Optivise Advisory Services LLC Purchases in Q4 2025

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
71.4K
+ 749.69%
$33.05 - $33.87 $2.36M - $2.42M
80.9K $2.77B
Northern Lts Fd Tr Iv
7.02K
New
N/A
7.02K $1.74B
VLUE
Ishares Msci Usa Value Factor

ETFs
10.6K
+ 187.83%
$122.29 - $132.67 $1.3M - $1.41M
16.3K $2.22B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
40.5K
New
$34.46 - $35.52 $1.39M - $1.44M
40.5K $1.45B
FIBR
Ishares U.S. Fixed Income Bala

ETFs
15.9K
New
N/A
15.9K $1.43B
XLG
Invesco Exchange Traded Fd Tr

ETFs
23.9K
New
$56.5 - $60.52 $1.35M - $1.44M
23.9K $1.41B
NEAR
Blackrock Short Maturity Bond

ETFs
22.6K
+ 27.98%
$51.08 - $51.37 $1.15M - $1.16M
103K $5.27B
IEMG
Ishares Inc

ETFs
12.5K
New
N/A
12.5K $841M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
17.5K
New
$39.2 - $40.39 $684K - $705K
17.5K $705M
OEF
Ishares S&P 100 ETF

ETFs
1.79K
+ 27.81%
N/A
8.25K $2.83B
LLY
Eli Lilly & CO

Healthcare
108
+ 6.15%
$799.57 - $1025.28 $86.4K - $111K
1.86K $2B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
22.6K
+ 80.34%
$29.21 - $29.73 $660K - $672K
50.8K $1.49B
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
26.6K
+ 92.6%
$23.98 - $24.37 $638K - $648K
55.3K $1.34B
GOOGL
Alphabet Inc.

Communication Services
827
+ 15.21%
$236.57 - $291.31 $196K - $241K
6.26K $1.96B
SIVR
Abrdn Silver ETF Trust

ETFs
9.05K
New
$44.53 - $51.56 $403K - $467K
9.05K $612M
First Tr Exchng Traded Fd Vi
18K
New
N/A
18K $467M
IAUM
I Shares Gold Trust Micro

ETFs
10.6K
New
$38.43 - $43.66 $406K - $461K
10.6K $454M
Blackrock ETF Trust Ii
8.75K
+ 18.35%
N/A
56.4K $2.98B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.82K
+ 9.58%
$57.9 - $61.26 $279K - $295K
55.1K $3.35B
APP
App Lovin Corp

Technology
537
New
$552.64 - $704.09 $297K - $378K
537 $362M
IAU
Ishares Gold Trust

ETFs
3.59K
+ 46.3%
$72.65 - $82.5 $261K - $297K
11.4K $922M
BK
Bank Of New York Mellon Corp

Financial Services
2.76K
New
$104.54 - $112.64 $288K - $311K
2.76K $320M
FDLS
Northern Lts Fd Tr Iv Inspire
8.89K
New
N/A
8.89K $318M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
8.02K
+ 63.61%
$34.75 - $36.18 $279K - $290K
20.6K $753M
Global X Fds
4.61K
New
N/A
4.61K $298M
IEFA
Ishares Tr

ETFs
3.28K
New
$86.09 - $89.88 $283K - $295K
3.28K $294M
AVGO
Broadcom Inc.

Technology
688
+ 20.93%
$324.63 - $385.98 $223K - $266K
3.98K $1.38B
PH
Parker Hannifin Corp

Industrials
244
+ 42.29%
$716.66 - $857.93 $175K - $209K
821 $721M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.19K
+ 42.89%
$70.3 - $73.05 $294K - $306K
13.9K $996M
JPM
Jpmorgan Chase & CO

Financial Services
794
+ 25.21%
$294.11 - $320.41 $234K - $254K
3.94K $1.27B
PLD
Prologis, Inc.

Real Estate
2.12K
New
$111.23 - $127.18 $236K - $269K
2.12K $270M
TSLA
Tesla, Inc.

Consumer Cyclical
555
+ 17.54%
$401.99 - $468.37 $223K - $260K
3.72K $1.67B
USB
Us Bancorp \De\

Financial Services
4.95K
New
$45.28 - $48.26 $224K - $239K
4.95K $264M
IBM
International Business Machines Corp

Technology
876
New
$275.97 - $314.98 $242K - $276K
876 $260M
IVV
Ishares Core S&P 500 ETF

ETFs
279
+ 6.53%
$656.2 - $690.71 $183K - $193K
4.55K $3.12B
FITB
Fifth Third Bancorp

Financial Services
5.33K
New
$40.36 - $44.41 $215K - $237K
5.33K $249M
SO
Southern CO

Utilities
2.84K
New
$90.58 - $99.72 $257K - $283K
2.84K $248M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.06K
+ 31.34%
$72.21 - $75.0 $221K - $230K
12.8K $962M
CAT
Caterpillar Inc

Industrials
329
+ 54.2%
$480.82 - $585.49 $158K - $193K
936 $536M
GS
Goldman Sachs Group Inc

Financial Services
279
New
$744.6 - $838.97 $208K - $234K
279 $245M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
324
+ 13.27%
$600.51 - $631.95 $195K - $205K
2.77K $1.73B
PFE
Pfizer Inc

Healthcare
9.52K
New
$24.23 - $27.37 $231K - $260K
9.52K $237M
GD
General Dynamics Corp

Industrials
690
New
$330.59 - $353.77 $228K - $244K
690 $232M
Blackrock ETF Trust
7.37K
+ 43.6%
N/A
24.3K $809M
C
Citigroup Inc

Financial Services
1.97K
New
$93.93 - $102.87 $185K - $202K
1.97K $229M
WMT
Walmart Inc.

Consumer Defensive
1.58K
+ 26.38%
$101.18 - $109.03 $159K - $172K
7.55K $841M
REVG
Rev Group, Inc.

Industrials
3.68K
New
$51.27 - $61.48 $189K - $226K
3.68K $224M
JNJ
Johnson & Johnson

Healthcare
763
+ 25.36%
$185.98 - $199.58 $142K - $152K
3.77K $781M
SGOL
Abrdn Gold ETF Trust

ETFs
5.39K
New
$36.75 - $41.74 $198K - $225K
5.39K $221M
Activity Summary
Buys All Purchases 137 New Holdings 35 Increased Positions 102 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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