OPTIMUM INVESTMENT ADVISORS
Q1 2025 13F Holdings
- Locationchicago, IL
- Num holdings
639
- Value ($000)
$212,400
- Date Filed04/30/2025
- Form type13F-HR
- CIK0001037763
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $19.27M | 9 % | 86,745 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.96M | 6 % | 23,162 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $9.60M | 5 % | 88,560 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.24M | 3 % | 16,612 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $5.52M | 3 % | 5,833 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $5.18M | 2 % | 9,553 | ||
MUNI PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | $3.88M | 2 % | 75,223 | ||
UNH UNITEDHEALTH GROUP INC | COM | 91324P102 | $3.81M | 2 % | 7,282 | ||
META META PLATFORMS INC | CL A | 30303M102 | $3.77M | 2 % | 6,541 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $3.64M | 2 % | 23,273 |
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