OPTIMUM INVESTMENT ADVISORS

Q4 2024 13F Holdings

  • Location
    chicago, IL
  • Num holdings

    617

  • Value ($000)

    $226,605

  • Date Filed
    02/11/2025
  • Form type
    13F-HR
  • CIK
    0001037763
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$21.92M
10 %

87,519

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$13.65M
6 %

23,287

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.37M
6 %

99,595

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.99M
3 %

16,585

---

VANGUARD WORLD FD

INF TECH ETF
92204A702
$5.83M
3 %

9,378

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$5.54M
2 %

6,048

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$4.43M
2 %

23,273

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.10M
2 %

18,686

META
META

META PLATFORMS INC

CL A
30303M102
$3.99M
2 %

6,821

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$3.94M
2 %

7,789

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