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Optivise Advisory Services

Latest statistics and disclosures from Optivise Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQH, TFLO, LGH, DYNF, VT, and represent 15.24% of Optivise Advisory Services's stock portfolio.
Added to shares of these 10 stocks: VT, BLCR, DYNF, BUFR, BIBL, ANGL, SPMO, RSST, HTUS, IALT.
Started 59 new stock positions in SPCX, MTUM, AMKR, AIRR, USAI, UNH, MS, CRDO, AJG, ACYN.
Reduced shares in these 10 stocks: TFLO (-$5.0M), NEAR, USFR, BIL, OEF, CTA, HCMT, IWB, FDL, QQH.
Sold out of its positions in SIVR, AEM, CMCSA, HCMT, FDL, SHLD, PDBC, EMB, HDV, IAUM. LTM, LMT, NEE, BIL, TEX.
Optivise Advisory Services was a net buyer of stock by $19M.
Optivise Advisory Services has $197M in assets under management (AUM), dropping by 19.26%.
Central Index Key (CIK): 0002042876

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Portfolio Holdings for Optivise Advisory Services

Optivise Advisory Services holds 227 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)	3.5	$6.9M	-9%	80k	85.60	View chart
Ishares Tr TRS FLT RT BD (TFLO)	3.4	$6.7M	-42%	132k	50.63	View chart
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)	3.3	$6.5M	-5%	102k	63.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$5.1M	+132%	75k	68.01	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.5	$4.9M	NEW	31k	156.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.3	$4.6M	+3%	6.1k	746.73	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$4.4M	+20%	5.8k	748.88	View chart
Spdr Series Trust St Str Conv Etf (CWB)	2.0	$3.9M	-9%	36k	107.82	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	1.9	$3.6M	-56%	72k	50.66	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.7	$3.4M	+169%	92k	36.53	View chart
NVIDIA Corporation (NVDA)	1.7	$3.3M		17k	200.09	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.7	$3.3M	NEW	65k	50.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$3.1M	+4%	4.2k	736.45	View chart
Apple (AAPL)	1.3	$2.5M	+17%	8.7k	289.35	View chart
Microsoft Corporation (MSFT)	1.2	$2.4M	+3%	6.5k	373.04	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.1	$2.3M	-14%	43k	52.34	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.1	$2.3M	+11%	19k	118.99	View chart
Eli Lilly & Co. (LLY)	1.1	$2.2M	+3%	1.9k	1199.19	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	1.1	$2.1M	+5%	4.1k	522.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$2.1M		5.8k	357.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$2.0M	+4%	3.0k	686.70	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$2.0M	-35%	5.5k	365.89	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	1.0	$1.9M		6.7k	286.09	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.0	$1.9M	-64%	38k	50.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.9	$1.9M	+161%	47k	39.27	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.9	$1.8M	NEW	32k	57.88	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	0.9	$1.8M	+57%	38k	46.84	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$1.7M	+2%	50k	33.84	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.8	$1.6M	NEW	54k	29.24	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.8	$1.6M	-6%	34k	45.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.8	$1.6M	+31%	29k	54.02	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.8	$1.5M	-4%	17k	90.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.8	$1.5M	NEW	9.4k	161.54	View chart
Broadcom (AVGO)	0.8	$1.5M	+4%	4.0k	377.78	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.7	$1.4M	+21%	47k	30.61	View chart
Spdr Series Trust St Str P500val (SPYV)	0.7	$1.4M	+3%	23k	60.79	View chart
Tesla Motors (TSLA)	0.7	$1.4M	-12%	3.3k	420.63	View chart
Tidal Trust Ii Return Stckd Us (RSST)	0.7	$1.3M	NEW	41k	32.69	View chart
Capitol Ser Tr Hull Tactical (HTUS)	0.7	$1.3M	NEW	30k	43.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$1.3M	-9%	9.4k	137.53	View chart
Amazon (AMZN)	0.7	$1.3M	+2%	5.4k	238.33	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.6	$1.2M	-4%	48k	25.61	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.6	$1.2M	-2%	52k	23.77	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.6	$1.2M	-9%	23k	52.72	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.6	$1.2M	NEW	42k	28.05	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.6	$1.1M	-12%	13k	88.72	View chart
