Optivise Advisory Services LLC Purchases in Q3 2024

Optivise Advisory Services LLC

  • $190 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
7.57K
New
$119.99 - $135.74 $908K - $1.03M
7.57K $1.02B
BIBL
Northern Lts Fd Tr Iv

ETFs
23.9K
New
$36.61 - $40.67 $876K - $974K
23.9K $974M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.2K
New
$57.32 - $62.65 $870K - $951K
15.2K $946M
IYW
Ishares Dj Us Tech ETF

ETFs
6.14K
New
$133.16 - $158.73 $818K - $975K
6.14K $931M
VGSH
Vanguard

ETFs
15.6K
New
$57.74 - $59.13 $903K - $925K
15.6K $923M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.6K
New
$114.73 - $120.23 $872K - $914K
7.6K $909M
DFIV
Dimensional ETF Tr

ETFs
23.4K
New
$34.66 - $38.38 $810K - $897K
23.4K $890M
IWR
Ishares Russell Mid Cap ETF

ETFs
9.94K
New
$79.92 - $88.19 $794K - $877K
9.94K $876M
GOOGL
Alphabet Inc.

Communication Services
5.06K
New
$148.65 - $191.18 $752K - $968K
5.06K $839M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11K
New
$71.45 - $75.64 $785K - $832K
11K $826M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.35K
New
$105.53 - $118.34 $670K - $751K
6.35K $743M
IYY
Ishares Tr

ETFs
4.76K
New
$125.77 - $139.59 $599K - $665K
4.76K $665M
AMZN
Amazon Com Inc

Consumer Cyclical
3.49K
New
$161.02 - $200.0 $561K - $697K
3.49K $649M
VO
Vanguard Mid Cap ETF

ETFs
2.44K
New
$237.84 - $263.83 $581K - $644K
2.44K $644M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
26.6K
New
$23.25 - $24.3 $618K - $646K
26.6K $640M
META
Meta Platforms, Inc.

Communication Services
1.04K
New
$453.41 - $572.44 $470K - $593K
1.04K $593M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.76K
New
$100.3 - $100.74 $578K - $581K
5.76K $580M
AVGO
Broadcom Inc.

Technology
3.33K
New
$136.27 - $1745.86 $454K - $5.82M
3.33K $575M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
22.3K
New
$25.19 - $25.5 $561K - $568K
22.3K $567M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
16.1K
New
$31.25 - $35.38 $503K - $569K
16.1K $556M
PG
Procter & Gamble CO

Consumer Defensive
3.15K
New
$160.76 - $177.82 $506K - $559K
3.15K $545M
IWM
Ishares Russell 2000 ETF

ETFs
2.47K
New
$200.87 - $224.6 $495K - $554K
2.47K $544M
TSLA
Tesla, Inc.

Consumer Cyclical
2.06K
New
$191.76 - $263.26 $396K - $543K
2.06K $540M
XOM
Exxon Mobil Corp

Energy
4.57K
New
$109.72 - $119.0 $501K - $543K
4.57K $535M
UNH
Unitedhealth Group Inc

Healthcare
889
New
$488.01 - $604.18 $434K - $537K
889 $520M
JPM
Jpmorgan Chase & CO

Financial Services
2.41K
New
$194.9 - $224.8 $469K - $541K
2.41K $508M
COST
Costco Wholesale Corp

Consumer Defensive
571
New
$801.83 - $917.05 $458K - $524K
571 $506M
HD
Home Depot, Inc.

Consumer Cyclical
1.25K
New
$333.64 - $405.2 $415K - $504K
1.25K $504M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.47K
New
$83.76 - $91.82 $458K - $502K
5.47K $499M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.76K
New
$117.9 - $128.2 $444K - $482K
3.76K $482M
ORCL
Oracle Corp

Technology
2.81K
New
$125.9 - $170.35 $354K - $479K
2.81K $479M
TPHE
Timothy Plan High Divid Stk En

ETFs
18.4K
New
$23.59 - $25.68 $434K - $472K
18.4K $472M
WMT
Walmart Inc.

Consumer Defensive
5.78K
New
$66.91 - $81.4 $387K - $470K
5.78K $467M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
14.2K
New
$28.91 - $32.54 $411K - $462K
14.2K $459M
Tidal Tr Ii
18.6K
New
N/A
18.6K $456M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
967
New
$405.19 - $478.57 $392K - $463K
967 $445M
ADP
Automatic Data Processing Inc

Industrials
1.6K
New
$233.44 - $279.45 $374K - $448K
1.6K $444M
EMB
Ishares Tr

ETFs
4.72K
New
$87.75 - $93.74 $414K - $442K
4.72K $441M
IEMG
Ishares Inc

ETFs
7.63K
New
$53.64 - $53.64 $409K - $409K
7.63K $438M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
762
New
$523.84 - $572.02 $399K - $436K
762 $434M
VTI
Vanguard Total Stock Market Et

ETFs
1.52K
New
$255.18 - $283.2 $389K - $432K
1.52K $431M
IYJ
Ishares Tr

ETFs
3.21K
New
$118.32 - $133.67 $380K - $429K
3.21K $429M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.18K
New
$60.84 - $67.51 $376K - $417K
6.18K $417M
CL
Colgate Palmolive CO

Consumer Defensive
3.96K
New
$95.54 - $108.77 $378K - $430K
3.96K $411M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.03K
New
$89.91 - $101.33 $362K - $408K
4.03K $395M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.7K
New
$95.1 - $106.76 $351K - $395K
3.7K $395M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.21K
New
$285.48 - $330.24 $345K - $399K
1.21K $389M
XLK
Technology Sector Spdr

ETFs
1.69K
New
$197.34 - $237.68 $334K - $402K
1.69K $382M
TPLE
Timothy Plan Us Large/Mid Core

ETFs
14.1K
New
$23.85 - $26.23 $336K - $370K
14.1K $370M
Activity Summary
Buys All Purchases 164 New Holdings 164 Increased Positions 0 Sells All Sells 0 Reductions 0 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