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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

OPTIMUM INVESTMENT ADVISORS INSTITUTION : OPTIMUM INVESTMENT ADVISORS
OPTIMUM INVESTMENT ADVISORS Portfolio (reported on 2020-04-21)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 15,134,000 59,514 6.20%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 6,820,000 26,462 2.79%
MICROSOFT CORP    (COM) MSFT 6,557,000 41,574 2.68%
VANECK VECTORS ETF TR    (AMT FREE INT ETF) 5,444,000 110,811 2.23%
ADOBE INC    (COM) ADBE 4,974,000 15,630 2.03%
INTEL CORP    (COM) INTC 4,906,000 90,647 2.01%
UNITEDHEALTH GROUP INC    (COM) UNH 4,630,000 18,565 1.89%
MASTERCARD INC    (CL A) MA 4,602,000 19,051 1.88%
AMAZON COM INC    (COM) AMZN 4,582,000 2,350 1.87%
COSTCO WHSL CORP NEW    (COM) COST 4,252,000 14,913 1.74%
VERIZON COMMUNICATIONS INC    (COM) VZ 3,640,000 67,747 1.49%
ALPHABET INC    (CAP STK CL C) GOOG 3,300,000 2,838 1.35%
FACEBOOK INC    (CL A) FB 3,277,000 19,644 1.34%
AT&T INC    (COM) T 3,093,000 106,093 1.26%
CISCO SYS INC    (COM) CSCO 2,798,000 71,183 1.14%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 2,781,000 49,890 1.14%
JPMORGAN CHASE & CO    (COM) JPM 2,770,000 30,765 1.13%
GILEAD SCIENCES INC    (COM) GILD 2,696,000 36,066 1.10%
WALMART INC    (COM) WMT 2,158,000 18,994 0.88%
UNION PAC CORP    (COM) UNP 2,139,000 15,167 0.87%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 2,125,000 26,321 0.87%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,956,000 20,739 0.80%
ABBVIE INC    (COM) ABBV 1,944,000 25,516 0.79%
INVESCO EXCHANGE-TRADED FD T    (PFD ETF) 1,769,000 134,414 0.72%
BOEING CO    (COM) BA 1,740,000 11,664 0.71%
DANAHER CORPORATION    (COM) DHR 1,735,000 12,534 0.71%
ISHARES TR    (SELECT DIVID ETF) DVY 1,690,000 22,983 0.69%
DISNEY WALT CO    (COM DISNEY) DIS 1,669,000 17,281 0.68%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 1,650,000 7,787 0.67%
UNITED PARCEL SERVICE INC    (CL B) UPS 1,572,000 16,830 0.64%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,570,000 10,423 0.64%
NIKE INC    (CL B) NKE 1,564,000 18,906 0.64%
JOHNSON & JOHNSON    (COM) JNJ 1,553,000 11,842 0.63%
QUALCOMM INC    (COM) QCOM 1,546,000 22,855 0.63%
ISHARES TR    (1 3 YR TREAS BD) SHY 1,474,000 17,008 0.60%
YUM BRANDS INC    (COM) YUM 1,460,000 21,303 0.59%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,427,000 7,803 0.58%
ORACLE CORP    (COM) ORCL 1,379,000 28,532 0.56%
MCDONALDS CORP    (COM) MCD 1,361,000 8,232 0.55%
BROADCOM INC    (COM) 1,341,000 5,656 0.54%
ISHARES TR    (20 YR TR BD ETF) TLT 1,320,000 8,000 0.54%
GOLDMAN SACHS GROUP INC    (COM) GS 1,320,000 8,540 0.54%
DEERE & CO    (COM) DE 1,252,000 9,064 0.51%
STARBUCKS CORP    (COM) SBUX 1,207,000 18,363 0.49%
AMGEN INC    (COM) AMGN 1,201,000 5,926 0.49%
CHUBB LIMITED    (COM) CB 1,183,000 10,590 0.48%
CIENA CORP    (COM NEW) CIEN 1,162,000 29,195 0.47%
VISA INC    (COM CL A) V 1,149,000 7,130 0.47%
BLACKSTONE GROUP INC    (COM CL A) 1,134,000 24,890 0.46%
