Optivise Advisory Services LLC Incresed Positions in Q4 2024

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
372
+ 6.16%
$42.7 - $46.33 $15.9K - $17.2K
6.41K $274M
KO
Coca Cola CO

Consumer Defensive
850
+ 18.43%
$61.74 - $71.71 $52.5K - $61K
5.46K $340M
TPHD
Timothy Plan High Divid Stk Et

ETFs
470
+ 6.77%
$35.89 - $39.51 $16.9K - $18.6K
7.41K $269M
TMC
Tmc The Metals CO Inc.

Basic Materials
10
+ 0.02%
$0.72 - $1.2 $7.2 - $12
49.1K $55M
GVI
Ishares Tr

ETFs
95
+ 3.36%
$103.89 - $107.05 $9.87K - $10.2K
2.92K $304M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
28
+ 0.49%
$100.16 - $100.7 $2.8K - $2.82K
5.79K $581M
HEFA
Ishares Currency Hedged Msci E

ETFs
114
+ 1.56%
$34.42 - $35.88 $3.92K - $4.09K
7.4K $257M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
80
+ 1.26%
$113.92 - $127.38 $9.11K - $10.2K
6.43K $741M
IEFA
Ishares Tr

ETFs
400
+ 9.72%
$70.06 - $77.43 $28K - $31K
4.51K $317M
VOOV
Vanguard S&P 500 Value ETF

ETFs
14
+ 1.15%
$184.21 - $199.29 $2.58K - $2.79K
1.23K $227M
AMGN
Amgen Inc

Healthcare
142
+ 19.56%
$258.78 - $328.31 $36.7K - $46.6K
868 $226M
PG
Procter & Gamble CO

Consumer Defensive
54
+ 1.72%
$161.05 - $179.7 $8.7K - $9.7K
3.2K $536M
VOE
Vanguard Mid Cap Value Index F

ETFs
8
+ 0.42%
$160.89 - $176.18 $1.29K - $1.41K
1.93K $313M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.03%
$99.2 - $108.47 $99.2 - $108
3.7K $368M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
781
+ 4.86%
$31.31 - $35.01 $24.5K - $27.3K
16.9K $528M
CL
Colgate Palmolive CO

Consumer Defensive
224
+ 5.66%
$90.22 - $102.31 $20.2K - $22.9K
4.18K $380M
BND
Vanguard Bd Index Fd Inc Total

ETFs
56
+ 0.51%
$71.75 - $75.11 $4.02K - $4.21K
11K $795M
TSCO
Tractor Supply CO

Consumer Cyclical
2.97K
+ 367.0%
$52.59 - $303.74 $156K - $902K
3.78K $200M
IEMG
Ishares Inc

ETFs
35
+ 0.46%
N/A
7.67K $400M
DFIV
Dimensional ETF Tr

ETFs
262
+ 1.12%
$34.86 - $37.97 $9.13K - $9.95K
23.6K $839M
AZN
Astrazeneca PLC

Healthcare
20
+ 0.43%
$63.2 - $79.58 $1.26K - $1.59K
4.67K $306M
EFG
Msci Eafe Growth ETF

ETFs
251
+ 2.56%
$96.83 - $106.88 $24.3K - $26.8K
10.1K $975M
LLY
Eli Lilly & CO

Healthcare
37
+ 1.89%
$727.2 - $932.06 $26.9K - $34.5K
1.99K $1.54B
Activity Summary
Buys All Purchases 101 New Holdings 27 Increased Positions 74 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email