Ishares Tr Msci Usa Value (VLUE)	0.5	$1.1M	NEW	5.3k	199.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$1.1M	+10%	6.7k	158.02	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.5	$1.0M	+11%	20k	51.91	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.0M	+9%	3.1k	327.30	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$1.0M	+5%	3.5k	290.61	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$1.0M		20k	50.49	View chart
Meta Platforms Cl A (META)	0.5	$1.0M		1.8k	563.16	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.0M	+12%	7.3k	136.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$993k	-45%	2.4k	409.46	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$980k		10k	94.52	View chart
Tidal Trust I Zega Buy Hed Etf (ZHDG)	0.5	$976k		42k	23.53	View chart
Johnson & Johnson (JNJ)	0.5	$937k	+12%	3.7k	253.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$905k	NEW	2.6k	342.83	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.5	$899k	+11%	18k	51.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$897k		9.1k	98.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$879k		5.4k	164.27	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.4	$870k	+6%	7.4k	117.09	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.4	$854k	NEW	41k	20.79	View chart
Wal-Mart Stores (WMT)	0.4	$840k	-14%	7.4k	113.25	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$814k	+469%	9.3k	87.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.4	$808k		17k	47.38	View chart
Cummins (CMI)	0.4	$804k	+7%	1.1k	713.51	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$787k	+7%	11k	74.90	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$778k		2.8k	273.67	View chart
Parker-Hannifin Corporation (PH)	0.4	$776k	+13%	793.00	978.30	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$762k	-26%	9.2k	82.84	View chart
Dell Technologies CL C (DELL)	0.4	$757k	NEW	1.8k	431.55	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.4	$756k	-3%	20k	38.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$754k	-7%	1.5k	500.33	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.4	$741k	NEW	4.8k	155.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$732k	+905%	6.1k	119.53	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.4	$724k		4.4k	163.43	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.4	$723k		6.2k	117.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$723k	+348%	9.0k	80.57	View chart
Home Depot (HD)	0.4	$720k		2.0k	352.69	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.4	$714k		17k	43.11	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.4	$701k	NEW	17k	40.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$683k		2.3k	300.46	View chart
Abbvie (ABBV)	0.3	$681k	+12%	2.7k	251.67	View chart
Tidal Trust I Sofi Enhanced Yl (THTA)	0.3	$673k		43k	15.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$665k	+23%	1.8k	370.10	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$664k	+21%	1.0k	655.93	View chart
Costco Wholesale Corporation (COST)	0.3	$643k		687.00	935.38	View chart
Cisco Systems (CSCO)	0.3	$643k	-3%	5.5k	117.46	View chart
Lam Research Corp Com New (LRCX)	0.3	$640k	-5%	1.5k	433.39	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.3	$636k	-9%	12k	52.95	View chart
Ishares Jp Mrgn Em Hi Bd (EMHY)	0.3	$617k	-18%	15k	40.66	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$611k	NEW	7.1k	86.43	View chart
Caterpillar (CAT)	0.3	$585k	-37%	549.00	1065.47	View chart
Philip Morris International (PM)	0.3	$576k	+17%	3.2k	180.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.3	$574k	NEW	20k	28.38	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.3	$562k	-33%	12k	45.41	View chart
Entergy Corporation (ETR)	0.3	$551k	+4%	4.8k	114.87	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$545k	+3%	10k	53.61	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$528k		2.8k	190.52	View chart
Advanced Micro Devices (AMD)	0.3	$525k	NEW	903.00	580.98	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.3	$524k	-66%	20k	25.94	View chart
Merck & Co (MRK)	0.3	$507k	+13%	3.9k	128.49	View chart
Amphenol Corp Cl A (APH)	0.3	$499k	+8%	2.8k	176.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$494k	+70%	16k	31.71	View chart
