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 | +$4,154,540 | -$4,830,791 | -$676,251 | AAPL, NVDA, SPY, MSFT, VGT | 13F-HR | 20 Oct 2025, 17:46 |
| Q2 2025 | 613 | $230,258,840 | +$3,147,592 | -$5,192,985 | -$2,045,393 | AAPL, SPY, NVDA, MSFT, VGT | 13F-HR | 31 Jul 2025, 15:45 |
| Q1 2025 | 637 | $212,332,213 | +$4,210,469 | -$8,919,257 | -$4,708,788 | AAPL, SPY, NVDA, MSFT, COST | 13F-HR | 30 Apr 2025, 10:41 |
| Q4 2024 | 616 | $226,538,942 | +$5,771,162 | -$11,999,751 | -$6,228,589 | AAPL, SPY, NVDA, MSFT, VGT | 13F-HR | 11 Feb 2025, 13:05 |
| Q3 2024 | 636 | $231,311,779 | +$6,676,006 | -$9,173,138 | -$2,497,132 | AAPL, SPY, NVDA, MSFT, COST | 13F-HR | 16 Oct 2024, 15:42 |
| Q2 2024 | 636 | $222,811,878 | +$16,485,859 | -$8,221,872 | +$8,263,987 | AAPL, NVDA, SPY, MSFT, COST | 13F-HR | 12 Jul 2024, 15:47 |
| Q1 2024 | 639 | $217,722,022 | +$9,911,383 | -$5,710,382 | +$4,201,001 | AAPL, SPY, NVDA, MSFT, COST | 13F-HR | 11 Apr 2024, 11:50 |
| Q4 2023 | 637 | $198,757,482 | +$8,138,451 | -$23,684,083 | -$15,545,632 | AAPL, SPY, MSFT, NVDA, UNH | 13F-HR | 08 Jan 2024, 11:18 |
| Q3 2023 | 714 | $195,221,128 | +$4,243,326 | -$5,654,807 | -$1,411,481 | AAPL, SPY, MSFT, NVDA, UNH | 13F-HR | 13 Oct 2023, 13:32 |
| Q2 2023 | 704 | $204,155,384 | +$6,014,560 | -$4,420,100 | +$1,594,460 | AAPL, SPY, MSFT, NVDA, ITM | 13F-HR | 03 Aug 2023, 12:31 |
| Q1 2023 | 730 | $190,775,987 | +$5,260,374 | -$11,365,147 | -$6,104,773 | AAPL, SPY, MSFT, ITM, UNH | 13F-HR | 03 May 2023, 10:56 |
| Q4 2022 | 756 | $184,497,266 | +$2,889,384 | -$18,069,324 | -$15,179,940 | AAPL, SPY, UNH, MSFT, ITM | 13F-HR | 05 Jan 2023, 10:02 |
| Q3 2022 | 786 | $185,741,000 | +$6,668,687 | -$5,795,653 | +$873,034 | AAPL, SPY, UNH, MSFT, ITM | 13F-HR | 24 Oct 2022, 14:42 |
| Q2 2022 | 793 | $199,652,000 | +$6,879,674 | -$5,931,160 | +$948,514 | AAPL, SPY, UNH, MSFT, ITM | 13F-HR | 12 Jul 2022, 16:53 |
| Q1 2022 | 820 | $237,320,000 | +$6,862,922 | -$13,779,339 | -$6,916,417 | AAPL, SPY, UNH, MSFT, COST | 13F-HR | 08 Apr 2022, 11:05 |
| Q4 2021 | 820 | $256,776,000 | +$5,296,937 | -$8,188,079 | -$2,891,142 | AAPL, SPY, MSFT, UNH, ITM | 13F-HR | 17 Mar 2022, 12:53 |
| Q3 2021 | 821 | $237,178,000 | +$5,138,298 | -$83,744,180 | -$78,605,882 | AAPL, SPY, MSFT, ITM, UNH | Restatement | 22 Oct 2021, 14:17 |
| Q2 2021 | 897 | $320,516,000 | +$10,167,081 | -$53,364,855 | -$43,197,774 | AAPL, SPY, MSFT, UNH, MA | 13F-HR | 02 Aug 2021, 10:22 |
| Q1 2021 | 893 | $341,634,000 | +$12,233,979 | -$13,785,906 | -$1,551,927 | AAPL, SPY, MSFT, ADBE, MA | 13F-HR | 15 Apr 2021, 10:50 |
| Q4 2020 | 857 | $329,463,000 | +$12,647,550 | -$13,886,877 | -$1,239,327 | AAPL, SPY, MSFT, ADBE, MA | 13F-HR | 21 Jan 2021, 13:53 |
| Q3 2020 | 845 | $297,863,000 | +$26,124,010 | -$17,491,568 | +$8,632,442 | AAPL, SPY, MSFT, ADBE, AMZN | 13F-HR | 06 Oct 2020, 16:37 |
| Q2 2020 | 857 | $287,130,000 | +$14,982,012 | -$17,519,220 | -$2,537,208 | AAPL, MSFT, SPY, ADBE, AMZN | 13F-HR | 16 Jul 2020, 12:23 |
| Q1 2020 | 860 | $243,825,000 | +$7,386,503 | -$35,420,991 | -$28,034,488 | AAPL, SPY, MSFT, ITM, ADBE | 13F-HR | 21 Apr 2020, 10:36 |
