Optimum Investment Advisors Top Holdings and 13F Report (2025) About Optimum Investment AdvisorsInvestment ActivityOptimum Investment Advisors has $212.40 million in total holdings as of March 31, 2025.Optimum Investment Advisors owns shares of 637 different stocks, but just 103 companies or ETFs make up 80% of its holdings.Approximately 1.99% of the portfolio was purchased this quarter.About 4.19% of the portfolio was sold this quarter.This quarter, Optimum Investment Advisors has purchased 616 new stocks and bought additional shares in 96 stocks.Optimum Investment Advisors sold shares of 116 stocks and completely divested from 14 stocks this quarter.Largest Holdings Apple $19,268,606SPDR S&P 500 ETF Trust $12,956,558NVIDIA $9,598,133Microsoft $6,235,944Costco Wholesale $5,516,928 Largest New Holdings this Quarter 03076K108 - Ameris Bancorp $128,093 Holding14316J108 - The Carlyle Group $95,898 Holding46138E800 - Invesco China Technology ETF $79,758 HoldingG25457105 - Credo Technology Group $52,208 Holding74347B607 - ProShares Investment Grade Interest Rate Hedged $46,723 Holding Largest Purchases this Quarter GE VERNOVA INC 1,827 shares (about $557.75K)Advanced Micro Devices 2,424 shares (about $249.04K)iShares 1-3 Year Treasury Bond ETF 2,480 shares (about $205.16K)Calamos Long/Short Equity & Dynamic Income Term Trust 9,560 shares (about $148.75K)iShares Core Dividend Growth ETF 2,350 shares (about $145.18K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 17,188 shares (about $1.45M)NVIDIA 11,035 shares (about $1.20M)IES 1,870 shares (about $308.76K)First Solar 2,431 shares (about $307.35K)UnitedHealth Group 507 shares (about $265.54K) 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$19,268,606$171,928 ▼-0.9%86,7459.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$12,956,558$69,924 ▼-0.5%23,1626.1%FinanceNVDANVIDIA$9,598,133$1,195,973 ▼-11.1%88,5604.5%Computer and TechnologyMSFTMicrosoft$6,235,944$10,135 ▲0.2%16,6122.9%Computer and TechnologyCOSTCostco Wholesale$5,516,928$203,350 ▼-3.6%5,8332.6%Retail/WholesaleVGTVanguard Information Technology ETF$5,181,619$94,921 ▲1.9%9,5532.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,877,7480.0%75,2231.8%ETFUNHUnitedHealth Group$3,813,948$265,541 ▼-6.5%7,2821.8%MedicalMETAMeta Platforms$3,769,971$161,381 ▼-4.1%6,5411.8%Computer and TechnologyGOOGAlphabet$3,635,9410.0%23,2731.7%Computer and TechnologyAMZNAmazon.com$3,529,513$25,685 ▼-0.7%18,5511.7%Retail/WholesaleGLDSPDR Gold Shares$3,124,417$48,121 ▲1.6%10,8431.5%FinanceJPMJPMorgan Chase & Co.$2,999,798$170,975 ▼-5.4%12,2291.4%FinanceABBVAbbVie$2,842,977$123,617 ▼-4.2%13,5691.3%MedicalMAMastercard$2,624,947$36,176 ▼-1.4%4,7891.2%Business ServicesWMTWalmart$2,411,679$2,107 ▲0.1%27,4711.1%Retail/WholesaleAVGOBroadcom$2,308,357$44,871 ▲2.0%13,7871.1%Computer and TechnologyBRK.BBerkshire Hathaway$2,106,354$106,516 ▲5.3%3,9551.0%FinanceORCLOracle$2,036,410$18,035 ▼-0.9%14,5661.0%Computer and TechnologyBBVABanco Bilbao Vizcaya Argentaria$1,874,149$13,620 ▼-0.7%137,6030.9%FinanceIWMiShares Russell 2000 ETF$1,724,584$30,921 ▼-1.8%8,6450.8%FinanceRTXRTX$1,714,827$21,459 ▼-1.2%12,9460.8%AerospaceCSCOCisco Systems$1,593,385$69,669 ▼-4.2%25,8210.8%Computer and TechnologyGILDGilead Sciences$1,587,7590.0%14,1700.7%MedicalDGROiShares Core Dividend Growth ETF$1,529,055$145,183 ▲10.5%24,7500.7%ETFTLTiShares 20+ Year Treasury Bond ETF$1,469,6790.0%16,1450.7%ETFQCOMQUALCOMM$1,419,5100.0%9,2410.7%Computer and TechnologyGSThe Goldman Sachs Group$1,398,502$13,657 ▼-1.0%2,5600.7%FinanceLMTLockheed Martin$1,370,0600.0%3,0670.6%AerospaceUPSUnited Parcel Service$1,358,827$19,661 ▼-1.4%20,7340.6%TransportationCATCaterpillar$1,355,808$56,726 ▼-4.0%4,1110.6%IndustrialsGOOGLAlphabet$1,278,100$74,227 ▼-5.5%8,2650.6%Computer and TechnologyNEUBERGER BERMAN ENERGY INFR$1,274,490$45,000 ▲3.7%141,6100.6%COMVVisa$1,266,562$73,947 ▼-5.5%3,6140.6%Business ServicesGAMCO GLOBAL GOLD NAT RES &$1,192,760$142,134 ▲13.5%272,9430.6%COM SH BEN INTEPDEnterprise Products Partners$1,189,6590.0%34,8460.6%EnergyMCDMcDonald's$1,151,036$21,240 ▼-1.8%3,6850.5%Retail/WholesaleAMPLIFY ETF TR$1,100,486$2,800 ▼-0.3%15,3270.5%AMPLIFY CYBERSECADBEAdobe$1,089,609$19,177 ▲1.8%2,8410.