Notify me when OPTIMUM INVESTMENT ADVISORS files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 612 | $252,004,353 | +$4,154,539 | -$4,830,792 | -$676,253 | AAPL, NVDA, SPY, MSFT, VGT | 13F-HR | 20 Oct 2025, 17:46 |
| Q2 2025 | 613 | $230,258,840 | +$3,147,591 | -$5,192,986 | -$2,045,395 | AAPL, SPY, NVDA, MSFT, VGT | 13F-HR | 31 Jul 2025, 15:45 |
| Q1 2025 | 637 | $212,332,213 | +$4,210,469 | -$8,919,258 | -$4,708,789 | AAPL, SPY, NVDA, MSFT, COST | 13F-HR | 30 Apr 2025, 10:41 |
| Q4 2024 | 616 | $226,538,942 | +$5,771,162 | -$11,999,753 | -$6,228,591 | AAPL, SPY, NVDA, MSFT, VGT | 13F-HR | 11 Feb 2025, 13:05 |
| Q3 2024 | 636 | $231,311,779 | +$6,676,005 | -$9,173,139 | -$2,497,134 | AAPL, SPY, NVDA, MSFT, COST | 13F-HR | 16 Oct 2024, 15:42 |
| Q2 2024 | 636 | $222,811,878 | +$16,485,859 | -$8,198,003 | +$8,287,856 | AAPL, NVDA, SPY, MSFT, COST | 13F-HR | 12 Jul 2024, 15:47 |
| Q1 2024 | 637 | $217,698,044 | +$9,911,382 | -$5,710,381 | +$4,201,001 | AAPL, SPY, NVDA, MSFT, COST | 13F-HR | 11 Apr 2024, 11:50 |
| Q4 2023 | 637 | $198,757,482 | +$8,138,448 | -$23,684,081 | -$15,545,633 | AAPL, SPY, MSFT, NVDA, UNH | 13F-HR | 08 Jan 2024, 11:18 |
| Q3 2023 | 717 | $195,215,357 | +$4,240,055 | -$5,274,706 | -$1,034,651 | AAPL, SPY, MSFT, NVDA, UNH | 13F-HR | 13 Oct 2023, 13:32 |
| Q2 2023 | 707 | $204,149,022 | +$6,016,566 | -$3,669,169 | +$2,347,397 | AAPL, SPY, MSFT, NVDA, ITM | 13F-HR | 03 Aug 2023, 12:31 |
| Q1 2023 | 732 | $190,776,977 | +$5,261,364 | -$10,348,602 | -$5,087,238 | AAPL, SPY, MSFT, ITM, UNH | 13F-HR | 03 May 2023, 10:56 |
| Q4 2022 | 756 | $184,497,266 | +$2,889,385 | -$16,589,324 | -$13,699,939 | AAPL, SPY, UNH, MSFT, ITM | 13F-HR | 05 Jan 2023, 09:02 |
| Q3 2022 | 755 | $185,652,057 | +$6,681,686 | -$4,210,654 | +$2,471,032 | AAPL, SPY, UNH, MSFT, ITM | 13F-HR | 24 Oct 2022, 14:42 |
| Q2 2022 | 778 | $199,609,040 | +$6,885,673 | -$3,660,156 | +$3,225,517 | AAPL, SPY, UNH, MSFT, ITM | 13F-HR | 12 Jul 2022, 16:53 |
| Q1 2022 | 801 | $237,295,009 | +$6,863,012 | -$9,885,337 | -$3,022,325 | AAPL, SPY, UNH, MSFT, COST | 13F-HR | 08 Apr 2022, 11:05 |
| Q4 2021 | 799 | $256,571,192 | +$5,296,937 | -$6,672,079 | -$1,375,142 | AAPL, SPY, MSFT, UNH, ITM | 13F-HR | 17 Mar 2022, 12:53 |
| Q3 2021 | 818 | $237,189,000 | +$5,138,307 | -$83,685,219 | -$78,546,912 | AAPL, SPY, MSFT, ITM, UNH | Restatement | 22 Oct 2021, 14:17 |
| Q2 2021 | 887 | $320,533,000 | +$10,162,083 | -$53,364,859 | -$43,202,776 | AAPL, SPY, MSFT, UNH, MA | 13F-HR | 02 Aug 2021, 10:22 |
| Q1 2021 | 887 | $341,643,000 | +$12,225,251 | -$13,772,657 | -$1,547,406 | AAPL, SPY, MSFT, ADBE, MA | 13F-HR | 15 Apr 2021, 10:50 |
| Q4 2020 | 853 | $329,349,000 | +$12,721,434 | -$11,825,944 | +$895,490 | AAPL, SPY, MSFT, ADBE, MA | 13F-HR | 21 Jan 2021, 12:53 |
| Q3 2020 | 829 | $297,625,190 | +$26,126,011 | -$16,042,761 | +$10,083,250 | AAPL, SPY, MSFT, ADBE, AMZN | 13F-HR | 06 Oct 2020, 16:37 |
| Q2 2020 | 835 | $287,014,077 | +$14,943,981 | -$12,904,608 | +$2,039,373 | AAPL, MSFT, SPY, ADBE, AMZN | 13F-HR | 16 Jul 2020, 12:23 |
| Q1 2020 | 831 | $243,391,365 | +$7,311,560 | -$31,545,123 | -$24,233,563 | AAPL, SPY, MSFT, ITM, ADBE | 13F-HR | 21 Apr 2020, 10:36 |
