HoldingsChannel.com
| Entity | Amount | Change
12/31/2018 to 03/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
65,274 | -503 | $12,399 |
| AAPL | 65,274 | -503 | $12,399 |
| SPDR S&P 500 ETF TR (SPY) |
27,573 | -1,385 | $7,789 |
| SPY | 27,573 | -1,385 | $7,789 |
| ADOBE INC |
27,398 | +218 | $7,301 |
| ADBE | 27,398 | +218 | $7,301 |
| MASTERCARD INC |
22,090 | -1,136 | $5,201 |
| MA | 22,090 | -1,136 | $5,201 |
| UNITEDHEALTH GROUP INC |
20,846 | -1,061 | $5,154 |
| UNH | 20,846 | -1,061 | $5,154 |
| INTEL CORP |
95,421 | +1,106 | $5,124 |
| INTC | 95,421 | +1,106 | $5,124 |
| CISCO SYS INC |
93,367 | +4,277 | $5,041 |
| CSCO | 93,367 | +4,277 | $5,041 |
| MICROSOFT CORP |
41,540 | -971 | $4,899 |
| MSFT | 41,540 | -971 | $4,899 |
| VERIZON COMMUNICATIONS INC |
71,897 | -465 | $4,251 |
| VZ | 71,897 | -465 | $4,251 |
| AMAZON COM INC |
2,209 | -47 | $3,934 |
| AMZN | 2,209 | -47 | $3,934 |
| FACEBOOK INC |
22,950 | -1,825 | $3,826 |
| FB | 22,950 | +175 | $3,826 |
| COSTCO WHSL CORP NEW |
15,180 | -200 | $3,676 |
| COST | 15,180 | -200 | $3,676 |
| BOEING CO |
9,478 | +603 | $3,615 |
| BA | 9,478 | +603 | $3,615 |
| ALPHABET INC |
3,064 | +90 | $3,595 |
| GOOG | 3,064 | +90 | $3,595 |
| UNION PACIFIC CORP |
20,453 | -95 | $3,420 |
| UNP | 20,453 | -95 | $3,420 |
| VANECK VECTORS ETF TR (ITM) |
69,811 | UNCH | $3,407 |
| ITM | 69,811 | UNCH | $3,407 |
| GILEAD SCIENCES INC |
50,521 | -3,752 | $3,284 |
| GILD | 50,521 | -3,752 | $3,284 |
| JPMORGAN CHASE & CO |
31,755 | -1,184 | $3,215 |
| JPM | 31,755 | -1,184 | $3,215 |
| ABBVIE INC |
37,171 | -2,980 | $2,996 |
| ABBV | 37,171 | -2,980 | $2,996 |
| ISHARES TR (DVY) |
28,358 | -374 | $2,784 |
| DVY | 28,358 | -374 | $2,784 |
| AT&T INC |
86,712 | -2,955 | $2,719 |
| T | 86,712 | -2,955 | $2,719 |
| ISHARES TR (IWF) |
17,356 | -332 | $2,627 |
| IWF | 17,356 | -332 | $2,627 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
33,855 | -360 | $2,578 |
| ICE | 33,855 | -360 | $2,578 |
| UNITED TECHNOLOGIES CORP |
19,836 | -274 | $2,557 |
| UTX | 19,836 | -274 | $2,557 |
| BRISTOL MYERS SQUIBB CO |
51,849 | -1,600 | $2,474 |
| BMY | 51,849 | -1,600 | $2,474 |
| YUM BRANDS INC |
24,233 | -1,299 | $2,419 |
| YUM | 24,233 | -1,299 | $2,419 |
| CHEVRON CORP NEW |
18,737 | -535 | $2,308 |
| CVX | 18,737 | -535 | $2,308 |
| UNITED PARCEL SERVICE INC |
18,791 | +4,000 | $2,100 |
| UPS | 18,791 | UNCH | $2,100 |
| BROADCOM INC |
6,350 | +3,635 | $1,910 |
| AVGO | 6,350 | +3,635 | $1,910 |
| DANAHER CORPORATION |
14,434 | +800 | $1,906 |
| DHR | 14,434 | +800 | $1,906 |
| NIKE INC |
22,571 | -350 | $1,901 |
| NKE | 22,571 | -350 | $1,901 |
| WALMART INC |
19,305 | -136 | $1,883 |
| WMT | 19,305 | -136 | $1,883 |
| INVESCO EXCHNG TRADED FD TR (PGX) |
129,420 | +38,836 | $1,877 |
| PGX | 129,420 | +38,836 | $1,877 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
17,481 | +2,690 | $1,826 |
| RSP | 17,481 | +2,690 | $1,826 |
| FIRST TR NASDAQ100 TECH INDE (QTEC) |
21,936 | -232 | $1,807 |
| QTEC | 21,936 | -232 | $1,807 |
| JOHNSON & JOHNSON |
12,756 | -192 | $1,783 |
| JNJ | 12,756 | -192 | $1,783 |
| DEERE & CO |
10,354 | -725 | $1,655 |
| DE | 10,354 | -725 | $1,655 |
| CHUBB LIMITED |
11,611 | UNCH | $1,626 |
| CB | 11,611 | UNCH | $1,626 |
| ORACLE CORP |
29,624 | -1,207 | $1,591 |
| ORCL | 29,624 | -1,207 | $1,591 |
| WISDOMTREE TR |
36,890 | -700 | $1,589 |
| DGRW | 36,890 | -700 | $1,589 |
| MCDONALDS CORP |
8,226 | -124 | $1,562 |
| MCD | 8,226 | -124 | $1,562 |
| VANGUARD INDEX FDS (VOO) |
5,972 | +2,876 | $1,550 |
| VOO | 5,972 | +2,876 | $1,550 |
| US BANCORP DEL |
31,737 | -576 | $1,529 |
| USB | 31,737 | -576 | $1,529 |
| WISDOMTREE TR |
55,050 | +78 | $1,516 |
| DES | 55,050 | +78 | $1,516 |
| STARBUCKS CORP |
20,270 | -21 | $1,507 |
| SBUX | 20,270 | -21 | $1,507 |
| ISHARES TR (IWM) |
9,358 | -2,278 | $1,433 |
| IWM | 9,358 | -2,278 | $1,433 |
| EXXON MOBIL CORP |
17,476 | -266 | $1,412 |
| XOM | 17,476 | -266 | $1,412 |
| GOLDMAN SACHS GROUP INC |
7,335 | -230 | $1,408 |
| GS | 7,335 | -230 | $1,408 |
| CIENA CORP |
37,545 | +37,545 | $1,402 |
| CIEN | 37,545 | +37,545 | $1,402 |
| VANGUARD WORLD FDS (VGT) |
6,971 | +119 | $1,398 |
| VGT | 6,971 | +119 | $1,398 |
See Full List: All Stocks Held By Optimum Investment Advisors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Optimum Investment Advisors
|
Size ($ in 1000's)
At 03/31/2019: $304,686 At 12/31/2018: $290,784 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 |
