Optivise Advisory Services LLC Incresed Positions in Q2 2025

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
35.8K
+ 41.32%
$54.03 - $67.61 $1.94M - $2.42M
123K $8.29B
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
41.7K
+ 39.25%
$44.63 - $54.44 $1.86M - $2.27M
148K $8.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.34K
+ 45.1%
$496.48 - $617.85 $1.16M - $1.45M
7.54K $4.66B
Ea Series Trust
11.4K
+ 53.73%
N/A
32.6K $3.67B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.8K
+ 74.25%
$96.84 - $99.46 $1.15M - $1.18M
27.8K $2.75B
MSFT
Microsoft Corp

Technology
417
+ 6.44%
$354.56 - $497.45 $148K - $207K
6.89K $3.43B
IVW
Ishares S&P 500 Growth ETF

ETFs
6.98K
+ 54.98%
$82.96 - $110.1 $579K - $769K
19.7K $2.17B
IVV
Ishares Core S&P 500 ETF

ETFs
445
+ 4.58%
$498.8 - $620.9 $222K - $276K
10.2K $6.31B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.77K
+ 28.59%
$272.36 - $339.57 $483K - $602K
7.97K $2.71B
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
30.9K
+ 29.32%
$19.78 - $21.29 $610K - $657K
136K $2.81B
Blackrock ETF Trust Ii
7.37K
+ 26.75%
N/A
34.9K $1.84B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
339
+ 9.86%
$456.74 - $568.03 $155K - $193K
3.78K $2.14B
META
Meta Platforms, Inc.

Communication Services
143
+ 9.55%
$484.66 - $738.09 $69.3K - $106K
1.64K $1.21B
QQQ
Invesco Qqq Trust, Series 1

ETFs
97
+ 2.84%
$416.06 - $551.64 $40.4K - $53.5K
3.51K $1.94B
CWB
Spdr Bloomberg Convertible Sec

ETFs
575
+ 1.22%
$71.86 - $82.66 $41.3K - $47.5K
47.7K $3.95B
OEF
Ishares S&P 100 ETF

ETFs
145
+ 1.89%
N/A
7.8K $2.37B
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.02%
$187.5 - $246.51 $375 - $493
8.38K $2.07B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.72K
+ 69.9%
$59.24 - $71.39 $220K - $266K
9.05K $645M
AMZN
Amazon Com Inc

Consumer Cyclical
646
+ 16.2%
$167.32 - $223.3 $108K - $144K
4.63K $1.02B
TMC
Tmc The Metals CO Inc.

Basic Materials
1.5K
+ 3.11%
$1.62 - $7.49 $2.43K - $11.2K
49.7K $328M
MBB
Ishares Tr

ETFs
2.59K
+ 18.9%
$91.41 - $94.22 $237K - $244K
16.3K $1.53B
SOXL
Direxion Daily Semiconductor B

ETFs
4.76K
+ 36.07%
$8.25 - $25.2 $39.3K - $120K
18K $451M
CTA
Simplify Exch Traded Fds Simpl

ETFs
15.3K
+ 25.04%
$26.61 - $29.9 $408K - $458K
76.6K $2.05B
ORCL
Oracle Corp

Technology
45
+ 1.59%
$122.82 - $218.63 $5.53K - $9.84K
2.87K $627M
Victory Portfolios Ii
5.42K
+ 16.29%
N/A
38.7K $1.37B
SCHG
Schwab Strategic Tr Us Large C

ETFs
631
+ 1.29%
$22.27 - $29.21 $14.1K - $18.4K
49.5K $1.45B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.32K
+ 42.57%
$85.42 - $94.39 $198K - $219K
7.78K $730M
NFLX
Netflix Inc

Communication Services
29
+ 6.87%
$855.86 - $1339.13 $24.8K - $38.8K
451 $604M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
4.5K
+ 11.68%
$47.42 - $51.67 $213K - $232K
43K $2.18B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
713
+ 2.8%
$43.53 - $54.46 $31K - $38.8K
26.1K $1.42B
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
4.02K
+ 9.04%
$18.55 - $21.31 $74.5K - $85.6K
48.4K $1.03B
ILCG
Ishares Morningstar Growth ETF
117
+ 1.16%
N/A
10.2K $985M
DFIV
Dimensional ETF Tr

ETFs
1.56K
+ 6.2%
$34.67 - $43.21 $54.1K - $67.4K
26.7K $1.14B
XLF
Financial Sector Spdr

ETFs
2.09K
+ 31.17%
$43.92 - $52.37 $91.7K - $109K
8.79K $460M
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 4.91%
$210.28 - $289.91 $21K - $29K
2.14K $620M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
166
+ 26.82%
$468.22 - $566.51 $77.7K - $94K
785 $445M
MGK
Vanguard Mega Cap Growth ETF

ETFs
103
+ 7.7%
$273.67 - $366.17 $28.2K - $37.7K
1.44K $528M
DFAI
Dimensional ETF Tr

ETFs
2.19K
+ 23.89%
$28.02 - $34.71 $61.5K - $76.2K
11.4K $393M
PEP
Pepsico Inc

Consumer Defensive
1.08K
+ 47.54%
$128.02 - $151.37 $139K - $164K
3.36K $443M
MGC
Vanguard Mega Cap ETF

ETFs
166
+ 6.21%
$179.23 - $224.92 $29.8K - $37.3K
2.84K $639M
COST
Costco Wholesale Corp

Consumer Defensive
61
+ 10.15%
$908.13 - $1056.85 $55.4K - $64.5K
662 $655M
EMB
Ishares Tr

ETFs
827
+ 18.3%
$86.54 - $92.62 $71.6K - $76.6K
5.35K $495M
TIP
Ishares Tr Tips Bd ETF

ETFs
789
+ 30.68%
$107.93 - $110.97 $85.2K - $87.6K
3.36K $370M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
483
+ 12.08%
$114.78 - $133.31 $55.4K - $64.4K
4.48K $597M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
67
+ 0.37%
$27.65 - $36.12 $1.85K - $2.42K
18.2K $657M
WMT
Walmart Inc.

Consumer Defensive
341
+ 7.42%
$81.79 - $99.98 $27.9K - $34.1K
4.94K $483M
VO
Vanguard Mid Cap ETF

ETFs
60
+ 2.26%
$228.54 - $279.83 $13.7K - $16.8K
2.72K $761M
ROL
Rollins Inc

Consumer Cyclical
1.12K
+ 27.96%
$50.65 - $58.58 $56.7K - $65.6K
5.13K $289M
INTU
Intuit Inc

Technology
19
+ 5.81%
$544.07 - $787.63 $10.3K - $15K
346 $272M
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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