Optivise Advisory Services LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $186 Billion distributed in 175 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $18.1B, Northern Lts Fd Tr Iii Hcm Def with a value of $9.36B, Northern Lts Fd Tr Iii Hcm Def with a value of $8.95B, Tidal ETF Tr with a value of $6.05B, and Spdr Bloomberg Convertible Sec with a value of $5.7B.
Examining the 13F form we can see an decrease of $4.49B in the current position value, from $190B to 186B.
Optivise Advisory Services LLC is based out at Franklin, TN
Below you can find more details about Optivise Advisory Services LLC portfolio as well as his latest detailed transactions.
