OPTIMUM INVESTMENT ADVISORS
RIA/Wealth
OPTIMUM INVESTMENT ADVISORS is a RIA/Wealth based in Chicago, IL led by Terry Michael Mccaffrey, reporting $321.8M in AUM as of Q3 2025 with AAPL as the largest holding (9% allocation).
CEOTerry Michael Mccaffrey
- Portfolio Value
- $252.0M
- Positions
- 608
- Top Holding
- AAPL at 8.64%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in OPTIMUM INVESTMENT ADVISORS's portfolio (36.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $21.8M | 8.64% | -$159.1K Sold | 0.00% 85.5K shares | |
Semiconductors Technology | $15.6M | 6.21% | -$559.7K Sold | 0.00% 83.8K shares | |
ETF ETF | $15.4M | 6.12% | +$95.3K Bought | — 23.1K shares | |
Software - Infrastructure Technology | $8.4M | 3.34% | -$93.2K Sold | 0.00% 16.2K shares | |
ETF ETF | $7.0M | 2.79% | -$256.1K Sold | — 9.4K shares | |
Internet Content & Information Communication Services | $5.7M | 2.24% | -$35.3K Sold | 0.00% 23.2K shares | |
Discount Stores Consumer Defensive | $5.4M | 2.14% | — | 0.00% 5.8K shares | |
Internet Content & Information Communication Services | $4.8M | 1.91% | — | 0.00% 6.6K shares | |
Semiconductors Technology | $4.5M | 1.80% | — | 0.00% 13.7K shares | |
Specialty Retail Consumer Cyclical | $4.2M | 1.67% | +$101.4K Bought | 0.00% 19.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in OPTIMUM INVESTMENT ADVISORS's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for OPTIMUM INVESTMENT ADVISORS
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