Optivise Advisory Services LLC New Holdings in Q4 2025

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Northern Lts Fd Tr Iv
7.02K
New
N/A
7.02K $1.74B
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
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
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
APP
App Lovin Corp

Technology
537
New
$552.64 - $704.09 $297K - $378K
537 $362M
FDLS
Northern Lts Fd Tr Iv Inspire
8.89K
New
N/A
8.89K $318M
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
PLD
Prologis, Inc.

Real Estate
2.12K
New
$111.23 - $127.18 $236K - $269K
2.12K $270M
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
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
GS
Goldman Sachs Group Inc

Financial Services
279
New
$744.6 - $838.97 $208K - $234K
279 $245M
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
C
Citigroup Inc

Financial Services
1.97K
New
$93.93 - $102.87 $185K - $202K
1.97K $229M
REVG
Rev Group, Inc.

Industrials
3.68K
New
$51.27 - $61.48 $189K - $226K
3.68K $224M
SGOL
Abrdn Gold ETF Trust

ETFs
5.39K
New
$36.75 - $41.74 $198K - $225K
5.39K $221M
CASY
Caseys General Stores Inc

Consumer Cyclical
396
New
$513.19 - $567.48 $203K - $225K
396 $219M
APH
Amphenol Corp

Technology
1.61K
New
$121.7 - $143.85 $196K - $232K
1.61K $218M
CSX
Csx Corp

Industrials
5.93K
New
$34.88 - $36.67 $207K - $217K
5.93K $215M
Ferguson Enterprises Inc
951
New
N/A
951 $212M
LMT
Lockheed Martin Corp

Industrials
429
New
$452.1 - $514.24 $194K - $221K
429 $208M
PNC
Pnc Financial Services Group, Inc.

Financial Services
994
New
$178.37 - $198.46 $177K - $197K
994 $208M
DAKT
Daktronics Inc

Technology
10.5K
New
$18.43 - $20.58 $193K - $216K
10.5K $207M
RBLD
First Tr Exchange Traded Fd Ii
2.77K
New
N/A
2.77K $207M
ABT
Abbott Laboratories

Healthcare
1.65K
New
$123.62 - $134.59 $204K - $222K
1.65K $207M
STNE
Stone Co Ltd.

Technology
11.6K
New
$16.77 - $19.39 $195K - $226K
11.6K $172M
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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