Procter & Gamble Company (PG)	0.3	$494k	+8%	3.4k	146.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$493k	+22%	2.3k	217.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$484k	+294%	3.9k	124.17	View chart
Coca-Cola Company (KO)	0.2	$471k	+18%	5.8k	81.26	View chart
Pacer Fds Tr Nasd In Pate Etf (PATN)	0.2	$469k	NEW	13k	37.18	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$467k	-30%	8.0k	58.26	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$466k	+13%	7.7k	60.29	View chart
Astrazeneca Ord (AZN)	0.2	$455k	+2%	2.4k	189.64	View chart
Bank of America Corporation (BAC)	0.2	$453k	+12%	7.9k	56.98	View chart
Pacer Fds Tr Trendpilot Eur (PTEU)	0.2	$450k		14k	33.31	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$448k	+16%	14k	33.29	View chart
Citigroup Com New (C)	0.2	$448k	+18%	3.2k	139.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$440k	+9%	4.6k	96.58	View chart
Wells Fargo & Company (WFC)	0.2	$439k	+12%	5.3k	82.64	View chart
Carpenter Technology Corporation (CRS)	0.2	$435k	NEW	705.00	616.99	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$430k	+16%	10k	42.41	View chart
Ge Aerospace Com New (GE)	0.2	$430k	+20%	1.2k	373.57	View chart
ConocoPhillips (COP)	0.2	$428k	+18%	4.1k	103.96	View chart
Blackrock (BLK)	0.2	$426k	+11%	443.00	960.60	View chart
Applied Materials (AMAT)	0.2	$423k		585.00	722.39	View chart
Visa Com Cl A (V)	0.2	$419k	+5%	1.2k	343.06	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$416k	+99%	7.4k	56.16	View chart
Pepsi (PEP)	0.2	$414k	+2%	3.1k	135.39	View chart
CVS Caremark Corporation (CVS)	0.2	$413k		4.0k	103.44	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$397k		564.00	703.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$392k	+72%	6.9k	56.48	View chart
Kinder Morgan (KMI)	0.2	$389k	+17%	12k	31.97	View chart
Prudential Financial (PRU)	0.2	$389k	+12%	3.6k	107.93	View chart
Bank of New York Mellon Corporation (BNY)	0.2	$380k	+16%	2.6k	144.62	View chart
Verizon Communications (VZ)	0.2	$379k	+21%	8.9k	42.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$372k	NEW	6.0k	61.46	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.2	$368k		6.0k	61.09	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$363k	-53%	4.8k	75.51	View chart
Qualcomm (QCOM)	0.2	$362k	+13%	2.0k	184.79	View chart
Northern Lts Fd Tr Iv Inspire Fidelis (FDLS)	0.2	$354k	-4%	8.4k	42.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$348k		984.00	353.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$343k	+13%	1.1k	303.06	View chart
CSX Corporation (CSX)	0.2	$339k	+11%	7.1k	47.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$335k	-15%	1.5k	227.08	View chart
MetLife (MET)	0.2	$335k	+16%	4.0k	84.62	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$334k	+23%	7.3k	45.70	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$330k		4.1k	80.82	View chart
At&t (T)	0.2	$326k	+12%	16k	20.70	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$326k	NEW	2.4k	133.25	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$322k	-10%	13k	25.52	View chart
Altria (MO)	0.2	$316k	+11%	4.4k	71.94	View chart
Howmet Aerospace (HWM)	0.2	$307k	+9%	1.1k	268.97	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$306k	+8%	7.1k	43.30	View chart
Automatic Data Processing (ADP)	0.2	$304k	-5%	1.4k	223.98	View chart
Valero Energy Corporation (VLO)	0.2	$304k		1.2k	260.54	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.2	$301k	-2%	2.9k	103.66	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$299k		15k	19.57	View chart
Delta Air Lines Com New (DAL)	0.2	$298k	NEW	3.2k	93.67	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$294k		1.5k	197.65	View chart
McDonald's Corporation (MCD)	0.1	$294k	+4%	1.1k	270.33	View chart
Us Bancorp Com New (USB)	0.1	$292k	+16%	4.8k	60.40	View chart
Fifth Third Ban (FITB)	0.1	$291k	+15%	5.2k	56.37	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$287k	NEW	448.00	640.75	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$286k		1.3k	219.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$282k		3.4k	83.75	View chart
Southern Company (SO)	0.1	$282k	+14%	2.9k	95.71	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$281k	-54%	2.8k	100.67	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$275k		6.2k	44.36	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$271k		6.6k	41.25	View chart
