OPTIMUM INVESTMENT ADVISORS
CIK: 0001037763SEC EDGAR →
Portfolio Value
$252.1B
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
613
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (613)
$17.7B · 86K shares
$14.2B · 23K shares
$13.7B · 87K shares
$8.2B · 16K shares
$6.5B · 10K shares
$5.8B · 6K shares
$4.8B · 7K shares
$4.1B · 23K shares
$4.1B · 19K shares
$3.9B · 75K shares
$3.8B · 14K shares
$3.5B · 12K shares
$3.2B · 11K shares
$3.2B · 15K shares
$2.7B · 5K shares
$2.7B · 27K shares
$2.5B · 13K shares
$2.3B · 7K shares
$2.1B · 138K shares
$2.0B · 4K shares
$1.9B · 9K shares
$1.9B · 13K shares
$1.8B · 26K shares
$1.8B · 3K shares
$1.7B · 3K shares
$1.6B · 3K shares
$1.6B · 25K shares
$1.6B · 14K shares
$1.6B · 4K shares
$1.4B · 9K shares
$1.4B · 8K shares
$1.4B · 3K shares
$1.4B · 16K shares
$1.3B · 16K shares
$1.3B · 4K shares
$1.3B · 142K shares
$1.3B · 4K shares
$1.2B · 282K shares
$1.2B · 21K shares
$1.2B · 4K shares
$1.2B · 876 shares
$1.1B · 6K shares
$1.1B · 35K shares
$1.1B · 3K shares
$1.1B · 2K shares
$1.0B · 6K shares
$1.0B · 1K shares
$1.0B · 3K shares
$1.0B · 3K shares
$994.2M · 14K shares
$973.2M · 8K shares
$951.9M · 4K shares
$945.0M · 7K shares
$944.2M · 10K shares
$922.0M · 10K shares
$910.4M · 4K shares
$907.0M · 8K shares
$905.0M · 36K shares
$889.4M · 3K shares
$882.2M · 15K shares
$833.0M · 6K shares
$821.2M · 1K shares
$812.8M · 3K shares
$800.0M · 5K shares
$780.3M · 4K shares
$763.2M · 6K shares
$753.0M · 26K shares
$749.0M · 5K shares
$733.5M · 16K shares
$723.2M · 8K shares
$667.5M · 4K shares
$649.8M · 3K shares
$645.6M · 4K shares
$630.8M · 13K shares
$616.9M · 2K shares
$605.3M · 3K shares
$594.9M · 2K shares
$574.5M · 7K shares
$571.7M · 2K shares
$571.6M · 4K shares
$569.7M · 12K shares
$564.1M · 8K shares
$561.1M · 4K shares
$551.4M · 5K shares
$542.9M · 5K shares
$535.6M · 6K shares
$531.9M · 6K shares
$521.0M · 90 shares
$520.1M · 342 shares
$518.8M · 2K shares
$517.9M · 21K shares
$508.0M · 2K shares
$498.6M · 6K shares
$489.1M · 2K shares
$475.8M · 840 shares
$471.2M · 2K shares
$466.1M · 10K shares
$460.6M · 21K shares
$456.5M · 9K shares
$454.8M · 41K shares
$450.0M · 8K shares
$441.9M · 3K shares
$438.8M · 10K shares
$433.8M · 8K shares
$433.5M · 1K shares
$423.1M · 3K shares
$421.4M · 3K shares
$421.3M · 26K shares
$415.0M · 4K shares
$411.9M · 20K shares
$399.1M · 19K shares
$395.3M · 18K shares
$379.8M · 44K shares
$377.5M · 8K shares
$376.7M · 3K shares
$376.0M · 5K shares
$370.7M · 3K shares
$370.6M · 3K shares
$367.8M · 17K shares
$361.0M · 884 shares
$359.9M · 2K shares
$359.8M · 10K shares
$358.6M · 3K shares
$356.8M · 1K shares
$355.3M · 1K shares
$352.8M · 19K shares
$347.7M · 4K shares
$344.7M · 1K shares
$344.2M · 3K shares
$344.0M · 2K shares
$337.7M · 833 shares
$333.0M · 5K shares
$329.6M · 1K shares
$322.4M · 18K shares
$318.5M · 23K shares
$316.3M · 11K shares
$313.4M · 3K shares
$312.9M · 9K shares
$312.5M · 2K shares
$308.8M · 1K shares
$305.8M · 3K shares
$295.0M · 2K shares
$294.5M · 825 shares
$294.1M · 10K shares