| Q4 2019 | 932 | $336,959,000 | +$14,070,047 | -$17,527,892 | -$3,457,845 | AAPL, SPY, MSFT, ADBE, ITM | 13F-HR | 22 Jan 2020, 10:56 |
| Q3 2019 | 972 | $316,748,000 | +$21,548,616 | -$17,022,033 | +$4,526,583 | AAPL, SPY, ADBE, ITM, MSFT | 13F-HR | 17 Oct 2019, 14:32 |
| Q2 2019 | 915 | $308,257,000 | +$10,552,623 | -$16,833,316 | -$6,280,693 | AAPL, ADBE, SPY, MSFT, MA | 13F-HR | 29 Jul 2019, 10:49 |
| Q1 2019 | 976 | $304,640,000 | +$17,872,802 | -$37,809,017 | -$19,936,215 | AAPL, SPY, ADBE, MA, UNH | 13F-HR | 03 May 2019, 12:44 |
| Q4 2018 | 943 | $290,735,000 | +$10,772,926 | -$34,746,241 | -$23,973,315 | AAPL, LQD, SPY, ADBE, UNH | 13F-HR | 04 Feb 2019, 15:33 |
| Q3 2018 | 1,001 | $361,699,000 | +$12,343,404 | -$14,966,193 | -$2,622,789 | AAPL, SPY, UNH, LQD, ADBE | 13F-HR | 05 Oct 2018, 11:38 |
| Q2 2018 | 1,019 | $346,895,000 | +$23,968,907 | -$23,631,212 | +$337,695 | AAPL, SPY, UNH, LQD, ADBE | 13F-HR | 05 Oct 2018, 11:34 |
| Q1 2018 | 983 | $340,213,000 | +$38,945,885 | -$10,041,456 | +$28,904,429 | AAPL, SPY, LQD, UNH, ADBE | 13F-HR | 09 May 2018, 16:49 |
| Q4 2017 | 311 | $314,364,000 | +$12,347,372 | -$10,869,691 | +$1,477,681 | AAPL, LQD, SPY, UNH, HYG | 13F-HR | 16 Jan 2018, 17:05 |
| Q3 2017 | 298 | $298,608,000 | +$13,320,014 | -$14,200,711 | -$880,697 | AAPL, LQD, SPY, UNH, HYG | 13F-HR | 21 Nov 2017, 13:24 |
| Q2 2017 | 294 | $288,978,000 | +$12,044,747 | -$11,716,311 | +$328,436 | AAPL, LQD, SPY, UNH, HYG | 13F-HR | 14 Aug 2017, 14:06 |
| Q1 2017 | 286 | $282,154,000 | +$14,419,727 | -$9,867,693 | +$4,552,034 | AAPL, LQD, SPY, UNH, HYG | 13F-HR | 15 May 2017, 15:51 |
| Q4 2016 | 275 | $265,811,000 | +$19,909,692 | -$23,124,953 | -$3,215,261 | LQD, AAPL, SPY, UNH, HYG | 13F-HR | 15 May 2017, 12:56 |
| Q3 2016 | 287 | $266,075,000 | +$15,137,198 | -$11,362,354 | +$3,774,844 | LQD, AAPL, SPY, GILD, HYG | 13F-HR | 16 Nov 2016, 16:20 |
| Q2 2016 | 275 | $257,936,000 | +$15,237,004 | -$14,670,306 | +$566,698 | LQD, AAPL, GILD, SPY, HYG | 13F-HR | 25 Aug 2016, 13:46 |
| Q1 2016 | 267 | $254,112,000 | +$17,929,655 | -$22,646,757 | -$4,717,102 | LQD, AAPL, GILD, SPY, HYG | 13F-HR | 12 May 2016, 16:00 |
| Q4 2015 | 276 | $258,527,000 | +$19,953,387 | -$15,017,333 | +$4,936,054 | GILD, AAPL, LQD, SPY, HYG | 13F-HR | 11 Feb 2016, 12:53 |
| Q3 2015 | 273 | $247,548,000 | +$14,122,729 | -$56,116,121 | -$41,993,392 | GILD, AAPL, LQD, SPY, HYG | 13F-HR | 16 Nov 2015, 15:39 |
| Q1 2015 | 969 | $315,877,043 | +$22,257,507 | -$20,041,142 | +$2,216,365 | AAPL, GILD, LQD, SPY, HYG | 13F-HR | 18 May 2015, 16:24 |
| Q4 2014 | 986 | $258,560,000 | +$21,494,665 | -$19,386,894 | +$2,107,771 | GILD, LQD, AAPL, HYG, PHB | 13F-HR | 12 Feb 2015, 16:27 |
| Q3 2014 | 922 | $300,728,000 | +$8,611,430 | -$11,733,025 | -$3,121,595 | GILD, AAPL, LQD, SPY, HYG | 13F-HR | 17 Nov 2014, 12:33 |
| Q2 2014 | 919 | $308,800,000 | +$43,894,774 | -$5,111,198 | +$38,783,576 | GILD, LQD, SPY, AAPL, HYG | Restatement | 03 Sep 2014, 15:05 |
| Q1 2014 | 741 | $266,149,000 | +$11,386,843 | -$11,386,430 | +$413 | SPY, LQD, GILD, HYG, AAPL | 13F-HR | 01 May 2014, 13:27 |
| Q4 2013 | 751 | $265,780,000 | $0 | $0 | $0 | GILD, SPY, LQD, HYG, AAPL | 13F-HR | 10 Feb 2014, 16:08 |