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, NEAR, SPY, and represent 18.19% of Optivise Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: BUFR, PTL, VLUE, BUFQ, SYSB, XLG, NEAR, IEMG, EMHY, SPYM.
- Started 35 new stock positions in BUFQ, CASY, LMT, DAKT, SHLD, Rev, FDLS, IAUM, BK, SYSB.
- Reduced shares in these 10 stocks: QQH, LGH, UITB, SPMO, RECS, PTLC, BIBL, AGG, CWB, NUGT.
- Sold out of its positions in ANET, SYLD, CELH, RECS, CCK, DAVE, NUGT, HRTG, HSY, INTU.
- Optivise Advisory Services was a net buyer of stock by $3.5M.
- Optivise Advisory Services has $174M in assets under management (AUM), dropping by 3.18%.
- Central Index Key (CIK): 0002042876
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Portfolio Holdings for Optivise Advisory Services
Optivise Advisory Services holds 199 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr TRS FLT RT BD (TFLO) | 4.8 | $8.4M | -7% | 166k | 50.46 |
|
| Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) | 4.1 | $7.1M | -23% | 91k | 77.36 |
|
| Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) | 4.0 | $6.9M | -22% | 112k | 61.97 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 3.0 | $5.3M | +27% | 103k | 51.10 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $3.9M | +3% | 5.8k | 681.97 |
|
| Spdr Series Trust State Street Spd (CWB) | 2.1 | $3.6M | -19% | 41k | 89.20 |
|
| Microsoft Corporation (MSFT) | 2.0 | $3.5M | -4% | 7.2k | 483.59 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.9 | $3.4M | +9% | 55k | 60.81 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $3.1M | +6% | 4.6k | 684.99 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $3.1M | 17k | 186.50 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.7 | $3.0M | +18% | 56k | 52.77 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.6 | $2.8M | +27% | 8.2k | 342.97 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 1.6 | $2.8M | +749% | 81k | 34.26 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $2.4M | +3% | 3.9k | 614.37 |
|
| Ishares Tr Msci Usa Value (VLUE) | 1.3 | $2.2M | +187% | 16k | 136.73 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $2.0M | -7% | 16k | 123.26 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $2.0M | +6% | 1.9k | 1074.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.0M | +15% | 6.3k | 313.00 |
|
| Spdr Series Trust State Street Spd (SPYG) | 1.1 | $1.9M | 18k | 106.70 |
|
|
| Apple (AAPL) | 1.1 | $1.9M | 7.0k | 271.85 |
|
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 1.0 | $1.8M | -25% | 67k | 27.26 |
|
| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 1.0 | $1.7M | NEW | 7.0k | 248.19 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.7M | +13% | 2.8k | 627.07 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.0 | $1.7M | +9% | 3.6k | 480.64 |
|
| Direxion Shs Etf Tr Direxion Hcm (HCMT) | 1.0 | $1.7M | -20% | 44k | 38.56 |
|
| Tesla Motors (TSLA) | 1.0 | $1.7M | +17% | 3.7k | 449.69 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 1.0 | $1.7M | 4.4k | 373.42 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $1.5M | -5% | 47k | 32.62 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.9 | $1.5M | +80% | 51k | 29.36 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 0.8 | $1.5M | NEW | 41k | 35.84 |
|
| Ishares Tr Systematic Bd Et (SYSB) | 0.8 | $1.4M | NEW | 16k | 89.76 |
|
| Ishares Tr Micro-cap Etf (IWC) | 0.8 | $1.4M | -2% | 9.0k | 157.70 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.8 | $1.4M | -15% | 36k | 39.38 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.8 | $1.4M | NEW | 24k | 59.28 |
|
| Meta Platforms Cl A (META) | 0.8 | $1.4M | +9% | 2.1k | 660.18 |
|
| Broadcom (AVGO) | 0.8 | $1.4M | +20% | 4.0k | 346.14 |
|
| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.8 | $1.3M | +92% | 55k | 24.20 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.3M | +25% | 3.9k | 322.22 |
|
| Amazon (AMZN) | 0.7 | $1.3M | +2% | 5.5k | 230.82 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.7 | $1.3M | 22k | 56.81 |
|
