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
TPHD
Timothy Plan High Divid Stk Et

ETFs
-813
- 9.11%
$38.0 - $39.42 $30.9K - $32K
8.11K $319M
MSCI
Msci Inc.

Financial Services
-21
- 3.7%
$526.48 - $588.0 $11.1K - $12.3K
547 $310M
TMC
Tmc The Metals CO Inc.

Basic Materials
-400
- 0.8%
$4.67 - $8.1 $1.87K - $3.24K
49.3K $314M
ABC
Amerisourcebergen Corp

Healthcare
-81
- 8.66%
N/A
854 $267M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-216
- 2.17%
$72.01 - $74.44 $15.6K - $16.1K
9.76K $717M
AJG
Arthur J. Gallagher & Co.

Financial Services
-3
- 0.43%
$284.17 - $319.49 $853 - $958
688 $213M
MGC
Vanguard Mega Cap ETF

ETFs
-225
- 7.93%
$224.2 - $245.55 $50.4K - $55.2K
2.61K $638M
TPHE
Timothy Plan High Divid Stk En

ETFs
-365
- 3.47%
$25.26 - $26.19 $9.22K - $9.56K
10.2K $266M
HSY
Hershey CO

Consumer Defensive
-134
- 10.03%
$161.95 - $193.45 $21.7K - $25.9K
1.2K $225M
BIBL
Northern Lts Fd Tr Iv

ETFs
-1.68K
- 6.61%
$41.43 - $44.43 $69.6K - $74.6K
23.7K $1.05B
MNST
Monster Beverage Corp

Consumer Defensive
-169
- 4.25%
$58.65 - $67.31 $9.91K - $11.4K
3.81K $257M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-250
- 3.88%
$36.04 - $38.78 $9.01K - $9.7K
6.2K $239M
IVE
Ishares S&P 500 Value ETF

ETFs
-44
- 2.67%
$194.44 - $206.51 $8.56K - $9.09K
1.6K $331M
ISMD
Northern Lts Fd Tr Iv

ETFs
-367
- 5.01%
$35.1 - $39.69 $12.9K - $14.6K
6.96K $271M
ORCL
Oracle Corp

Technology
-599
- 20.88%
$218.96 - $328.33 $131K - $197K
2.27K $638M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-4
- 0.06%
$44.57 - $46.53 $178 - $186
6.85K $319M
VOE
Vanguard Mid Cap Value Index F

ETFs
-7
- 0.43%
$164.63 - $174.58 $1.15K - $1.22K
1.63K $284M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4
- 0.51%
$567.09 - $607.37 $2.27K - $2.43K
781 $465M
PEP
Pepsico Inc

Consumer Defensive
-36
- 1.07%
$133.81 - $152.16 $4.82K - $5.48K
3.32K $466M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-757
- 3.28%
$52.12 - $55.33 $39.5K - $41.9K
22.4K $1.24B
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-36
- 0.23%
$41.73 - $43.77 $1.5K - $1.58K
15.9K $697M
XLK
Technology Sector Spdr

ETFs
-27
- 1.75%
$250.97 - $282.66 $6.78K - $7.63K
1.51K $426M
CYBR
Cyber Ark Software Ltd.

Technology
-1
- 0.18%
$374.8 - $491.1 $375 - $491
547 $264M
SOXL
Direxion Daily Semiconductor B

ETFs
-3.44K
- 19.18%
$23.99 - $34.84 $82.6K - $120K
14.5K $506M
SPYG
Spdr Portfolio

ETFs
-9
- 0.05%
$94.33 - $105.31 $849 - $948
17.9K $1.87B
TSLA
Tesla, Inc.

Consumer Cyclical
-621
- 16.41%
$293.94 - $444.72 $183K - $276K
3.16K $1.41B
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
-1.09K
- 17.6%
$70.83 - $154.44 $77.2K - $168K
5.1K $788M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-3.42K
- 2.31%
$54.29 - $60.6 $185K - $207K
145K $8.73B
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-3.82K
- 3.12%
$66.7 - $76.76 $255K - $293K
119K $9.06B
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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