Prologis (PLD)	0.1	$271k	+16%	2.0k	135.46	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$270k	-18%	3.1k	87.88	View chart
Servicenow (NOW)	0.1	$268k	NEW	2.7k	99.27	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$268k	NEW	984.00	271.85	View chart
Oracle Corporation (ORCL)	0.1	$262k	+4%	1.8k	146.54	View chart
International Business Machines (IBM)	0.1	$254k	NEW	903.00	281.20	View chart
Pfizer (PFE)	0.1	$253k	+25%	11k	24.08	View chart
Kla Corp Com New (KLAC)	0.1	$252k	NEW	837.00	301.59	View chart
First Tr Exchange-traded Alerian Us Nxtgn (RBLD)	0.1	$251k		2.8k	90.00	View chart
General Dynamics Corporation (GD)	0.1	$238k	NEW	672.00	354.20	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$238k		2.5k	94.93	View chart
PNC Financial Services (PNC)	0.1	$236k	NEW	957.00	246.34	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$236k	NEW	2.4k	96.76	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$236k		1.4k	170.16	View chart
Tmc The Metals Company (TMC)	0.1	$235k		53k	4.43	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$234k	-11%	549.00	426.40	View chart
Netflix (NFLX)	0.1	$233k	-31%	3.3k	71.40	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$232k	-37%	2.4k	97.60	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$231k	NEW	5.8k	40.15	View chart
Msci (MSCI)	0.1	$230k	-6%	411.00	560.37	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$230k	NEW	2.5k	91.63	View chart
Micron Technology (MU)	0.1	$227k	NEW	196.00	1156.14	View chart
Morgan Stanley Com New (MS)	0.1	$226k	NEW	1.1k	209.00	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$226k	NEW	3.0k	75.78	View chart
Flex Ord (FLEX)	0.1	$225k	NEW	1.4k	162.07	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$223k	NEW	6.0k	37.02	View chart
Pagaya Technologies Cl A New (PGY)	0.1	$223k	NEW	12k	18.25	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$222k	NEW	1.3k	170.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$221k		934.00	236.51	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$221k	NEW	960.00	229.64	View chart
Sezzle (SEZL)	0.1	$220k	NEW	1.3k	171.63	View chart
UnitedHealth (UNH)	0.1	$220k	NEW	529.00	415.94	View chart
Texas Instruments Incorporated (TXN)	0.1	$218k	NEW	731.00	298.27	View chart
Lamar Advertising Cl A (LAMR)	0.1	$218k	NEW	1.4k	155.98	View chart
Amkor Technology (AMKR)	0.1	$215k	NEW	2.5k	86.23	View chart
Pacer Fds Tr American Energy (USAI)	0.1	$215k	NEW	4.7k	45.50	View chart
BP Sponsored Adr (BP)	0.1	$213k		5.8k	36.95	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$211k	NEW	630.00	334.71	View chart
American Electric Power Company (AEP)	0.1	$211k	NEW	1.5k	136.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$210k	NEW	1.4k	148.28	View chart
Colgate-Palmolive Company (CL)	0.1	$210k	-8%	2.3k	91.68	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$209k	NEW	882.00	237.42	View chart
Oklo Com Cl A (OKLO)	0.1	$209k	NEW	4.0k	52.33	View chart
Monolithic Power Systems (MPWR)	0.1	$209k	NEW	151.00	1380.99	View chart
Chevron Corporation (CVX)	0.1	$207k	-3%	1.2k	165.79	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$207k	-10%	1.1k	187.08	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$206k	-19%	5.4k	38.23	View chart
Medtronic SHS (MDT)	0.1	$206k	+4%	2.6k	78.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.1	$205k	NEW	5.6k	36.57	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$204k		1.9k	107.12	View chart
McKesson Corporation (MCK)	0.1	$204k	NEW	269.00	756.43	View chart
Proshares Tr Eqts For Risin (EQRR)	0.1	$201k	NEW	2.5k	81.69	View chart
Helen Of Troy (HELE)	0.1	$201k	NEW	6.9k	29.07	View chart
First Tr Exchange-traded Vest Gold Strtgy (BGLD)	0.1	$182k	NEW	11k	16.29	View chart
Oppfi Com Cl A (OPFI)	0.1	$146k	-13%	15k	9.93	View chart
Borr Drilling SHS (BORR)	0.1	$142k	NEW	34k	4.13	View chart
Sibanye Stillwater Sponsored Adr (SBSW)	0.1	$110k	NEW	13k	8.49	View chart

Past Filings by Optivise Advisory Services

SEC 13F filings are viewable for Optivise Advisory Services going back to 2024

Optivise Advisory Services 2026 Q2 filed July 13, 2026
Optivise Advisory Services 2026 Q1 filed April 15, 2026
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

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