Optivise Advisory Services
Latest statistics and disclosures from Optivise Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TFLO, QQH, LGH, CWB, NEAR, and represent 21.15% of Optivise Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: NEAR, UITB, DYNF, IWC, RECS, HCMT, VLUE, THRO, BINC, BAI.
- Started 41 new stock positions in FTDR, LTM, MO, DELL, PI, MYRG, UITB, VLUE, CAT, IWC.
- Reduced shares in these 10 stocks: TFLO (-$11M), IVV, THTA, BOXX, AGGH, SHV, QUAL, IWL, MTUM, IWY.
- Sold out of its positions in ARKB, AZO, AXON, CHD, CTAS, CORT, FICO, FTLS, GWRE, PDBC.
- Optivise Advisory Services was a net seller of stock by $-38M.
- Optivise Advisory Services has $168M in assets under management (AUM), dropping by -14.10%.
- Central Index Key (CIK): 0002042876
Tip: Access up to 7 years of quarterly data
Positions held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Optivise Advisory Services
Optivise Advisory Services holds 197 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr TRS FLT RT BD (TFLO) | 5.4 | $9.1M | -54% | 180k | 50.59 |
|
| Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) | 5.4 | $9.1M | -3% | 119k | 76.32 |
|
| Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) | 5.2 | $8.7M | -2% | 145k | 60.39 |
|
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 2.7 | $4.5M | +4% | 50k | 90.50 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 2.5 | $4.1M | NEW | 81k | 51.28 |
|
| Microsoft Corporation (MSFT) | 2.3 | $3.9M | +9% | 7.6k | 517.95 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $3.7M | -25% | 5.6k | 666.18 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 1.9 | $3.2M | NEW | 68k | 47.52 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $3.1M | +10% | 17k | 186.58 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.8 | $3.0M | +92% | 50k | 59.20 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $2.9M | -57% | 4.3k | 669.25 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.5 | $2.5M | +36% | 48k | 53.24 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 1.5 | $2.5M | +17% | 90k | 27.97 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $2.3M | +6% | 3.7k | 600.45 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.3 | $2.1M | -17% | 6.5k | 332.83 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $2.1M | -10% | 18k | 120.72 |
|
| Direxion Shs Etf Tr Direxion Hcm (HCMT) | 1.2 | $2.1M | +156% | 56k | 37.49 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 1.1 | $1.9M | 18k | 104.51 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $1.8M | -35% | 18k | 100.25 |
|
| Apple (AAPL) | 1.1 | $1.8M | +19% | 7.0k | 254.63 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 1.0 | $1.7M | -26% | 32k | 54.76 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.0 | $1.6M | -44% | 4.4k | 365.52 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 1.0 | $1.6M | +10% | 43k | 37.50 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.0 | $1.6M | 50k | 31.91 |
|
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.9 | $1.5M | -18% | 56k | 27.31 |
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.9 | $1.5M | -6% | 41k | 37.11 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $1.5M | +3% | 3.3k | 463.78 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.5M | -35% | 2.4k | 612.34 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.8 | $1.4M | +15% | 31k | 46.12 |
|
| Meta Platforms Cl A (META) | 0.8 | $1.4M | +18% | 1.9k | 734.32 |
|
| Tesla Motors (TSLA) | 0.8 | $1.4M | -16% | 3.2k | 444.67 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.8 | $1.4M | NEW | 9.3k | 149.09 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.8 | $1.4M | -33% | 11k | 121.06 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.8 | $1.4M | NEW | 34k | 40.35 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $1.3M | -8% | 1.8k | 762.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.3M | +37% | 5.4k | 243.09 |
|
| Tidal Trust I Sofi Enhanced Yl (THTA) | 0.8 | $1.3M | -70% | 86k | 15.13 |
|
| Ishares Tr Mbs Etf (MBB) | 0.8 | $1.3M | -16% | 14k | 95.15 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.7 | $1.2M | -3% | 22k | 55.33 |
