW, SIVB, TJX, TMO, GSBD, KHC, BOND, EEM, VIG, ARCC, C, EPD, ELS, GOOGL, CRM, UPS, NUV, AVGO, LYB, TLT, VCIT, VCSH, AON, BAC, BLK, FUN, CMCSA, DLR, D, DOV, GS, JNJ, LOW, MU, NOC, NVO, DGX, SWKS, TSN, VRTX, WMT, BLW, BDJ, MAIN, V, KL, NOW, RETA, CRSP, IIPR, GPMT, DOW, BIV, BLV, DGRO, LQD, PFF, SLV, AMAT, BIIB, STZ, EW, F, GPN, INCY, TGT, TOT, TRN, EMF, PPT, EVR, IPGP, TWO, SAND, DOC, CGC, WPG, CWBR, GNL, ACA, AOM, BNDX, EBND, HACK, IWV, SCHA, SCHM, SCHO, SCHZ, SHYG, VEA, XLE,
- Reduced Positions: ADBE, IWR, AAPL, EXPE, ICE, LRCX, BA, UNP, WBA, FB, NML, EXC, GILD, IBM, IWF, BBVA, CVX, CCI, CY, DHR, DD, FITB, SBUX, VTI, MO, ETN, MET, NFLX, PAGS, DVY, IYT, MDY, MUB, SPY, CB, AMGN, CSCO, EEFT, INTC, IPG, JPM, PHM, SLB, SO, SNPS, USB, UNH, XLNX, YUM, MA, NXPI, DES, DVYE, EFA, FXH, QTEC, SCHB, ABT, ARW, CBRE, CVS, CCL, CAT, FIS, CIEN, KO, XOM, HRB, HOLX, KSU, MS, NVDA, OXY, PEP, PFE, QCOM, RCL, RDS.A, RGLD, LUV, TSM, ANTM, WDC, WHR, ZBRA, SMTS, PHK, BGT, FMO, GGN, BKCC, ULTA, LEA, FDUS, SPLK, FANG, ABBV, CDW, MTCH, TWLO, BHF, ROKU, ZS, CTVA, AMLP, BKLN, BSCK, BSCL, BSCM, DBEF, DFE, DGRW, DLN, EWU, GDX, GUNR, HYG, IAU, IEFA, IWM, IWO, IYW, JNK, QQQ, RWR, SLYG, SPLV, SSO, VEU, VGSH, VNQ, VO, VOE, VOO, VOT, VTV, XLY, ABB, NLY, APOG, ADM, BCE, BIDU, CBRL, CCMP, CM, BXMT, CNP, CLX, CL, GLW, EOG, EXP, LLY, FLR, GE, GIS, HAL, HSY, HON, IDXX, ILMN, JCI, JNPR, KMB, MKSI, SPGI, NI, OHI, OKE, PNC, PG, PSA, TEVA, VTR, VOD, WAB, WMB, HPI, KYN, EXG, SPR, REED, HSBCPA, DFS, MAXR, PM, GM, MPC, PFLT, MPLX, NRZ, TWTR, KEYS, PJT, CLDR, DELL, LYFT, BND, BSV, EMB, EWH, GSG, GXC, IJR, IYR, PGF, PSK, SCHH, VBR, VDC, VHT, VYM, XBI, XLB, XLK, XLP, XLRE,
- Sold Out: STI, CELG, BSCJ, MDC, SEDG, GRUB, COUP, IBDK, COLD, FTSM, OLLI, RUSHA, EMLC, EQNR, CDLX, ALTR, SAFE, SNAP, ARNC, 1BA, 1BA, WW6, LC, RDWR, FSS, TVIX, SCHP, IRM, KR, IVW, MGIC, MSB, GVI, NOK, PKI, ADNT, WPS, SAN, RMR, EDIT, NTLA, BOLD, ICLN, MRAM, DBX, SCHF, SCHC, PK, IGOV, GOOS, IYE, AMCR, SFIX, ETRN, JWN, TRMB, GEO, SNY, WRK, BB, PGR, PBCT, TRST, LBY, LVS, HBAN, HSBC, FE, M, FAST, E65F, JGH, CRC, REPH, HDS, BLUE, BFAM, ALSN, HPO, PLNT, CIM, CXO, JDD, AAN, PAYS, IRBT, AABA,
For the details of OPTIMUM INVESTMENT ADVISORS's stock buys and sells, go to https://www.gurufocus.com/guru/optimum+investment+advisors/current-portfolio/portfolio
These are the top 5 holdings of OPTIMUM INVESTMENT ADVISORS- Apple Inc (AAPL) - 62,065 shares, 5.48% of the total portfolio. Shares reduced by 2.01%
- SPDR S&P 500 ETF Trust (SPY) - 26,523 shares, 2.57% of the total portfolio. Shares reduced by 1.19%
- Microsoft Corp (MSFT) - 42,223 shares, 2.00% of the total portfolio. Shares added by 3.19%
- Adobe Inc (ADBE) - 18,548 shares, 1.84% of the total portfolio. Shares reduced by 31.97%
- VanEck Vectors AMT-Free Intermediate Municipal Ind (ITM) - 120,811 shares, 1.82% of the total portfolio. Shares added by 4.32%
Optimum Investment Advisors initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $50.50. The impact to a portfolio due to this purchase was 0.39%. The holding were 22,831 shares as of .