$284.4M · 5K shares
$280.0M · 2K shares
$279.3M · 12K shares
$272.0M · 2K shares
$269.1M · 7K shares
$267.8M · 843 shares
$265.5M · 14K shares
$262.0M · 800 shares
$261.6M · 3K shares
$259.9M · 2K shares
$257.0M · 250 shares
$255.6M · 2K shares
$255.2M · 2K shares
$250.2M · 850 shares
$246.6M · 825 shares
$246.0M · 3K shares
$244.5M · 950 shares
$243.7M · 4K shares
$241.7M · 1K shares
$235.4M · 750 shares
$234.6M · 2K shares
$233.2M · 8K shares
$232.6M · 5K shares
$230.3M · 9K shares
$217.6M · 2K shares
$216.1M · 3K shares
$215.7M · 16K shares
$205.4M · 2K shares
$205.2M · 9K shares
$203.6M · 3K shares
$201.2M · 21K shares
$197.0M · 7K shares
$196.1M · 7K shares
$194.4M · 3K shares
$192.4M · 4K shares
$189.7M · 2K shares
$186.6M · 3K shares
$186.4M · 3K shares
$185.8M · 6K shares
$183.0M · 70 shares
$182.7M · 9K shares
$180.8M · 18K shares
$180.6M · 2K shares
$180.1M · 6K shares
$179.2M · 650 shares
$179.1M · 1K shares
$177.0M · 3K shares
$175.4M · 3K shares
$169.9M · 651 shares
$169.5M · 225 shares
$167.6M · 295 shares
$163.0M · 2K shares
$163.0M · 320 shares
$162.8M · 3K shares
$162.5M · 938 shares
$160.4M · 2K shares
$159.6M · 2K shares
$156.9M · 8K shares
$156.9M · 900 shares
$154.4M · 540 shares
$152.1M · 700 shares
$151.4M · 2K shares
$148.9M · 700 shares
$147.5M · 2K shares
$144.7M · 3K shares
$141.9M · 2K shares
$139.4M · 260 shares
$137.4M · 3K shares
$136.3M · 500 shares
$135.0M · 2K shares
$134.3M · 1K shares
$133.7M · 2K shares
$132.0M · 1K shares
$131.7M · 2K shares
$131.1M · 800 shares
$131.0M · 1K shares
$130.2M · 3K shares
$125.8M · 2K shares
$125.6M · 2K shares
$125.3M · 310 shares
$125.2M · 3K shares
$124.5M · 8K shares
$123.8M · 1K shares
$122.8M · 350 shares
$119.5M · 10K shares
$115.6M · 825 shares
$115.3M · 950 shares
$114.6M · 9K shares
$114.5M · 625 shares
$113.7M · 2K shares
$112.7M · 800 shares
$112.0M · 3K shares
$111.7M · 3K shares
$109.9M · 300 shares
$109.1M · 750 shares
$107.9M · 2K shares
$107.8M · 600 shares
$106.2M · 377 shares
$106.0M · 1K shares
$105.0M · 1K shares
$103.8M · 835 shares
$103.7M · 2K shares
$101.5M · 1K shares
$101.0M · 1K shares
$100.7M · 2K shares
$100.6M · 1K shares
$100.5M · 1K shares
$99.7M · 2K shares
$99.6M · 3K shares
$99.5M · 9K shares
$97.1M · 3K shares
$96.6M · 2K shares
$95.9M · 205 shares
$95.6M · 431 shares
$95.0M · 1K shares
$94.7M · 550 shares
$94.7M · 2K shares
$93.9M · 322 shares
$93.6M · 2K shares
$93.0M · 8K shares
$92.5M · 2K shares
$91.1M · 636 shares
$90.6M · 2K shares
$88.9M · 2K shares
$88.5M · 700 shares
$88.1M · 2K shares
$87.9M · 450 shares
$86.3M · 280 shares
$86.3M · 2K shares
$86.2M · 1K shares
$86.2M · 361 shares
$85.2M · 3K shares
$84.1M · 105 shares
$84.0M · 500 shares
$83.9M · 2K shares
$82.8M · 950 shares
$82.2M · 640 shares
$81.9M · 251 shares
$79.8M · 2K shares
$79.7M · 7K shares
$78.1M · 500 shares
$77.6M · 1K shares
$77.2M · 2K shares
$76.9M · 750 shares
$76.7M · 1K shares
$76.4M · 930 shares
$75.2M · 2K shares
$75.1M · 275 shares
$75.0M · 250 shares
$73.6M · 6K shares
$72.5M · 675 shares