|
| Tidal Trust I Zega Buy And Hed (ZHDG) | 0.7 | $1.2M | +12% | 54k | 22.73 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.7 | $1.2M | -4% | 48k | 25.57 |
|
| Amazon (AMZN) | 0.7 | $1.2M | +15% | 5.3k | 219.55 |
|
| Broadcom (AVGO) | 0.6 | $1.1M | +13% | 3.3k | 329.93 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.6 | $1.1M | -6% | 24k | 44.43 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.6 | $1.0M | 21k | 50.78 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $1.0M | +64% | 7.4k | 140.94 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $994k | +47% | 3.2k | 315.43 |
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.6 | $988k | +45% | 27k | 37.20 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $913k | -60% | 3.3k | 273.68 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.5 | $872k | 17k | 51.96 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $840k | -50% | 5.8k | 145.64 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.5 | $837k | -6% | 28k | 29.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $790k | +25% | 1.6k | 502.63 |
|
| Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) | 0.5 | $788k | -17% | 5.1k | 154.44 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.5 | $772k | -23% | 6.8k | 113.89 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.4 | $735k | -80% | 6.5k | 113.86 |
|
| Vaneck Etf Trust Emerging Mrkt Hi (HYEM) | 0.4 | $728k | -7% | 36k | 20.05 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.4 | $724k | +5% | 14k | 51.50 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.4 | $717k | -2% | 9.8k | 73.48 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.4 | $716k | +7% | 9.8k | 73.29 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.4 | $707k | NEW | 5.7k | 125.05 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.4 | $697k | 16k | 43.77 |
|
|
| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.4 | $694k | -3% | 29k | 24.15 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.4 | $681k | NEW | 18k | 37.86 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.4 | $661k | +6% | 12k | 53.10 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $659k | +19% | 5.8k | 112.75 |
|
| Home Depot (HD) | 0.4 | $656k | +14% | 1.6k | 405.21 |
|
| Oracle Corporation (ORCL) | 0.4 | $638k | -20% | 2.3k | 281.20 |
|
| Vanguard World Mega Cap Index (MGC) | 0.4 | $638k | -7% | 2.6k | 244.10 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $617k | +6% | 1.5k | 402.31 |
|
| Wal-Mart Stores (WMT) | 0.4 | $616k | +20% | 6.0k | 103.05 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $591k | +24% | 11k | 53.87 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $583k | +3% | 2.4k | 241.97 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $581k | -3% | 5.8k | 100.71 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.3 | $578k | NEW | 17k | 34.16 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $569k | -7% | 614.00 | 926.12 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $565k | +8% | 7.8k | 72.77 |
|
| Netflix (NFLX) | 0.3 | $563k | +4% | 470.00 | 1198.27 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $561k | +10% | 5.9k | 95.19 |
|
| Johnson & Johnson (JNJ) | 0.3 | $558k | +39% | 3.0k | 185.42 |
|
| Procter & Gamble Company (PG) | 0.3 | $541k | +3% | 3.5k | 153.67 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $530k | +4% | 3.9k | 137.73 |
|
| Tidal Trust Ii Defiance S&p 500 (SPYT) | 0.3 | $506k | +54% | 27k | 18.47 |
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.3 | $506k | -19% | 15k | 34.84 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $490k | -52% | 2.5k | 195.86 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $489k | -53% | 4.7k | 104.29 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $478k | -40% | 1.6k | 293.68 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $475k | 1.4k | 328.09 |
|
|
| Pepsi (PEP) | 0.3 | $467k | 3.3k | 140.42 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $466k | 781.00 | 596.03 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $451k | -10% | 1.5k | 293.43 |
