OPTIMUM INVESTMENT ADVISORS

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$227M
Signature - Title
Jason Sippel - Investment Support Specialist
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by OPTIMUM INVESTMENT ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OPTIMUM INVESTMENT ADVISORS reported 616 stock holdings with total value $227M as of Q4 2024. Top holdings included AAPL, SPY, NVDA, MSFT, and VGT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 616 $227M +$5.77M -$12M -$6.23M AAPL, SPY, NVDA, MSFT, VGT 13F-HR 2/11/2025, 01:05 PM
Q3 2024 636 $231M +$6.68M -$9.17M -$2.5M AAPL, SPY, NVDA, MSFT, COST 13F-HR 10/16/2024, 03:42 PM
Q2 2024 636 $223M +$16.5M -$8.2M +$8.29M AAPL, NVDA, SPY, MSFT, COST 13F-HR 7/12/2024, 03:47 PM
Q1 2024 637 $218M +$9.91M -$5.71M +$4.2M AAPL, SPY, NVDA, MSFT, COST 13F-HR 4/11/2024, 11:50 AM
Q4 2023 637 $199M +$8.14M -$23.7M -$15.5M AAPL, SPY, MSFT, NVDA, UNH 13F-HR 1/8/2024, 11:18 AM
Q3 2023 717 $195M +$4.24M -$5.27M -$1.03M AAPL, SPY, MSFT, NVDA, UNH 13F-HR 10/13/2023, 01:32 PM
Q2 2023 707 $204M +$6.02M -$3.67M +$2.35M AAPL, SPY, MSFT, NVDA, ITM 13F-HR 8/3/2023, 12:31 PM
Q1 2023 732 $191M +$5.26M -$10.3M -$5.09M AAPL, SPY, MSFT, ITM, UNH 13F-HR 5/3/2023, 10:56 AM
Q4 2022 756 $184M +$2.89M -$16.6M -$13.7M AAPL, SPY, UNH, MSFT, ITM 13F-HR 1/5/2023, 09:02 AM
Q3 2022 755 $186M +$6.68M -$4.21M +$2.47M AAPL, SPY, UNH, MSFT, ITM 13F-HR 10/24/2022, 02:42 PM
Q2 2022 778 $200M +$6.89M -$3.66M +$3.23M AAPL, SPY, UNH, MSFT, ITM 13F-HR 7/12/2022, 04:53 PM
Q1 2022 801 $237M +$6.86M -$9.89M -$3.02M AAPL, SPY, UNH, MSFT, COST 13F-HR 4/8/2022, 11:05 AM
Q4 2021 799 $257M +$5.3M -$6.67M -$1.38M AAPL, SPY, MSFT, UNH, ITM 13F-HR 3/17/2022, 12:53 PM
Q3 2021 818 $237M +$5.14M -$83.7M -$78.5M AAPL, SPY, MSFT, ITM, UNH Restatement 10/22/2021, 02:17 PM
Q2 2021 887 $321M +$10.2M -$53.4M -$43.2M AAPL, SPY, MSFT, UNH, MA 13F-HR 8/2/2021, 10:22 AM
Q1 2021 887 $342M +$12.2M -$13.8M -$1.55M AAPL, SPY, MSFT, ADBE, MA 13F-HR 4/15/2021, 10:50 AM
Q4 2020 853 $329M +$12.7M -$11.8M +$895K AAPL, SPY, MSFT, ADBE, MA 13F-HR 1/21/2021, 12:53 PM
Q3 2020 829 $298M +$26.1M -$16M +$10.1M AAPL, SPY, MSFT, ADBE, AMZN 13F-HR 10/6/2020, 04:37 PM
Q2 2020 835 $287M +$14.9M -$12.9M +$2.04M AAPL, MSFT, SPY, ADBE, AMZN 13F-HR 7/16/2020, 12:23 PM
