Optimum Investment Advisors Q3 2023 vs. Q4 2023 13F Holdings Comparison

The third quarter of 2023 brought several noteworthy changes to Optimum Investment Advisors' holdings, which continued into the fourth quarter. These changes reflect the evolving landscape of the investment market and provide insights into the investment strategies of Optimum Investment Advisors.

Apple Inc (AAPL) maintained its position as the largest holding of Optimum Investment Advisors, with slight growth in the number of shares held from Q3 to Q4. The value of Apple Inc holdings also increased, highlighting the continued investor confidence in the tech giant.

Another significant holding for Optimum Investment Advisors is the SPDR S&P 500 ETF Trust (SPY), which saw a marginal increase in shares held from Q3 to Q4. The value of SPY holdings also registered growth, indicating the potential in broad-based market index investments.

Microsoft Corp (MSFT) remained a consistent holding for Optimum Investment Advisors, with a negligible change in the number of shares held. However, the value of the holdings increased, reflecting the positive performance of the technology sector during this period.

Nvidia Corporation (NVDA) witnessed a slight reduction in the number of shares held by Optimum Investment Advisors from Q3 to Q4. Despite this, the value of the holdings remained relatively stable, demonstrating a cautious stance towards this particular stock.

UnitedHealth Group Inc (UNH) experienced a modest decrease in both the number of shares held and their value. This reduction may indicate a recalibration of Optimum Investment Advisors' healthcare investment strategy.

Costco Wholesale Corp (COST) also saw a decrease in the number of shares held, accompanied by a decline in their value. This shift in holdings suggests a potential adjustment in Optimum Investment Advisors' strategy towards the retail sector.

Vanguard World Funds (VGT) experienced a marginal reduction in the number of shares held, while the value of the holdings increased. This implies a focus on long-term growth prospects within the technology sector.

Among the notable changes, Alphabet Inc (GOOG) witnessed a decline in the number of shares held, although the value of the holdings remained steady. This adjustment may reflect a tactical decision concerning the future growth potential of the company.

Amazon.com Inc (AMZN) recorded a slight increase in both the number of shares held and their value, indicating a continued bullish perspective on the e-commerce giant.

JPMorgan Chase & Co (JPM) experienced a significant decrease in the number of shares held, which was accompanied by a decline in their value. This shift in holdings may be attributed to Optimum Investment Advisors' evolving outlook on the financial sector.

Mastercard Incorporated (MA) witnessed a reduction in both the number of shares held and their value, potentially reflecting a tactical reallocation of resources within the financial services industry.

These are just a few examples of the changes in Optimum Investment Advisors' holdings during the third and fourth quarters of 2023. The portfolio adjustments made by this investment firm demonstrate their dynamic approach to managing investments and adapting to the ever-changing landscape of the financial market. As the investment landscape continues to evolve, investors will eagerly await the release of future 13F filings to gain further insights into the strategies employed by Optimum Investment Advisors and other prominent investment firms.