Optivise Advisory Services LLC Incresed Positions 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
VLUE
Ishares Msci Usa Value Factor

ETFs
10.6K
+ 187.83%
$122.29 - $132.67 $1.3M - $1.41M
16.3K $2.22B
NEAR
Blackrock Short Maturity Bond

ETFs
22.6K
+ 27.98%
$51.08 - $51.37 $1.15M - $1.16M
103K $5.27B
OEF
Ishares S&P 100 ETF

ETFs
1.79K
+ 27.81%
N/A
8.25K $2.83B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.29K
+ 209.0%
$76.84 - $80.86 $637K - $670K
12.3K $983M
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
Blackrock ETF Trust Ii
8.75K
+ 18.35%
N/A
56.4K $2.98B
IAU
Ishares Gold Trust

ETFs
3.59K
+ 46.3%
$72.65 - $82.5 $261K - $297K
11.4K $922M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
8.02K
+ 63.61%
$34.75 - $36.18 $279K - $290K
20.6K $753M
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
TSLA
Tesla, Inc.

Consumer Cyclical
555
+ 17.54%
$401.99 - $468.37 $223K - $260K
3.72K $1.67B
IVV
Ishares Core S&P 500 ETF

ETFs
279
+ 6.53%
$656.2 - $690.71 $183K - $193K
4.55K $3.12B
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
324
+ 13.27%
$600.51 - $631.95 $195K - $205K
2.77K $1.73B
Blackrock ETF Trust
7.37K
+ 43.6%
N/A
24.3K $809M
WMT
Walmart Inc.

Consumer Defensive
1.58K
+ 26.38%
$101.18 - $109.03 $159K - $172K
7.55K $841M
JNJ
Johnson & Johnson

Healthcare
763
+ 25.36%
$185.98 - $199.58 $142K - $152K
3.77K $781M
SPY
Spdr S&P 500 ETF Trust

ETFs
184
+ 3.29%
$653.02 - $687.39 $120K - $126K
5.78K $3.94B
XOM
Exxon Mobil Corp

Energy
1.37K
+ 23.5%
$110.64 - $119.78 $152K - $165K
7.22K $869M
CSCO
Cisco Systems, Inc.

Technology
2.13K
+ 47.12%
$67.46 - $78.0 $143K - $166K
6.64K $511M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
297
+ 9.06%
$454.87 - $482.76 $135K - $143K
3.57K $1.72B
Ishares Bitcoin Trust ETF
5.54K
+ 96.08%
N/A
11.3K $561M
MRK
Merck & Co., Inc.

Healthcare
1.13K
+ 39.08%
$82.49 - $92.93 $93.1K - $105K
4.02K $423M
Blackrock Inc
184
+ 54.76%
N/A
520 $557M
ABBV
Abb Vie Inc.

Healthcare
705
+ 36.59%
$211.96 - $244.38 $149K - $172K
2.63K $601M
WFC
Wells Fargo & Company

Financial Services
1.22K
+ 31.09%
$77.62 - $87.3 $94.5K - $106K
5.14K $479M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.39K
+ 37.46%
$100.8 - $103.83 $140K - $144K
5.09K $529M
QQQ
Invesco Qqq Trust, Series 1

ETFs
141
+ 3.76%
$589.5 - $635.77 $83.1K - $89.6K
3.89K $2.39B
PRU
Prudential Financial Inc

Financial Services
1.01K
+ 36.83%
$99.13 - $107.85 $99.6K - $108K
3.73K $421M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
269
+ 17.12%
$475.68 - $513.11 $128K - $138K
1.84K $925M
CMI
Cummins Inc

Industrials
173
+ 35.89%
$407.98 - $484.34 $70.6K - $83.8K
655 $335M
AAPL
Apple Inc.

Technology
7
+ 0.1%
$245.27 - $275.25 $1.72K - $1.93K
7.04K $1.91B
BAC
Bank Of America Corp

Financial Services
1.8K
+ 29.79%
$48.65 - $54.11 $87.4K - $97.2K
7.82K $430M
PM
Philip Morris International Inc.

Consumer Defensive
733
+ 30.26%
$144.33 - $160.86 $106K - $118K
3.16K $506M
QCOM
Qualcomm Inc

Technology
578
+ 36.58%
$153.59 - $187.68 $88.8K - $108K
2.16K $369M
MET
Metlife Inc

Financial Services
1.45K
+ 56.33%
$75.97 - $82.89 $110K - $121K
4.04K $319M
ILCG
Ishares Morningstar Growth ETF
968
+ 20.64%
N/A
5.66K $589M
Lam Research Corp
221
+ 13.46%
N/A
1.86K $319M
AMZN
Amazon Com Inc

Consumer Cyclical
159
+ 2.98%
$213.04 - $254.0 $33.9K - $40.4K
5.5K $1.27B
KO
Coca Cola CO

Consumer Defensive
1.16K
+ 26.68%
$66.1 - $71.61 $76.7K - $83.1K
5.51K $385M
KMI
Kinder Morgan, Inc.

Energy
3.7K
+ 43.08%
$25.84 - $28.46 $95.6K - $105K
12.3K $338M
MCD
Mcdonalds Corp

Consumer Cyclical
283
+ 31.73%
$293.81 - $310.11 $83.1K - $87.8K
1.18K $359M
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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