Optivise Advisory Services LLC New Holdings in Q3 2024

Optivise Advisory Services LLC

  • $190 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
2.13K
New
$156.12 - $209.64 $333K - $447K
2.13K $363M
AZN
Astrazeneca PLC

Healthcare
4.65K
New
$76.67 - $87.62 $357K - $408K
4.65K $362M
PEP
Pepsico Inc

Consumer Defensive
2.1K
New
$161.9 - $179.3 $340K - $376K
2.1K $357M
Ishares Bitcoin Trust ETF
9.87K
New
N/A
9.87K $357M
MGV
Vanguard Mega Cap Value

ETFs
2.74K
New
$118.0 - $128.28 $323K - $351K
2.74K $351M
ILCB
Ishares Morningstar U.S. Equit

ETFs
4.36K
New
$71.38 - $79.23 $311K - $346K
4.36K $346M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
6.57K
New
$49.82 - $52.8 $327K - $347K
6.57K $346M
Fibrobiologics Inc
110K
New
N/A
110K $340M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.67K
New
$50.52 - $50.95 $337K - $340K
6.67K $339M
COP
Conocophillips

Energy
3.17K
New
$102.3 - $116.61 $325K - $370K
3.17K $334M
KO
Coca Cola CO

Consumer Defensive
4.61K
New
$62.69 - $73.01 $289K - $337K
4.61K $331M
IVE
Ishares S&P 500 Value ETF

ETFs
1.65K
New
$181.06 - $197.17 $299K - $326K
1.65K $326M
V
Visa Inc.

Financial Services
1.18K
New
$253.74 - $291.56 $300K - $345K
1.18K $326M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.93K
New
$149.02 - $167.67 $287K - $323K
1.93K $323M
IEFA
Ishares Tr

ETFs
4.11K
New
$70.09 - $78.74 $288K - $324K
4.11K $321M
VIG
Vanguard Dividend Appreciation

ETFs
1.56K
New
$182.15 - $182.15 $285K - $285K
1.56K $309M
GVI
Ishares Tr

ETFs
2.83K
New
$103.17 - $107.43 $291K - $303K
2.83K $303M
NFLX
Netflix Inc

Communication Services
426
New
$598.55 - $722.26 $255K - $308K
426 $302M
ETR
Entergy Corp

Utilities
2.27K
New
$104.75 - $131.61 $238K - $299K
2.27K $299M
JNJ
Johnson & Johnson

Healthcare
1.81K
New
$145.48 - $167.38 $264K - $303K
1.81K $294M
PAYX
Paychex Inc

Industrials
2.18K
New
$116.17 - $135.19 $253K - $294K
2.18K $292M
DFAI
Dimensional ETF Tr

ETFs
9.19K
New
$28.69 - $32.06 $264K - $294K
9.19K $292M
ISMD
Northern Lts Fd Tr Iv

ETFs
7.6K
New
$34.03 - $38.37 $259K - $291K
7.6K $288M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
6.86K
New
$39.33 - $41.74 $270K - $286K
6.86K $286M
PRU
Prudential Financial Inc

Financial Services
2.36K
New
$105.53 - $127.32 $249K - $300K
2.36K $286M
IYR
Ishares Tr

ETFs
2.79K
New
$86.93 - $103.61 $243K - $289K
2.79K $284M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.72K
New
$54.98 - $59.51 $259K - $281K
4.72K $281M
MRK
Merck & Co., Inc.

Healthcare
2.47K
New
$111.15 - $128.97 $274K - $318K
2.47K $280M
ACN
Accenture PLC

Technology
791
New
$295.44 - $355.81 $234K - $281K
791 $280M
AJG
Arthur J. Gallagher & Co.

Financial Services
988
New
$259.22 - $299.75 $256K - $296K
988 $278M
ABBV
Abb Vie Inc.

Healthcare
1.37K
New
$163.84 - $199.33 $225K - $274K
1.37K $271M
CSCO
Cisco Systems, Inc.

Technology
4.99K
New
$44.74 - $53.22 $223K - $266K
4.99K $266M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
6.04K
New
$39.98 - $43.99 $241K - $265K
6.04K $266M
TPHD
Timothy Plan High Divid Stk Et

ETFs
6.94K
New
$34.67 - $37.7 $241K - $262K
6.94K $262M
CVS
Cvs Health Corp

Healthcare
4.11K
New
$55.81 - $63.18 $229K - $260K
4.11K $259M
HEFA
Ishares Currency Hedged Msci E

ETFs
7.29K
New
$32.34 - $35.85 $236K - $261K
7.29K $258M
VZ
Verizon Communications Inc

Communication Services
5.71K
New
$38.89 - $45.0 $222K - $257K
5.71K $256M
CVX
Chevron Corp

Energy
1.73K
New
$137.88 - $161.97 $239K - $280K
1.73K $255M
CAT
Caterpillar Inc

Industrials
651
New
$316.8 - $391.12 $206K - $255K
651 $254M
VGT
Vanguard Information Technolog

ETFs
433
New
$514.43 - $606.85 $223K - $263K
433 $254M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.15K
New
$104.5 - $114.97 $225K - $248K
2.15K $247M
Direxion Shs ETF Tr
6.99K
New
N/A
6.99K $246M
PH
Parker Hannifin Corp

Industrials
384
New
$501.01 - $635.92 $192K - $244K
384 $243M
XLV
Select Sector Spdr Fund Health

ETFs
1.57K
New
$143.3 - $157.24 $225K - $246K
1.57K $241M
Blackrock ETF Trust Ii
4.63K
New
N/A
4.63K $240M
ROL
Rollins Inc

Consumer Cyclical
4.73K
New
$45.93 - $51.4 $217K - $243K
4.73K $239M
CLX
Clorox CO

Consumer Defensive
1.46K
New
$131.73 - $166.97 $193K - $244K
1.46K $238M
FISV
Fiserv Inc

Technology
1.32K
New
N/A
1.32K $238M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.28K
New
$33.74 - $37.96 $212K - $238K
6.28K $236M
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
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