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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.87%
5.76%
$13.302M
23,184 shares@ $573.75 avg price
VGTVanguard World Fd
Recent Activity
Increased 2.51%
2.36%
$5.454M
9,299 shares@ $586.51 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 4.67%
1.47%
$3.395M
18,223 shares@ $186.34 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 2.11%
1.16%
$2.679M
11,022 shares@ $243.06 avg price
AVGOBroadcom Inc
Recent Activity
Increased 832.87%
0.99%
$2.267M
13,144 shares@ $172.5 avg price
IWMIshares Tr
Recent Activity
Increased 12.65%
0.85%
$1.965M
8,898 shares@ $220.89 avg price
TLTIshares Tr
Recent Activity
Increased 6.61%
0.69%
$1.584M
16,145 shares@ $98.11 avg price
TTDThe Trade Desk Inc
Recent Activity
Increased 3.74%
0.66%
$1.521M
13,870 shares@ $109.66 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 0.98%
0.56%
$1.28M
2,585 shares@ $495.11 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 93.05%
0.5%
$1.139M
6,359 shares@ $179.16 avg price