|
| Abbvie (ABBV) | 0.3 | $446k | +27% | 1.9k | 231.56 |
|
| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 0.3 | $445k | -7% | 13k | 35.27 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $438k | +47% | 577.00 | 758.73 |
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.3 | $432k | -23% | 17k | 25.85 |
|
| Entergy Corporation (ETR) | 0.3 | $429k | 4.6k | 93.19 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $426k | 1.5k | 281.89 |
|
|
| Visa Com Cl A (V) | 0.2 | $399k | 1.2k | 341.28 |
|
|
| Philip Morris International (PM) | 0.2 | $393k | +27% | 2.4k | 162.21 |
|
| Blackrock (BLK) | 0.2 | $392k | +52% | 336.00 | 1165.79 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $390k | +3% | 4.5k | 86.30 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $382k | NEW | 2.6k | 145.59 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $381k | 3.7k | 103.07 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $374k | -22% | 5.8k | 65.00 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $371k | NEW | 2.5k | 145.68 |
|
| Wisdomtree Tr Efficient Gld Pl (GDE) | 0.2 | $359k | NEW | 6.3k | 57.41 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $359k | 4.7k | 76.72 |
|
|
| Tenet Healthcare Corp Com New (THC) | 0.2 | $356k | NEW | 1.8k | 203.04 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $337k | +2% | 452.00 | 746.56 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $336k | +27% | 1.8k | 186.47 |
|
| Verizon Communications (VZ) | 0.2 | $335k | +30% | 7.6k | 43.95 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $331k | -2% | 1.6k | 206.56 |
|
| At&t (T) | 0.2 | $331k | +53% | 12k | 28.24 |
|
| Wells Fargo & Company (WFC) | 0.2 | $328k | +24% | 3.9k | 83.83 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $325k | +29% | 694.00 | 468.41 |
|
| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.2 | $323k | -8% | 7.0k | 46.30 |
|
| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.2 | $319k | -9% | 8.1k | 39.34 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) | 0.2 | $319k | 6.9k | 46.54 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.2 | $318k | NEW | 9.5k | 33.42 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $318k | -14% | 2.9k | 111.22 |
|
| Tmc The Metals Company (TMC) | 0.2 | $314k | 49k | 6.37 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $311k | +34% | 6.0k | 51.59 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.2 | $311k | +17% | 4.0k | 78.35 |
|
| Msci (MSCI) | 0.2 | $310k | -3% | 547.00 | 567.16 |
|
| Howmet Aerospace (HWM) | 0.2 | $309k | +14% | 1.6k | 196.23 |
|
| Cisco Systems (CSCO) | 0.2 | $309k | +52% | 4.5k | 68.42 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $301k | 4.0k | 75.39 |
|
|
| ConocoPhillips (COP) | 0.2 | $300k | +36% | 3.2k | 94.59 |
|
| Caterpillar (CAT) | 0.2 | $290k | NEW | 607.00 | 477.53 |
|
| Celsius Hldgs Com New (CELH) | 0.2 | $289k | NEW | 5.0k | 57.49 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $289k | -8% | 9.2k | 31.42 |
|
| Coca-Cola Company (KO) | 0.2 | $288k | +16% | 4.3k | 66.33 |
|
| Agnico (AEM) | 0.2 | $287k | NEW | 1.7k | 168.56 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $284k | 1.6k | 174.57 |
|
|
| Timothy Plan Us Large Mid Cp | 0.2 | $283k | -9% | 10k | 27.55 |
|
| Prudential Financial (PRU) | 0.2 | $283k | +37% | 2.7k | 103.74 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $278k | +5% | 852.00 | 326.36 |
|
| McDonald's Corporation (MCD) | 0.2 | $271k | +14% | 892.00 | 303.90 |
|
| Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) | 0.2 | $271k | -5% | 7.0k | 38.86 |
|
| Nrg Energy Com New (NRG) | 0.2 | $271k | +5% | 1.7k | 161.95 |
|
| Tractor Supply Company (TSCO) | 0.2 | $269k | -17% | 4.7k | 56.87 |
|
| AmerisourceBergen (COR) | 0.2 | $267k | -8% | 854.00 | 312.46 |
|
| Intercontinental Exchange (ICE) | 0.2 | $266k | -11% | 1.6k | 168.51 |
|
| Timothy Plan High Dividend | 0.2 | $266k | -3% | 10k | 26.11 |
|
| Cyberark Software SHS (CYBR) | 0.2 | $264k | 547.00 | 483.15 |
|