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.7 | $1.3M | +2% | 49k | 25.48 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.7 | $1.3M | -60% | 26k | 47.35 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.7 | $1.2M | -21% | 44k | 28.06 |
|
| Ishares Tr Mbs Etf (MBB) | 0.6 | $1.1M | -13% | 12k | 95.22 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.6 | $1.1M | -29% | 22k | 49.90 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.6 | $1.1M | 21k | 50.58 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.6 | $996k | +42% | 14k | 71.42 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.6 | $983k | +209% | 12k | 80.22 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $979k | -7% | 6.8k | 143.52 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.6 | $963k | +31% | 13k | 75.05 |
|
| Tidal Trust I Zega Buy And Hed (ZHDG) | 0.5 | $950k | -22% | 42k | 22.63 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.5 | $927k | +6% | 18k | 51.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $925k | +17% | 1.8k | 502.71 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.5 | $924k | 3.3k | 276.93 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $922k | +46% | 11k | 81.17 |
|
| Tidal Trust I Sofi Enhanced Yl (THTA) | 0.5 | $917k | -30% | 60k | 15.22 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $869k | +23% | 7.2k | 120.34 |
|
| Wal-Mart Stores (WMT) | 0.5 | $841k | +26% | 7.6k | 111.40 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $841k | NEW | 13k | 67.22 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $826k | -3% | 5.6k | 148.69 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $824k | -54% | 8.3k | 99.87 |
|
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.5 | $809k | +43% | 24k | 33.30 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.5 | $802k | +11% | 16k | 51.26 |
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.5 | $783k | -48% | 21k | 36.83 |
|
| Johnson & Johnson (JNJ) | 0.4 | $781k | +25% | 3.8k | 206.95 |
|
| Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) | 0.4 | $753k | +63% | 21k | 36.48 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.4 | $739k | 6.4k | 115.10 |
|
|
| Parker-Hannifin Corporation (PH) | 0.4 | $721k | +42% | 821.00 | 878.62 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.4 | $718k | 16k | 45.09 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.4 | $706k | +7% | 2.8k | 251.15 |
|
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.4 | $705k | NEW | 18k | 40.37 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.4 | $702k | +6% | 13k | 52.81 |
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.4 | $701k | -31% | 18k | 38.33 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $698k | +10% | 1.7k | 412.78 |
|
| Home Depot (HD) | 0.4 | $682k | +22% | 2.0k | 344.12 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.4 | $642k | -63% | 12k | 55.58 |
|
| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.4 | $641k | -7% | 17k | 38.56 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $614k | +6% | 6.1k | 100.39 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.4 | $612k | NEW | 9.1k | 67.64 |
|
| Abbvie (ABBV) | 0.3 | $601k | +36% | 2.6k | 228.50 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $589k | +20% | 5.7k | 104.04 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $567k | +4% | 4.0k | 141.15 |
|
| Procter & Gamble Company (PG) | 0.3 | $566k | +12% | 3.9k | 143.31 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $561k | -6% | 10k | 54.77 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $561k | +96% | 11k | 49.65 |
|
| Blackrock (BLK) | 0.3 | $557k | +54% | 520.00 | 1071.06 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $554k | +17% | 1.9k | 290.26 |
|
| Caterpillar (CAT) | 0.3 | $536k | +54% | 936.00 | 572.65 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $529k | +37% | 5.1k | 104.07 |
|
| Pepsi (PEP) | 0.3 | $514k | +7% | 3.6k | 143.53 |
|
| Cisco Systems (CSCO) | 0.3 | $511k | +47% | 6.6k | 77.03 |
|
| Philip Morris International (PM) | 0.3 | $506k | +30% | 3.2k | 160.40 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $496k | -16% | 2.0k | 246.17 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $488k | 1.5k | 335.34 |