$71.8M · 600 shares
$71.7M · 2K shares
$70.2M · 521 shares
$69.6M · 1K shares
$68.2M · 516 shares
$67.7M · 2K shares
$66.9M · 1K shares
$66.8M · 207 shares
$65.9M · 501 shares
$65.6M · 3K shares
$65.1M · 400 shares
$64.9M · 1K shares
$64.5M · 1K shares
$64.1M · 530 shares
$63.5M · 815 shares
$63.5M · 4K shares
$63.3M · 250 shares
$63.1M · 300 shares
$62.8M · 1K shares
$62.8M · 792 shares
$62.1M · 625 shares
$62.1M · 375 shares
$61.7M · 3K shares
$61.0M · 130 shares
$59.4M · 3K shares
$59.2M · 3K shares
$59.0M · 481 shares
$58.3M · 3K shares
$57.4M · 325 shares
$57.3M · 7K shares
$56.9M · 1K shares
$56.0M · 600 shares
$55.9M · 269 shares
$55.3M · 1K shares
$55.2M · 900 shares
$54.7M · 600 shares
$54.0M · 190 shares
$53.2M · 170 shares
$53.0M · 6K shares
$52.3M · 250 shares
$52.1M · 4K shares
$51.9M · 1K shares
$50.7M · 2K shares
$50.2M · 500 shares
$50.2M · 550 shares
$50.1M · 447 shares
$49.9M · 637 shares
$49.8M · 680 shares
$49.6M · 1K shares
$49.3M · 300 shares
$49.2M · 5K shares
$49.2M · 1K shares
$48.9M · 1K shares
$48.6M · 662 shares
$47.7M · 2K shares
$47.7M · 480 shares
$47.6M · 647 shares
$47.6M · 150 shares
$47.0M · 1K shares
$46.3M · 150 shares
$46.1M · 3K shares
$45.9M · 2K shares
$45.5M · 522 shares
$45.1M · 688 shares
$44.8M · 550 shares
$44.0M · 2K shares
$43.9M · 500 shares
$43.8M · 125 shares
$43.7M · 200 shares
$43.3M · 796 shares
$43.0M · 400 shares
$42.9M · 196 shares
$42.6M · 335 shares
$42.1M · 335 shares
$40.0M · 500 shares
$40.0M · 988 shares
$39.4M · 800 shares
$38.9M · 300 shares
$38.7M · 500 shares
$37.8M · 135 shares
$37.7M · 1K shares
$37.2M · 820 shares
$37.1M · 1K shares
$37.0M · 300 shares
$36.9M · 234 shares
$36.7M · 1K shares
$36.3M · 529 shares
$36.0M · 6K shares
$34.9M · 265 shares
$33.3M · 262 shares
$33.1M · 2K shares
$33.0M · 510 shares
$32.6M · 1K shares
$32.6M · 500 shares
$32.0M · 200 shares
$30.8M · 950 shares
$30.6M · 2K shares
$30.0M · 190 shares
$29.6M · 500 shares
$29.2M · 400 shares
$29.2M · 75 shares
$28.8M · 380 shares
$28.4M · 150 shares
$28.1M · 450 shares
$27.9M · 90 shares
$27.8M · 245 shares
$27.7M · 1K shares
$27.6M · 400 shares
$27.2M · 50 shares
$27.0M · 622 shares
$26.9M · 1K shares
$26.8M · 518 shares
$26.1M · 54 shares
$26.1M · 2K shares
$26.1M · 500 shares
$25.9M · 100 shares
$25.9M · 6K shares
$25.6M · 878 shares
$25.6M · 200 shares
$25.2M · 2K shares
$25.2M · 2K shares
$25.1M · 512 shares
$25.0M · 2K shares
$24.9M · 2K shares
$24.9M · 300 shares
$24.5M · 600 shares
$23.5M · 2K shares
$23.4M · 698 shares
$22.9M · 2K shares
$22.8M · 330 shares
$22.8M · 427 shares
$22.7M · 250 shares
$22.6M · 1K shares
$22.5M · 1K shares
$22.4M · 500 shares
$22.2M · 125 shares
$21.3M · 3K shares
$21.0M · 200 shares
$21.0M · 500 shares
$20.9M · 1K shares
$20.9M · 3K shares
$20.8M · 1K shares
$20.5M · 41 shares
$20.5M · 46 shares
$20.2M · 46 shares
$19.6M · 220 shares
$19.1M · 301 shares
$19.0M · 1K shares
$19.0M · 650 shares
$18.8M · 146 shares
$18.6M · 1K shares
$18.4M · 200 shares
$18.4M · 1K shares
$18.3M · 75 shares
$18.2M · 750 shares
$17.9M · 400 shares
