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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 2019-10-17)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
APPLE INC    (COM) AAPL 14,185,000 63,336 4.47%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 7,966,000 26,843 2.51%
ADOBE INC    (COM) ADBE 7,531,000 27,263 2.37%
VANECK VECTORS ETF TR    (AMT FREE INT ETF) 5,826,000 115,811 1.83%
MICROSOFT CORP    (COM) MSFT 5,689,000 40,919 1.79%
MASTERCARD INC    (CL A) MA 5,484,000 20,195 1.73%
INTEL CORP    (COM) INTC 4,872,000 94,540 1.53%
BOEING CO    (COM) BA 4,806,000 12,632 1.51%
COSTCO WHSL CORP NEW    (COM) COST 4,476,000 15,534 1.41%
UNITEDHEALTH GROUP INC    (COM) UNH 4,320,000 19,878 1.36%
CISCO SYS INC    (COM) CSCO 4,300,000 87,025 1.35%
VERIZON COMMUNICATIONS INC    (COM) VZ 4,182,000 69,289 1.32%
AMAZON COM INC    (COM) AMZN 4,133,000 2,381 1.30%
FACEBOOK INC    (CL A) FB 3,958,000 22,225 1.24%
AT&T INC    (COM) T 3,765,000 99,500 1.18%
JPMORGAN CHASE & CO    (COM) JPM 3,657,000 31,075 1.15%
ALPHABET INC    (CAP STK CL C) GOOG 3,456,000 2,835 1.09%
UNION PACIFIC CORP    (COM) UNP 2,970,000 18,333 0.93%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 2,948,000 31,955 0.93%
UNITED TECHNOLOGIES CORP    (COM) UTX 2,851,000 20,886 0.89%
ISHARES TR    (RUS 1000 GRW ETF) IWF 2,704,000 16,938 0.85%
GILEAD SCIENCES INC    (COM) GILD 2,691,000 42,461 0.84%
YUM BRANDS INC    (COM) YUM 2,673,000 23,568 0.84%
ISHARES TR    (SELECT DIVID ETF) DVY 2,669,000 26,184 0.84%
BRISTOL MYERS SQUIBB CO    (COM) BMY 2,514,000 49,584 0.79%
WALMART INC    (COM) WMT 2,242,000 18,892 0.70%
CHEVRON CORP NEW    (COM) CVX 2,165,000 18,256 0.68%
UNITED PARCEL SERVICE INC    (CL B) UPS 2,152,000 17,962 0.67%
ABBVIE INC    (COM) ABBV 2,020,000 26,671 0.63%
DANAHER CORPORATION    (COM) DHR 1,954,000 13,529 0.61%
DISNEY WALT CO    (COM DISNEY) DIS 1,930,000 14,810 0.60%
NIKE INC    (CL B) NKE 1,918,000 20,419 0.60%
INVESCO EXCHNG TRADED FD TR    (PFD ETF) 1,894,000 126,068 0.59%
FIRST TR NASDAQ100 TECH INDE    (SHS) QTEC 1,859,000 21,243 0.58%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 1,830,000 16,933 0.57%
MCDONALDS CORP    (COM) MCD 1,778,000 8,281 0.56%
STARBUCKS CORP    (COM) SBUX 1,778,000 20,113 0.56%
CHUBB LIMITED    (COM) CB 1,758,000 10,890 0.55%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 1,677,000 37,200 0.52%
US BANCORP DEL    (COM NEW) USB 1,662,000 30,037 0.52%
DEERE & CO    (COM) DE 1,659,000 9,834 0.52%
ORACLE CORP    (COM) ORCL 1,619,000 29,422 0.51%
BROADCOM INC    (COM) 1,616,000 5,855 0.51%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 1,575,000 7,306 0.49%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 1,566,000 5,744 0.49%
JOHNSON & JOHNSON    (COM) JNJ 1,564,000 12,092 0.49%
SOUTHERN CO    (COM) SO 1,561,000 25,268 0.49%
GOLDMAN SACHS GROUP INC    (COM) GS 1,556,000 7,506 0.49%
CYPRESS SEMICONDUCTOR CORP    (COM) CY 1,525,000 65,356 0.48%
WISDOMTREE TR    (US SMALLCAP DIVD) DES 1,504,000 54,965 0.47%
