Optivise Advisory Services LLC has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 196 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $29.8B, Tidal ETF Tr with a value of $8.36B, Ishares Core S&P 500 ETF with a value of $5.46B, Northern Lts Fd Tr Iii Hcm Def with a value of $5.13B, and Northern Lts Fd Tr Iii Hcm Def with a value of $5.07B.
Examining the 13F form we can see an decrease of $7.36B in the current position value, from $186B to 178B.
Optivise Advisory Services LLC is based out at Franklin, TN
Below you can find more details about Optivise Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$178 Billion
ETFs: $132 Billion
Technology: $8.09 Billion
Healthcare: $4.15 Billion
Consumer Defensive: $4.13 Billion
Financial Services: $3.17 Billion
Consumer Cyclical: $3.04 Billion
Communication Services: $2.78 Billion
Industrials: $1.71 Billion
Other: $1.75 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
