OPTIMUM INVESTMENT ADVISORS

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    chicago, IL
  • CIK
    0001037763
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

639

$212.40M
AAPL, SPY, NVDA, MSFT
13F-HR
Apr 30, 2025
000158064225002640

617

$226.61M
AAPL, SPY, NVDA, MSFT
13F-HR
Feb 11, 2025
000158064225000952

637

$231.32M
AAPL, SPY, NVDA, MSFT
13F-HR
Oct 16, 2024
000158064224006190

637

$222.84M
AAPL, NVDA, SPY, MSFT
13F-HR
Jul 12, 2024
000158064224003677

640

$217.75M
AAPL, SPY, NVDA, MSFT
13F-HR
Apr 11, 2024
000158064224002122

639

$198.77M
AAPL, SPY, MSFT, NVDA
13F-HR
Jan 8, 2024
000158064224000123

723

$195.26M
AAPL, SPY, MSFT, NVDA
13F-HR
Oct 13, 2023
000158064223005512

713

$204.22M
AAPL, SPY, MSFT, NVDA
13F-HR
Aug 3, 2023
000158064223003989

738

$190.80M
AAPL, SPY, MSFT, ITM
13F-HR
May 3, 2023
000158064223002426

761

$184.61M
AAPL, SPY, UNH, MSFT
13F-HR
Jan 5, 2023
000158064223000051

839

$185.95M
AAPL, SPY, UNH, MSFT
13F-HR
Oct 24, 2022
000158064222005322

861

$199.78M
AAPL, SPY, UNH, MSFT
13F-HR
Jul 12, 2022
000158064222003491

849

$237.39M
AAPL, SPY, UNH, MSFT
13F-HR
Apr 8, 2022
000158064222002002

841

$256.82M
AAPL, SPY, MSFT, UNH
13F-HR
Mar 17, 2022
000158064222001562

845

$237.27M
AAPL, SPY, MSFT, ITM
RESTATEMENT
Oct 22, 2021
000158064221004964

916

$320.62M
AAPL, SPY, MSFT, UNH
13F-HR
Aug 2, 2021
000158064221003389

934

$341.76M
AAPL, SPY, MSFT, ADBE
13F-HR
Apr 15, 2021
000158064221001743

892

$329.54M
AAPL, SPY, MSFT, ADBE
13F-HR
Jan 21, 2021
000158064221000197

893

$297.99M
AAPL, SPY, MSFT, ADBE
13F-HR
Oct 6, 2020
000158064220003671

891

$287.17M
AAPL, MSFT, SPY, ADBE
13F-HR
Jul 16, 2020
000158064220002654

897

$243.88M
AAPL, SPY, MSFT, ITM
13F-HR
Apr 21, 2020
000158064220001688

958

$337.01M
AAPL, SPY, MSFT, ADBE
13F-HR
Jan 22, 2020
000158064220000263

1,006

$316.79M
AAPL, SPY, ADBE, ITM
13F-HR
Oct 17, 2019
000158064219004728

947

$308.29M
AAPL, ADBE, SPY, MSFT
13F-HR
Jul 29, 2019
000158064219003384

1,012

$304.69M
AAPL, SPY, ADBE, MA
13F-HR
May 3, 2019
000158064219002286

979

$290.78M
AAPL, LQD, SPY, ADBE
13F-HR
Feb 4, 2019
000158064219000538

1,063

$361.81M
AAPL, SPY, UNH, LQD
13F-HR
Oct 5, 2018
000158064218004830

1,078

$347.06M
AAPL, SPY, UNH, LQD
13F-HR
Oct 5, 2018
000158064218004829

1,031

$340.30M
AAPL, SPY, LQD, UNH
13F-HR
May 9, 2018
000158064218002523

311

$314.36M
AAPL, LQD, SPY, UNH
13F-HR
Jan 16, 2018
000158064218000264

298

$298.61M
AAPL, LQD, SPY, UNH
13F-HR
Nov 21, 2017
000158064217006140

294

$288.98M
AAPL, LQD, SPY, UNH
13F-HR
Aug 14, 2017
000158064217004399

286

$282.15M
AAPL, LQD, SPY, UNH
13F-HR
May 15, 2017
000103776317000002

275

$265.81M
LQD, AAPL, SPY, UNH
13F-HR
May 15, 2017
000103776317000001

287

$266.07M
LQD, AAPL, SPY, GILD
13F-HR
Nov 16, 2016
000103776316000007

275

$257.94M
LQD, AAPL, GILD, SPY
13F-HR
Aug 25, 2016
000103776316000006

267

$254.11M
LQD, AAPL, GILD, SPY
13F-HR
May 12, 2016
000103776316000005

276

$258.53M
GILD, AAPL, LQD, SPY
13F-HR
Feb 11, 2016
000103776316000004

273

$247.55M
GILD, AAPL, LQD, SPY
13F-HR
Nov 16, 2015
000103776315000003

1,111

$315.94M
GILD, AAPL, SPY, LQD
13F-HR
May 18, 2015
000103776315000002

1,132

$311.38M
GILD, SPY, AAPL, LQD
13F-HR
Feb 12, 2015
000103776315000001

1,063

$301.63M
GILD, AAPL, SPY, LQD
13F-HR
Nov 17, 2014
000103776314000006

934

$308.81M
GILD, LQD, SPY, AAPL
RESTATEMENT
Sep 3, 2014
000103776314000005

754

$266.17M
SPY, LQD, GILD, HYG
13F-HR
May 1, 2014
000103776314000002

762

$265.79M
GILD, SPY, LQD, HYG
13F-HR
Feb 10, 2014
000103776314000001