| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OUTR | Exit | OUTERWALL INC | $0 | – | 0 | +100.0% | 0.00% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 43 | Q2 2024 | 9.4% |
| SPDR S&P 500 ETF TR | 43 | Q2 2024 | 5.6% |
| UNITEDHEALTH GROUP INC | 43 | Q2 2024 | 3.1% |
| MICROSOFT CORPORATION | 43 | Q2 2024 | 3.5% |
| GILEAD SCIENCES INCORPORATED | 43 | Q2 2024 | 3.8% |
| ISHARES TR IBOXX INV CP ETF | 43 | Q2 2024 | 3.5% |
| COSTCO WHSL CORP NEW | 43 | Q2 2024 | 2.5% |
| MASTERCARD INCORPORATED | 43 | Q2 2024 | 2.1% |
| ADOBE SYSTEMS INCORPORATED | 43 | Q2 2024 | 2.7% |
| INTEL CORPORATION | 43 | Q2 2024 | 2.0% |
View OPTIMUM INVESTMENT ADVISORS's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| OPTIMUM INVESTMENT ADVISORS | January 18, 2011 | 6,374,504 | 6.2% |
| OPTIMUM INVESTMENT ADVISORS | January 18, 2011 | 10,871,540 | 7.5% |
| OPTIMUM INVESTMENT ADVISORS | January 18, 2011 | 2,849,061 | 6.7% |
View OPTIMUM INVESTMENT ADVISORS's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-05 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-08 |
View OPTIMUM INVESTMENT ADVISORS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.