Optivise Advisory Services LLC Sells in Q4 2024

Optivise Advisory Services LLC

  • $186 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
-313K
- 46.69%
$50.37 - $50.63 $15.8M - $15.9M
358K $18.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-48.8K
- 63.91%
$96.64 - $101.23 $4.71M - $4.94M
27.5K $2.67B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-27.4K
- 73.75%
$69.58 - $74.87 $1.91M - $2.05M
9.75K $683M
MGC
Vanguard Mega Cap ETF

ETFs
-9.21K
- 72.24%
$204.21 - $220.18 $1.88M - $2.03M
3.54K $752M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-23.6K
- 84.36%
$65.67 - $69.79 $1.55M - $1.65M
4.37K $293M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-50.9K
- 33.45%
$26.55 - $27.32 $1.35M - $1.39M
101K $2.7B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-4.48K
- 11.32%
$47.77 - $51.75 $214K - $232K
35.1K $1.69B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-4.3K
- 5.41%
$26.01 - $28.19 $112K - $121K
75.1K $1.97B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-5.08K
- 11.54%
$52.0 - $55.66 $264K - $282K
38.9K $2.08B
TPHE
Timothy Plan High Divid Stk En

ETFs
-8.31K
- 45.23%
$24.51 - $26.94 $204K - $224K
10.1K $250M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.55K
- 4.86%
$45.07 - $47.1 $115K - $120K
49.8K $2.25B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3K
- 9.78%
$51.09 - $55.27 $153K - $166K
27.7K $1.42B
IVV
Ishares Core S&P 500 ETF

ETFs
-507
- 5.07%
$570.51 - $610.59 $289K - $310K
9.5K $5.59B
TPLE
Timothy Plan Us Large/Mid Core

ETFs
-5.57K
- 39.52%
$25.49 - $27.64 $142K - $154K
8.52K $218M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-1.38K
- 12.92%
$103.6 - $112.52 $143K - $156K
9.33K $979M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.01K
- 7.68%
$24.94 - $26.14 $75K - $78.6K
36.1K $903M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-496
- 4.63%
$106.56 - $113.11 $52.9K - $56.1K
10.2K $1.09B
MBB
Ishares Tr

ETFs
-458
- 3.05%
$91.26 - $95.82 $41.8K - $43.9K
14.6K $1.33B
UNH
Unitedhealth Group Inc

Healthcare
-28
- 3.15%
$485.52 - $625.25 $13.6K - $17.5K
861 $436M
XOM
Exxon Mobil Corp

Energy
-369
- 8.08%
$105.51 - $125.37 $38.9K - $46.3K
4.2K $451M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.33K
- 21.51%
$66.77 - $71.52 $88.7K - $95.1K
4.85K $334M
COP
Conocophillips

Energy
-633
- 19.94%
$95.12 - $114.72 $60.2K - $72.6K
2.54K $252M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-747
- 5.26%
$28.76 - $32.28 $21.5K - $24.1K
13.5K $390M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-699
- 3.41%
$56.06 - $61.35 $39.2K - $42.9K
19.8K $1.12B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-328
- 1.45%
$51.33 - $53.74 $16.8K - $17.6K
22.3K $1.15B
BIBL
Northern Lts Fd Tr Iv

ETFs
-448
- 1.87%
$38.73 - $42.41 $17.4K - $19K
23.5K $914M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-176
- 4.37%
$87.1 - $98.49 $15.3K - $17.3K
3.86K $337M
QCOM
Qualcomm Inc

Technology
-133
- 6.23%
$150.4 - $178.04 $20K - $23.7K
2K $308M
MRK
Merck & Co., Inc.

Healthcare
-109
- 4.42%
$96.31 - $114.76 $10.5K - $12.5K
2.36K $234M
PRU
Prudential Financial Inc

Financial Services
-329
- 13.95%
$114.59 - $129.52 $37.7K - $42.6K
2.03K $241M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-124
- 0.76%
$176.42 - $186.91 $21.9K - $23.2K
16.2K $2.88B
ORCL
Oracle Corp

Technology
-179
- 6.37%
$165.41 - $192.43 $29.6K - $34.4K
2.63K $438M
Tidal Tr Ii
-1.22K
- 6.54%
N/A
17.4K $416M
CVX
Chevron Corp

Energy
-249
- 14.39%
$141.15 - $162.53 $35.1K - $40.5K
1.48K $215M
EMB
Ishares Tr

ETFs
-193
- 4.09%
$88.94 - $93.46 $17.2K - $18K
4.52K $403M
ISMD
Northern Lts Fd Tr Iv

ETFs
-922
- 12.14%
$36.81 - $40.75 $33.9K - $37.6K
6.68K $250M
TIP
Ishares Tr Tips Bd ETF

ETFs
-233
- 7.75%
$106.33 - $110.69 $24.8K - $25.8K
2.78K $296M
ROL
Rollins Inc

Consumer Cyclical
-274
- 5.79%
$46.35 - $51.59 $12.7K - $14.1K
4.46K $207M
DVY
Ishares Tr

ETFs
-28
- 0.37%
$129.55 - $143.41 $3.63K - $4.02K
7.54K $990M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-386
- 8.85%
$78.43 - $84.56 $30.3K - $32.6K
3.98K $323M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-132
- 2.01%
$50.14 - $52.56 $6.62K - $6.94K
6.44K $324M
XLK
Technology Sector Spdr

ETFs
-111
- 6.56%
$220.26 - $241.44 $24.4K - $26.8K
1.58K $367M
IVE
Ishares S&P 500 Value ETF

ETFs
-16
- 0.97%
$189.5 - $206.17 $3.03K - $3.3K
1.64K $312M
JPM
Jpmorgan Chase & CO

Financial Services
-343
- 14.24%
$205.18 - $250.29 $70.4K - $85.8K
2.07K $495M
ACN
Accenture PLC

Technology
-15
- 1.9%
$343.9 - $376.86 $5.16K - $5.65K
776 $273M
IYY
Ishares Tr

ETFs
-155
- 3.26%
$138.14 - $149.13 $21.4K - $23.1K
4.61K $659M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-69
- 0.45%
$61.68 - $67.87 $4.26K - $4.68K
15.1K $941M
SPYG
Spdr Portfolio

ETFs
-1.27K
- 5.79%
$81.74 - $91.38 $103K - $116K
20.6K $1.81B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-138
- 2.1%
$33.92 - $36.6 $4.68K - $5.05K
6.45K $223M
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
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email