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
VGT
Vanguard Information Technolog

ETFs
-20
- 4.5%
$542.38 - $646.34 $10.8K - $12.9K
424 $230M
HSY
Hershey CO

Consumer Defensive
-259
- 16.93%
$144.74 - $186.36 $37.5K - $48.3K
1.27K $217M
VOE
Vanguard Mid Cap Value Index F

ETFs
-221
- 11.43%
$156.61 - $168.02 $34.6K - $37.1K
1.71K $275M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-244
- 6.14%
$76.17 - $85.05 $18.6K - $20.8K
3.73K $288M
QCOM
Qualcomm Inc

Technology
-221
- 11.04%
$151.94 - $175.86 $33.6K - $38.9K
1.78K $273M
PRU
Prudential Financial Inc

Financial Services
-163
- 8.03%
$105.04 - $122.33 $17.1K - $19.9K
1.87K $209M
MRK
Merck & Co., Inc.

Healthcare
-56
- 2.38%
$83.01 - $101.02 $4.65K - $5.66K
2.3K $206M
CSCO
Cisco Systems, Inc.

Technology
-649
- 12.99%
$58.74 - $64.87 $38.1K - $42.1K
4.35K $268M
PEP
Pepsico Inc

Consumer Defensive
-146
- 6.03%
$142.64 - $156.42 $20.8K - $22.8K
2.28K $341M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-2.67K
- 17.1%
$13.05 - $13.97 $34.8K - $37.3K
12.9K $176M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-507
- 4.59%
$71.17 - $73.66 $36.1K - $37.3K
10.5K $774M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-488
- 2.31%
$38.0 - $38.88 $18.5K - $19K
20.7K $790M
PG
Procter & Gamble CO

Consumer Defensive
-124
- 3.88%
$158.56 - $176.26 $19.7K - $21.9K
3.08K $524M
COP
Conocophillips

Energy
-250
- 9.84%
$88.6 - $105.85 $22.2K - $26.5K
2.29K $241M
WFC
Wells Fargo & Company

Financial Services
-209
- 6.83%
$66.78 - $81.42 $14K - $17K
2.85K $205M
TIP
Ishares Tr Tips Bd ETF

ETFs
-203
- 7.32%
$106.22 - $111.09 $21.6K - $22.6K
2.57K $286M
FISV
Fiserv Inc

Technology
-120
- 10.34%
N/A
1.04K $230M
HEFA
Ishares Currency Hedged Msci E

ETFs
-534
- 7.22%
$34.83 - $37.52 $18.6K - $20K
6.87K $249M
SHV
Ishares Tr

ETFs
-123
- 0.6%
$110.11 - $110.51 $13.5K - $13.6K
20.4K $2.26B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-62
- 1.53%
$126.11 - $135.06 $7.82K - $8.37K
4K $516M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-91
- 1.41%
$49.67 - $51.43 $4.52K - $4.68K
6.35K $324M
CRS
Carpenter Technology Corp

Industrials
-66
- 4.97%
$172.39 - $212.53 $11.4K - $14K
1.26K $229M
JPM
Jpmorgan Chase & CO

Financial Services
-27
- 1.31%
$225.19 - $279.95 $6.08K - $7.56K
2.04K $500M
AJG
Arthur J. Gallagher & Co.

Financial Services
-167
- 15.92%
$275.89 - $345.24 $46.1K - $57.7K
882 $304M
EMB
Ishares Tr

ETFs
-5
- 0.11%
$88.64 - $92.03 $443 - $460
4.52K $409M
CL
Colgate Palmolive CO

Consumer Defensive
-20
- 0.48%
$85.68 - $97.5 $1.71K - $1.95K
4.16K $390M
ROL
Rollins Inc

Consumer Cyclical
-451
- 10.12%
$45.65 - $54.03 $20.6K - $24.4K
4.01K $216M
PAYX
Paychex Inc

Industrials
-138
- 6.1%
$136.06 - $154.52 $18.8K - $21.3K
2.13K $328M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-10
- 0.18%
$87.68 - $94.52 $877 - $945
5.46K $511M
TMC
Tmc The Metals CO Inc.

Basic Materials
-890
- 1.81%
$1.05 - $2.37 $935 - $2.11K
48.2K $82.9M
AMGN
Amgen Inc

Healthcare
-27
- 3.11%
$258.59 - $327.36 $6.98K - $8.84K
841 $262M
AZN
Astrazeneca PLC

Healthcare
-19
- 0.41%
$65.37 - $77.96 $1.24K - $1.48K
4.65K $342M
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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