test

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
LLYEli Lilly & Co
Recent Activity
Exited
0%
$407,421
450 shares@ $905.38 avg price
LNTHLantheus Hldgs Inc
Recent Activity
Exited
0%
$96,348
1,200 shares@ $80.29 avg price
WMWaste Mgmt Inc Del
Recent Activity
Exited
0%
$85,336
400 shares@ $213.34 avg price
OTTROtter Tail Corp
Recent Activity
Exited
0%
$52,554
600 shares@ $87.59 avg price
G173⤦Bw Lpg Ltd
Recent Activity
Exited
0%
$47,700
2,500 shares@ $19.08 avg price
ABAlliancebernstein Hldg L P
Recent Activity
Exited
0%
$40,548
1,200 shares@ $33.79 avg price
PJUNInnovator Etfs Trust
Recent Activity
Exited
0%
$35,620
1,000 shares@ $35.62 avg price
PPHVaneck Etf Trust
Recent Activity
Exited
0%
$26,987
295 shares@ $91.49 avg price
FCLDFidelity Covington Trust
Recent Activity
Exited
0%
$24,170
1,000 shares@ $24.17 avg price
NGGNational Grid Plc
Recent Activity
Exited
0%
$18,176
320 shares@ $56.8 avg price