HoldingsChannel.com
| Entity | Amount | Change
03/31/2019 to 06/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
63,426 | -1,848 | $12,553 |
| AAPL | 63,426 | -1,848 | $12,553 |
| ADOBE INC |
27,948 | +550 | $8,235 |
| ADBE | 27,948 | +550 | $8,235 |
| SPDR S&P 500 ETF TR (SPY) |
27,760 | +187 | $8,134 |
| SPY | 27,760 | +187 | $8,134 |
| MICROSOFT CORP |
41,361 | -179 | $5,541 |
| MSFT | 41,361 | -179 | $5,541 |
| MASTERCARD INC |
20,860 | -1,230 | $5,518 |
| MA | 20,860 | -1,230 | $5,518 |
| UNITEDHEALTH GROUP INC |
20,546 | -300 | $5,013 |
| UNH | 20,546 | -300 | $5,013 |
| CISCO SYS INC |
89,133 | -4,234 | $4,878 |
| CSCO | 89,133 | -4,234 | $4,878 |
| AMAZON COM INC |
2,416 | +207 | $4,575 |
| AMZN | 2,416 | +207 | $4,575 |
| INTEL CORP |
94,537 | -884 | $4,526 |
| INTC | 94,537 | -884 | $4,526 |
| BOEING CO |
12,367 | +2,889 | $4,502 |
| BA | 12,367 | +2,889 | $4,502 |
| FACEBOOK INC |
22,350 | -600 | $4,314 |
| FB | 22,350 | -600 | $4,314 |
| COSTCO WHSL CORP NEW |
15,656 | +476 | $4,137 |
| COST | 15,656 | +476 | $4,137 |
| VERIZON COMMUNICATIONS INC |
66,472 | -5,425 | $3,798 |
| VZ | 66,472 | -5,425 | $3,798 |
| VANECK VECTORS ETF TR (ITM) |
73,311 | +3,500 | $3,647 |
| ITM | 73,311 | +3,500 | $3,647 |
| JPMORGAN CHASE & CO |
31,537 | -218 | $3,526 |
| JPM | 31,537 | -218 | $3,526 |
| ALPHABET INC |
3,121 | +57 | $3,374 |
| GOOG | 3,121 | +57 | $3,374 |
| UNION PACIFIC CORP |
19,683 | -770 | $3,329 |
| UNP | 19,683 | -770 | $3,329 |
| GILEAD SCIENCES INC |
46,386 | -4,135 | $3,134 |
| GILD | 46,386 | -4,135 | $3,134 |
| AT&T INC |
93,400 | +6,688 | $3,130 |
| T | 93,400 | +6,688 | $3,130 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
31,955 | -1,900 | $2,746 |
| ICE | 31,955 | -1,900 | $2,746 |
| ISHARES TR (IWF) |
17,004 | -352 | $2,675 |
| IWF | 17,004 | -352 | $2,675 |
| YUM BRANDS INC |
24,093 | -140 | $2,666 |
| YUM | 24,093 | -140 | $2,666 |
| ISHARES TR (DVY) |
26,234 | -2,124 | $2,612 |
| DVY | 26,234 | -2,124 | $2,612 |
| UNITED TECHNOLOGIES CORP |
19,836 | UNCH | $2,583 |
| UTX | 19,836 | UNCH | $2,583 |
| CHEVRON CORP NEW |
17,692 | -1,045 | $2,202 |
| CVX | 17,692 | -1,045 | $2,202 |
| BRISTOL MYERS SQUIBB CO |
48,334 | -3,515 | $2,192 |
| BMY | 48,334 | -3,515 | $2,192 |
| ABBVIE INC |
28,143 | -9,028 | $2,047 |
| ABBV | 28,143 | -9,028 | $2,047 |
| DANAHER CORPORATION |
14,034 | -400 | $2,006 |
| DHR | 14,034 | -400 | $2,006 |
| WALMART INC |
17,791 | -1,514 | $1,966 |
| WMT | 17,791 | -1,514 | $1,966 |
| UNITED PARCEL SERVICE INC |
18,791 | UNCH | $1,941 |
| UPS | 18,791 | UNCH | $1,941 |
| INVESCO EXCHNG TRADED FD TR (PGX) |
129,179 | -241 | $1,890 |
| PGX | 129,179 | -241 | $1,890 |
| DISNEY WALT CO |
13,375 | +1,707 | $1,868 |
| DIS | 13,375 | +1,707 | $1,868 |
| FIRST TR NASDAQ100 TECH INDE (QTEC) |
21,675 | -261 | $1,853 |
| QTEC | 21,675 | -261 | $1,853 |
| BROADCOM INC |
6,350 | UNCH | $1,828 |
| AVGO | 6,350 | UNCH | $1,828 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
16,609 | -872 | $1,790 |
| RSP | 16,609 | -872 | $1,790 |
| CYPRESS SEMICONDUCTOR CORP |
79,403 | +1,503 | $1,766 |
| CY | 79,403 | +1,503 | $1,766 |
| NIKE INC |
20,619 | -1,952 | $1,731 |
| NKE | 20,619 | -1,952 | $1,731 |
| MCDONALDS CORP |
8,228 | +2 | $1,709 |
| MCD | 8,228 | +2 | $1,709 |
| STARBUCKS CORP |
20,193 | -77 | $1,693 |
| SBUX | 20,193 | -77 | $1,693 |
| CHUBB LIMITED |
11,475 | -136 | $1,690 |
| CB | 11,475 | -136 | $1,690 |
| ORACLE CORP |
29,631 | +7 | $1,688 |
| ORCL | 29,631 | +7 | $1,688 |
| US BANCORP DEL |
31,737 | UNCH | $1,663 |
| USB | 31,737 | UNCH | $1,663 |
| DEERE & CO |
10,029 | -325 | $1,662 |
| DE | 10,029 | -325 | $1,662 |
| WISDOMTREE TR |
37,965 | +1,075 | $1,657 |
| DGRW | 37,965 | +1,075 | $1,657 |
| JOHNSON & JOHNSON |
11,730 | -1,026 | $1,634 |
| JNJ | 11,730 | -1,026 | $1,634 |
| VANGUARD INDEX FDS (VOO) |
5,976 | +4 | $1,608 |
| VOO | 5,976 | +4 | $1,608 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
4,251 | +239 | $1,507 |
| MDY | 4,251 | +239 | $1,507 |
| WISDOMTREE TR |
55,391 | +341 | $1,502 |
| DES | 55,391 | +341 | $1,502 |
| GOLDMAN SACHS GROUP INC |
7,241 | -94 | $1,481 |
| GS | 7,241 | -94 | $1,481 |
| VANGUARD WORLD FDS (VGT) |
7,014 | +43 | $1,479 |
| VGT | 7,014 | +43 | $1,479 |
See Full List: All Stocks Held By Optimum Investment Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Optimum Investment Advisors
|
Size ($ in 1000's)
At 06/30/2019: $308,289 At 03/31/2019: $304,686 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 |
