Optivise Advisory Services LLC Purchases in Q2 2025

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSCI
Msci Inc.

Financial Services
28
+ 5.19%
$506.56 - $576.74 $14.2K - $16.1K
568 $328M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
361
+ 1.82%
$49.79 - $50.75 $18K - $18.3K
20.2K $1.03B
T
At&T Inc.

Communication Services
492
+ 6.89%
$26.33 - $28.94 $13K - $14.2K
7.63K $221M
QCOM
Qualcomm Inc

Technology
51
+ 2.87%
$124.66 - $159.48 $6.36K - $8.13K
1.83K $292M
PG
Procter & Gamble CO

Consumer Defensive
327
+ 10.63%
$157.66 - $172.39 $51.6K - $56.4K
3.4K $542M
ISMD
Northern Lts Fd Tr Iv

ETFs
173
+ 2.42%
$29.72 - $35.6 $5.14K - $6.16K
7.33K $260M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
311
+ 6.79%
$50.1 - $51.02 $15.6K - $15.9K
4.89K $250M
VZ
Verizon Communications Inc

Communication Services
611
+ 11.67%
$41.67 - $45.62 $25.5K - $27.9K
5.85K $253M
DVY
Ishares Tr

ETFs
183
+ 2.93%
$118.37 - $134.86 $21.7K - $24.7K
6.43K $854M
VGSH
Vanguard

ETFs
184
+ 1.15%
$58.32 - $58.95 $10.7K - $10.8K
16.2K $951M
Blackrock ETF Trust Ii
120
+ 0.73%
N/A
16.5K $857M
VOOV
Vanguard S&P 500 Value ETF

ETFs
6
+ 0.48%
$162.65 - $188.71 $976 - $1.13K
1.24K $235M
TSCO
Tractor Supply CO

Consumer Cyclical
323
+ 5.95%
$47.86 - $55.77 $15.5K - $18K
5.75K $303M
HSY
Hershey CO

Consumer Defensive
65
+ 5.11%
$151.29 - $173.13 $9.83K - $11.3K
1.34K $222M
PRU
Prudential Financial Inc

Financial Services
111
+ 5.95%
$95.12 - $112.71 $10.6K - $12.5K
1.98K $213M
Aspire Biopharma Hldgs Inc
129K
+ 120.87%
N/A
235K $63.2M
CL
Colgate Palmolive CO

Consumer Defensive
103
+ 2.48%
$87.57 - $96.0 $9.02K - $9.89K
4.26K $388M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
220
+ 2.26%
$68.13 - $74.77 $15K - $16.4K
9.98K $726M
TPHE
Timothy Plan High Divid Stk En

ETFs
41
+ 0.39%
$22.51 - $25.91 $923 - $1.06K
10.5K $265M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.03%
$90.85 - $102.31 $90.9 - $102
3.7K $372M
MKC
Mccormick & CO Inc

Consumer Defensive
193
+ 6.21%
$71.11 - $82.25 $13.7K - $15.9K
3.3K $250M
AMGN
Amgen Inc

Healthcare
67
+ 7.97%
$262.28 - $309.85 $17.6K - $20.8K
908 $254M
ETR
Entergy Corp

Utilities
1
+ 0.02%
$79.01 - $86.61 $79 - $86.6
4.6K $382M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
84
+ 7.19%
$483.48 - $539.8 $40.6K - $45.3K
1.25K $609M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.39%
$285.55 - $321.23 $857 - $964
778 $227M
ABBV
Abb Vie Inc.

Healthcare
90
+ 6.31%
$170.16 - $206.27 $15.3K - $18.6K
1.52K $281M
XOM
Exxon Mobil Corp

Energy
246
+ 5.29%
$99.93 - $119.04 $24.6K - $29.3K
4.89K $527M
COP
Conocophillips

Energy
24
+ 1.05%
$82.66 - $106.1 $1.98K - $2.55K
2.32K $208M
AAPL
Apple Inc.

Technology
125
+ 2.16%
$172.42 - $223.89 $21.6K - $28K
5.9K $1.21B
Activity Summary
Buys All Purchases 130 New Holdings 25 Increased Positions 105 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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