Optivise Advisory Services LLC New Holdings in Q3 2025

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
80.6K
New
$50.8 - $51.32 $4.09M - $4.14M
80.6K $4.13B
UITB
Usaa ETF Tr Core Intermediate

ETFs
67.6K
New
$46.38 - $47.74 $3.13M - $3.23M
67.6K $3.21B
IWC
Russell Micro Cap ETF

ETFs
9.27K
New
$127.86 - $151.39 $1.18M - $1.4M
9.27K $1.38B
RECS
Columbia ETF Tr I

ETFs
34.2K
New
$36.82 - $40.35 $1.26M - $1.38M
34.2K $1.38B
VLUE
Ishares Msci Usa Value Factor

ETFs
5.65K
New
$111.55 - $125.05 $630K - $707K
5.65K $707M
Blackrock ETF Trust
18K
New
N/A
18K $681M
Blackrock ETF Trust
16.9K
New
N/A
16.9K $578M
CRDO
Credo Technology Group Holding LTD

Technology
2.62K
New
$87.59 - $172.31 $230K - $452K
2.62K $382M
Arista Networks Inc
2.55K
New
N/A
2.55K $371M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
6.26K
New
$47.23 - $57.41 $296K - $359K
6.26K $359M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.52K
New
$31.79 - $33.42 $303K - $318K
9.52K $318M
CAT
Caterpillar Inc

Industrials
607
New
$390.92 - $477.15 $237K - $290K
607 $290M
CELH
Celsius Holdings, Inc.

Consumer Defensive
5.03K
New
$42.74 - $62.88 $215K - $316K
5.03K $289M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.7K
New
$116.14 - $168.56 $198K - $287K
1.7K $287M
URBN
Urban Outfitters Inc

Consumer Cyclical
3.46K
New
$66.84 - $79.79 $231K - $276K
3.46K $247M
KMI
Kinder Morgan, Inc.

Energy
8.58K
New
$26.23 - $28.5 $225K - $245K
8.58K $243M
MRK
Merck & Co., Inc.

Healthcare
2.89K
New
$77.6 - $87.37 $224K - $252K
2.89K $242M
MYRG
Myr Group Inc.

Industrials
1.16K
New
$173.81 - $208.03 $201K - $240K
1.16K $240M
MO
Altria Group, Inc.

Consumer Defensive
3.6K
New
$57.75 - $67.68 $208K - $243K
3.6K $238M
PI
Impinj Inc

Technology
1.28K
New
$111.65 - $200.78 $143K - $257K
1.28K $231M
Penguin Solutions Inc
8.79K
New
N/A
8.79K $231M
SGH
Smart Global Holdings, Inc.

Technology
8.79K
New
N/A
8.79K $231M
FTDR
Frontdoor, Inc.

Consumer Cyclical
3.41K
New
$54.88 - $68.04 $187K - $232K
3.41K $229M
Dave Inc
1.15K
New
N/A
1.15K $229M
GOOG
Alphabet Inc.

Communication Services
932
New
$175.16 - $255.24 $163K - $238K
932 $227M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
7.79K
New
$28.34 - $28.67 $221K - $223K
7.79K $223M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
8.76K
New
$19.02 - $28.4 $167K - $249K
8.76K $221M
CCK
Crown Holdings Inc

Consumer Cyclical
2.28K
New
$92.19 - $108.12 $210K - $247K
2.28K $220M
Lam Research Corp
1.64K
New
N/A
1.64K $220M
MET
Metlife Inc

Financial Services
2.58K
New
$73.82 - $82.37 $191K - $213K
2.58K $213M
BP
Bp PLC

Energy
6.12K
New
$30.25 - $35.69 $185K - $218K
6.12K $211M
MDT
Medtronic PLC

Healthcare
2.18K
New
$87.67 - $95.74 $191K - $209K
2.18K $208M
DELL
Dell Technologies Inc.

Technology
1.46K
New
$120.96 - $141.77 $176K - $206K
1.46K $206M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.59K
New
$42.39 - $44.63 $194K - $205K
4.59K $204M
UNH
Unitedhealth Group Inc

Healthcare
590
New
$237.77 - $353.61 $140K - $209K
590 $204M
CMI
Cummins Inc

Industrials
482
New
$327.85 - $426.39 $158K - $206K
482 $203M
SYLD
Cambria Shareholder Yld ETF

ETFs
2.95K
New
$63.93 - $70.45 $188K - $208K
2.95K $202M
Latam Airlines Group Sa
4.43K
New
N/A
4.43K $200M
OPFI
Opp Fi Inc.

Technology
11.3K
New
$9.58 - $14.29 $108K - $161K
11.3K $127M
AGNC
Agnc Investment Corp.

Real Estate
10.1K
New
$9.2 - $10.37 $93.3K - $105K
10.1K $99.3M
Activity Summary
Buys All Purchases 115 New Holdings 41 Increased Positions 74 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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