Stock Taper

OPTIMUM INVESTMENT ADVISORS

Latest 13F filing data - Q3 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Exxon Mobil CorporationXOM7.89K$890.05K
The Walt Disney CompanyDIS7.85K$898.6K
Altria Group, Inc.MO7.68K$507.05K
D.R. Horton, Inc.DHI7.33K$1.24M
UnitedHealth Group IncorporatedUNH7.18K$2.48M
NuScale Power CorporationSMR7.06K$254.27K
Old Republic International CorporationORI7K$297.29K
BP p.l.c.BP6.58K$226.84K
Meta Platforms, Inc.META6.56K$4.82M
Duke Energy CorporationDUK6.47K$800.41K
Uber Technologies, Inc.UBER6.26K$613.78K
Coupang, Inc.CPNG6.2K$199.64K
Advanced Micro Devices, Inc.AMD5.88K$951.33K
Intercontinental Exchange, Inc.ICE5.87K$989.73K
The Southern CompanySO5.83K$552.79K
Costco Wholesale CorporationCOST5.83K$5.39M
Verizon Communications Inc.VZ5.38K$236.24K
Crown Castle Inc.CCI5.29K$509.95K
MasterBrand, Inc.MBC5.1K$67.17K
Yum! Brands, Inc.YUM5.05K$768.36K