Optivise Advisory Services LLC Purchases in Q4 2025

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CASY
Caseys General Stores Inc

Consumer Cyclical
396
New
$513.19 - $567.48 $203K - $225K
396 $219M
APH
Amphenol Corp

Technology
1.61K
New
$121.7 - $143.85 $196K - $232K
1.61K $218M
CSX
Csx Corp

Industrials
5.93K
New
$34.88 - $36.67 $207K - $217K
5.93K $215M
SPY
Spdr S&P 500 ETF Trust

ETFs
184
+ 3.29%
$653.02 - $687.39 $120K - $126K
5.78K $3.94B
Ferguson Enterprises Inc
951
New
N/A
951 $212M
XOM
Exxon Mobil Corp

Energy
1.37K
+ 23.5%
$110.64 - $119.78 $152K - $165K
7.22K $869M
LMT
Lockheed Martin Corp

Industrials
429
New
$452.1 - $514.24 $194K - $221K
429 $208M
PNC
Pnc Financial Services Group, Inc.

Financial Services
994
New
$178.37 - $198.46 $177K - $197K
994 $208M
DAKT
Daktronics Inc

Technology
10.5K
New
$18.43 - $20.58 $193K - $216K
10.5K $207M
RBLD
First Tr Exchange Traded Fd Ii
2.77K
New
N/A
2.77K $207M
CSCO
Cisco Systems, Inc.

Technology
2.13K
+ 47.12%
$67.46 - $78.0 $143K - $166K
6.64K $511M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
297
+ 9.06%
$454.87 - $482.76 $135K - $143K
3.57K $1.72B
Ishares Bitcoin Trust ETF
5.54K
+ 96.08%
N/A
11.3K $561M
MRK
Merck & Co., Inc.

Healthcare
1.13K
+ 39.08%
$82.49 - $92.93 $93.1K - $105K
4.02K $423M
STNE
Stone Co Ltd.

Technology
11.6K
New
$16.77 - $19.39 $195K - $226K
11.6K $172M
Blackrock Inc
184
+ 54.76%
N/A
520 $557M
ABBV
Abb Vie Inc.

Healthcare
705
+ 36.59%
$211.96 - $244.38 $149K - $172K
2.63K $601M
WFC
Wells Fargo & Company

Financial Services
1.22K
+ 31.09%
$77.62 - $87.3 $94.5K - $106K
5.14K $479M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.39K
+ 37.46%
$100.8 - $103.83 $140K - $144K
5.09K $529M
QQQ
Invesco Qqq Trust, Series 1

ETFs
141
+ 3.76%
$589.5 - $635.77 $83.1K - $89.6K
3.89K $2.39B
PRU
Prudential Financial Inc

Financial Services
1.01K
+ 36.83%
$99.13 - $107.85 $99.6K - $108K
3.73K $421M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
269
+ 17.12%
$475.68 - $513.11 $128K - $138K
1.84K $925M
CMI
Cummins Inc

Industrials
173
+ 35.89%
$407.98 - $484.34 $70.6K - $83.8K
655 $335M
AAPL
Apple Inc.

Technology
7
+ 0.1%
$245.27 - $275.25 $1.72K - $1.93K
7.04K $1.91B
BAC
Bank Of America Corp

Financial Services
1.8K
+ 29.79%
$48.65 - $54.11 $87.4K - $97.2K
7.82K $430M
PM
Philip Morris International Inc.

Consumer Defensive
733
+ 30.26%
$144.33 - $160.86 $106K - $118K
3.16K $506M
QCOM
Qualcomm Inc

Technology
578
+ 36.58%
$153.59 - $187.68 $88.8K - $108K
2.16K $369M
MET
Metlife Inc

Financial Services
1.45K
+ 56.33%
$75.97 - $82.89 $110K - $121K
4.04K $319M
ILCG
Ishares Morningstar Growth ETF
968
+ 20.64%
N/A
5.66K $589M
Lam Research Corp
221
+ 13.46%
N/A
1.86K $319M
AMZN
Amazon Com Inc

Consumer Cyclical
159
+ 2.98%
$213.04 - $254.0 $33.9K - $40.4K
5.5K $1.27B
KO
Coca Cola CO

Consumer Defensive
1.16K
+ 26.68%
$66.1 - $71.61 $76.7K - $83.1K
5.51K $385M
KMI
Kinder Morgan, Inc.

Energy
3.7K
+ 43.08%
$25.84 - $28.46 $95.6K - $105K
12.3K $338M
MCD
Mcdonalds Corp

Consumer Cyclical
283
+ 31.73%
$293.81 - $310.11 $83.1K - $87.8K
1.18K $359M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
956
+ 15.28%
$56.35 - $64.61 $53.9K - $61.8K
7.21K $444M
MGK
Vanguard Mega Cap Growth ETF

ETFs
157
+ 10.24%
$394.96 - $425.89 $62K - $66.9K
1.69K $698M
COP
Conocophillips

Energy
887
+ 28.02%
$85.66 - $95.46 $76K - $84.7K
4.05K $379M
VZ
Verizon Communications Inc

Communication Services
2.53K
+ 33.22%
$38.4 - $43.83 $97.3K - $111K
10.2K $414M
Pgim ETF Tr
1.59K
+ 11.29%
N/A
15.6K $802M
VO
Vanguard Mid Cap ETF

ETFs
280
+ 17.2%
$286.27 - $296.23 $80.2K - $82.9K
1.91K $554M
GOOG
Alphabet Inc.

Communication Services
25
+ 2.68%
$237.49 - $291.74 $5.94K - $7.29K
957 $300M
AZN
Astrazeneca PLC

Healthcare
3
+ 0.06%
$81.15 - $89.4 $243 - $268
4.68K $430M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.67K
+ 31.77%
$42.66 - $43.29 $71.2K - $72.3K
6.92K $297M
MDT
Medtronic PLC

Healthcare
689
+ 31.55%
$90.06 - $98.43 $62.1K - $67.8K
2.87K $276M
MGC
Vanguard Mega Cap ETF

ETFs
197
+ 7.54%
$239.57 - $253.74 $47.2K - $50K
2.81K $706M
T
At&T Inc.

Communication Services
3.98K
+ 33.98%
$24.44 - $27.55 $97.4K - $110K
15.7K $390M
VGT
Vanguard Information Technolog

ETFs
69
+ 15.27%
$736.33 - $801.52 $50.8K - $55.3K
521 $393M
SPYG
Spdr Portfolio

ETFs
152
+ 0.85%
$102.4 - $109.39 $15.6K - $16.6K
18K $1.93B
Blackrock ETF Trust Ii
1.14K
+ 6.8%
N/A
17.9K $927M
Activity Summary
Buys All Purchases 137 New Holdings 35 Increased Positions 102 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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