Optivise Advisory Services LLC Portfolio Holdings

Optivise Advisory Services LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $190 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $34B, Ishares Core U.S. Aggregate Bo with a value of $7.73B, Northern Lts Fd Tr Iii Hcm Def with a value of $6.51B, Northern Lts Fd Tr Iii Hcm Def with a value of $6.27B, and Ishares Core S&P 500 ETF with a value of $5.77B.

Examining the 13F form we can see an increase of $190B in the current position value.

Optivise Advisory Services LLC is based out at Franklin, TN

Below you can find more details about Optivise Advisory Services LLC portfolio as well as his latest detailed transactions.