Fund HoldingsOPTIMUM INVESTMENT ADVISORS

Total Portfolio Value
$212.33M
Total Bought
$8.50M
Total Sold
$19.50M
Net Transaction
-$11.00M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR GOLD TR(GLD)010,843+10,84303,1241.47%+3,124
BANCO BILBAO VIZCAYA ARGENTA(BBVA)0137,603+137,60301,8740.88%+1,874
GE VERNOVA INC(GEV)1,3473,174+1,8274439690.46%+526
BERKSHIRE HATHAWAY INC DEL03,955+3,95502,1060.99%+2,106
ABBVIE INC(ABBV)013,569+13,56902,8431.34%+2,843
GAMCO GLOBAL GOLD NAT RES &0272,943+272,94301,1930.56%+1,193
GILEAD SCIENCES INC(GILD)14,17014,17001,3091,5880.75%+279
ISHARES TR05,479+5,47904530.21%+453
RTX CORPORATION(RTX)012,946+12,94601,7150.81%+1,715
SPROTT PHYSICAL GOLD TR(PHYS)035,900+35,90008640.41%+864
ADVANCED MICRO DEVICES INC(AMD)05,870+5,87006030.28%+603
NETFLIX INC(NFLX)786926+1407018640.41%+163
CALAMOS LNG SHR EQT DYNAMIC022,860+22,86003560.17%+356
ISHARES TR
CORE DIV GRWTH
22,40024,750+2,3501,3741,5290.72%+155
CHEVRON CORP NEW(CVX)04,252+4,25207110.33%+711
MCKESSON CORP(MCK)1,4001,40007989420.44%+144
INTERCONTINENTAL EXCHANGE IN(ICE)06,004+6,00401,0360.49%+1,036
SPROTT ETF TRUST
GOLD MINERS ETF
8,9009,900+1,0002473760.18%+129
AMERIS BANCORP(ABCB)02,225+2,22501280.06%+128
CAPITAL ONE FINL CORP(COF)0800+80001430.07%+143
VANGUARD BD INDEX FDS03,657+3,65702580.12%+258
ISHARES TR08,090+8,09006610.31%+661
YUM BRANDS INC(YUM)05,055+5,05507950.37%+795
EXXON MOBIL CORP08,789+8,78901,0450.49%+1,045
ENTERPRISE PRODS PARTNERS L(EPD)34,84634,84601,0931,1900.56%+97
CARLYLE GROUP INC(CG)02,200+2,2000960.05%+96
NEWMONT CORP(NEM)04,400+4,40002120.10%+212
VANGUARD TAX-MANAGED FDS014,267+14,26707250.34%+725
INVESCO EXCH TRD SLF IDX FD019,300+19,30003990.19%+399
INVESCO EXCH TRADED FD TR II01,800+1,8000800.04%+80
CVS HEALTH CORP(CVS)03,682+3,68202490.12%+249
CHUBB LIMITED
COM
03,070+3,07009270.44%+927
AT&T INC(T)29,28426,176-3,1086677400.35%+73
MASTERCARD INCORPORATED(MA)4,8554,789-662,5562,6251.24%+68
NEUBERGER BERMAN ENERGY INFR136,610141,610+5,0001,2061,2740.60%+68
BRISTOL-MYERS SQUIBB CO(BMY)15,92515,846-799019660.46%+66
PACER FDS TR
US SM CAP CA ETF
01,700+1,7000640.03%+64
MCDONALDS CORP(MCD)03,685+3,68501,1510.54%+1,151
SANDSTORM GOLD LTD023,400+23,40001770.08%+177
MERCADOLIBRE INC(MELI)046+460900.04%+90
ISHARES TR016,145+16,14501,4700.69%+1,470
ALTRIA GROUP INC(MO)07,676+7,67604610.22%+461
VISA INC(V)3,8253,614-2111,2091,2670.60%+58
CROWN CASTLE INC(CCI)05,285+5,28505510.26%+551
DEERE & CO(DE)02,134+2,13401,0020.47%+1,002
SELECT SECTOR SPDR TR
ST STR ENERG ETF
5,6255,763+1384825390.25%+57
CME GROUP INC(CME)0650+65001720.08%+172
