HoldingsChannel.com
Optimum Investment Advisors Top Holdings
As of  03/31/2023, below is a summary of the Optimum Investment Advisors top holdings by largest position size, as per the latest 13f filing made by Optimum Investment Advisors. In the Optimum Investment Advisors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Optimum Investment Advisors in that top holding, then the share count change between reporting periods, and finally the Optimum Investment Advisors top holding position size for that row.

   EntityAmountChange
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
APPLE INC 97,689 -5,660 $16,109
     AAPL97,689-5,660$16,109
SPDR S&P 500 ETF TR (SPY) 21,311 +181 $8,725
     SPY21,311+181$8,725
MICROSOFT CORP 18,024 -129 $5,196
     MSFT18,024-129$5,196
VANECK ETF TRUST (ITM) 93,599 UNCH $4,350
     ITM93,599UNCH$4,350
UNITEDHEALTH GROUP INC 8,860 -372 $4,187
     UNH8,860-372$4,187
COSTCO WHSL CORP NEW 7,621 -367 $3,787
     COST7,621-367$3,787
NVIDIA CORPORATION 11,932 -110 $3,314
     NVDA11,932-110$3,314
VANGUARD WORLD FDS (VGT) 8,336 +148 $3,213
     VGT8,336+148$3,213
ALPHABET INC 25,965 +150 $2,700
     GOOG25,965+150$2,700
ABBVIE INC 16,059 -1,241 $2,559
     ABBV16,059-1,241$2,559
UNITED PARCEL SERVICE INC      $2,372
     UPS12,318+581$2,390
     Put9,000UNCH$18
MASTERCARD INCORPORATED 6,091 -375 $2,214
     MA6,091-375$2,214
CISCO SYS INC 40,482 -3,471 $2,116
     CSCO40,482-3,471$2,116
MCDONALDS CORP 7,434 -550 $2,079
     MCD7,434-550$2,079
SPDR GOLD TR (GLD) 11,186 -178 $2,050
     GLD11,186-178$2,050
JPMORGAN CHASE & CO 15,179 -1,250 $1,978
     JPM15,179-1,250$1,978
ORACLE CORP 20,418 UNCH $1,897
     ORCL20,418UNCH$1,897
AMAZON COM INC      $1,841
     AMZN17,810+150$1,840
     Call500+500$1
WALMART INC 11,140 UNCH $1,643
     WMT11,140UNCH$1,643
LOCKHEED MARTIN CORP 3,400 -80 $1,607
     LMT3,400-80$1,607
QUALCOMM INC 12,492 -1,657 $1,594
     QCOM12,492-1,657$1,594
DANAHER CORPORATION 5,900 -258 $1,487
     DHR5,900-258$1,487
GILEAD SCIENCES INC 17,289 -874 $1,435
     GILD17,289-874$1,435
META PLATFORMS INC 6,417 -695 $1,360
     META6,417-695$1,360
EXXON MOBIL CORP 12,292 +750 $1,348
     XOM12,292+750$1,348
BRISTOL MYERS SQUIBB CO 19,364 -1,315 $1,342
     BMY19,364-1,315$1,342
PEPSICO INC 7,141 -163 $1,302
     PEP7,141-163$1,302
ISHARES TR (IWM) 7,258 +451 $1,295
     IWM7,258+451$1,295
NIKE INC 10,481 -300 $1,285
     NKE10,481-300$1,285
DISNEY WALT CO 12,509 +125 $1,253
     DIS12,509+125$1,253
ADOBE SYSTEMS INCORPORATED 3,231 +177 $1,245
     ADBE3,231+177$1,245
ENTERPRISE PRODS PARTNERS L 47,518 -793 $1,231
     EPD47,518-793$1,231
RAYTHEON TECHNOLOGIES CORP 12,454 -150 $1,220
     RTX12,454-150$1,220
ISHARES TR (TLT) 11,275 +1,700 $1,199
     TLT11,275+1,700$1,199
INVESCO EXCH TRADED FD TR II (PGX) 102,782 -1,500 $1,180
     PGX102,782-1,500$1,180
CHEVRON CORP NEW 7,023 +201 $1,146
     CVX7,023+201$1,146
BERKSHIRE HATHAWAY INC DEL      $1,144
     BRK.B3,705-50$1,144
ISHARES TR (GOVT) 44,837 +142 $1,048
     GOVT44,837+142$1,048
ILLINOIS TOOL WKS INC 4,190 -75 $1,020
     ITW4,190-75$1,020
CATERPILLAR INC 4,420 UNCH $1,011
     CAT4,420UNCH$1,011
JOHNSON & JOHNSON 6,462 -249 $1,002
     JNJ6,462-249$1,002
UNION PAC CORP 4,972 -290 $1,001
     UNP4,972-290$1,001
BANCO BILBAO VIZCAYA ARGENTA 140,703 -36,300 $992
     BBVA140,703-36,300$992
ISHARES TR (DGRO) 19,225 UNCH $961
     DGRO19,225UNCH$961
AT&T INC 49,632 -9,344 $955
     T49,632-9,344$955
THERMO FISHER SCIENTIFIC INC 1,653 UNCH $953
     TMO1,653UNCH$953
INTEL CORP 29,078 -8,673 $950
     INTC29,078-8,673$950
GOLDMAN SACHS GROUP INC 2,875 +175 $940
     GS2,875+175$940
ISHARES TR (IGSB) 18,483 -5,000 $934
     IGSB18,483-5,000$934
BROADCOM INC 1,429 +60 $917
     AVGO1,429+60$917

See Full List: All Stocks Held By Optimum Investment Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Optimum Investment Advisors

Size ($ in 1000's)
At 03/31/2023: $190,801
At 12/31/2022: $184,609

Optimum Investment Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Optimum Investment Advisors 13F filings. Link to 13F filings: SEC filings

Optimum Investment Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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