Jason Sippel

@Optimum Investment Advisors

Latest period2024 - Q3

Reported3mo 3d ago

Managed Assets$231.316M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IESCIes Hldgs Inc Recent Activity New Position	0.26%	$598,860 3,000 shares@ $199.62 avg price	New Position
BWLPBw Lpg Ltd Recent Activity New Position	0.12%	$267,840 18,600 shares@ $14.4 avg price	New Position
PSNParsons Corp Del Recent Activity New Position	0.07%	$145,152 1,400 shares@ $103.68 avg price	New Position
OSCROscar Health Inc Recent Activity New Position	0.07%	$141,831 6,687 shares@ $21.21 avg price	New Position
INCOColumbia Etf Tr Ii Recent Activity New Position	0.05%	$100,035 1,300 shares@ $76.95 avg price	New Position
GNRCGenerac Hldgs Inc Recent Activity New Position	0.05%	$99,300 625 shares@ $158.88 avg price	New Position
INDYIshares Tr Recent Activity New Position	0.03%	$56,300 1,000 shares@ $56.3 avg price	New Position
CRWDCrowdstrike Hldgs Inc Recent Activity New Position	0.03%	$56,094 200 shares@ $280.47 avg price	New Position
POWLPowell Inds Inc Recent Activity New Position	0.01%	$22,199 100 shares@ $221.99 avg price	New Position
MUMicron Technology Inc Recent Activity New Position	0.01%	$20,742 200 shares@ $103.71 avg price	New Position