SOUTHERN CO(SO)05,833+5,83305360.25%+536
ABBOTT LABS02,741+2,74103640.17%+364
ISHARES TR10,14010,14003093630.17%+55
ELEVANCE HEALTH INC(ELV)0253+25301100.05%+110
NUVEEN MUN VALUE FD INC(NUV)056,200+56,20004930.23%+493
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
01,300+1,3000520.02%+52
PLAINS ALL AMERN PIPELINE L(PAA)017,600+17,60003520.17%+352
DARDEN RESTAURANTS INC(DRI)2,3802,38004444940.23%+50
AMGEN INC(AMGN)01,236+1,23603850.18%+385
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
08,500+8,50001660.08%+166
GE AEROSPACE(GE)0950+95001900.09%+190
PROSHARES TR
INVT INT RT HG
0608+6080470.02%+47
ALLSTATE CORP(ALL)03,007+3,00706230.29%+623
AON PLC(AON)1,0001,00003593990.19%+40
TRANSDIGM GROUP INC(TDG)0342+34204730.22%+473
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
03,000+3,0000590.03%+59
DUKE ENERGY CORP NEW(DUK)06,468+6,46807890.37%+789
DIREXION SHS ETF TR02,200+2,2000370.02%+37
INTEL CORP(INTC)021,382+21,38204860.23%+486
FISERV INC(FISV)4,7904,615-1759841,0190.48%+35
UNION PAC CORP(UNP)04,077+4,07709630.45%+963
WP CAREY INC(WPC)03,907+3,90702470.12%+247
WABTEC(WAB)0200+2000360.02%+36
MICROSTRATEGY INC(MSTR)200310+11058890.04%+31
ISHARES TR02,309+2,30902570.12%+257
BROWN & BROWN INC(BRO)0250+2500310.01%+31
ROYAL CARIBBEAN GROUP
COM
0150+1500310.01%+31
ISHARES INC011,028+11,02803010.14%+301
VANECK ETF TRUST
GOLD MINERS ETF
02,500+2,50001150.05%+115
ISHARES TR
CORE MSCI EAFE
02,175+2,17501650.08%+165
VANGUARD WORLD FD
FINANCIALS ETF
0335+3350400.02%+40
BP PLC(BP)06,583+6,58302220.10%+222
PIMCO DYNAMIC INCOME FD(PDI)018,600+18,60003680.17%+368
SHERWIN WILLIAMS CO(SHW)02,930+2,93001,0230.48%+1,023
AFLAC INC(AFL)03,400+3,40003780.18%+378
FREEPORT-MCMORAN INC(FCX)02,750+2,75001040.05%+104
VICOR CORP(VICR)0550+5500260.01%+26
VERIZON COMMUNICATIONS INC(VZ)05,375+5,37502440.11%+244
OTIS WORLDWIDE CORP(OTIS)02,262+2,26202330.11%+233
STAG INDL INC(STAG)09,918+9,91803580.17%+358
LEIDOS HOLDINGS INC(LDOS)0234+2340320.01%+32
SPDR INDEX SHS FDS
SP CHINA ETF
01,619+1,61901390.07%+139
COINBASE GLOBAL INC(COIN)0125+1250220.01%+22
STARBUCKS CORP(SBUX)03,904+3,90403830.18%+383
INVESCO EXCH TRD SLF IDX FD
INTL DEV DYNAMIC
07,085+7,08501740.08%+174
ISHARES TR07,612+7,61203330.16%+333
TRACTOR SUPPLY CO(TSCO)08,650+8,65004770.22%+477
PG&E CORP(PCG)01,000+1,0000170.01%+17
NUVEEN PFD & INCOME OPPORTUN(JPC)02,106+2,1060170.01%+17
ISHARES TR0538+53801030.05%+103
KADANT INC(KAI)0150+1500510.02%+51
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
0253+2530160.01%+16
WILLIAMS COS INC(WMB)2,7922,79201511670.08%+16
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