LOCKHEED MARTIN CORP    (COM) LMT 1,118,000 3,297 0.45%
ISHARES TR    (US TREAS BD ETF) GOVT 1,113,000 39,747 0.45%
ISHARES TR    (SH TR CRPORT ETF) CSJ 1,112,000 21,235 0.45%
CHEVRON CORP NEW    (COM) CVX 1,112,000 15,349 0.45%
SPDR GOLD TRUST    (GOLD SHS) GLD 1,109,000 7,489 0.45%
SOUTHERN CO    (COM) SO 1,086,000 20,068 0.44%
FIDELITY NATL INFORMATION SV    (COM) FIS 1,041,000 8,555 0.42%
MERCK & CO. INC    (COM) MRK 1,012,000 13,153 0.41%
CATERPILLAR INC DEL    (COM) CAT 994,000 8,565 0.40%
PFIZER INC    (COM) PFE 988,000 30,272 0.40%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 984,000 4,155 0.40%
ROSS STORES INC    (COM) ROST 983,000 11,301 0.40%
NVIDIA CORP    (COM) NVDA 953,000 3,615 0.39%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 947,000 3,340 0.38%
US BANCORP DEL    (COM NEW) USB 933,000 27,087 0.38%
INVESCO QQQ TR    (UNIT SER 1) 916,000 4,809 0.37%
PEPSICO INC    (COM) PEP 906,000 7,546 0.37%
SPDR SER TR    (PORTFOLIO SHORT) SCPB 842,000 27,850 0.34%
ALLSTATE CORP    (COM) ALL 804,000 8,761 0.32%
ILLINOIS TOOL WKS INC    (COM) ITW 787,000 5,541 0.32%
DOUBLELINE INCOME SOLUTIONS    (COM) DSL 779,000 58,409 0.31%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 755,000 5,975 0.30%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 751,000 6,506 0.30%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 747,000 7,550 0.30%
TRUIST FINL CORP    (COM) 713,000 23,132 0.29%
ISHARES TR    (IBOXX INV CP ETF) LQD 700,000 5,669 0.28%
INVESCO EXCHANGE-TRADED FD T    (SR LN ETF) 699,000 34,140 0.28%
GLAXOSMITHKLINE PLC    (SPONSORED ADR) GSK 689,000 18,175 0.28%
CLOROX CO DEL    (COM) CLX 682,000 3,937 0.27%
ISHARES TR    (MSCI EMG MKT ETF) EEM 681,000 19,947 0.27%
D R HORTON INC    (COM) DHI 673,000 19,780 0.27%
DUKE ENERGY CORP NEW    (COM NEW) DUK 663,000 8,194 0.27%
LAM RESEARCH CORP    (COM) LRCX 662,000 2,760 0.27%
ISHARES TR    (RUSSELL 2000 ETF) IWM 659,000 5,758 0.27%
ABBOTT LABS    (COM) ABT 658,000 8,343 0.26%
BK OF AMERICA CORP    (COM) BAC 652,000 30,719 0.26%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 651,000 31,281 0.26%
LILLY ELI & CO    (COM) LLY 649,000 4,682 0.26%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 645,000 3,318 0.26%
MEDICAL PPTYS TRUST INC    (COM) MPW 640,000 37,041 0.26%
CYPRESS SEMICONDUCTOR CORP    (COM) CY 638,000 27,350 0.26%
SIRIUS XM HLDGS INC    (COM) SIRI 636,000 128,808 0.26%
PULTE GROUP INC    (COM) PHM 632,000 28,300 0.25%
ALPHABET INC    (CAP STK CL A) GOOGL 625,000 538 0.25%
STRYKER CORP    (COM) SYK 602,000 3,615 0.24%
SALESFORCE COM INC    (COM) CRM 600,000 4,168 0.24%
LOWES COS INC    (COM) LOW 596,000 6,930 0.24%
ISHARES TR    (PFD AND INCM SEC) PFF 592,000 18,588 0.24%
PROCTER & GAMBLE CO    (COM) PG 586,000 5,324 0.24%
HOME DEPOT INC    (COM) HD 577,000 3,093 0.23%
EATON CORP PLC    (SHS) ETN 574,000 7,384 0.23%
BP PLC    (SPONSORED ADR) BP 573,000 23,483 0.23%
SPDR SER TR    (WELLS FG PFD ETF) PSK 570,000 14,550 0.23%
ISHARES TR    (NATIONAL MUN ETF) MUB 561,000 4,960 0.23%