|
|
| Wells Fargo & Company (WFC) | 0.3 | $479k | +31% | 5.1k | 93.20 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $472k | -10% | 548.00 | 861.73 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY) | 0.3 | $467k | NEW | 18k | 25.97 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $462k | -18% | 4.8k | 96.27 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.3 | $454k | NEW | 11k | 42.99 |
|
| Wisdomtree Tr Efficient Gld Pl (GDE) | 0.3 | $445k | +15% | 7.2k | 61.62 |
|
| Bank of America Corporation (BAC) | 0.2 | $430k | +29% | 7.8k | 55.00 |
|
| Astrazeneca Sponsored Adr | 0.2 | $430k | 4.7k | 91.93 |
|
|
| Netflix (NFLX) | 0.2 | $428k | +871% | 4.6k | 93.76 |
|
| Entergy Corporation (ETR) | 0.2 | $425k | 4.6k | 92.43 |
|
|
| Merck & Co (MRK) | 0.2 | $423k | +39% | 4.0k | 105.26 |
|
| Prudential Financial (PRU) | 0.2 | $422k | +36% | 3.7k | 112.88 |
|
| Visa Com Cl A (V) | 0.2 | $417k | 1.2k | 350.71 |
|
|
| Verizon Communications (VZ) | 0.2 | $414k | +33% | 10k | 40.73 |
|
| Oracle Corporation (ORCL) | 0.2 | $409k | -7% | 2.1k | 194.95 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $401k | +84% | 2.8k | 143.97 |
|
| Automatic Data Processing (ADP) | 0.2 | $400k | 1.6k | 257.23 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $393k | +15% | 521.00 | 754.28 |
|
| At&t (T) | 0.2 | $390k | +33% | 16k | 24.84 |
|
| Coca-Cola Company (KO) | 0.2 | $385k | +26% | 5.5k | 69.91 |
|
| ConocoPhillips (COP) | 0.2 | $379k | +28% | 4.1k | 93.60 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $379k | +15% | 801.00 | 473.32 |
|
| Spdr Series Trust State Street Spd (SPAB) | 0.2 | $373k | -13% | 15k | 25.75 |
|
| Qualcomm (QCOM) | 0.2 | $369k | +36% | 2.2k | 171.04 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $362k | NEW | 537.00 | 674.38 |
|
| McDonald's Corporation (MCD) | 0.2 | $359k | +31% | 1.2k | 305.55 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $349k | +2% | 1.6k | 212.09 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $345k | -26% | 572.00 | 603.28 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $339k | 1.8k | 190.97 |
|
|
| Kinder Morgan (KMI) | 0.2 | $338k | +43% | 12k | 27.49 |
|
| Cummins (CMI) | 0.2 | $335k | +35% | 655.00 | 510.82 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $327k | -5% | 4.3k | 76.92 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) | 0.2 | $327k | 6.8k | 47.72 |
|
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.2 | $323k | -47% | 7.7k | 42.03 |
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $320k | NEW | 2.8k | 116.07 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $319k | +13% | 1.9k | 171.20 |
|
| MetLife (MET) | 0.2 | $319k | +56% | 4.0k | 78.95 |
|
| Northern Lts Fd Tr Iv Inspire Fidelis (FDLS) | 0.2 | $318k | NEW | 8.9k | 35.74 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $317k | 4.0k | 79.37 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $305k | -19% | 2.1k | 143.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $300k | +2% | 957.00 | 313.78 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.2 | $299k | NEW | 4.6k | 64.79 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $297k | +31% | 6.9k | 42.87 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $294k | NEW | 3.3k | 89.46 |
|
| Tenet Healthcare Corp Com New (THC) | 0.2 | $292k | -16% | 1.5k | 198.72 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $283k | +2% | 9.5k | 29.89 |
|
| Howmet Aerospace (HWM) | 0.2 | $280k | -13% | 1.4k | 205.07 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.2 | $280k | +3% | 3.0k | 94.39 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $277k | -9% | 769.00 | 360.16 |
|
| Medtronic SHS (MDT) | 0.2 | $276k | +31% | 2.9k | 96.06 |
|
| Prologis (PLD) | 0.2 | $270k | NEW | 2.1k | 127.64 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $270k | +11% | 473.00 | 571.44 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $268k | +4% | 1.3k | 204.84 |
|