| Q4 2019 | 914 | $336,879,037 | +$14,075,557 | -$13,527,540 | +$548,017 | AAPL, SPY, MSFT, ADBE, ITM | 13F-HR | 22 Jan 2020, 09:56 |
| Q3 2019 | 957 | $316,651,102 | +$21,465,804 | -$11,807,034 | +$9,658,770 | AAPL, SPY, ADBE, ITM, MSFT | 13F-HR | 17 Oct 2019, 14:32 |
| Q2 2019 | 917 | $308,239,030 | +$10,563,624 | -$13,030,316 | -$2,466,692 | AAPL, ADBE, SPY, MSFT, MA | 13F-HR | 29 Jul 2019, 10:49 |
| Q1 2019 | 976 | $304,624,034 | +$17,890,805 | -$34,194,833 | -$16,304,028 | AAPL, SPY, ADBE, MA, UNH | 13F-HR | 03 May 2019, 12:44 |
| Q4 2018 | 927 | $290,697,039 | +$10,774,424 | -$23,114,573 | -$12,340,149 | AAPL, LQD, SPY, ADBE, UNH | 13F-HR | 04 Feb 2019, 14:33 |
| Q3 2018 | 1,004 | $361,671,022 | +$12,385,812 | -$12,930,313 | -$544,501 | AAPL, SPY, UNH, LQD, ADBE | 13F-HR | 05 Oct 2018, 11:38 |
| Q2 2018 | 1,023 | $346,764,023 | +$23,866,538 | -$7,845,016 | +$16,021,522 | AAPL, SPY, UNH, LQD, ADBE | 13F-HR | 05 Oct 2018, 11:34 |
| Q1 2018 | 977 | $340,179,050 | +$38,911,934 | -$9,117,455 | +$29,794,479 | AAPL, SPY, LQD, UNH, ADBE | 13F-HR | 09 May 2018, 16:49 |
| Q4 2017 | 310 | $314,343,000 | +$12,347,363 | -$8,089,691 | +$4,257,672 | AAPL, LQD, SPY, UNH, HYG | 13F-HR | 16 Jan 2018, 16:05 |
| Q3 2017 | 297 | $298,600,000 | +$13,320,013 | -$8,166,711 | +$5,153,302 | AAPL, LQD, SPY, UNH, HYG | 13F-HR | 21 Nov 2017, 12:24 |
| Q2 2017 | 293 | $288,970,000 | +$12,044,747 | -$8,293,311 | +$3,751,436 | AAPL, LQD, SPY, UNH, HYG | 13F-HR | 14 Aug 2017, 14:06 |
| Q1 2017 | 285 | $282,145,000 | +$14,419,728 | -$6,684,693 | +$7,735,035 | AAPL, LQD, SPY, UNH, HYG | 13F-HR | 15 May 2017, 15:51 |
| Q4 2016 | 274 | $265,801,000 | +$19,909,689 | -$14,890,960 | +$5,018,729 | LQD, AAPL, SPY, UNH, HYG | 13F-HR | 15 May 2017, 12:56 |
| Q3 2016 | 286 | $266,012,062 | +$15,135,805 | -$8,255,855 | +$6,879,950 | LQD, AAPL, SPY, GILD, HYG | 13F-HR | 16 Nov 2016, 15:20 |
| Q2 2016 | 274 | $257,730,196 | +$15,237,003 | -$9,649,014 | +$5,587,989 | LQD, AAPL, GILD, SPY, HYG | 13F-HR | 25 Aug 2016, 13:46 |
| Q1 2016 | 266 | $254,087,000 | +$17,929,651 | -$13,197,756 | +$4,731,895 | LQD, AAPL, GILD, SPY, HYG | 13F-HR | 12 May 2016, 16:00 |
| Q4 2015 | 275 | $258,493,000 | +$19,953,386 | -$8,926,332 | +$11,027,054 | GILD, AAPL, LQD, SPY, HYG | 13F-HR | 11 Feb 2016, 11:53 |
| Q3 2015 | 272 | $247,513,000 | +$14,122,731 | -$16,128,076 | -$2,005,345 | GILD, AAPL, LQD, SPY, HYG | 13F-HR | 16 Nov 2015, 14:39 |
| Q1 2015 | 946 | $315,670,000 | +$22,519,710 | -$59,048,577 | -$36,528,867 | AAPL, GILD, LQD, SPY, HYG | 13F-HR | 18 May 2015, 16:24 |
| Q4 2014 | 901 | $258,340,028 | +$21,550,806 | -$15,390,731 | +$6,160,075 | GILD, LQD, AAPL, HYG, PHBXXXX | 13F-HR | 12 Feb 2015, 15:27 |
| Q3 2014 | 883 | $300,044,033 | +$8,562,199 | -$9,746,880 | -$1,184,681 | GILD, AAPL, LQD, SPY, HYG | 13F-HR | 17 Nov 2014, 11:33 |
| Q2 2014 | 909 | $308,800,000 | +$43,905,814 | -$4,563,198 | +$39,342,616 | GILD, LQD, SPY, AAPL, HYG | Restatement | 03 Sep 2014, 15:05 |
| Q1 2014 | 730 | $266,149,000 | +$11,386,847 | -$9,944,429 | +$1,442,418 | SPY, LQD, GILD, HYG, AAPL | 13F-HR | 01 May 2014, 13:27 |
| Q4 2013 | 741 | $265,760,019 | $0 | GILD, SPY, LQD, HYG, AAPL | 13F-HR | 10 Feb 2014, 15:08 |