VISA INC    (COM CL A) V 1,503,000 8,738 0.47%
D R HORTON INC    (COM) DHI 1,396,000 26,479 0.44%
FIDELITY NATL INFORMATION SV    (COM) FIS 1,355,000 10,209 0.42%
EXPEDIA GROUP INC    (COM NEW) EXPE 1,320,000 9,822 0.41%
ISHARES TR    (RUSSELL 2000 ETF) IWM 1,312,000 8,670 0.41%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 1,307,000 3,707 0.41%
SUNTRUST BKS INC    (COM) STI 1,292,000 18,786 0.40%
BLACKSTONE GROUP INC    (COM CL A) 1,267,000 25,940 0.39%
ROSS STORES INC    (COM) ROST 1,252,000 11,401 0.39%
LOCKHEED MARTIN CORP    (COM) LMT 1,237,000 3,172 0.39%
AMGEN INC    (COM) AMGN 1,234,000 6,378 0.38%
VANGUARD GROUP    (DIV APP ETF) VIG 1,227,000 10,260 0.38%
ISHARES TR    (SH TR CRPORT ETF) CSJ 1,220,000 22,735 0.38%
CATERPILLAR INC DEL    (COM) CAT 1,210,000 9,580 0.38%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 1,202,000 42,073 0.37%
EXXON MOBIL CORP    (COM) XOM 1,200,000 16,995 0.37%
PFIZER INC    (COM) PFE 1,184,000 32,960 0.37%
CIENA CORP    (COM NEW) CIEN 1,177,000 29,995 0.37%
ISHARES TR    (NATIONAL MUN ETF) MUB 1,169,000 10,246 0.36%
MERCK & CO INC    (COM) MRK 1,165,000 13,841 0.36%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,127,000 5,417 0.35%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 1,123,000 7,585 0.35%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 1,113,000 9,849 0.35%
PEPSICO INC    (COM) PEP 1,095,000 7,989 0.34%
PULTE GROUP INC    (COM) PHM 1,089,000 29,800 0.34%
LOWES COS INC    (COM) LOW 1,054,000 9,588 0.33%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,016,000 36,275 0.32%
LABORATORY CORP AMER HLDGS    (COM NEW) LH 1,004,000 5,975 0.31%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,003,000 3,442 0.31%
ISHARES TR    (20 YR TR BD ETF) TLT 1,002,000 7,000 0.31%
BANCO BILBAO VIZCAYA ARGENTA    (SPONSORED ADR) BBV 1,000,000 192,272 0.31%
ISHARES TR    (US TREAS BD ETF) GOVT 992,000 37,697 0.31%
ALLSTATE CORP    (COM) ALL 990,000 9,108 0.31%
LAM RESEARCH CORP    (COM) LRCX 985,000 4,260 0.31%
SPDR GOLD TRUST    (GOLD SHS) GLD 974,000 7,013 0.30%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 956,000 5,254 0.30%
ILLINOIS TOOL WKS INC    (COM) ITW 951,000 6,078 0.30%
VANGUARD WORLD FDS    (CONSUM DIS ETF) VCR 948,000 5,262 0.29%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 943,000 17,041 0.29%
INVESCO EXCHNG TRADED FD TR    (SR LN ETF) 900,000 39,840 0.28%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 893,000 5,801 0.28%
DARDEN RESTAURANTS INC    (COM) DRI 888,000 7,510 0.28%
ABBOTT LABS    (COM) ABT 874,000 10,446 0.27%
QUALCOMM INC    (COM) QCOM 874,000 11,460 0.27%
BANK AMER CORP    (COM) BAC 870,000 29,819 0.27%
ISHARES TR    (RUS MID CAP ETF) IWR 863,000 15,430 0.27%
BP PLC    (SPONSORED ADR) BP 860,000 22,633 0.27%
DOUBLELINE INCOME SOLUTIONS    (COM) DSL 853,000 42,826 0.26%
HOME DEPOT INC    (COM) HD 843,000 3,633 0.26%
MEDICAL PPTYS TRUST INC    (COM) MPW 833,000 42,591 0.26%
OLD REP INTL CORP    (COM) ORI 828,000 35,150 0.26%
