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Jason Sippel

@Optimum Investment Advisors

Latest period2024 - Q3ReportedManaged Assets$231.316MTotal holdings636
Assets growth rate3.81%Assets growth rate (2-Q avg)3.08%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Optimum Investment Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 636 positions.

Assets under management

The assets under management (AUM) of Optimum Investment Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 231.316M in assets, with a quarterly growth rate of 3.81% and a 2-quarter average growth rate of 3.08%. The portfolio is managed by Jason Sippel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.8%
9.04%
$20.897M
89,688 shares@ $233.0 avg price
NVDANvidia Corporation
Recent Activity
Decreased -6.13%
5.29%
$12.234M
100,745 shares@ $121.45 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.31%
3.13%
$7.227M
16,795 shares@ $430.3 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -3.23%
2.41%
$5.575M
6,288 shares@ $886.55 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -3.96%
2.05%
$4.741M
8,109 shares@ $584.68 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.8%
1.74%
$4.024M
24,070 shares@ $167.19 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.06%
1.63%
$3.767M
6,581 shares@ $572.45 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -3.08%
1.21%
$2.796M
14,159 shares@ $197.48 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.54%
1.2%
$2.772M
13,145 shares@ $210.87 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.22%
1.16%
$2.683M
15,745 shares@ $170.4 avg price