Optimum Investment Advisors Top Holdings and 13F Report (2025) About Optimum Investment AdvisorsInvestment ActivityOptimum Investment Advisors has $226.61 million in total holdings as of December 31, 2024.Optimum Investment Advisors owns shares of 616 different stocks, but just 101 companies or ETFs make up 80% of its holdings.Approximately 2.55% of the portfolio was purchased this quarter.About 5.29% of the portfolio was sold this quarter.This quarter, Optimum Investment Advisors has purchased 636 new stocks and bought additional shares in 73 stocks.Optimum Investment Advisors sold shares of 112 stocks and completely divested from 40 stocks this quarter.Largest Holdings Apple $21,916,439SPDR S&P 500 ETF Trust $13,647,896NVIDIA $13,374,613Microsoft $6,990,539Vanguard Information Technology ETF $5,831,336 Largest New Holdings this Quarter LAM RESEARCH CORP $670,294 HoldingiShares China Large-Cap ETF $308,662 HoldingnVent Electric $114,509 HoldingSUPER MICRO COMPUTER INC $89,306 HoldingISHARES BITCOIN TRUST ETF $75,862 Holding Largest Purchases this Quarter LAM RESEARCH CORP 9,280 shares (about $670.29K)Tractor Supply 6,920 shares (about $367.18K)iShares China Large-Cap ETF 10,140 shares (about $308.66K)iShares Core Dividend Growth ETF 4,400 shares (about $269.90K)Vanguard Total Stock Market ETF 794 shares (about $230.11K) Largest Sales this Quarter Eaton 1,650 shares (about $547.59K)Apple 2,169 shares (about $543.16K)Novo Nordisk A/S 4,750 shares (about $408.60K)SPDR EURO STOXX 50 ETF 6,355 shares (about $305.99K)Fifth Third Bancorp 6,800 shares (about $287.51K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOptimum Investment Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$21,916,439$543,159 ▼-2.4%87,5199.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$13,647,896$60,366 ▲0.4%23,2876.0%FinanceNVDANVIDIA$13,374,613$154,434 ▼-1.1%99,5955.9%Computer and TechnologyMSFTMicrosoft$6,990,539$88,515 ▼-1.3%16,5853.1%Computer and TechnologyVGTVanguard Information Technology ETF$5,831,336$49,123 ▲0.8%9,3782.6%ETFCOSTCostco Wholesale$5,541,788$219,912 ▼-3.8%6,0482.4%Retail/WholesaleGOOGAlphabet$4,432,110$151,781 ▼-3.3%23,2732.0%Computer and TechnologyAMZNAmazon.com$4,099,522$101,578 ▲2.5%18,6861.8%Retail/WholesaleMETAMeta Platforms$3,993,764$140,522 ▲3.6%6,8211.8%Computer and TechnologyUNHUnitedHealth Group$3,940,144$161,875 ▼-3.9%7,7891.7%MedicalMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,891,2880.0%75,2231.7%ETFAVGOBroadcom$3,134,245$86,940 ▲2.9%13,5191.4%Computer and TechnologyJPMJPMorgan Chase & Co.$3,098,515$52,497 ▼-1.7%12,9261.4%FinanceGLDSPDR Gold Shares$2,585,026$83,778 ▼-3.1%10,6761.1%FinanceMAMastercard$2,556,4970.0%4,8551.1%Business ServicesABBVAbbVie$2,516,0540.0%14,1591.1%MedicalWMTWalmart$2,479,836$143,656 ▼-5.5%27,4471.1%Retail/WholesaleORCLOracle$2,448,700$174,967 ▼-6.7%14,6951.1%Computer and TechnologyIWMiShares Russell 2000 ETF$1,944,495$21,655 ▼-1.1%8,8000.9%FinanceBRK.BBerkshire Hathaway$1,702,0660.0%3,7550.8%FinanceGOOGLAlphabet$1,655,429$18,930 ▲1.2%8,7450.7%Computer and TechnologyTTDTrade Desk$1,623,089$7,052 ▼-0.4%13,8100.7%Computer and TechnologyCSCOCisco Systems$1,595,413$35,519 ▼-2.2%26,9500.7%Computer and TechnologyUPSUnited Parcel Service$1,583,908$3,765 ▼-0.2%21,0340.7%TransportationCATCaterpillar$1,553,701$45,345 ▼-2.8%4,2830.7%Industrial ProductsRTXRTX$1,516,858$24,301 ▼-1.6%13,1080.7%AerospaceLMTLockheed Martin$1,490,378$25,755 ▼-1.7%3,0670.7%AerospaceFIXComfort Systems USA$1,481,666$233,233 ▼-13.6%3,4940.7%ConstructionGSThe Goldman Sachs Group$1,480,2230.0%2,5850.7%FinanceQCOMQUALCOMM$1,419,6020.0%9,2410.6%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$1,409,9430.0%16,1450.6%ETFPALANTIR TECHNOLOGIES INC$1,399,306$219,327 ▼-13.6%18,5020.6%CL ADGROiShares Core Dividend Growth ETF$1,374,016$269,896 ▲24.4%22,4000.6%ETFBBVABanco Bilbao Vizcaya Argentaria$1,347,2180.0%138,6030.6%FinanceGILDGilead