HOLOGIC INC    (COM) HOLX 822,000 16,287 0.25%
SIRIUS XM HLDGS INC    (COM) SIRI 806,000 128,805 0.25%
ISHARES TR    (IBOXX HI YD ETF) HYG 803,000 9,213 0.25%
CBRE GROUP INC    (CL A) CBG 803,000 15,150 0.25%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 795,000 5,464 0.25%
BOOKING HLDGS INC    (COM) 791,000 403 0.24%
DUKE ENERGY CORP NEW    (COM NEW) DUK 784,000 8,184 0.24%
EATON CORP PLC    (SHS) ETN 765,000 9,204 0.24%
STRYKER CORP    (COM) SYK 747,000 3,454 0.23%
ISHARES TR    (PFD AND INCM SEC) PFF 743,000 19,788 0.23%
WISDOMTREE TR    (US LARGECAP DIVD) DLN 734,000 7,404 0.23%
ISHARES TR    (1 3 YR TREAS BD) SHY 730,000 8,602 0.23%
SPDR SERIES TRUST    (WELLS FG PFD ETF) PSK 718,000 16,250 0.22%
LAMAR ADVERTISING CO NEW    (CL A) LAMR 717,000 8,755 0.22%
PROCTER & GAMBLE CO    (COM) PG 715,000 5,750 0.22%
VALERO ENERGY CORP NEW    (COM) VLO 699,000 8,205 0.22%
ISHARES TR    (MSCI EAFE ETF) EFA 689,000 10,563 0.21%
INVESCO QQQ TR    (UNIT SER 1) 686,000 3,634 0.21%
LILLY ELI & CO    (COM) LLY 678,000 6,060 0.21%
FEDEX CORP    (COM) FDX 676,000 4,645 0.21%
FIDUS INVT CORP    (COM) FDUS 671,000 45,217 0.21%
AMPHENOL CORP NEW    (CL A) APH 668,000 6,923 0.21%
CITIGROUP INC    (COM NEW) C 665,000 9,625 0.20%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 663,000 8,542 0.20%
ISHARES TR    (IBOXX INV CP ETF) LQD 651,000 5,104 0.20%
ON SEMICONDUCTOR CORP    (COM) ONNN 644,000 33,515 0.20%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 640,000 7,949 0.20%
SPDR SERIES TRUST    (BLOOMBERG BRCLYS) 635,000 5,842 0.20%
SPDR SERIES TRUST    (PORTFOLIO SHORT) SCPB 623,000 20,200 0.19%
FIFTH THIRD BANCORP    (COM) FITB 616,000 22,491 0.19%
NVIDIA CORP    (COM) NVDA 609,000 3,499 0.19%
SHERWIN WILLIAMS CO    (COM) SHW 608,000 1,105 0.19%
CLOROX CO DEL    (COM) CLX 606,000 3,987 0.19%
PENNANTPARK FLOATING RATE CA    (COM) PFLT 606,000 52,255 0.19%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 601,000 17,235 0.18%
HONEYWELL INTL INC    (COM) HON 595,000 3,518 0.18%
ALPHABET INC    (CAP STK CL A) GOOGL 579,000 474 0.18%
NUVEEN MUN VALUE FD INC    (COM) NUV 572,000 54,438 0.18%
INVESCO EXCHANGE TRADED FD T    (FINL PFD ETF) 563,000 29,980 0.17%
PIMCO ETF TR    (ENHAN SHRT MA AC) MINT 549,000 5,400 0.17%
WELLS FARGO CO NEW    (COM) WFC 549,000 10,879 0.17%
ELLINGTON FINANCIAL INC    (COM) 545,000 30,157 0.17%
BLACKROCK LTD DURATION INC T    (COM SHS) BLW 539,000 34,500 0.17%
METLIFE INC    (COM) MET 538,000 11,410 0.16%
BANK NEW YORK MELLON CORP    (COM) BK 535,000 11,830 0.16%
ISHARES TR    (CORE S&P MCP ETF) IJH 527,000 2,726 0.16%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 524,000 10,365 0.16%
SALESFORCE COM INC    (COM) CRM 515,000 3,471 0.16%
COCA COLA CO    (COM) KO 514,000 9,435 0.16%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 511,000 5,600 0.16%
ISHARES TR    (EDGE US FIXD INM) 507,000 5,000 0.16%
MEDPACE HLDGS INC    (COM) MEDP 504,000 6,000 0.15%
GLOBAL PMTS INC    (COM) GPN 504,000 3,168 0.15%
