Optivise Advisory Services LLC Portfolio Holdings
Optivise Advisory Services LLC
- $173 Billion
- Q4 2025
Optivise Advisory Services LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $8.36B, Northern Lts Fd Tr Iii Hcm Def with a value of $7.06B, Northern Lts Fd Tr Iii Hcm Def with a value of $6.91B, Blackrock Short Maturity Bond with a value of $5.27B, and Spdr S&P 500 ETF Trust with a value of $3.94B.
Examining the 13F form we can see an increase of $5.34B in the current position value, from $168B to 173B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 199
- Current Value $173 Billion
- Prior Value $168 Billion
- Filing
- Period Q4 2025
- Filing Date January 12, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 35 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 55 stocks