OPTIMUM INVESTMENT ADVISORS current holdings: USA Stocks
OPTIMUM INVESTMENT ADVISORS reported $0.19 billion in share positions in stocks (listed in the US), 405 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are AAPL, NVDA, MSFT.
- STRZ: Country of operation United States; Class COM; Shares 4; Value $59.
- LMND: Country of operation United States; Class COM; Shares 1; Value $54.
- TORO: Country of operation —; Class COM; Shares 5; Value $16.
- ACB: Country of operation —; Class COM; Shares 2; Value $12.
Form 13F-HR as filed (SEC CIK 1037763): quarter ended 2025-09-30, filed 2025-10-21. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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