Optivise Advisory Services LLC Incresed Positions in Q4 2024

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
+ 49.49%
$213.65 - $479.86 $218K - $490K
3.08K $1.25B
NVDA
Nvidia Corp

Technology
2.73K
+ 20.86%
$117.0 - $148.88 $319K - $406K
15.8K $2.12B
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
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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
314
+ 6.28%
$567.81 - $607.81 $178K - $191K
5.32K $3.12B
IWM
Ishares Russell 2000 ETF

ETFs
1.02K
+ 41.26%
$216.13 - $242.4 $220K - $247K
3.48K $769M
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
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
MGK
Vanguard Mega Cap Growth ETF

ETFs
219
+ 18.11%
$316.94 - $357.88 $69.4K - $78.4K
1.43K $490M
ILCG
Ishares Morningstar Growth ETF
488
+ 5.09%
N/A
10.1K $902M
V
Visa Inc.

Financial Services
114
+ 9.63%
$273.87 - $320.91 $31.2K - $36.6K
1.3K $410M
Ea Series Trust
474
+ 2.06%
N/A
23.4K $2.59B
WMT
Walmart Inc.

Consumer Defensive
282
+ 4.88%
$79.1 - $95.7 $22.3K - $27K
6.06K $548M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
151
+ 15.62%
$442.29 - $483.08 $66.8K - $72.9K
1.12K $507M
VZ
Verizon Communications Inc

Communication Services
2.14K
+ 37.5%
$39.6 - $45.21 $84.8K - $96.8K
7.85K $314M
ABBV
Abb Vie Inc.

Healthcare
450
+ 32.75%
$164.99 - $203.87 $74.2K - $91.7K
1.82K $324M
IYW
Ishares Dj Us Tech ETF

ETFs
22
+ 0.36%
$148.14 - $166.23 $3.26K - $3.66K
6.16K $983M
MGV
Vanguard Mega Cap Value

ETFs
445
+ 16.26%
$124.06 - $133.48 $55.2K - $59.4K
3.18K $397M
ETR
Entergy Corp

Utilities
2.27K
+ 100.0%
$73.19 - $156.4 $166K - $356K
4.55K $345M
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 4.55%
$873.59 - $994.69 $22.7K - $25.9K
597 $547M
HSY
Hershey CO

Consumer Defensive
366
+ 31.44%
$168.67 - $193.65 $61.7K - $70.9K
1.53K $259M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
298
+ 7.92%
$126.68 - $134.74 $37.8K - $40.2K
4.06K $518M
VO
Vanguard Mid Cap ETF

ETFs
128
+ 5.24%
$261.5 - $284.63 $33.5K - $36.4K
2.57K $679M
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.1%
$52.45 - $60.02 $262 - $300
5K $296M
VB
Vanguard Small Cap ETF

ETFs
106
+ 11.94%
$233.76 - $261.58 $24.8K - $27.7K
994 $239M
PAYX
Paychex Inc

Industrials
86
+ 3.95%
$135.86 - $148.73 $11.7K - $12.8K
2.26K $317M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
1.8K
+ 6.76%
$23.42 - $24.2 $42.1K - $43.5K
28.4K $665M
VGT
Vanguard Information Technolog

ETFs
11
+ 2.54%
$571.78 - $647.97 $6.29K - $7.13K
444 $276M
AJG
Arthur J. Gallagher & Co.

Financial Services
61
+ 6.17%
$278.49 - $315.16 $17K - $19.2K
1.05K $298M
HD
Home Depot, Inc.

Consumer Cyclical
98
+ 7.87%
$385.02 - $431.37 $37.7K - $42.3K
1.34K $523M
VIG
Vanguard Dividend Appreciation

ETFs
103
+ 6.59%
N/A
1.67K $326M
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.26%
$280.04 - $302.45 $1.12K - $1.21K
1.53K $443M
PEP
Pepsico Inc

Consumer Defensive
323
+ 15.39%
$151.29 - $176.1 $48.9K - $56.9K
2.42K $368M
JNJ
Johnson & Johnson

Healthcare
284
+ 15.67%
$143.34 - $165.86 $40.7K - $47.1K
2.1K $303M
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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