Optivise Advisory Services LLC Purchases in Q1 2025

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
231K
+ 64.55%
$50.48 - $50.68 $11.7M - $11.7M
589K $29.8B
Tidal ETF Tr
128K
+ 40.6%
N/A
445K $8.36B
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
105K
New
$20.11 - $21.21 $2.12M - $2.23M
105K $2.23B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
25.4K
New
$48.06 - $53.73 $1.22M - $1.37M
25.4K $1.24B
SCHG
Schwab Strategic Tr Us Large C

ETFs
48.8K
New
$24.91 - $29.02 $1.22M - $1.42M
48.8K $1.22B
Victory Portfolios Ii
33.3K
New
N/A
33.3K $1.14B
CTA
Simplify Exch Traded Fds Simpl

ETFs
21.2K
+ 52.92%
$27.81 - $30.21 $589K - $640K
61.2K $1.81B
Blackrock ETF Trust Ii
12.1K
+ 78.7%
N/A
27.5K $1.44B
IWX
Ishares Tr Russell 200 Value E

ETFs
7.02K
New
$78.54 - $84.86 $552K - $596K
7.02K $577M
CLOI
Vaneck ETF Tr

ETFs
10.6K
New
$52.68 - $53.16 $557K - $563K
10.6K $559M
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
7.41K
New
$36.44 - $61.44 $270K - $455K
7.41K $460M
Pgim ETF Tr
8.58K
+ 211.28%
N/A
12.6K $649M
IAU
Ishares Gold Trust

ETFs
6.5K
New
$49.74 - $58.96 $323K - $383K
6.5K $383M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
13.4K
+ 38.76%
$25.44 - $25.58 $342K - $344K
48.1K $1.23B
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8.87K
+ 125.17%
$38.92 - $41.1 $345K - $364K
15.9K $624M
FICO
Fair Isaac Corp

Technology
184
New
$1695.35 - $2030.47 $312K - $374K
184 $338M
XLF
Financial Sector Spdr

ETFs
6.7K
New
$47.32 - $52.19 $317K - $350K
6.7K $334M
Blackrock ETF Trust Ii
5.84K
+ 55.3%
N/A
16.4K $849M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.74K
New
$142.8 - $176.36 $248K - $307K
1.74K $300M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.52K
+ 38.45%
$50.48 - $51.04 $279K - $282K
19.9K $1.01B
PLTR
Palantir Technologies Inc.

Technology
3.3K
New
$64.98 - $124.62 $215K - $411K
3.3K $279M
CVS
Cvs Health Corp

Healthcare
3.95K
New
$44.22 - $68.64 $175K - $271K
3.95K $268M
MKC
Mccormick & CO Inc

Consumer Defensive
3.11K
New
$71.24 - $84.73 $222K - $264K
3.11K $256M
LRN
Stride, Inc.

Consumer Defensive
1.98K
New
$106.34 - $142.28 $210K - $282K
1.98K $250M
ABC
Amerisourcebergen Corp

Healthcare
871
New
N/A
871 $242M
EME
Emcor Group, Inc.

Industrials
638
New
$361.16 - $535.99 $230K - $342K
638 $236M
Arista Networks Inc
3.03K
New
N/A
3.03K $234M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.58K
New
$50.87 - $51.09 $233K - $234K
4.58K $234M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.1K
New
$212.17 - $267.17 $234K - $295K
1.1K $233M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.37K
New
$42.38 - $43.28 $227K - $232K
5.37K $228M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
5.56K
New
$35.54 - $49.81 $198K - $277K
5.56K $224M
PH
Parker Hannifin Corp

Industrials
368
New
$591.65 - $707.05 $218K - $260K
368 $223M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2.32K
New
$93.57 - $120.35 $217K - $280K
2.32K $222M
SOXL
Direxion Daily Semiconductor B

ETFs
13.2K
New
$16.03 - $35.15 $212K - $464K
13.2K $210M
AXON
Axon Enterprise, Inc.

Industrials
399
New
$496.65 - $710.01 $198K - $283K
399 $210M
MNST
Monster Beverage Corp

Consumer Defensive
3.58K
New
$46.16 - $58.58 $165K - $210K
3.58K $210M
BP
Bp PLC

Energy
6.13K
New
$29.93 - $35.31 $184K - $217K
6.13K $207M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.87K
New
$101.42 - $113.2 $190K - $212K
1.87K $206M
VTV
Vanguard Value ETF

ETFs
1.19K
New
$167.73 - $179.21 $199K - $213K
1.19K $205M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.37K
New
$56.51 - $62.98 $190K - $212K
3.37K $204M
APP
App Lovin Corp

Technology
768
New
$238.08 - $510.13 $183K - $392K
768 $203M
T
At&T Inc.

Communication Services
7.14K
New
$21.56 - $28.28 $154K - $202K
7.14K $202M
INTU
Intuit Inc

Technology
327
New
$555.63 - $630.23 $182K - $206K
327 $201M
DFIV
Dimensional ETF Tr

ETFs
1.52K
+ 6.42%
$35.33 - $40.77 $53.6K - $61.9K
25.2K $990M
LLY
Eli Lilly & CO

Healthcare
32
+ 1.61%
$725.72 - $929.72 $23.2K - $29.8K
2.02K $1.67B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
51
+ 4.56%
$442.66 - $534.52 $22.6K - $27.3K
1.17K $622M
XOM
Exxon Mobil Corp

Energy
449
+ 10.7%
$105.44 - $118.93 $47.3K - $53.4K
4.65K $553M
TSCO
Tractor Supply CO

Consumer Cyclical
1.65K
+ 43.65%
$51.66 - $57.94 $85.2K - $95.5K
5.43K $299M
V
Visa Inc.

Financial Services
146
+ 11.25%
$306.92 - $362.71 $44.8K - $53K
1.44K $506M
Activity Summary
Buys All Purchases 95 New Holdings 35 Increased Positions 60 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 1 Puts 0
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