| Msci (MSCI) | 0.2 | $265k | -15% | 462.00 | 573.71 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $264k | -8% | 1.5k | 177.42 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $264k | NEW | 4.9k | 53.36 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $260k | 1.0k | 258.05 |
|
|
| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.1 | $260k | +23% | 15k | 17.01 |
|
| International Business Machines (IBM) | 0.1 | $260k | NEW | 876.00 | 296.24 |
|
| Altria (MO) | 0.1 | $258k | +24% | 4.5k | 57.66 |
|
| UnitedHealth (UNH) | 0.1 | $256k | +31% | 776.00 | 329.96 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $256k | +43% | 989.00 | 258.84 |
|
| Tmc The Metals Company (TMC) | 0.1 | $251k | -17% | 41k | 6.17 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $251k | 6.6k | 38.11 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $249k | NEW | 5.3k | 46.81 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $248k | 3.4k | 73.56 |
|
|
| Southern Company (SO) | 0.1 | $248k | NEW | 2.8k | 87.20 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $247k | +9% | 2.1k | 117.71 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $245k | 6.2k | 39.59 |
|
|
| Goldman Sachs (GS) | 0.1 | $245k | NEW | 279.00 | 879.14 |
|
| Monster Beverage Corp (MNST) | 0.1 | $241k | -17% | 3.1k | 76.68 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $241k | 622.00 | 386.85 |
|
|
| Pfizer (PFE) | 0.1 | $237k | NEW | 9.5k | 24.90 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $234k | +8% | 3.0k | 79.01 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $233k | -25% | 2.1k | 109.91 |
|
| General Dynamics Corporation (GD) | 0.1 | $232k | NEW | 690.00 | 336.60 |
|
| Citigroup Com New (C) | 0.1 | $229k | NEW | 2.0k | 116.71 |
|
| Dell Technologies CL C (DELL) | 0.1 | $225k | +22% | 1.8k | 125.90 |
|
| Rev | 0.1 | $224k | NEW | 3.7k | 60.81 |
|
| Latam Airlines Group Sa Sponsored Adr (LTM) | 0.1 | $224k | -6% | 4.1k | 54.02 |
|
| AmerisourceBergen (COR) | 0.1 | $224k | -22% | 662.00 | 337.61 |
|
| Agnico (AEM) | 0.1 | $223k | -22% | 1.3k | 169.53 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $221k | NEW | 5.4k | 41.08 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $221k | +8% | 5.0k | 44.50 |
|
| Casey's General Stores (CASY) | 0.1 | $219k | NEW | 396.00 | 552.96 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $218k | NEW | 1.6k | 135.15 |
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| CSX Corporation (CSX) | 0.1 | $215k | NEW | 5.9k | 36.25 |
|
| BP Sponsored Adr (BP) | 0.1 | $213k | 6.1k | 34.73 |
|
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $212k | NEW | 951.00 | 222.55 |
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| Intercontinental Exchange (ICE) | 0.1 | $211k | -17% | 1.3k | 161.91 |
|
| Rollins (ROL) | 0.1 | $211k | -20% | 3.5k | 60.02 |
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| Frontdoor (FTDR) | 0.1 | $210k | +6% | 3.6k | 57.69 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $208k | NEW | 429.00 | 484.22 |
|
| PNC Financial Services (PNC) | 0.1 | $208k | NEW | 994.00 | 208.81 |
|
| Daktronics (DAKT) | 0.1 | $208k | NEW | 11k | 19.77 |
|
| First Tr Exchange-traded Alerian Us Nxtgn (RBLD) | 0.1 | $207k | NEW | 2.8k | 74.68 |
|
| Abbott Laboratories (ABT) | 0.1 | $207k | NEW | 1.6k | 125.31 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $206k | 938.00 | 219.68 |
|
|
| Amgen (AMGN) | 0.1 | $204k | -17% | 624.00 | 327.18 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG) | 0.1 | $204k | -4% | 4.6k | 44.34 |
|
| Impinj (PI) | 0.1 | $202k | -9% | 1.2k | 174.01 |
|
| Stoneco Com Cl A (STNE) | 0.1 | $172k | NEW | 12k | 14.79 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $109k | 10k | 10.72 |
|
|
| Aspire Biopharma Hldgs (ASBP) | 0.0 | $47k | +35% | 357k | 0.13 |
|
| Fibrobiologics Com Shs (FBLG) | 0.0 | $25k | 110k | 0.22 |
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Past Filings by Optivise Advisory Services
SEC 13F filings are viewable for Optivise Advisory Services going back to 2024
- Optivise Advisory Services 2025 Q4 filed Jan. 12, 2026
- 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