Stock Taper

OPTIMUM INVESTMENT ADVISORS

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
GE Vernova Inc.GEV3.24K$1.99M
Starbucks CorporationSBUX3.29K$278.77K
Quanta Services, Inc.PWR3.34K$1.38M
Visa Inc.V3.36K$1.15M
W. P. Carey Inc.WPC3.37K$227.71K
Danaher CorporationDHR3.4K$674.08K
Aflac IncorporatedAFL3.4K$379.78K
Applied Materials, Inc.AMAT3.42K$699.39K
McDonald's CorporationMCD3.47K$1.06M
Energy Transfer LPET3.5K$60.06K
Johnson & JohnsonJNJ3.67K$681.12K
Shopify Inc.SHOP3.78K$561.75K
Illinois Tool Works Inc.ITW3.85K$1M
Union Pacific CorporationUNP3.95K$932.99K
Chevron CorporationCVX3.99K$619.89K
Rafael Holdings, Inc.RFL4K$5.44K
Caterpillar Inc.CAT4.02K$1.92M
The Procter & Gamble CompanyPG4.05K$622.59K
Berkshire Hathaway Inc.BRK-B4.08K$2.05M
Nova Ltd.NVMI4.1K$1.31M