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,054,797$108,962 ▼-9.4%6,0890.5%ETFXOMExxon Mobil$1,045,276$1,784 ▲0.2%8,7890.5%EnergyICEIntercontinental Exchange$1,035,7670.0%6,0040.5%FinanceSHWSherwin-Williams$1,023,1270.0%2,9300.5%Basic MaterialsFIFiserv$1,019,130$38,645 ▼-3.7%4,6150.5%Business ServicesDEDeere & Company$1,001,593$45,058 ▼-4.3%2,1340.5%IndustrialsGE VERNOVA INC$968,959$557,747 ▲135.6%3,1740.5%COMBMYBristol-Myers Squibb$966,459$4,818 ▼-0.5%15,8460.5%MedicalUNPUnion Pacific$963,150$1,181 ▲0.1%4,0770.5%TransportationFIXComfort Systems USA$955,064$171,157 ▼-15.2%2,9630.4%ConstructionITWIllinois Tool Works$954,8390.0%3,8500.4%IndustrialsMCKMcKesson$942,1860.0%1,4000.4%MedicalDHID.R. Horton$931,8630.0%7,3300.4%ConstructionCBChubb$927,109$2,114 ▼-0.2%3,0700.4%FinanceNVMINova$903,217$73,732 ▼-7.5%4,9000.4%Computer and TechnologyPWRQuanta Services$873,362$101,672 ▼-10.4%3,4360.4%ConstructionSPROTT PHYSICAL GOLD TR$863,754$64,962 ▲8.1%35,9000.4%UNITNFLXNetflix$863,523$130,554 ▲17.8%9260.4%Consumer DiscretionaryDISWalt Disney$833,818$7,403 ▼-0.9%8,4480.4%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$823,307$25,436 ▼-3.0%9,6780.4%ETFVTIVanguard Total Stock Market ETF$822,871$5,497 ▲0.7%2,9940.4%ETFDHRDanaher$809,7500.0%3,9500.4%MedicalYUMYum! Brands$795,4550.0%5,0550.4%Retail/WholesaleDUKDuke Energy$788,902$60,985 ▼-7.2%6,4680.4%UtilitiesVBVanguard Small-Cap ETF$760,603$96,461 ▼-11.3%3,4300.4%ETFTTDTrade Desk$755,6830.0%13,8100.4%Computer and TechnologyTAT&T$740,258$87,894 ▼-10.6%26,1760.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$725,173$42,645 ▲6.2%14,2670.3%ETFCVXChevron$711,287$68,586 ▲10.7%4,2520.3%EnergyPGProcter & Gamble$709,2880.0%4,1620.3%Consumer StaplesQQQInvesco QQQ$694,762$42,192 ▲6.5%1,4820.3%FinanceLAM RESEARCH CORP$672,475$2,181 ▼-0.3%9,2500.3%COM NEWEFAiShares MSCI EAFE ETF$661,196$73,557 ▲12.5%8,0900.3%FinanceJNJJohnson & Johnson$625,783$116,930 ▼-15.7%3,7730.3%MedicalALLAllstate$622,6380.0%3,0070.3%FinanceAMDAdvanced Micro Devices$603,084$249,042 ▲70.3%5,8700.3%Computer and TechnologyVTSVitesse Energy$584,0130.0%23,7500.3%EnergyHDHome Depot$575,504$16,862 ▼-2.8%1,5700.3%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$575,255$36,208 ▼-5.9%12,7100.3%ETFPFEPfizer$560,379$2,534 ▼-0.5%22,1140.3%MedicalAMATApplied Materials$550,876$7,256 ▲1.3%3,7960.3%Computer and TechnologyCCICrown Castle$550,856$15,635 ▼-2.8%5,2850.3%FinanceLABCORP HOLDINGS INC$546,9390.0%2,3500.3%COM SHSXLEEnergy Select Sector SPDR Fund$538,554$12,896 ▲2.5%5,7630.3%ETFSOSouthern$536,3430.0%5,8330.3%UtilitiesNKENIKE$510,379$16,251 ▼-3.1%8,0400.2%Consumer DiscretionaryBACBank of America$502,159$26,080 ▼-4.9%12,0340.2%FinanceIBMInternational Business Machines$501,796$98,469 ▼-16.4%2,0180.2%Computer and TechnologyDRIDarden Restaurants$494,4690.0%2,3800.2%Retail/WholesaleNUVNuveen Municipal Value Fund$492,874$43,850 ▲9.8%56,2000.2%FinanceINTCIntel$485,585$23,051 ▼-4.5%21,3820.2%Computer and TechnologyTSCOTractor Supply$476,6150.0%8,6500.2%Retail/WholesaleTDGTransDigm Group$473,0850.0%3420.2%AerospaceITMVanEck Intermediate Muni ETF$466,4780.0%10,2500.2%ETFSPGSimon Property Group$461,5360.0%2,7790.2%FinanceBKNGBooking$460,691$41,462 ▼-8.3%1000.2%Retail/WholesaleMOAltria Group$460,6850.0%7,6760.2%Consumer StaplesPGXInvesco Preferred ETF$458,472$86,394 ▼-15.9%40,8620.2%ETFSHOPShopify$456,394$22,247 ▲5.1%4,7800.2%Computer and TechnologyCLXClorox$454,561$22,088 ▼-4.6%3,0870.2%Consumer StaplesSHYiShares 1-3 Year Treasury Bond ETF$453,254$205,160 ▲82.7%5,4790.2%ManufacturingShowing 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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