
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
97,689 | -5,660 | $16,109 |
AAPL | 97,689 | -5,660 | $16,109 |
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21,311 | +181 | $8,725 |
SPY | 21,311 | +181 | $8,725 |
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18,024 | -129 | $5,196 |
MSFT | 18,024 | -129 | $5,196 |
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93,599 | UNCH | $4,350 |
ITM | 93,599 | UNCH | $4,350 |
![]() |
8,860 | -372 | $4,187 |
UNH | 8,860 | -372 | $4,187 |
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7,621 | -367 | $3,787 |
COST | 7,621 | -367 | $3,787 |
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11,932 | -110 | $3,314 |
NVDA | 11,932 | -110 | $3,314 |
![]() |
8,336 | +148 | $3,213 |
VGT | 8,336 | +148 | $3,213 |
![]() |
25,965 | +150 | $2,700 |
GOOG | 25,965 | +150 | $2,700 |
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16,059 | -1,241 | $2,559 |
ABBV | 16,059 | -1,241 | $2,559 |
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$2,372 | ||
UPS | 12,318 | +581 | $2,390 |
Put | 9,000 | UNCH | $18 |
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6,091 | -375 | $2,214 |
MA | 6,091 | -375 | $2,214 |
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40,482 | -3,471 | $2,116 |
CSCO | 40,482 | -3,471 | $2,116 |
![]() |
7,434 | -550 | $2,079 |
MCD | 7,434 | -550 | $2,079 |
![]() |
11,186 | -178 | $2,050 |
GLD | 11,186 | -178 | $2,050 |
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15,179 | -1,250 | $1,978 |
JPM | 15,179 | -1,250 | $1,978 |
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20,418 | UNCH | $1,897 |
ORCL | 20,418 | UNCH | $1,897 |
![]() |
$1,841 | ||
AMZN | 17,810 | +150 | $1,840 |
Call | 500 | +500 | $1 |
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11,140 | UNCH | $1,643 |
WMT | 11,140 | UNCH | $1,643 |
![]() |
3,400 | -80 | $1,607 |
LMT | 3,400 | -80 | $1,607 |
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12,492 | -1,657 | $1,594 |
QCOM | 12,492 | -1,657 | $1,594 |
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5,900 | -258 | $1,487 |
DHR | 5,900 | -258 | $1,487 |
![]() |
17,289 | -874 | $1,435 |
GILD | 17,289 | -874 | $1,435 |
![]() |
6,417 | -695 | $1,360 |
META | 6,417 | -695 | $1,360 |
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12,292 | +750 | $1,348 |
XOM | 12,292 | +750 | $1,348 |
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19,364 | -1,315 | $1,342 |
BMY | 19,364 | -1,315 | $1,342 |
![]() |
7,141 | -163 | $1,302 |
PEP | 7,141 | -163 | $1,302 |
![]() |
7,258 | +451 | $1,295 |
IWM | 7,258 | +451 | $1,295 |
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10,481 | -300 | $1,285 |
NKE | 10,481 | -300 | $1,285 |
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12,509 | +125 | $1,253 |
DIS | 12,509 | +125 | $1,253 |
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3,231 | +177 | $1,245 |
ADBE | 3,231 | +177 | $1,245 |
![]() |
47,518 | -793 | $1,231 |
EPD | 47,518 | -793 | $1,231 |
![]() |
12,454 | -150 | $1,220 |
RTX | 12,454 | -150 | $1,220 |
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11,275 | +1,700 | $1,199 |
TLT | 11,275 | +1,700 | $1,199 |
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102,782 | -1,500 | $1,180 |
PGX | 102,782 | -1,500 | $1,180 |
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7,023 | +201 | $1,146 |
CVX | 7,023 | +201 | $1,146 |
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$1,144 | ||
BRK.B | 3,705 | -50 | $1,144 |
![]() |
44,837 | +142 | $1,048 |
GOVT | 44,837 | +142 | $1,048 |
![]() |
4,190 | -75 | $1,020 |
ITW | 4,190 | -75 | $1,020 |
![]() |
4,420 | UNCH | $1,011 |
CAT | 4,420 | UNCH | $1,011 |
![]() |
6,462 | -249 | $1,002 |
JNJ | 6,462 | -249 | $1,002 |
![]() |
4,972 | -290 | $1,001 |
UNP | 4,972 | -290 | $1,001 |
![]() |
140,703 | -36,300 | $992 |
BBVA | 140,703 | -36,300 | $992 |
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19,225 | UNCH | $961 |
DGRO | 19,225 | UNCH | $961 |
![]() |
49,632 | -9,344 | $955 |
T | 49,632 | -9,344 | $955 |
![]() |
1,653 | UNCH | $953 |
TMO | 1,653 | UNCH | $953 |
![]() |
29,078 | -8,673 | $950 |
INTC | 29,078 | -8,673 | $950 |
![]() |
2,875 | +175 | $940 |
GS | 2,875 | +175 | $940 |
![]() |
18,483 | -5,000 | $934 |
IGSB | 18,483 | -5,000 | $934 |
![]() |
1,429 | +60 | $917 |
AVGO | 1,429 | +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
![]() 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 |