Stock Taper

OPTIMUM INVESTMENT ADVISORS

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
AbbVie Inc.ABBV13.28K$3.07M
Broadcom Inc.AVGO13.74K$4.53M
Intel Corp.INTC13.93K$467.28K
Gilead Sciences, Inc.GILD14.12K$1.57M
Bristol-Myers Squibb CompanyBMY14.4K$649.48K
Oracle CorporationORCL14.44K$4.06M
Microsoft CorporationMSFT16.25K$8.42M
The Trade Desk, Inc.TTD16.74K$820.38K
Ares Capital CorporationARCC16.75K$341.85K
PennantPark Floating Rate Capital Ltd.PFLT17.5K$155.57K
Plains All American Pipeline, L.P.PAA17.6K$300.26K
Teva Pharmaceutical Industries LimitedTEVA17.71K$357.84K
Amazon.com, Inc.AMZN19.11K$4.2M
Pfizer Inc.PFE20.16K$513.78K
Fidus Investment CorporationFDUS20.63K$417.92K
Vitesse Energy, Inc.VTS20.85K$484.35K
Alphabet Inc.GOOG23.23K$5.66M
Cisco Systems, Inc.CSCO25.82K$1.77M
AT&T Inc.T26.02K$734.78K
Walmart Inc.WMT27.25K$2.81M