
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
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112,799 | -543 | $15,422 |
AAPL | 112,799 | -543 | $15,422 |
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25,291 | +297 | $9,541 |
SPY | 25,291 | +297 | $9,541 |
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$6,294 | ||
UNH | 12,238 | -56 | $6,286 |
Call | 500 | +500 | $8 |
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19,620 | +106 | $5,039 |
MSFT | 19,620 | +106 | $5,039 |
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99,839 | UNCH | $4,560 |
ITM | 99,839 | UNCH | $4,560 |
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9,395 | +213 | $4,503 |
COST | 9,395 | +213 | $4,503 |
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19,990 | +60 | $3,062 |
ABBV | 19,990 | +60 | $3,062 |
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1,291 | +36 | $2,824 |
GOOG | 1,291 | +36 | $2,824 |
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7,814 | +28 | $2,552 |
VGT | 7,814 | +28 | $2,552 |
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7,506 | -100 | $2,368 |
MA | 7,506 | -100 | $2,368 |
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17,534 | -218 | $2,240 |
QCOM | 17,534 | -218 | $2,240 |
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48,255 | -23 | $2,058 |
CSCO | 48,255 | -23 | $2,058 |
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$2,058 | ||
UPS | 11,667 | UNCH | $2,130 |
Put | 9,000 | -3,000 | $72 |
Call | 1,000 | UNCH | $0 |
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19,140 | +17,993 | $2,033 |
AMZN | 19,140 | +17,993 | $2,033 |
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8,096 | +20 | $1,999 |
MCD | 8,096 | +20 | $1,999 |
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12,664 | -18 | $1,920 |
NVDA | 12,664 | -18 | $1,920 |
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$1,884 | ||
JPM | 16,719 | +54 | $1,883 |
Call | 1,000 | +1,000 | $1 |
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10,974 | +68 | $1,849 |
GLD | 10,974 | +68 | $1,849 |
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22,272 | -990 | $1,715 |
BMY | 22,272 | -990 | $1,715 |
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6,564 | UNCH | $1,664 |
DHR | 6,564 | UNCH | $1,664 |
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13,500 | UNCH | $1,641 |
WMT | 13,500 | UNCH | $1,641 |
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41,639 | -100 | $1,558 |
INTC | 41,639 | -100 | $1,558 |
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24,831 | -30 | $1,535 |
GILD | 24,831 | -30 | $1,535 |
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7,112 | UNCH | $1,517 |
UNP | 7,112 | UNCH | $1,517 |
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29,773 | -150 | $1,511 |
VZ | 29,773 | -150 | $1,511 |
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$1,489 | ||
ADBE | 4,064 | UNCH | $1,488 |
Call | 400 | +400 | $1 |
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21,218 | -2,400 | $1,483 |
ORCL | 21,218 | -2,400 | $1,483 |
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3,401 | +495 | $1,462 |
LMT | 3,401 | +495 | $1,462 |
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8,798 | -80 | $1,419 |
FB | 8,798 | -80 | $1,419 |
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26,983 | +1,500 | $1,364 |
IGSB | 26,983 | +1,500 | $1,364 |
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63,135 | +1 | $1,323 |
T | 63,135 | +1 | $1,323 |
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13,969 | -315 | $1,319 |
DIS | 13,969 | -315 | $1,319 |
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11,103 | +1 | $1,307 |
DVY | 11,103 | +1 | $1,307 |
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105,342 | -2,000 | $1,300 |
PGX | 105,342 | -2,000 | $1,300 |
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7,654 | +90 | $1,276 |
PEP | 7,654 | +90 | $1,276 |
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12,847 | UNCH | $1,235 |
RTX | 12,847 | UNCH | $1,235 |
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6,932 | +500 | $1,231 |
JNJ | 6,932 | +500 | $1,231 |
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6,965 | +193 | $1,180 |
IWM | 6,965 | +193 | $1,180 |
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48,096 | -200 | $1,172 |
EPD | 48,096 | -200 | $1,172 |
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5,245 | UNCH | $1,147 |
IWF | 5,245 | UNCH | $1,147 |
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$1,118 | ||
BRK.B | 4,095 | -300 | $1,118 |
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10,831 | UNCH | $1,107 |
NKE | 10,831 | UNCH | $1,107 |
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9,420 | +2,100 | $1,082 |
TLT | 9,420 | +2,100 | $1,082 |
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7,430 | -75 | $1,076 |
CVX | 7,430 | -75 | $1,076 |
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44,375 | +4,124 | $1,061 |
GOVT | 44,375 | +4,124 | $1,061 |
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2,148 | UNCH | $1,044 |
AVGO | 2,148 | UNCH | $1,044 |
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11,070 | UNCH | $1,041 |
ICE | 11,070 | UNCH | $1,041 |
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1,903 | -25 | $1,034 |
TMO | 1,903 | -25 | $1,034 |
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18,812 | -112 | $986 |
PFE | 18,812 | -112 | $986 |
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10,205 | -660 | $931 |
BX | 10,205 | -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
![]() 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 |