OPTIMUM INVESTMENT ADVISORS

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Chicago, IL
CIK
0001037763
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 639 198,770 AAPL, SPY, MSFT, NVDA 13F-HR 1/8/2024 000158064224000123
Q3 2023 723 195,258 AAPL, SPY, MSFT, NVDA 13F-HR 10/13/2023 000158064223005512
Q2 2023 713 204,223 AAPL, SPY, MSFT, NVDA 13F-HR 8/3/2023 000158064223003989
Q1 2023 738 190,803 AAPL, SPY, MSFT, ITM 13F-HR 5/3/2023 000158064223002426
Q4 2022 761 184,611 AAPL, SPY, UNH, MSFT 13F-HR 1/5/2023 000158064223000051
Q3 2022 839 185,949 AAPL, SPY, UNH, MSFT 13F-HR 10/24/2022 000158064222005322
Q2 2022 861 199,785 AAPL, SPY, UNH, MSFT 13F-HR 7/12/2022 000158064222003491
Q1 2022 849 237,392 AAPL, SPY, UNH, MSFT 13F-HR 4/8/2022 000158064222002002
Q4 2021 841 256,821 AAPL, SPY, MSFT, UNH 13F-HR 3/17/2022 000158064222001562
Q3 2021 845 237,274 AAPL, SPY, MSFT, ITM RESTATEMENT 10/22/2021 000158064221004964
Q2 2021 916 320,615 AAPL, SPY, MSFT, UNH 13F-HR 8/2/2021 000158064221003389
Q1 2021 934 341,756 AAPL, SPY, MSFT, ADBE 13F-HR 4/15/2021 000158064221001743
Q4 2020 892 329,542 AAPL, SPY, MSFT, ADBE 13F-HR 1/21/2021 000158064221000197
Q3 2020 893 297,986 AAPL, SPY, MSFT, ADBE 13F-HR 10/6/2020 000158064220003671
Q2 2020 891 287,169 AAPL, MSFT, SPY, ADBE 13F-HR 7/16/2020 000158064220002654
Q1 2020 897 243,885 AAPL, SPY, MSFT, ITM 13F-HR 4/21/2020 000158064220001688
Q4 2019 958 337,007 AAPL, SPY, MSFT, ADBE 13F-HR 1/22/2020 000158064220000263
Q3 2019 1,006 316,786 AAPL, SPY, ADBE, ITM 13F-HR 10/17/2019 000158064219004728
Q2 2019 947 308,289 AAPL, ADBE, SPY, MSFT 13F-HR 7/29/2019 000158064219003384
Q1 2019 1,012 304,686 AAPL, SPY, ADBE, MA 13F-HR 5/3/2019 000158064219002286
Q4 2018 979 290,784 AAPL, LQD, SPY, ADBE 13F-HR 2/4/2019 000158064219000538
Q3 2018 1,063 361,808 AAPL, SPY, UNH, LQD 13F-HR 10/5/2018 000158064218004830
Q2 2018 1,078 347,063 AAPL, SPY, UNH, LQD 13F-HR 10/5/2018 000158064218004829
Q1 2018 1,031 340,302 AAPL, SPY, LQD, UNH 13F-HR 5/9/2018 000158064218002523
Q4 2017 311 314,364 AAPL, LQD, SPY, UNH 13F-HR 1/16/2018 000158064218000264
Q3 2017 298 298,608 AAPL, LQD, SPY, UNH 13F-HR 11/21/2017 000158064217006140
Q2 2017 294 288,978 AAPL, LQD, SPY, UNH 13F-HR 8/14/2017 000158064217004399
Q1 2017 286 282,154 AAPL, LQD, SPY, UNH 13F-HR 5/15/2017 000103776317000002
Q4 2016 275 265,811 LQD, AAPL, SPY, UNH 13F-HR 5/15/2017 000103776317000001
Q3 2016 287 266,075 LQD, AAPL, SPY, GILD 13F-HR 11/16/2016 000103776316000007
Q2 2016 275 257,936 LQD, AAPL, GILD, SPY 13F-HR 8/25/2016 000103776316000006
Q1 2016 267 254,112 LQD, AAPL, GILD, SPY 13F-HR 5/12/2016 000103776316000005
Q4 2015 276 258,527 GILD, AAPL, LQD, SPY 13F-HR 2/11/2016 000103776316000004
Q3 2015 273 247,548 GILD, AAPL, LQD, SPY 13F-HR 11/16/2015 000103776315000003
Q1 2015 1,111 315,945 AAPL, GILD, LQD, SPY 13F-HR 5/18/2015 000103776315000002
Q4 2014 1,132 311,383 GILD, LQD, AAPL, SPY 13F-HR 2/12/2015 000103776315000001
Q3 2014 1,063 301,627 GILD, AAPL, LQD, SPY 13F-HR 11/17/2014 000103776314000006
Q2 2014 934 308,811 GILD, LQD, SPY, AAPL RESTATEMENT 9/3/2014 000103776314000005
Q1 2014 754 266,165 SPY, LQD, GILD, HYG 13F-HR 5/1/2014 000103776314000002
Q4 2013 762 265,790 GILD, SPY, LQD, HYG 13F-HR 2/10/2014 000103776314000001
Additional filings from Optimum Investment Advisors that have since been restated