OPTIMUM INVESTMENT ADVISORS - Portfolio overview

OPTIMUM INVESTMENT ADVISORS has 612 reported holdings in this dataset, with the latest filing dated 2025-10-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.64%
2. NVDA - NVIDIA CORPORATION, 6.21%
3. SPY - SPDR S&P 500 ETF TR, 6.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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