Q1 2020 831 $243M +$7.31M -$31.5M -$24.2M AAPL, SPY, MSFT, ITM, ADBE 13F-HR 4/21/2020, 10:36 AM
Q4 2019 914 $337M +$14.1M -$13.5M +$548K AAPL, SPY, MSFT, ADBE, ITM 13F-HR 1/22/2020, 09:56 AM
Q3 2019 957 $317M +$21.5M -$11.8M +$9.66M AAPL, SPY, ADBE, ITM, MSFT 13F-HR 10/17/2019, 02:32 PM
Q2 2019 917 $308M +$10.6M -$13M -$2.47M AAPL, ADBE, SPY, MSFT, MA 13F-HR 7/29/2019, 10:49 AM
Q1 2019 976 $305M +$17.9M -$34.2M -$16.3M AAPL, SPY, ADBE, MA, UNH 13F-HR 5/3/2019, 12:44 PM
Q4 2018 927 $291M +$10.8M -$23.1M -$12.3M AAPL, LQD, SPY, ADBE, UNH 13F-HR 2/4/2019, 02:33 PM
Q3 2018 1,004 $362M +$12.4M -$12.9M -$545K AAPL, SPY, UNH, LQD, ADBE 13F-HR 10/5/2018, 11:38 AM
Q2 2018 1,023 $347M +$23.9M -$7.85M +$16M AAPL, SPY, UNH, LQD, ADBE 13F-HR 10/5/2018, 11:34 AM
Q1 2018 977 $340M +$38.9M -$9.12M +$29.8M AAPL, SPY, LQD, UNH, ADBE 13F-HR 5/9/2018, 04:49 PM
Q4 2017 310 $314M +$12.3M -$8.09M +$4.26M AAPL, LQD, SPY, UNH, HYG 13F-HR 1/16/2018, 04:05 PM
Q3 2017 297 $299M +$13.3M -$8.17M +$5.15M AAPL, LQD, SPY, UNH, HYG 13F-HR 11/21/2017, 12:24 PM
Q2 2017 293 $289M +$12M -$8.29M +$3.75M AAPL, LQD, SPY, UNH, HYG 13F-HR 8/14/2017, 02:06 PM
Q1 2017 285 $282M +$14.4M -$6.68M +$7.74M AAPL, LQD, SPY, UNH, HYG 13F-HR 5/15/2017, 03:51 PM
Q4 2016 274 $266M +$19.9M -$14.9M +$5.02M LQD, AAPL, SPY, UNH, HYG 13F-HR 5/15/2017, 12:56 PM
Q3 2016 286 $266M +$15.1M -$8.26M +$6.88M LQD, AAPL, SPY, GILD, HYG 13F-HR 11/16/2016, 03:20 PM
Q2 2016 274 $258M +$15.2M -$9.65M +$5.59M LQD, AAPL, GILD, SPY, HYG 13F-HR 8/25/2016, 01:46 PM
Q1 2016 266 $254M +$17.9M -$13.2M +$4.73M LQD, AAPL, GILD, SPY, HYG 13F-HR 5/12/2016, 04:00 PM
Q4 2015 275 $258M +$20M -$8.93M +$11M GILD, AAPL, LQD, SPY, HYG 13F-HR 2/11/2016, 11:53 AM
Q3 2015 272 $248M +$14.1M -$16.1M -$2.01M GILD, AAPL, LQD, SPY, HYG 13F-HR 11/16/2015, 02:39 PM
Q1 2015 946 $316M +$22.5M -$59M -$36.5M AAPL, GILD, LQD, SPY, HYG 13F-HR 5/18/2015, 04:24 PM
Q4 2014 901 $258M +$21.6M -$15.4M +$6.16M GILD, LQD, AAPL, HYG, PHBXXXX 13F-HR 2/12/2015, 03:27 PM
Q3 2014 883 $300M +$8.56M -$9.75M -$1.18M GILD, AAPL, LQD, SPY, HYG 13F-HR 11/17/2014, 11:33 AM
Q2 2014 909 $309M +$43.9M -$4.56M +$39.3M GILD, LQD, SPY, AAPL, HYG Restatement 9/3/2014, 03:05 PM
Q1 2014 730 $266M +$11.4M -$9.94M +$1.44M SPY, LQD, GILD, HYG, AAPL 13F-HR 5/1/2014, 01:27 PM
Q4 2013 741 $266M GILD, SPY, LQD, HYG, AAPL 13F-HR 2/10/2014, 03:08 PM