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.2 | $264k | -22% | 2.9k | 92.41 |
|
| Qualcomm (QCOM) | 0.2 | $263k | -13% | 1.6k | 166.39 |
|
| Rollins (ROL) | 0.2 | $259k | -14% | 4.4k | 58.74 |
|
| Monster Beverage Corp (MNST) | 0.2 | $257k | -4% | 3.8k | 67.32 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $255k | 1.0k | 254.25 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $249k | 1.3k | 199.47 |
|
|
| Urban Outfitters (URBN) | 0.1 | $247k | NEW | 3.5k | 71.43 |
|
| Kinder Morgan (KMI) | 0.1 | $243k | NEW | 8.6k | 28.31 |
|
| Merck & Co (MRK) | 0.1 | $243k | NEW | 2.9k | 83.93 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $242k | +8% | 425.00 | 569.48 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $241k | 3.4k | 71.37 |
|
|
| Myr (MYRG) | 0.1 | $241k | NEW | 1.2k | 208.03 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $239k | -3% | 6.2k | 38.57 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $239k | -42% | 6.6k | 36.35 |
|
| Altria (MO) | 0.1 | $238k | NEW | 3.6k | 66.06 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $236k | -79% | 622.00 | 378.94 |
|
| Impinj (PI) | 0.1 | $231k | NEW | 1.3k | 180.75 |
|
| Penguin Solutions SHS | 0.1 | $231k | NEW | 8.8k | 26.28 |
|
| Penguin Solutions (PENG) | 0.1 | $231k | NEW | 8.8k | 26.28 |
|
| Frontdoor (FTDR) | 0.1 | $229k | NEW | 3.4k | 67.29 |
|
| Dave Class A Com New (DAVE) | 0.1 | $229k | NEW | 1.1k | 199.35 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $227k | 5.3k | 43.30 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $227k | 1.9k | 118.35 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $227k | NEW | 932.00 | 243.66 |
|
| Hershey Company (HSY) | 0.1 | $225k | -10% | 1.2k | 187.06 |
|
| Ssga Active Tr Spdr Blackstone (HYBL) | 0.1 | $223k | NEW | 7.8k | 28.65 |
|
| Paychex (PAYX) | 0.1 | $222k | -17% | 1.8k | 126.77 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $222k | -11% | 4.3k | 51.09 |
|
| Heritage Ins Hldgs (HRTG) | 0.1 | $221k | NEW | 8.8k | 25.18 |
|
| Crown Holdings (CCK) | 0.1 | $220k | NEW | 2.3k | 96.59 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $220k | NEW | 1.6k | 133.91 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $218k | -36% | 2.7k | 79.95 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $213k | 688.00 | 309.81 |
|
|
| MetLife (MET) | 0.1 | $213k | NEW | 2.6k | 82.36 |
|
| Amgen (AMGN) | 0.1 | $212k | -17% | 752.00 | 282.22 |
|
| Intuit (INTU) | 0.1 | $211k | -10% | 309.00 | 682.48 |
|
| BP Sponsored Adr (BP) | 0.1 | $211k | NEW | 6.1k | 34.46 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) | 0.1 | $210k | 4.8k | 43.63 |
|
|
| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.1 | $209k | +7% | 12k | 16.87 |
|
| Medtronic SHS (MDT) | 0.1 | $208k | NEW | 2.2k | 95.24 |
|
| Dell Technologies CL C (DELL) | 0.1 | $206k | NEW | 1.5k | 141.76 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $204k | NEW | 4.6k | 44.57 |
|
| UnitedHealth (UNH) | 0.1 | $204k | NEW | 590.00 | 345.11 |
|
| Cummins (CMI) | 0.1 | $203k | NEW | 482.00 | 421.95 |
|
| Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.1 | $202k | NEW | 2.9k | 68.66 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $202k | -33% | 937.00 | 215.81 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $202k | -83% | 3.7k | 54.09 |
|
| Latam Airlines Group Sa Sponsored Adr (LTM) | 0.1 | $200k | NEW | 4.4k | 45.25 |
|
| Oppfi Com Cl A (OPFI) | 0.1 | $128k | NEW | 11k | 11.33 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $99k | NEW | 10k | 9.79 |
|
| Fibrobiologics Com Shs (FBLG) | 0.0 | $60k | 110k | 0.55 |
|
|
| Aspire Biopharma Hldgs (ASBP) | 0.0 | $54k | +12% | 264k | 0.21 |
|
Past Filings by Optivise Advisory Services
SEC 13F filings are viewable for Optivise Advisory Services going back to 2024
- Optivise Advisory Services 2025 Q3 filed Oct. 17, 2025
- Optivise Advisory Services 2025 Q2 filed Aug. 5, 2025
- Optivise Advisory Services 2025 Q1 filed April 18, 2025
- Optivise Advisory Services 2024 Q4 filed Feb. 13, 2025
- Optivise Advisory Services 2024 Q2 filed Nov. 14, 2024
- Optivise Advisory Services 2024 Q3 filed Nov. 12, 2024