Optivise Advisory Services LLC Incresed Positions in Q4 2025

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
107
+ 15.42%
$459.47 - $491.71 $49.2K - $52.6K
801 $379M
UNH
Unitedhealth Group Inc

Healthcare
186
+ 31.53%
$320.52 - $369.92 $59.6K - $68.8K
776 $256M
First Tr Exchange Traded Fd
2.92K
+ 23.6%
N/A
15.3K $260M
PEP
Pepsico Inc

Consumer Defensive
260
+ 7.83%
$138.84 - $153.71 $36.1K - $40K
3.58K $514M
IWB
Ishares Tr Russell 1000 ETF

ETFs
27
+ 0.61%
$358.39 - $376.54 $9.68K - $10.2K
4.43K $1.66B
AJG
Arthur J. Gallagher & Co.

Financial Services
301
+ 43.75%
$242.98 - $310.48 $73.1K - $93.5K
989 $256M
CLOI
Vaneck ETF Tr

ETFs
858
+ 6.9%
$52.83 - $53.07 $45.3K - $45.5K
13.3K $702M
MGV
Vanguard Mega Cap Value

ETFs
170
+ 4.42%
$135.26 - $140.13 $23K - $23.8K
4.02K $567M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
352
+ 6.1%
$100.37 - $100.72 $35.3K - $35.5K
6.12K $614M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.39K
+ 2.91%
$25.44 - $25.56 $35.3K - $35.5K
49.2K $1.25B
NVDA
Nvidia Corp

Technology
159
+ 0.96%
$179.83 - $207.04 $28.6K - $32.9K
16.7K $3.11B
MA
Mastercard Inc

Financial Services
48
+ 11.29%
$536.85 - $580.45 $25.8K - $27.9K
473 $270M
HD
Home Depot, Inc.

Consumer Cyclical
362
+ 22.36%
$358.03 - $397.02 $130K - $144K
1.98K $682M
PG
Procter & Gamble CO

Consumer Defensive
428
+ 12.16%
$145.5 - $153.18 $62.3K - $65.6K
3.95K $566M
MO
Altria Group, Inc.

Consumer Defensive
880
+ 24.46%
$56.38 - $66.65 $49.6K - $58.7K
4.48K $258M
XLC
Select Sector Spdr Tr Communic

ETFs
183
+ 9.54%
$111.33 - $117.16 $20.4K - $21.4K
2.1K $247M
V
Visa Inc.

Financial Services
22
+ 1.88%
$325.75 - $352.42 $7.17K - $7.75K
1.19K $417M
DELL
Dell Technologies Inc.

Technology
328
+ 22.53%
$133.76 - $164.88 $43.9K - $54.1K
1.78K $225M
VOOV
Vanguard S&P 500 Value ETF

ETFs
56
+ 4.48%
$195.54 - $204.93 $11K - $11.5K
1.31K $268M
IVE
Ishares S&P 500 Value ETF

ETFs
39
+ 2.43%
$202.52 - $212.07 $7.9K - $8.27K
1.64K $348M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
379
+ 8.26%
$43.6 - $45.68 $16.5K - $17.3K
4.97K $221M
CL
Colgate Palmolive CO

Consumer Defensive
236
+ 8.67%
$74.98 - $79.86 $17.7K - $18.8K
2.96K $234M
ILCB
Ishares Morningstar U.S. Equit

ETFs
108
+ 3.78%
$90.64 - $95.28 $9.79K - $10.3K
2.97K $280M
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.41%
$321.8 - $337.95 $1.93K - $2.03K
1.45K $488M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
319
+ 1.55%
$50.55 - $50.74 $16.1K - $16.2K
20.9K $1.06B
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.06%
$268.43 - $288.26 $537 - $577
3.34K $924M
AGNC
Agnc Investment Corp.

Real Estate
20
+ 0.2%
$9.88 - $10.34 $198 - $207
10.2K $109M
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.6%
$248.1 - $260.08 $1.49K - $1.56K
1.01K $260M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.11%
N/A
938 $206M
BP
Bp PLC

Energy
1
+ 0.02%
$32.78 - $37.35 $32.8 - $37.4
6.12K $213M
CMCSA
Comcast Corp

Communication Services
267
+ 2.9%
$26.98 - $31.09 $7.2K - $8.3K
9.47K $283M
Aspire Biopharma Hldgs Inc
93.8K
+ 35.6%
N/A
357K $47.1M
META
Meta Platforms, Inc.

Communication Services
191
+ 9.86%
$609.01 - $751.67 $116K - $144K
2.13K $1.4B
FTDR
Frontdoor, Inc.

Consumer Cyclical
235
+ 6.9%
$49.38 - $69.38 $11.6K - $16.3K
3.64K $210M
XLK
Technology Sector Spdr

ETFs
1.28K
+ 84.33%
$278.39 - $304.13 $355K - $388K
2.79K $401M
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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