NUVEEN MUN VALUE FD INC    (COM) NUV 555,000 56,896 0.22%
ISHARES TR    (EDGE US FIXD INM) 547,000 5,600 0.22%
ISHARES TR    (IBOXX HI YD ETF) HYG 546,000 7,080 0.22%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 546,000 38,201 0.22%
EXXON MOBIL CORP    (COM) XOM 546,000 14,377 0.22%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 545,000 16,240 0.22%
SPDR SER TR    (PORTFOLIO SH TSR) SST 541,000 17,600 0.22%
ISHARES TR    (CORE 1 5 YR USD) ISTB 538,000 10,650 0.22%
NEXTERA ENERGY INC    (COM) NEE 526,000 2,185 0.21%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 520,000 6,475 0.21%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 520,000 5,975 0.21%
ISHARES TR    (MSCI EAFE ETF) EFA 517,000 9,679 0.21%
BANCO BILBAO VIZCAYA ARGENTA    (SPONSORED ADR) BBV 515,000 168,426 0.21%
NETFLIX INC    (COM) NFLX 514,000 1,368 0.21%
CBRE GROUP INC    (CL A) CBG 513,000 13,600 0.21%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 510,000 11,153 0.20%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 509,000 5,700 0.20%
OLD REP INTL CORP    (COM) ORI 509,000 33,400 0.20%
AMPHENOL CORP NEW    (CL A) APH 505,000 6,923 0.20%
INVESCO EXCHANGE TRADED FD T    (FINL PFD ETF) 497,000 29,430 0.20%
SPDR SER TR    (BLOOMBERG BRCLYS) 489,000 5,163 0.20%
SPDR SER TR    (NUVEEN BLMBRG SR) 489,000 10,000 0.20%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 487,000 9,550 0.19%
BLACKROCK LTD DURATION INC T    (COM SHS) BLW 473,000 37,500 0.19%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 465,000 25,785 0.19%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 465,000 4,188 0.19%
SHERWIN WILLIAMS CO    (COM) SHW 462,000 1,005 0.18%
MEDPACE HLDGS INC    (COM) MEDP 455,000 6,200 0.18%
BOOKING HLDGS INC    (COM) 451,000 335 0.18%
LAMAR ADVERTISING CO NEW    (CL A) LAMR 449,000 8,755 0.18%
FEDEX CORP    (COM) FDX 445,000 3,670 0.18%
ISHARES TR    (NASDAQ BIOTECH) IBB 437,000 4,057 0.17%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 431,000 7,305 0.17%
HOLOGIC INC    (COM) HOLX 424,000 12,087 0.17%
GLOBAL PMTS INC    (COM) GPN 414,000 2,868 0.16%
DARDEN RESTAURANTS INC    (COM) DRI 409,000 7,510 0.16%
BANK NEW YORK MELLON CORP    (COM) BK 402,000 11,930 0.16%
CITIGROUP INC    (COM NEW) C 397,000 9,428 0.16%
HONEYWELL INTL INC    (COM) HON 384,000 2,869 0.15%
ISHARES TR    (CORE S&P MCP ETF) IJH 383,000 2,661 0.15%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 381,000 4,303 0.15%
ON SEMICONDUCTOR CORP    (COM) ONNN 375,000 30,115 0.15%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 368,000 4,650 0.15%
VANGUARD BD INDEX FDS    (LONG TERM BOND) BLV 365,000 3,423 0.14%
VALERO ENERGY CORP    (COM) VLO 356,000 7,849 0.14%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 356,000 4,240 0.14%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 351,000 5,018 0.14%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 351,000 4,112 0.14%
SYNOPSYS INC    (COM) SNPS 348,000 2,700 0.14%
