Filer Name: OPTIMUM INVESTMENT ADVISORS
CIK: 1037763
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 617
Portfolio Value: $0.23B

Optimum Investment Advisors Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 87,519 $22M 9.67% -2.4% -
SPY US SPDR S&P 500 ETF TRUST 23,287 $14M 6.02% 0.4% -
NVDA US NVIDIA CORP 99,595 $13M 5.90% -1.1% -
MSFT US MICROSOFT CORP 16,585 $7M 3.08% -1.3% -
VGT US VANGUARD INFO TECH ETF 9,378 $6M 2.57% 0.8% -
COST US COSTCO WHOLESALE CORP 6,048 $6M 2.45% -3.8% -
GOOG US ALPHABET INC-CL C 23,273 $4M 1.96% -3.3% -
AMZN US AMAZON.COM INC 18,686 $4M 1.81% 2.5% -
META US META PLATFORMS INC-CLASS A 6,821 $4M 1.76% 3.6% -
UNH US UNITEDHEALTH GROUP INC 7,789 $4M 1.74% -3.9% -
MUNI US PIMCO INTERMEDIATE MUNICIPAL 75,223 $4M 1.72% - -
AVGO US BROADCOM INC 13,519 $3M 1.38% 2.9% -
JPM US JPMORGAN CHASE & CO 12,926 $3M 1.37% -1.7% -
GLD US SPDR GOLD SHARES 10,676 $3M 1.14% -3.1% -
MA US MASTERCARD INC - A 4,855 $3M 1.13% - -
ABBV US ABBVIE INC 14,159 $3M 1.11% - -
WMT US WALMART INC 27,447 $2M 1.09% -5.5% -
ORCL US ORACLE CORP 14,695 $2M 1.08% -6.7% -
IWM US ISHARES RUSSELL 2000 ETF 8,800 $2M 0.86% -1.1% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 3,755 $2M 0.75% - -
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