HoldingsChannel.com
Optimum Investment Advisors Top Holdings
As of  06/30/2022, 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
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 112,799 -543 $15,422
     AAPL112,799-543$15,422
SPDR S&P 500 ETF TR (SPY) 25,291 +297 $9,541
     SPY25,291+297$9,541
UNITEDHEALTH GROUP INC      $6,294
     UNH12,238-56$6,286
     Call500+500$8
MICROSOFT CORP 19,620 +106 $5,039
     MSFT19,620+106$5,039
VANECK ETF TRUST (ITM) 99,839 UNCH $4,560
     ITM99,839UNCH$4,560
COSTCO WHSL CORP NEW 9,395 +213 $4,503
     COST9,395+213$4,503
ABBVIE INC 19,990 +60 $3,062
     ABBV19,990+60$3,062
ALPHABET INC 1,291 +36 $2,824
     GOOG1,291+36$2,824
VANGUARD WORLD FDS (VGT) 7,814 +28 $2,552
     VGT7,814+28$2,552
MASTERCARD INCORPORATED 7,506 -100 $2,368
     MA7,506-100$2,368
QUALCOMM INC 17,534 -218 $2,240
     QCOM17,534-218$2,240
CISCO SYS INC 48,255 -23 $2,058
     CSCO48,255-23$2,058
UNITED PARCEL SERVICE INC      $2,058
     UPS11,667UNCH$2,130
     Put9,000-3,000$72
     Call1,000UNCH$0
AMAZON COM INC 19,140 +17,993 $2,033
     AMZN19,140+17,993$2,033
MCDONALDS CORP 8,096 +20 $1,999
     MCD8,096+20$1,999
NVIDIA CORPORATION 12,664 -18 $1,920
     NVDA12,664-18$1,920
JPMORGAN CHASE & CO      $1,884
     JPM16,719+54$1,883
     Call1,000+1,000$1
SPDR GOLD TR (GLD) 10,974 +68 $1,849
     GLD10,974+68$1,849
BRISTOL MYERS SQUIBB CO 22,272 -990 $1,715
     BMY22,272-990$1,715
DANAHER CORPORATION 6,564 UNCH $1,664
     DHR6,564UNCH$1,664
WALMART INC 13,500 UNCH $1,641
     WMT13,500UNCH$1,641
INTEL CORP 41,639 -100 $1,558
     INTC41,639-100$1,558
GILEAD SCIENCES INC 24,831 -30 $1,535
     GILD24,831-30$1,535
UNION PAC CORP 7,112 UNCH $1,517
     UNP7,112UNCH$1,517
VERIZON COMMUNICATIONS INC 29,773 -150 $1,511
     VZ29,773-150$1,511
ADOBE SYSTEMS INCORPORATED      $1,489
     ADBE4,064UNCH$1,488
     Call400+400$1
ORACLE CORP 21,218 -2,400 $1,483
     ORCL21,218-2,400$1,483
LOCKHEED MARTIN CORP 3,401 +495 $1,462
     LMT3,401+495$1,462
META PLATFORMS INC 8,798 -80 $1,419
     FB8,798-80$1,419
ISHARES TR (IGSB) 26,983 +1,500 $1,364
     IGSB26,983+1,500$1,364
AT&T INC 63,135 +1 $1,323
     T63,135+1$1,323
DISNEY WALT CO 13,969 -315 $1,319
     DIS13,969-315$1,319
ISHARES TR (DVY) 11,103 +1 $1,307
     DVY11,103+1$1,307
INVESCO EXCH TRADED FD TR II (PGX) 105,342 -2,000 $1,300
     PGX105,342-2,000$1,300
PEPSICO INC 7,654 +90 $1,276
     PEP7,654+90$1,276
RAYTHEON TECHNOLOGIES CORP 12,847 UNCH $1,235
     RTX12,847UNCH$1,235
JOHNSON & JOHNSON 6,932 +500 $1,231
     JNJ6,932+500$1,231
ISHARES TR (IWM) 6,965 +193 $1,180
     IWM6,965+193$1,180
ENTERPRISE PRODS PARTNERS L 48,096 -200 $1,172
     EPD48,096-200$1,172
ISHARES TR (IWF) 5,245 UNCH $1,147
     IWF5,245UNCH$1,147
BERKSHIRE HATHAWAY INC DEL      $1,118
     BRK.B4,095-300$1,118
NIKE INC 10,831 UNCH $1,107
     NKE10,831UNCH$1,107
ISHARES TR (TLT) 9,420 +2,100 $1,082
     TLT9,420+2,100$1,082
CHEVRON CORP NEW 7,430 -75 $1,076
     CVX7,430-75$1,076
ISHARES TR (GOVT) 44,375 +4,124 $1,061
     GOVT44,375+4,124$1,061
BROADCOM INC 2,148 UNCH $1,044
     AVGO2,148UNCH$1,044
INTERCONTINENTAL EXCHANGE IN (ICE) 11,070 UNCH $1,041
     ICE11,070UNCH$1,041
THERMO FISHER SCIENTIFIC INC 1,903 -25 $1,034
     TMO1,903-25$1,034
PFIZER INC 18,812 -112 $986
     PFE18,812-112$986
BLACKSTONE INC 10,205 -660 $931
     BX10,205-660$931

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 06/30/2022: $199,785
At 03/31/2022: $237,392

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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