Optivise Advisory Services LLC Incresed Positions in Q1 2025

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
231K
+ 64.55%
$50.48 - $50.68 $11.7M - $11.7M
589K $29.8B
Tidal ETF Tr
128K
+ 40.6%
N/A
445K $8.36B
CTA
Simplify Exch Traded Fds Simpl

ETFs
21.2K
+ 52.92%
$27.81 - $30.21 $589K - $640K
61.2K $1.81B
Blackrock ETF Trust Ii
12.1K
+ 78.7%
N/A
27.5K $1.44B
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.91K
+ 153.31%
$85.29 - $92.57 $504K - $547K
9.77K $889M
Pgim ETF Tr
8.58K
+ 211.28%
N/A
12.6K $649M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
13.4K
+ 38.76%
$25.44 - $25.58 $342K - $344K
48.1K $1.23B
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
8.87K
+ 125.17%
$38.92 - $41.1 $345K - $364K
15.9K $624M
Blackrock ETF Trust Ii
5.84K
+ 55.3%
N/A
16.4K $849M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.52K
+ 38.45%
$50.48 - $51.04 $279K - $282K
19.9K $1.01B
LLY
Eli Lilly & CO

Healthcare
32
+ 1.61%
$725.72 - $929.72 $23.2K - $29.8K
2.02K $1.67B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
51
+ 4.56%
$442.66 - $534.52 $22.6K - $27.3K
1.17K $622M
XOM
Exxon Mobil Corp

Energy
449
+ 10.7%
$105.44 - $118.93 $47.3K - $53.4K
4.65K $553M
TSCO
Tractor Supply CO

Consumer Cyclical
1.65K
+ 43.65%
$51.66 - $57.94 $85.2K - $95.5K
5.43K $299M
V
Visa Inc.

Financial Services
146
+ 11.25%
$306.92 - $362.71 $44.8K - $53K
1.44K $506M
CMCSA
Comcast Corp

Communication Services
2.65K
+ 47.14%
$33.19 - $38.23 $88K - $101K
8.28K $305M
BIBL
Northern Lts Fd Tr Iv

ETFs
2.29K
+ 9.73%
$37.55 - $41.94 $85.8K - $95.9K
25.8K $990M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
1.63K
+ 12.07%
$28.66 - $31.72 $46.6K - $51.5K
15.1K $464M
JNJ
Johnson & Johnson

Healthcare
169
+ 8.06%
$142.06 - $167.7 $24K - $28.3K
2.27K $376M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
2.59K
+ 9.12%
$23.28 - $23.95 $60.3K - $62K
31K $736M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
953
+ 21.8%
$65.27 - $71.18 $62.2K - $67.8K
5.33K $353M
CVX
Chevron Corp

Energy
160
+ 10.8%
$146.71 - $167.97 $23.5K - $26.9K
1.64K $274M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
176
+ 5.31%
$408.78 - $448.82 $71.9K - $79K
3.49K $1.47B
UNH
Unitedhealth Group Inc

Healthcare
69
+ 8.01%
$461.52 - $548.18 $31.8K - $37.8K
930 $487M
IEFA
Ishares Tr

ETFs
342
+ 7.58%
$69.57 - $78.65 $23.8K - $26.9K
4.86K $367M
NFLX
Netflix Inc

Communication Services
36
+ 9.33%
$828.4 - $1058.6 $29.8K - $38.1K
422 $394M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
37
+ 2.14%
$132.75 - $177.12 $4.91K - $6.55K
1.76K $269M
ETR
Entergy Corp

Utilities
48
+ 1.06%
$75.26 - $87.89 $3.61K - $4.22K
4.6K $393M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
1.26K
+ 7.48%
$30.59 - $33.02 $38.6K - $41.6K
18.1K $575M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.02%
$68.32 - $75.06 $137 - $150
9.76K $729M
OEF
Ishares S&P 100 ETF

ETFs
633
+ 9.01%
N/A
7.66K $2.07B
TPLE
Timothy Plan Us Large/Mid Core

ETFs
1.81K
+ 21.26%
$24.58 - $27.01 $44.5K - $48.9K
10.3K $262M
TPHD
Timothy Plan High Divid Stk Et

ETFs
857
+ 11.57%
$36.09 - $38.27 $30.9K - $32.8K
8.27K $311M
ADP
Automatic Data Processing Inc

Industrials
40
+ 2.58%
$286.85 - $318.64 $11.5K - $12.7K
1.59K $486M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
241
+ 4.16%
$100.34 - $100.68 $24.2K - $24.3K
6.03K $607M
IEMG
Ishares Inc

ETFs
210
+ 2.74%
N/A
7.88K $425M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
625
+ 9.75%
$41.17 - $45.22 $25.7K - $28.3K
7.03K $298M
VGSH
Vanguard

ETFs
253
+ 1.61%
$58.07 - $58.69 $14.7K - $14.8K
16K $938M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.23K
+ 31.88%
$47.25 - $67.02 $57.9K - $82.2K
5.07K $241M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.67%
$890.62 - $1076.86 $3.56K - $4.31K
601 $568M
MGV
Vanguard Mega Cap Value

ETFs
69
+ 2.17%
$123.61 - $133.01 $8.53K - $9.18K
3.25K $419M
TPHE
Timothy Plan High Divid Stk En

ETFs
425
+ 4.22%
$24.66 - $26.13 $10.5K - $11.1K
10.5K $269M
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.52%
$279.74 - $321.29 $1.12K - $1.29K
775 $242M
MA
Mastercard Inc

Financial Services
19
+ 4.96%
$504.67 - $576.31 $9.59K - $10.9K
402 $220M
HD
Home Depot, Inc.

Consumer Cyclical
114
+ 8.49%
$347.25 - $424.87 $39.6K - $48.4K
1.46K $534M
VO
Vanguard Mid Cap ETF

ETFs
89
+ 3.46%
$251.87 - $277.95 $22.4K - $24.7K
2.66K $687M
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.37%
$185.78 - $198.58 $1.11K - $1.19K
1.64K $313M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5
+ 0.41%
$179.71 - $192.06 $899 - $960
1.24K $228M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
156
+ 4.75%
$507.05 - $563.67 $79.1K - $87.9K
3.44K $1.77B
Activity Summary
Buys All Purchases 95 New Holdings 35 Increased Positions 60 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 1 Puts 0
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