Optivise Advisory Services LLC Sells in Q1 2025

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-52.9K
- 37.89%
$58.23 - $69.12 $3.08M - $3.66M
86.7K $5.07B
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-65.7K
- 38.19%
$48.0 - $54.24 $3.15M - $3.56M
106K $5.13B
IVW
Ishares S&P 500 Growth ETF

ETFs
-23.7K
- 65.13%
$92.45 - $106.69 $2.19M - $2.53M
12.7K $1.18B
CWB
Spdr Bloomberg Convertible Sec

ETFs
-26K
- 35.57%
$75.99 - $81.58 $1.98M - $2.12M
47.2K $3.61B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-44.4K
- 89.15%
$44.72 - $46.25 $1.99M - $2.05M
5.41K $249M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11.6K
- 42.17%
$95.85 - $99.25 $1.11M - $1.15M
15.9K $1.58B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.98K
- 32.49%
$302.31 - $337.54 $902K - $1.01M
6.2K $1.9B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-38.9K
- 38.39%
$26.64 - $27.14 $1.04M - $1.05M
62.4K $1.67B
FTLS
First Tr Long/Short Equity ETF

ETFs
-13.9K
- 77.08%
$63.42 - $68.17 $879K - $945K
4.12K $264M
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
-41K
- 48.03%
$19.21 - $20.97 $788K - $860K
44.4K $860M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-12.5K
- 62.96%
$53.6 - $58.97 $669K - $736K
7.34K $402M
NVDA
Nvidia Corp

Technology
-645
- 4.08%
$106.98 - $149.43 $69K - $96.4K
15.2K $1.64B
TSLA
Tesla, Inc.

Consumer Cyclical
-106
- 3.44%
$222.15 - $428.22 $23.5K - $45.4K
2.98K $772M
AAPL
Apple Inc.

Technology
-862
- 12.99%
$209.68 - $247.1 $181K - $213K
5.78K $1.28B
SPYG
Spdr Portfolio

ETFs
-2.41K
- 11.68%
$80.05 - $92.39 $193K - $222K
18.2K $1.46B
IWM
Ishares Russell 2000 ETF

ETFs
-1.25K
- 35.78%
$198.1 - $229.79 $247K - $286K
2.24K $446M
GOOGL
Alphabet Inc.

Communication Services
-452
- 8.27%
$154.33 - $206.19 $69.8K - $93.2K
5.01K $775M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-7.33K
- 9.76%
$24.88 - $26.85 $182K - $197K
67.8K $1.71B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-401
- 39.31%
$522.96 - $601.18 $210K - $241K
619 $330M
AMZN
Amazon Com Inc

Consumer Cyclical
-563
- 12.37%
$190.26 - $242.06 $107K - $136K
3.99K $759M
Ark 21 Shares Bitcoin ETF
-1.96K
- 32.74%
N/A
4.03K $331M
IYW
Ishares Dj Us Tech ETF

ETFs
-768
- 12.46%
$140.44 - $166.79 $108K - $128K
5.4K $758M
Ea Series Trust
-2.26K
- 9.65%
N/A
21.2K $2.36B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-9.39K
- 25.99%
$24.73 - $25.62 $232K - $241K
26.7K $683M
IWY
Ishares Tr Russell 200 Growth

ETFs
-66
- 0.78%
$210.19 - $243.33 $13.9K - $16.1K
8.38K $1.77B
MGC
Vanguard Mega Cap ETF

ETFs
-865
- 24.45%
$199.2 - $222.69 $172K - $193K
2.67K $538M
SPY
Spdr S&P 500 ETF Trust

ETFs
-123
- 2.31%
$551.42 - $612.93 $67.8K - $75.4K
5.19K $2.9B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.89K
- 14.05%
$49.78 - $53.19 $194K - $207K
23.8K $1.22B
Tidal Tr Ii
-6.71K
- 38.57%
N/A
10.7K $236M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.95K
- 29.86%
$56.17 - $59.71 $166K - $176K
6.93K $396M
META
Meta Platforms, Inc.

Communication Services
-239
- 13.77%
$576.36 - $736.67 $138K - $176K
1.5K $863M
DVY
Ishares Tr

ETFs
-1.3K
- 17.18%
$128.58 - $138.1 $167K - $179K
6.25K $839M
WMT
Walmart Inc.

Consumer Defensive
-1.46K
- 24.15%
$84.5 - $105.05 $124K - $154K
4.6K $404M
Tidal Tr Ii
-5.31K
- 21.69%
N/A
19.2K $337M
Ishares Bitcoin Trust ETF
-1.59K
- 17.51%
N/A
7.5K $351M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.78K
- 26.02%
$42.18 - $45.16 $117K - $126K
7.91K $350M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-427
- 1.1%
$50.25 - $55.9 $21.5K - $23.9K
38.5K $1.98B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.26K
- 26.05%
$64.88 - $72.1 $81.9K - $91.1K
3.59K $236M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-92
- 0.74%
$120.29 - $134.6 $11.1K - $12.4K
12.4K $1.51B
ILCG
Ishares Morningstar Growth ETF
-19
- 0.19%
N/A
10.1K $814M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-90
- 6.3%
$307.43 - $357.48 $27.7K - $32.2K
1.34K $413M
VZ
Verizon Communications Inc

Communication Services
-2.62K
- 33.32%
$37.81 - $46.49 $98.9K - $122K
5.24K $237M
KO
Coca Cola CO

Consumer Defensive
-1.7K
- 31.18%
$60.81 - $72.32 $104K - $123K
3.76K $269M
GVI
Ishares Tr

ETFs
-609
- 20.86%
$103.49 - $106.02 $63K - $64.6K
2.31K $245M
VIG
Vanguard Dividend Appreciation

ETFs
-255
- 15.32%
N/A
1.41K $274M
MBB
Ishares Tr

ETFs
-854
- 5.86%
$90.37 - $94.08 $77.2K - $80.3K
13.7K $1.29B
XLK
Technology Sector Spdr

ETFs
-39
- 2.47%
$206.38 - $242.18 $8.05K - $9.45K
1.54K $318M
EFG
Msci Eafe Growth ETF

ETFs
-808
- 8.03%
$96.1 - $106.37 $77.6K - $85.9K
9.26K $926M
VTI
Vanguard Total Stock Market Et

ETFs
-86
- 5.63%
$271.18 - $303.12 $23.3K - $26.1K
1.44K $396M
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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