COCA COLA CO    (COM) KO 348,000 7,865 0.14%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 CB) 338,000 15,975 0.13%
WELLS FARGO CO NEW    (COM) WFC 337,000 11,731 0.13%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 336,000 13,000 0.13%
COHBAR INC    (COM) 334,000 292,610 0.13%
WESTERN DIGITAL CORP.    (COM) WDC 333,000 8,000 0.13%
INVESCO EXCHANGE-TRADED FD T    (TAXABLE MUN BD) 330,000 10,679 0.13%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 320,000 2,126 0.13%
NUVEEN FLOATING RATE INCOME    (COM) JFR 319,000 42,210 0.13%
ISHARES TR    (CORE S&P US VLU) IWW 319,000 6,900 0.13%
ISHARES TR    (TIPS BD ETF) TIP 318,000 2,699 0.13%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 318,000 9,552 0.13%
INVESCO EXCHANGE-TRADED FD T    (FNDMNTL HY CRP) 317,000 19,100 0.12%
INNOVATIVE INDL PPTYS INC    (COM) 311,000 4,100 0.12%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 296,000 5,337 0.12%
NUVEEN TAXABLE MUNICIPAL INC    (COM) NBB 296,000 15,472 0.12%
CVS HEALTH CORP    (COM) CVS 295,000 4,966 0.12%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 293,000 3,617 0.12%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 288,000 13,725 0.11%
THE TRADE DESK INC    (COM CL A) 288,000 1,490 0.11%
CANADIAN NATL RY CO    (COM) CNI 286,000 3,685 0.11%
SPDR SER TR    (S&P DIVID ETF) SDY 284,000 3,562 0.11%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 283,000 2,192 0.11%
AFLAC INC    (COM) AFL 281,000 8,200 0.11%
SPROTT PHYSICAL GOLD TRUST    (UNIT) PHYS 276,000 21,010 0.11%
TEXAS INSTRS INC    (COM) TXN 271,000 2,716 0.11%
NOVO-NORDISK A S    (ADR) NVO 271,000 4,500 0.11%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 270,000 12,875 0.11%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 270,000 5,225 0.11%
CME GROUP INC    (COM) CME 265,000 1,535 0.10%
BLACKROCK INC    (COM) BLK 262,000 595 0.10%
HANCOCK JOHN PFD INCOME FD    (SH BEN INT) HPI 259,000 16,100 0.10%
NVR INC    (COM) NVR 259,000 101 0.10%
CUMMINS INC    (COM) CMI 257,000 1,902 0.10%
FIRST TR NASDAQ-100 TECH IND    (SHS) QTEC 256,000 3,025 0.10%
WP CAREY INC    (COM) WPC 244,000 4,200 0.10%
ALIGN TECHNOLOGY INC    (COM) ALGN 244,000 1,400 0.10%
ISHARES TR    (RUS MID CAP ETF) IWR 244,000 5,646 0.10%
ISHARES TR    (US AER DEF ETF) ITA 242,000 1,682 0.09%
EATON VANCE TAX-MANAGED GLOB    (COM) EXG 239,000 37,397 0.09%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 239,000 5,533 0.09%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 238,000 1,878 0.09%
FIDUS INVT CORP    (COM) FDUS 237,000 35,741 0.09%
LENNAR CORP    (CL A) LEN 235,000 6,150 0.09%
ARES CAPITAL CORP    (COM) ARCC 235,000 21,775 0.09%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2023 CB) 234,000 11,275 0.09%
AMERICAN EXPRESS CO    (COM) AXP 232,000 2,710 0.09%
METLIFE INC    (COM) MET 232,000 7,592 0.09%
1 2 3 4 5 Next >Full Portfolio View
Total Value As 2020-03-31: 243,885,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
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George Soros

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