$17.8M · 2K shares
$17.8M · 200 shares
$17.6M · 500 shares
$17.2M · 253 shares
$17.2M · 290 shares
$17.0M · 250 shares
$16.7M · 150 shares
$16.7M · 400 shares
$16.5M · 500 shares
$16.5M · 50 shares
$16.5M · 700 shares
$16.4M · 303 shares
$16.1M · 1K shares
$16.0M · 1K shares
$16.0M · 2K shares
$15.9M · 213 shares
$15.8M · 20 shares
$15.6M · 728 shares
$15.5M · 208 shares
$15.2M · 100 shares
$15.0M · 265 shares
$14.9M · 180 shares
$14.9M · 50 shares
$14.3M · 300 shares
$14.1M · 200 shares
$14.1M · 1K shares
$14.0M · 18 shares
$14.0M · 529 shares
$13.7M · 1K shares
$13.6M · 2K shares
$13.5M · 1K shares
$13.5M · 200 shares
$13.4M · 59 shares
$13.0M · 175 shares
$13.0M · 417 shares
$13.0M · 8K shares
$12.9M · 343 shares
$12.8M · 168 shares
$12.6M · 100 shares
$12.4M · 1K shares
$12.2M · 500 shares
$12.1M · 1K shares
$11.7M · 300 shares
$11.6M · 486 shares
$11.3M · 1K shares
$11.2M · 200 shares
$11.2M · 604 shares
$11.0M · 150 shares
$10.9M · 39 shares
$10.7M · 1K shares
$10.5M · 10 shares
$10.4M · 500 shares
$10.3M · 75 shares
$10.3M · 120 shares
$10.3M · 350 shares
$10.0M · 2K shares
$10.0M · 312 shares
$9.9M · 500 shares
$9.3M · 128 shares
$9.2M · 1K shares
$9.2M · 400 shares
$9.0M · 200 shares
$9.0M · 500 shares
$9.0M · 99 shares
$8.8M · 21 shares
$8.8M · 372 shares
$8.7M · 100 shares
$8.1M · 166 shares
$8.1M · 244 shares
$7.9M · 192 shares
$7.9M · 80 shares
$7.8M · 125 shares
$7.7M · 200 shares
$7.3M · 150 shares
$7.2M · 42 shares
$7.0M · 500 shares
$6.9M · 4K shares
$6.7M · 76 shares
$6.7M · 28 shares
$6.3M · 706 shares
$6.3M · 90 shares
$6.2M · 372 shares
$6.2M · 280 shares
$6.1M · 160 shares
$6.0M · 148 shares
$6.0M · 60 shares
$5.8M · 253 shares
$5.6M · 173 shares
$5.5M · 200 shares
$5.4M · 96 shares
$5.4M · 500 shares
$5.3M · 150 shares
$5.2M · 50 shares
$5.2M · 500 shares
$5.2M · 53 shares
$5.2M · 124 shares
$5.2M · 100 shares
$5.1M · 200 shares
$5.1M · 150 shares
$5.0M · 200 shares
$4.9M · 1K shares
$4.8M · 500 shares
$4.4M · 115 shares
$4.2M · 52 shares
$4.2M · 200 shares
$4.1M · 100 shares
$4.0M · 240 shares
$4.0M · 2K shares
$4.0M · 200 shares
$4.0M · 100 shares
$3.7M · 360 shares
$3.7M · 28 shares
$3.6M · 120 shares
$3.3M · 2K shares
$3.0M · 60 shares
$3.0M · 50 shares
$2.7M · 150 shares
$2.5M · 56 shares
$2.5M · 25 shares
$2.4M · 25 shares
$2.4M · 150 shares
$2.4M · 25 shares
$2.2M · 15 shares
$2.1M · 26 shares
$2.0M · 12 shares
$1.9M · 33 shares
$1.9M · 46 shares
$1.9M · 107 shares
$1.9M · 65 shares
$1.8M · 5 shares
$1.7M · 500 shares
$1.7M · 50 shares
$1.6M · 50 shares
$1.5M · 40 shares
$1.2M · 120 shares
$1.2M · 50 shares
$1.1M · 50 shares
$1.0M · 2K shares
$982K · 21 shares
$727K · 10 shares
$698K · 200 shares
$620K · 50 shares
$583K · 100 shares
$557K · 11 shares
$514K · 55 shares
$492K · 10 shares
$423K · 34 shares
$395K · 68 shares
$386K · 62 shares
$348K · 36 shares
$242K · 10 shares
$207K · 200 shares
$122K · 20 shares
$119K · 8 shares
$107K · 5 shares
$78K · 8 shares
$64K · 4 shares
$44K · 1 shares
$19K · 7 shares
$11K · 5 shares
$8K · 2 shares
$7K · 1 shares