Sciences$1,308,8910.0%14,1700.6%MedicalADBEAdobe$1,241,102$44,468 ▲3.7%2,7910.5%Computer and TechnologyPWRQuanta Services$1,212,3680.0%3,8360.5%ConstructionVVisa$1,208,8530.0%3,8250.5%Business ServicesNEUBERGER BERMAN ENERGY INFR$1,206,266$9,890 ▲0.8%136,6100.5%COMRSPInvesco S&P 500 Equal Weight ETF$1,177,195$62,908 ▲5.6%6,7180.5%ETFAMPLIFY ETF TR$1,144,627$8,790 ▼-0.8%15,3660.5%AMPLIFY CYBERSECEPDEnterprise Products Partners$1,092,786$37,633 ▼-3.3%34,8460.5%Oils/EnergyMCDMcDonald's$1,087,913$14,494 ▼-1.3%3,7530.5%Retail/WholesaleNVMINova$1,043,835$19,695 ▼-1.9%5,3000.5%Computer and TechnologyDHID.R. Horton$1,024,881$17,478 ▲1.7%7,3300.5%ConstructionSHWSherwin-Williams$995,995$13,597 ▼-1.3%2,9300.4%Basic MaterialsFIFiserv$983,962$15,407 ▲1.6%4,7900.4%Business ServicesITWIllinois Tool Works$976,2060.0%3,8500.4%Industrial ProductsDISWalt Disney$949,036$33,405 ▼-3.4%8,5230.4%Consumer DiscretionaryDEDeere & Company$944,851$84,740 ▼-8.2%2,2300.4%Industrial ProductsXOMExxon Mobil$943,819$21,514 ▼-2.2%8,7740.4%Oils/EnergyVBVanguard Small-Cap ETF$928,682$96,112 ▲11.5%3,8650.4%ETFUNPUnion Pacific$928,5790.0%4,0720.4%TransportationDHRDanaher$906,7230.0%3,9500.4%MedicalGAMCO GLOBAL GOLD NAT RES &$906,377$12,494 ▲1.4%240,4180.4%COM SH BEN INTBMYBristol-Myers Squibb$900,7290.0%15,9250.4%MedicalICEIntercontinental Exchange$894,723$29,804 ▼-3.2%6,0040.4%FinanceIWRiShares Russell Mid-Cap ETF$881,967$145,418 ▲19.7%9,9770.4%ETFVTIVanguard Total Stock Market ETF$861,895$230,109 ▲36.4%2,9740.4%ETFCBChubb$850,1750.0%3,0770.4%FinanceMCKMcKesson$797,8740.0%1,4000.4%MedicalDUKDuke Energy$750,7320.0%6,9680.3%UtilitiesQQQInvesco QQQ$711,607$3,578 ▲0.5%1,3920.3%FinanceNFLXNetflix$700,578$4,457 ▲0.6%7860.3%Consumer DiscretionaryPGProcter & Gamble$697,7590.0%4,1620.3%Consumer StaplesYUMYum! Brands$678,1790.0%5,0550.3%Retail/WholesaleLAM RESEARCH CORP$670,294$670,294 ▲New Holding9,2800.3%COM NEWSPROTT PHYSICAL GOLD TR$668,6480.0%33,2000.3%UNITTAT&T$666,7970.0%29,2840.3%Computer and TechnologyIESCIES$653,120$50,240 ▲8.3%3,2500.3%Computer and TechnologyJNJJohnson & Johnson$647,668$21,695 ▼-3.2%4,4780.3%MedicalVEAVanguard FTSE Developed Markets ETF$642,145$37,492 ▲6.2%13,4280.3%ETFHDHome Depot$628,729$36,961 ▲6.2%1,6160.3%Retail/WholesaleNKENIKE$627,758$5,675 ▼-0.9%8,2960.3%Consumer DiscretionaryAMATApplied Materials$609,212$48,789 ▼-7.4%3,7460.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$594,980$14,313 ▼-2.3%13,5100.3%ETFVTSVitesse Energy$593,750$7,500 ▲1.3%23,7500.3%Oils/EnergyPFEPfizer$589,3480.0%22,2140.3%MedicalFSLRFirst Solar$582,649$26,436 ▲4.8%3,3060.3%Oils/EnergyALLAllstate$579,7000.0%3,0070.3%FinancePGXInvesco Preferred ETF$559,920$5,189 ▼-0.9%48,5620.2%ETFCVXChevron$556,449$238,975 ▼-30.0%3,8420.2%Oils/EnergyBACBank of America$556,3820.0%12,6590.2%FinanceEFAiShares MSCI EAFE ETF$543,6360.0%7,1900.2%FinanceBKNGBooking$541,5580.0%1090.2%Retail/WholesaleLABCORP HOLDINGS INC$538,9020.0%2,3500.2%COM SHSIBMInternational Business Machines$530,670$68,587 ▼-11.4%2,4140.2%Computer and TechnologyCLXClorox$525,721$8,120 ▼-1.5%3,2370.2%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$523,349$49,373 ▲10.4%2,6500.2%Computer and TechnologyMRKMerck & Co., Inc.$512,294$24,869 ▼-4.6%5,1500.2%MedicalTMOThermo Fisher Scientific$506,1840.0%9730.2%MedicalCCICrown Castle$493,2810.0%5,4350.2%FinanceSHOPShopify$483,483$62,416 ▲14.8%4,5470.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$481,876$129,957 ▲36.9%5,6250.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$481,2950.0%8450.2%ETFSOSouthern$480,172$49,392 ▼-9.3%5,8330.2%UtilitiesSPGSimon Property Group$478,572$34,442 ▼-6.7%2,7790.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$476,406$4,244 ▲0.9%3,7040.2%ETFITMVanEck Intermediate Muni ETF$472,5250.0%10,2500.2%ETFTSLATesla$465,628$203,132 ▲77.4%1,1530.2%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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