Optivise Advisory Services LLC Sells in Q3 2025

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-215K
- 54.46%
$50.45 - $50.65 $10.9M - $10.9M
180K $9.11B
IVV
Ishares Core S&P 500 ETF

ETFs
-5.88K
- 57.91%
$620.67 - $670.08 $3.65M - $3.94M
4.28K $2.86B
Tidal Trust I
-210K
- 70.87%
N/A
86.1K $1.3B
Ea Series Trust
-26.1K
- 80.18%
N/A
6.45K $735M
IWY
Ishares Tr Russell 200 Growth

ETFs
-5.04K
- 60.19%
$243.93 - $275.62 $1.23M - $1.39M
3.34K $913M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.57K
- 44.74%
$339.37 - $366.46 $1.21M - $1.31M
4.41K $1.61B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-18.6K
- 83.28%
$52.55 - $54.37 $976K - $1.01M
3.73K $202M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.78K
- 35.22%
$97.75 - $100.75 $956K - $985K
18K $1.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.94K
- 25.8%
$617.65 - $666.84 $1.2M - $1.3M
5.59K $3.72B
IWV
Ishares Russell 3000 ETF

ETFs
-2.43K
- 79.59%
$351.04 - $379.81 $851K - $921K
622 $236M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.34K
- 35.35%
$567.77 - $614.76 $758K - $821K
2.44K $1.49B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-5.7K
- 33.33%
$110.74 - $122.12 $631K - $696K
11.4K $1.38B
ILCG
Ishares Morningstar Growth ETF
-5.48K
- 53.87%
N/A
4.69K $489M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-11.4K
- 26.5%
$50.7 - $54.86 $577K - $625K
31.6K $1.73B
IYW
Ishares Dj Us Tech ETF

ETFs
-2.73K
- 52.12%
$171.38 - $197.01 $467K - $537K
2.5K $490M
VO
Vanguard Mid Cap ETF

ETFs
-1.09K
- 40.1%
$279.83 - $293.74 $305K - $320K
1.63K $478M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-12.7K
- 18.42%
$25.43 - $27.31 $323K - $347K
56.3K $1.54B
MBB
Ishares Tr

ETFs
-2.64K
- 16.2%
$92.46 - $95.73 $244K - $253K
13.7K $1.3B
OEF
Ishares S&P 100 ETF

ETFs
-1.35K
- 17.31%
N/A
6.45K $2.15B
EFG
Msci Eafe Growth ETF

ETFs
-2.06K
- 23.31%
$106.99 - $114.46 $221K - $236K
6.78K $772M
CL
Colgate Palmolive CO

Consumer Defensive
-1.54K
- 36.16%
$79.36 - $93.33 $122K - $144K
2.72K $218M
LLY
Eli Lilly & CO

Healthcare
-165
- 8.59%
$625.65 - $812.69 $103K - $134K
1.76K $1.34B
DFAI
Dimensional ETF Tr

ETFs
-4.81K
- 42.24%
$34.05 - $36.55 $164K - $176K
6.57K $239M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-5.03K
- 23.11%
$25.21 - $25.99 $127K - $131K
16.7K $432M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-2.99K
- 6.77%
$36.55 - $37.16 $109K - $111K
41.2K $1.53B
COST
Costco Wholesale Corp

Consumer Defensive
-48
- 7.25%
$915.95 - $994.57 $44K - $47.7K
614 $569M
VIG
Vanguard Dividend Appreciation

ETFs
-473
- 33.55%
N/A
937 $202M
PAYX
Paychex Inc

Industrials
-368
- 17.35%
$126.69 - $147.99 $46.6K - $54.5K
1.75K $222M
Ishares Bitcoin Trust ETF
-1.72K
- 22.98%
N/A
5.76K $374M
ADP
Automatic Data Processing Inc

Industrials
-181
- 10.54%
$288.69 - $310.94 $52.3K - $56.3K
1.54K $451M
CMCSA
Comcast Corp

Communication Services
-831
- 8.28%
$31.41 - $36.33 $26.1K - $30.2K
9.2K $289M
ICE
Intercontinental Exchange, Inc.

Financial Services
-215
- 11.98%
$167.28 - $188.45 $36K - $40.5K
1.58K $266M
INTU
Intuit Inc

Technology
-37
- 10.69%
$646.03 - $807.39 $23.9K - $29.9K
309 $211M
TIP
Ishares Tr Tips Bd ETF

ETFs
-504
- 15.0%
$109.11 - $111.88 $55K - $56.4K
2.86K $318M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-812
- 22.12%
$85.66 - $92.67 $69.6K - $75.2K
2.86K $264M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-2.05K
- 4.12%
$25.39 - $25.57 $52.1K - $52.4K
47.8K $1.22B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-2.82K
- 7.21%
$19.7 - $20.2 $55.6K - $57K
36.3K $728M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.95K
- 6.49%
$28.95 - $29.73 $56.5K - $58K
28.1K $837M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.1K
- 10.66%
$108.97 - $121.65 $229K - $255K
17.6K $2.12B
AMGN
Amgen Inc

Healthcare
-156
- 17.18%
$271.18 - $309.22 $42.3K - $48.2K
752 $212M
TSCO
Tractor Supply CO

Consumer Cyclical
-1.03K
- 17.84%
$54.08 - $62.65 $55.5K - $64.3K
4.72K $269M
ROL
Rollins Inc

Consumer Cyclical
-718
- 14.01%
$55.05 - $58.74 $39.5K - $42.2K
4.41K $259M
QCOM
Qualcomm Inc

Technology
-251
- 13.71%
$145.84 - $173.55 $36.6K - $43.6K
1.58K $263M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-553
- 11.31%
$50.82 - $51.09 $28.1K - $28.3K
4.34K $222M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-1.1K
- 7.99%
$33.76 - $35.55 $37K - $38.9K
12.6K $445M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-1.15K
- 3.85%
$23.8 - $24.29 $27.4K - $27.9K
28.7K $693M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-668
- 8.74%
$44.8 - $46.43 $29.9K - $31K
6.98K $323M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-200
- 3.35%
$100.37 - $100.74 $20.1K - $20.1K
5.77K $581M
TPLE
Timothy Plan Us Large/Mid Core

ETFs
-1.05K
- 9.26%
$26.68 - $27.6 $28K - $29K
10.3K $283M
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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