Optivise Advisory Services LLC Purchases in Q4 2024

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
73.2K
New
$76.21 - $82.24 $5.58M - $6.02M
73.2K $5.7B
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
36.4K
+ 35.25%
$61.63 - $71.89 $2.24M - $2.62M
140K $9.36B
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
48.4K
+ 39.21%
$49.97 - $54.88 $2.42M - $2.66M
172K $8.95B
Tidal ETF Tr
98.3K
+ 45.03%
N/A
317K $6.05B
FDVV
Fidelity High Dividend ETF

ETFs
34.1K
New
$49.66 - $52.63 $1.7M - $1.8M
34.1K $1.7B
DHS
Wisdomtree Tr U.S

ETFs
17.9K
New
$92.66 - $100.58 $1.66M - $1.8M
17.9K $1.67B
IYZ
Ishares Tr Us Telecommunicatio

ETFs
52.9K
New
$25.22 - $28.15 $1.33M - $1.49M
52.9K $1.42B
IVW
Ishares S&P 500 Growth ETF

ETFs
11.8K
+ 47.79%
$94.43 - $105.47 $1.11M - $1.24M
36.4K $3.7B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.29K
+ 55.94%
$311.11 - $335.64 $1.02M - $1.11M
9.18K $2.96B
CGGR
Capital Group Growth ETF Shs C

ETFs
29.2K
New
$34.49 - $39.24 $1.01M - $1.15M
29.2K $1.09B
Blackrock ETF Trust Ii
15.4K
New
N/A
15.4K $801M
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
+ 49.49%
$213.65 - $479.86 $218K - $490K
3.08K $1.25B
Ark 21 Shares Bitcoin ETF
5.98K
New
N/A
5.98K $558M
NVDA
Nvidia Corp

Technology
2.73K
+ 20.86%
$117.0 - $148.88 $319K - $406K
15.8K $2.12B
Tidal Tr Ii
24.5K
New
N/A
24.5K $469M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.7K
New
$43.02 - $47.32 $460K - $506K
10.7K $462M
META
Meta Platforms, Inc.

Communication Services
700
+ 67.57%
$554.08 - $632.68 $388K - $443K
1.74K $1.02B
AAPL
Apple Inc.

Technology
1.25K
+ 23.16%
$221.69 - $259.02 $277K - $323K
6.64K $1.66B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.69K
+ 115.39%
$50.62 - $50.97 $389K - $392K
14.4K $728M
AMZN
Amazon Com Inc

Consumer Cyclical
1.06K
+ 30.52%
$180.88 - $232.93 $192K - $248K
4.55K $1.01B
OEF
Ishares S&P 100 ETF

ETFs
937
+ 15.4%
N/A
7.02K $2.03B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
12.4K
+ 55.7%
$25.35 - $25.53 $315K - $317K
34.7K $883M
MSCI
Msci Inc.

Financial Services
520
New
$569.09 - $635.99 $296K - $331K
520 $312M
QQQ
Invesco Qqq Trust, Series 1

ETFs
479
+ 16.71%
$481.22 - $538.17 $231K - $258K
3.35K $1.71B
Blackrock ETF Trust Ii
5.93K
+ 128.03%
N/A
10.6K $546M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.17K
+ 109.63%
$57.53 - $60.83 $297K - $314K
9.88K $569M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.08K
New
$39.4 - $40.57 $279K - $287K
7.08K $284M
SPY
Spdr S&P 500 ETF Trust

ETFs
314
+ 6.28%
$567.81 - $607.81 $178K - $191K
5.32K $3.12B
CRS
Carpenter Technology Corp

Industrials
1.33K
New
$149.5 - $196.14 $199K - $260K
1.33K $225M
IWM
Ishares Russell 2000 ETF

ETFs
1.02K
+ 41.26%
$216.13 - $242.4 $220K - $247K
3.48K $769M
MCD
Mcdonalds Corp

Consumer Cyclical
771
New
$288.47 - $316.54 $222K - $244K
771 $224M
AZO
Autozone Inc

Consumer Cyclical
70
New
$2981.19 - $3370.27 $209K - $236K
70 $223M
SJNK
Spdr Bloomberg Short Term High

ETFs
8.72K
New
$25.09 - $25.69 $219K - $224K
8.72K $220M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.73K
New
$110.69 - $154.48 $191K - $267K
1.73K $219M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.85K
New
$45.39 - $62.98 $175K - $242K
3.85K $219M
WFC
Wells Fargo & Company

Financial Services
3.06K
New
$54.98 - $77.35 $168K - $237K
3.06K $215M
HWM
Howmet Aerospace Inc.

Industrials
1.94K
New
$99.72 - $120.09 $193K - $233K
1.94K $212M
QLD
Proshares Ultra Qqq

ETFs
1.92K
New
$97.85 - $120.25 $188K - $231K
1.92K $211M
CMCSA
Comcast Corp

Communication Services
5.63K
New
$37.39 - $45.14 $210K - $254K
5.63K $211M
Direxion Shs ETF Tr
5.63K
+ 80.48%
N/A
12.6K $455M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
473
+ 16.65%
$417.69 - $450.94 $198K - $213K
3.31K $1.41B
Pgim ETF Tr
4.06K
New
N/A
4.06K $208M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
15.6K
New
$12.74 - $14.23 $199K - $222K
15.6K $203M
DECK
Deckers Outdoor Corp

Consumer Cyclical
996
New
$152.04 - $211.12 $151K - $210K
996 $202M
MA
Mastercard Inc

Financial Services
383
New
$491.3 - $536.15 $188K - $205K
383 $202M
GOOGL
Alphabet Inc.

Communication Services
403
+ 7.96%
$161.86 - $196.66 $65.2K - $79.3K
5.46K $1.03B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
258
+ 33.86%
$563.99 - $620.12 $146K - $160K
1.02K $581M
MSFT
Microsoft Corp

Technology
375
+ 6.34%
$406.35 - $454.46 $152K - $170K
6.29K $2.65B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
127
+ 4.03%
$521.84 - $558.82 $66.3K - $71K
3.28K $1.77B
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
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