HoldingsChannel.com
Optimum Investment Advisors Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 62,065 -1,271 $18,225
     AAPL62,065-1,271$18,225
SPDR S&P 500 ETF TR (SPY) 26,523 -320 $8,537
     SPY26,523-320$8,537
MICROSOFT CORP 42,223 +1,304 $6,659
     MSFT42,223+1,304$6,659
ADOBE INC 18,548 -8,715 $6,117
     ADBE18,548-8,715$6,117
VANECK VECTORS ETF TR (ITM) 120,811 +5,000 $6,068
     ITM120,811+5,000$6,068
MASTERCARD INC 19,916 -279 $5,947
     MA19,916-279$5,947
UNITEDHEALTH GROUP INC 19,636 -242 $5,773
     UNH19,636-242$5,773
INTEL CORP 93,421 -1,119 $5,591
     INTC93,421-1,119$5,591
COSTCO WHSL CORP NEW 15,434 -100 $4,536
     COST15,434-100$4,536
AMAZON COM INC 2,392 +11 $4,420
     AMZN2,392+11$4,420
VERIZON COMMUNICATIONS INC 71,805 +2,516 $4,409
     VZ71,805+2,516$4,409
AT&T INC 111,227 +11,727 $4,347
     T111,227+11,727$4,347
FACEBOOK INC 21,025 -1,200 $4,315
     FB21,025-1,200$4,315
JPMORGAN CHASE & CO 30,665 -410 $4,275
     JPM30,665-410$4,275
CISCO SYS INC 85,600 -1,425 $4,105
     CSCO85,600-1,425$4,105
BOEING CO 12,089 -543 $3,938
     BA12,089-543$3,938
ALPHABET INC 2,860 +25 $3,824
     GOOG2,860+25$3,824
BRISTOL MYERS SQUIBB CO      $3,381
     BMY52,509+2,925$3,371
     RIGHT 99 99 99993,400+3,400$10
     Put1,000+1,000$0
UNITED TECHNOLOGIES CORP 22,161 +1,275 $3,319
     UTX22,161+1,275$3,319
UNION PACIFIC CORP 16,995 -1,338 $3,072
     UNP16,995-1,338$3,072
ISHARES TR (IWF) 15,895 -1,043 $2,796
     IWF15,895-1,043$2,796
INTERCONTINENTAL EXCHANGE IN (ICE) 28,981 -2,974 $2,682
     ICE28,981-2,974$2,682
ISHARES TR (DVY) 25,256 -928 $2,669
     DVY25,256-928$2,669
GILEAD SCIENCES INC 39,961 -2,500 $2,597
     GILD39,961-2,500$2,597
ABBVIE INC 26,122 -549 $2,313
     ABBV26,122-549$2,313
YUM BRANDS INC 22,918 -650 $2,309
     YUM22,918-650$2,309
WALMART INC 19,092 +200 $2,269
     WMT19,092+200$2,269
UNITED PARCEL SERVICE INC 18,640 +678 $2,182
     UPS18,640+678$2,182
DISNEY WALT CO 14,889 +79 $2,153
     DIS14,889+79$2,153
INVESCO EXCHNG TRADED FD TR (PGX) 141,579 +15,511 $2,125
     PGX141,579+15,511$2,125
CHEVRON CORP NEW 17,106 -1,150 $2,061
     CVX17,106-1,150$2,061
NIKE INC 20,319 -100 $2,059
     NKE20,319-100$2,059
FIRST TR NASDAQ100 TECH INDE (QTEC) 20,367 -876 $2,039
     QTEC20,367-876$2,039
VANGUARD WORLD FDS (VGT) 8,185 +879 $2,004
     VGT8,185+879$2,004
INVESCO EXCHANGE TRADED FD T (RSP) 17,017 +84 $1,969
     RSP17,017+84$1,969
DANAHER CORPORATION 12,729 -800 $1,954
     DHR12,729-800$1,954
BROADCOM INC 6,066 +211 $1,917
     AVGO6,066+211$1,917
JOHNSON & JOHNSON 12,292 +200 $1,793
     JNJ12,292+200$1,793
GOLDMAN SACHS GROUP INC 7,722 +216 $1,775
     GS7,722+216$1,775
WISDOMTREE TR 36,256 -944 $1,757
     DGRW36,256-944$1,757
US BANCORP DEL 28,887 -1,150 $1,713
     USB28,887-1,150$1,713
DEERE & CO 9,814 -20 $1,700
     DE9,814-20$1,700
VANGUARD INDEX FDS (VOO) 5,663 -81 $1,675
     VOO5,663-81$1,675
VISA INC 8,839 +101 $1,661
     V8,839+101$1,661
STARBUCKS CORP 18,703 -1,410 $1,644
     SBUX18,703-1,410$1,644
CHUBB LIMITED 10,490 -400 $1,633
     CB10,490-400$1,633
MCDONALDS CORP 8,231 -50 $1,627
     MCD8,231-50$1,627
ORACLE CORP 29,572 +150 $1,567
     ORCL29,572+150$1,567
SOUTHERN CO 24,468 -800 $1,559
     SO24,468-800$1,559
WISDOMTREE TR 52,746 -2,219 $1,513
     DES52,746-2,219$1,513

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 12/31/2019: $337,007
At 09/30/2019: $316,786

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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