OPTIMUM INVESTMENT ADVISORS
Q2 2025 13F Holdings
- Locationchicago, IL
- Num holdings
614
- Value ($000)
$230,273
- Date Filed07/31/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $17.67 M | 8 % | 86,140 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $14.21 M | 6 % | 23,003 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $13.72 M | 6 % | 86,830 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.17 M | 4 % | 16,428 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $6.48 M | 3 % | 9,770 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $5.77 M | 3 % | 5,828 | ||
META META PLATFORMS INC | CL A | 30303M102 | $4.84 M | 2 % | 6,557 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $4.15 M | 2 % | 23,373 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.09 M | 2 % | 18,651 | ||
MUNI PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | $3.86 M | 2 % | 75,223 |
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