New Purchase: Healthpeak Properties Inc (HC5)Optimum Investment Advisors initiated holding in Healthpeak Properties Inc. The purchase prices were between $28.63 and $34, with an estimated average price of $31.41. The stock is now traded at around $32.81. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,842 shares as of .
New Purchase: Easterly Government Properties Inc (DEA)Optimum Investment Advisors initiated holding in Easterly Government Properties Inc. The purchase prices were between $21.47 and $23.73, with an estimated average price of $22.61. The stock is now traded at around $24.00. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,300 shares as of .
New Purchase: Ladder Capital Corp (LADR)Optimum Investment Advisors initiated holding in Ladder Capital Corp. The purchase prices were between $16.8 and $18.21, with an estimated average price of $17.27. The stock is now traded at around $18.52. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,600 shares as of .
New Purchase: Aimmune Therapeutics Inc (AIMT)Optimum Investment Advisors initiated holding in Aimmune Therapeutics Inc. The purchase prices were between $22.43 and $33.53, with an estimated average price of $28.14. The stock is now traded at around $33.44. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,500 shares as of .
New Purchase: Methode Electronics Inc (MEI)Optimum Investment Advisors initiated holding in Methode Electronics Inc. The purchase prices were between $31.6 and $40.96, with an estimated average price of $36.38. The stock is now traded at around $38.51. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,850 shares as of .
Added: GlaxoSmithKline PLC (GSK)Optimum Investment Advisors added to a holding in GlaxoSmithKline PLC by 230.45%. The purchase prices were between $41.19 and $47.32, with an estimated average price of $44.58. The stock is now traded at around $47.64. The impact to a portfolio due to this purchase was 0.17%. The holding were 16,975 shares as of .
Added: DoubleLine Income Solutions Fund (DSL)Optimum Investment Advisors added to a holding in DoubleLine Income Solutions Fund by 55.33%. The purchase prices were between $19.14 and $20.18, with an estimated average price of $19.84. The stock is now traded at around $20.33. The impact to a portfolio due to this purchase was 0.14%. The holding were 66,523 shares as of .
Added: Vanguard FTSE Emerging Markets ETF (VWO)Optimum Investment Advisors added to a holding in Vanguard FTSE Emerging Markets ETF by 76.77%. The purchase prices were between $39.79 and $44.7, with an estimated average price of $42.43. The stock is now traded at around $45.06. The impact to a portfolio due to this purchase was 0.12%. The holding were 20,739 shares as of .
Added: iShares 1-3 Year Treasury Bond ETF (SHY)Optimum Investment Advisors added to a holding in iShares 1-3 Year Treasury Bond ETF by 48.81%. The purchase prices were between $84.51 and $85.05, with an estimated average price of $84.72. The stock is now traded at around $84.82. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,801 shares as of .
Added: iShares Core 1-5 Year USD Bond ETF (ISTB)Optimum Investment Advisors added to a holding in iShares Core 1-5 Year USD Bond ETF by 176.62%. The purchase prices were between $50.03 and $50.4, with an estimated average price of $50.18. The stock is now traded at around $50.58. The impact to a portfolio due to this purchase was 0.1%. The holding were 10,650 shares as of .
Added: The Trade Desk Inc (TTD)Optimum Investment Advisors added to a holding in The Trade Desk Inc by 115.98%. The purchase prices were between $183.99 and $273.51, with an estimated average price of $226.92. The stock is now traded at around $282.85. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,095 shares as of .
Sold Out: SunTrust Banks Inc (STI)Optimum Investment Advisors sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.
Sold Out: Celgene Corp (CELG)Optimum Investment Advisors sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.
Sold Out: Invesco BulletShares 2019 Corporate Bond ETF (BSCJ)Optimum Investment Advisors sold out a holding in Invesco BulletShares 2019 Corporate Bond ETF. The sale prices were between $21.07 and $21.12, with an estimated average price of $21.09.
Sold Out: M.D.C. Holdings Inc (MDC)Optimum Investment Advisors sold out a holding in M.D.C. Holdings Inc. The sale prices were between $36.83 and $46, with an estimated average price of $40.57.
Sold Out: GrubHub Inc (GRUB)Optimum Investment Advisors sold out a holding in GrubHub Inc. The sale prices were between $33.11 and $59.02, with an estimated average price of $45.62.
Sold Out: iShares iBonds Dec 2019 Term Corporate ETF (IBDK)Optimum Investment Advisors sold out a holding in iShares iBonds Dec 2019 Term Corporate ETF. The sale prices were between $24.82 and $24.87, with an estimated average price of $24.85.
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