Optivise Advisory Services LLC Incresed Positions in Q3 2025

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
24.2K
+ 92.43%
$54.35 - $59.32 $1.31M - $1.43M
50.3K $2.98B
Direxion Shs ETF Tr
33.9K
+ 156.08%
N/A
55.6K $2.08B
NVDA
Nvidia Corp

Technology
1.61K
+ 10.77%
$153.3 - $186.58 $246K - $300K
16.5K $3.08B
Blackrock ETF Trust Ii
12.8K
+ 36.64%
N/A
47.7K $2.54B
GOOGL
Alphabet Inc.

Communication Services
1.48K
+ 37.34%
$174.36 - $254.72 $258K - $376K
5.44K $1.32B
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.32K
+ 4.87%
$82.29 - $90.77 $191K - $211K
50.1K $4.53B
AAPL
Apple Inc.

Technology
1.13K
+ 19.12%
$202.38 - $256.87 $228K - $290K
7.03K $1.79B
MSFT
Microsoft Corp

Technology
677
+ 9.83%
$491.09 - $535.64 $332K - $363K
7.57K $3.92B
CTA
Simplify Exch Traded Fds Simpl

ETFs
13.2K
+ 17.28%
$26.46 - $28.43 $350K - $376K
89.8K $2.51B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.89K
+ 64.43%
$132.9 - $142.03 $384K - $410K
7.37K $1.04B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
8.36K
+ 45.94%
$35.94 - $38.52 $300K - $322K
26.5K $988M
QQQ
Invesco Qqq Trust, Series 1

ETFs
239
+ 6.81%
$546.99 - $602.2 $131K - $144K
3.75K $2.25B
AVGO
Broadcom Inc.

Technology
388
+ 13.38%
$264.74 - $369.57 $103K - $143K
3.29K $1.08B
DFIV
Dimensional ETF Tr

ETFs
4.26K
+ 15.94%
$42.66 - $46.53 $182K - $198K
31K $1.43B
Victory Portfolios Ii
4.17K
+ 10.79%
N/A
42.8K $1.61B
JNJ
Johnson & Johnson

Healthcare
849
+ 39.31%
$155.17 - $185.42 $132K - $157K
3.01K $558M
META
Meta Platforms, Inc.

Communication Services
297
+ 18.11%
$695.21 - $791.73 $206K - $235K
1.94K $1.42B
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
5.97K
+ 12.33%
$21.26 - $22.78 $127K - $136K
54.4K $1.24B
Tidal Trust Ii
9.63K
+ 54.17%
N/A
27.4K $506M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
318
+ 25.38%
$459.11 - $506.91 $146K - $161K
1.57K $790M
PH
Parker Hannifin Corp

Industrials
186
+ 47.57%
$697.13 - $769.67 $130K - $143K
577 $438M
ABBV
Abb Vie Inc.

Healthcare
411
+ 27.11%
$184.85 - $231.54 $76K - $95.2K
1.93K $446M
Blackrock Inc
116
+ 52.73%
N/A
336 $392M
AMZN
Amazon Com Inc

Consumer Cyclical
706
+ 15.24%
$211.65 - $238.24 $149K - $168K
5.34K $1.17B
SCHG
Schwab Strategic Tr Us Large C

ETFs
650
+ 1.31%
$28.92 - $32.19 $18.8K - $20.9K
50.1K $1.6B
HD
Home Depot, Inc.

Consumer Cyclical
201
+ 14.17%
$357.4 - $423.42 $71.8K - $85.1K
1.62K $656M
WMT
Walmart Inc.

Consumer Defensive
1.04K
+ 20.98%
$94.4 - $104.27 $97.8K - $108K
5.98K $616M
XOM
Exxon Mobil Corp

Energy
955
+ 19.52%
$105.83 - $117.22 $101K - $112K
5.85K $659M
XLF
Financial Sector Spdr

ETFs
2.18K
+ 24.83%
$51.37 - $54.25 $112K - $118K
11K $591M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
118
+ 3.74%
$435.72 - $463.74 $51.4K - $54.7K
3.28K $1.52B
IAU
Ishares Gold Trust

ETFs
607
+ 8.48%
$61.62 - $72.77 $37.4K - $44.2K
7.76K $565M
T
At&T Inc.

Communication Services
4.09K
+ 53.64%
$26.94 - $29.62 $110K - $121K
11.7K $331M
CSCO
Cisco Systems, Inc.

Technology
1.56K
+ 52.62%
$66.2 - $71.79 $103K - $112K
4.51K $309M
BAC
Bank Of America Corp

Financial Services
1.56K
+ 34.85%
$44.92 - $52.42 $70K - $81.7K
6.03K $311M
IWF
Ishares Russell 1000 Gr ETF

ETFs
159
+ 29.72%
$420.11 - $472.68 $66.8K - $75.2K
694 $325M
COP
Conocophillips

Energy
851
+ 36.76%
$91.0 - $98.99 $77.4K - $84.2K
3.17K $299M
MGK
Vanguard Mega Cap Growth ETF

ETFs
92
+ 6.38%
$362.31 - $405.74 $33.3K - $37.3K
1.53K $617M
VTV
Vanguard Value ETF

ETFs
392
+ 27.86%
$175.51 - $186.57 $68.8K - $73.1K
1.8K $335M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
155
+ 3.55%
$68.94 - $86.3 $10.7K - $13.4K
4.52K $390M
VZ
Verizon Communications Inc

Communication Services
1.78K
+ 30.41%
$40.84 - $45.06 $72.6K - $80.1K
7.62K $335M
IWM
Ishares Russell 2000 ETF

ETFs
82
+ 3.52%
$214.92 - $244.84 $17.6K - $20.1K
2.41K $583M
WFC
Wells Fargo & Company

Financial Services
765
+ 24.26%
$77.05 - $85.16 $58.9K - $65.1K
3.92K $328M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
718
+ 7.94%
$70.77 - $73.59 $50.8K - $52.8K
9.77K $716M
PRU
Prudential Financial Inc

Financial Services
751
+ 37.97%
$100.68 - $109.89 $75.6K - $82.5K
2.73K $283M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
604
+ 17.97%
$72.65 - $78.68 $43.9K - $47.5K
3.97K $311M
EMB
Ishares Tr

ETFs
551
+ 10.31%
$91.52 - $95.59 $50.4K - $52.7K
5.9K $561M
HWM
Howmet Aerospace Inc.

Industrials
205
+ 14.99%
$171.0 - $196.23 $35.1K - $40.2K
1.57K $309M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
47
+ 5.84%
$275.84 - $326.36 $13K - $15.3K
852 $278M
PM
Philip Morris International Inc.

Consumer Defensive
521
+ 27.41%
$157.77 - $183.27 $82.2K - $95.5K
2.42K $393M
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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