Optimum Investment Advisors Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investing is not only a daunting but also a complex process. Investors need to keep track of the performance of their portfolios closely. One way to do this is by analyzing 13F filings, which hold valuable information about a fund's holdings. In this blog post, we will look at Optimum Investment Advisors Q4 2022 and Q1 2023 13F holdings comparison.

Optimum Investment Advisors Q4 2022 vs. Q1 2023 13F Holdings Comparison

Optimum Investment Advisors is a registered investment advisor. They manage assets for individual investors, high-net-worth individuals, and institutional clients. They recently filed their 13F filings, which revealed some interesting changes in their holdings.

First, Optimum Investment Advisors increased their holdings in Apple Inc (AAPL) by 103349 shares in Q4 2022 to 97689 shares in Q1 2023, a decrease of 20%. Their holdings in SPDR S&P 500 ETF TR (SPY) also increased in the same period from 21130 shares to 21311 shares, representing an 8% increase.

On the other hand, Optimum Investment Advisors reduced their shares in UnitedHealth Group Inc. (UNH) by 372 shares, reflecting a 14.5% decrease in their holdings. Another notable reduction in shares is in Johnson & Johnson (JNJ), with a reduction of 249 shares, representing a 15.5% decrease.

Optimum Investment Advisors also increased their holdings in NVIDIA Corporation (NVDA) by 110 shares, reflecting an 88.3% increase. Their holdings in Adobe Systems Incorporated (ADBE) also increased from 3054 shares to 3231 shares, an increase of 21.1%.

One of the most significant increases in holdings is in Sprott Physical Gold Trust (PHYS), with an increase of 18100 shares, representing a massive 101.5% increase. Optimum Investment Advisors also increased their holdings in Meta Platforms Inc (META) by 695 shares, reflecting a 58.9% increase.

Overall, Optimum Investment Advisors made some interesting changes in their holdings. Some of the changes were due to potential profit-taking, and others were due to the belief that certain stocks will perform better in the future. As always, it's essential to conduct thorough research before making investment decisions.