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Optimum Investment Advisors’s Trump Media & Technology Group DJT Stock Holding History

Optimum Investment Advisors’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$8.21K Hold
500
– – ﹤0.01% 520
2025
Q2 		$9.02K Hold
500
– – ﹤0.01% 515
2025
Q1 		$9.77K Hold
500
– – ﹤0.01% 517
2024
Q4 		$17.1K Hold
500
– – 0.01% 452
2024
Q3 		$8.04K Hold
500
– – ﹤0.01% 545
2024
Q2 		$16.4K Buy
+500
New +$21K 0.01% 469

Other funds holding DJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optimum Investment Advisors's DJT Position: Q3 2025 in Review

Optimum Investment Advisors held its Trump Media & Technology Group (DJT) position steady in Q3 2025 at 500 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Optimum Investment Advisors first reported a position in DJT in Q2 2024 and has held it in 6 quarters since. The position peaked at $17.1K in Q4 2024. 303 funds tracked by Wall St. Rank hold DJT as of Q3 2025.

  • Optimum Investment Advisors held 500 shares of Trump Media & Technology Group worth $8.21K as of Q3 2025.
  • Optimum Investment Advisors left its Trump Media & Technology Group share count unchanged in Q3 2025.
  • Trump Media & Technology Group made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #520 holding.
  • Optimum Investment Advisors first reported a position in Trump Media & Technology Group in Q2 2024 and has held it in 6 quarters since.
  • Optimum Investment Advisors's Trump Media & Technology Group position peaked at $17.1K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.