NUVEEN FLOATING RATE INCOME    (COM) JFR 503,000 51,710 0.15%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 501,000 12,200 0.15%
SPDR SERIES TRUST    (NUVEEN BLMBRG SR) 490,000 10,000 0.15%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 488,000 5,238 0.15%
NEXTERA ENERGY INC    (COM) NEE 486,000 2,085 0.15%
ISHARES TR    (MSCI EMG MKT ETF) EEM 475,000 11,611 0.14%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 472,000 11,732 0.14%
INTERPUBLIC GROUP COS INC    (COM) IPG 470,000 21,783 0.14%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 465,000 3,078 0.14%
VANGUARD BD INDEX FD INC    (TOTAL BND MRKT) BND 458,000 5,423 0.14%
ISHARES TR    (US AER DEF ETF) ITA 456,000 2,031 0.14%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 453,000 5,150 0.14%
HANCOCK JOHN PFD INCOME FD    (SH BEN INT) HPI 448,000 18,550 0.14%
WESTERN DIGITAL CORP    (COM) WDC 441,000 7,400 0.13%
SYNOPSYS INC    (COM) SNPS 439,000 3,200 0.13%
EURONET WORLDWIDE INC    (COM) EEFT 420,000 2,870 0.13%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 420,000 2,184 0.13%
SPDR SERIES TRUST    (PRTFLO S&P500 VL) ELV 415,000 13,000 0.13%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 415,000 4,605 0.13%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 408,000 2,438 0.12%
SOUTHWEST AIRLS CO    (COM) LUV 403,000 7,457 0.12%
ISHARES TR    (CORE S&P US VLU) IWW 399,000 6,900 0.12%
NETFLIX INC    (COM) NFLX 389,000 1,453 0.12%
INVESCO EXCHNG TRADED FD TR    (FNDMNTL HY CRP) 388,000 20,400 0.12%
ROYAL GOLD INC    (COM) RGLD 385,000 3,125 0.12%
ISHARES TR    (NASDAQ BIOTECH) IBB 384,000 3,864 0.12%
CVS HEALTH CORP    (COM) CVS 378,000 5,988 0.11%
W P CAREY INC    (COM) WPC 376,000 4,200 0.11%
COHBAR INC    (COM) 375,000 288,610 0.11%
NUVEEN TAXABLE MUNICPL INCM    (COM) NBB 374,000 16,759 0.11%
NVR INC    (COM) NVR 372,000 100 0.11%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 361,000 3,521 0.11%
ALTRIA GROUP INC    (COM) MO 353,000 8,630 0.11%
TEXAS INSTRS INC    (COM) TXN 351,000 2,716 0.11%
FIRST TR EXCHANGE TRADED FD    (FST LOW OPPT EFT) LMBS 351,000 6,750 0.11%
ISHARES TR    (TIPS BD ETF) TIP 350,000 3,009 0.11%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 CB) 348,000 16,175 0.10%
INVESCO EXCHNG TRADED FD TR    (TAXABLE MUN BD) 346,000 10,679 0.10%
ARES CAP CORP    (COM) ARCC 343,000 18,418 0.10%
CELGENE CORP    (COM) CELG 338,000 3,400 0.10%
SELECT SECTOR SPDR TR    (SBI MATERIALS) XLB 336,000 5,774 0.10%
CANADIAN NATL RY CO    (COM) CNI 335,000 3,728 0.10%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 329,000 15,425 0.10%
EATON VANCE TAX MNGD GBL DV    (COM) EXG 329,000 40,045 0.10%
ALPS ETF TR    (ALERIAN MLP) AMLP 328,000 35,937 0.10%
CUMMINS INC    (COM) CMI 326,000 2,002 0.10%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2019-09-30: 316,786,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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George Soros

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