Optimum-Investment-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
637
Total Value
212332213
Accession Number
0001580642-25-002640
Form Type
13F-HR
Manager Name
Optimum-Investment-Advisors
Data Enrichment
82% identified
522 identified115 unidentified

Holdings

637 positions • $212.3M total value
Manager:
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Page 30 of 32
Nextdoor Holdings, Inc.
Shares:2.0K
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$212.3M)
PHINIA INC.
Shares:65
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$212.3M)
MACERICH CO
Shares:150
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$212.3M)
78468R655
Shares:50
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$212.3M)
97717W315
Shares:56
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$212.3M)
25459Y207
Shares:25
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$212.3M)
DigitalOcean Holdings, Inc.
Shares:65
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$212.3M)
AMERICAN EXPRESS CO
Shares:8
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$212.3M)
Liberty Broadband Corp
Shares:25
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$212.3M)
032108474
Shares:107
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$212.3M)
Philip Morris International Inc.
Shares:13
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$212.3M)
Liberty Media Corp
Shares:25
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$212.3M)
Expedia Group, Inc.
Shares:12
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$212.3M)
Opendoor Technologies Inc.
Shares:1.9K
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$212.3M)
AMERICAN TOWER CORP /MA/
Shares:9
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$212.3M)
MARSH & MCLENNAN COMPANIES, INC.
Shares:8
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$212.3M)
92206C102
Shares:33
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$212.3M)
NIO Inc.
Shares:500
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$212.3M)
TJX COMPANIES INC /DE/
Shares:15
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$212.3M)
Global-E Online Ltd.
Shares:50
Value:$1.8K
% of Portfolio:0.0% ($1.8K/$212.3M)