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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
AMZNAmazon Com Inc
Recent Activity
Increased 4.67%
1.47%
$3.395M
18,223 shares@ $186.34 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
GLDSpdr Gold Tr
Recent Activity
Increased 2.11%
1.16%
$2.679M
11,022 shares@ $243.06 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.51%
1.04%
$2.397M
4,855 shares@ $493.8 avg price
WMTWalmart Inc
Recent Activity
Decreased -5.37%
1.02%
$2.345M
29,037 shares@ $80.76 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
LMTLockheed Martin Corp
Recent Activity
Decreased -2.19%
0.79%
$1.824M
3,120 shares@ $584.56 avg price