Optivise Advisory Services LLC Purchases in Q2 2025

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
35.8K
+ 41.32%
$54.03 - $67.61 $1.94M - $2.42M
123K $8.29B
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
41.7K
+ 39.25%
$44.63 - $54.44 $1.86M - $2.27M
148K $8.06B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
17.1K
New
$82.32 - $112.47 $1.41M - $1.92M
17.1K $1.92B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.34K
+ 45.1%
$496.48 - $617.85 $1.16M - $1.45M
7.54K $4.66B
HYLB
Xtrackers Usd High Yield Corp

ETFs
44.2K
New
$34.72 - $36.92 $1.53M - $1.63M
44.2K $1.63B
Ea Series Trust
11.4K
+ 53.73%
N/A
32.6K $3.67B
Pacer Fds Tr
35.6K
New
N/A
35.6K $1.25B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
20.6K
New
$50.39 - $60.05 $1.04M - $1.24M
20.6K $1.24B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.8K
+ 74.25%
$96.84 - $99.46 $1.15M - $1.18M
27.8K $2.75B
MSFT
Microsoft Corp

Technology
417
+ 6.44%
$354.56 - $497.45 $148K - $207K
6.89K $3.43B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
30.1K
New
$27.29 - $29.28 $821K - $881K
30.1K $881M
IVV
Ishares Core S&P 500 ETF

ETFs
445
+ 4.58%
$498.8 - $620.9 $222K - $276K
10.2K $6.31B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.77K
+ 28.59%
$272.36 - $339.57 $483K - $602K
7.97K $2.71B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
39.1K
New
$18.65 - $19.82 $730K - $776K
39.1K $776M
Direxion Shs ETF Tr
21.7K
New
N/A
21.7K $707M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
30.9K
+ 29.32%
$19.78 - $21.29 $610K - $657K
136K $2.81B
TSLA
Tesla, Inc.

Consumer Cyclical
807
+ 27.1%
$221.86 - $362.89 $179K - $293K
3.79K $1.2B
Blackrock ETF Trust Ii
7.37K
+ 26.75%
N/A
34.9K $1.84B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
339
+ 9.86%
$456.74 - $568.03 $155K - $193K
3.78K $2.14B
META
Meta Platforms, Inc.

Communication Services
143
+ 9.55%
$484.66 - $738.09 $69.3K - $106K
1.64K $1.21B
PM
Philip Morris International Inc.

Consumer Defensive
1.9K
New
$149.23 - $184.95 $284K - $352K
1.9K $346M
QQQ
Invesco Qqq Trust, Series 1

ETFs
97
+ 2.84%
$416.06 - $551.64 $40.4K - $53.5K
3.51K $1.94B
CWB
Spdr Bloomberg Convertible Sec

ETFs
575
+ 1.22%
$71.86 - $82.66 $41.3K - $47.5K
47.7K $3.95B
OEF
Ishares S&P 100 ETF

ETFs
145
+ 1.89%
N/A
7.8K $2.37B
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.02%
$187.5 - $246.51 $375 - $493
8.38K $2.07B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.72K
+ 69.9%
$59.24 - $71.39 $220K - $266K
9.05K $645M
AMZN
Amazon Com Inc

Consumer Cyclical
646
+ 16.2%
$167.32 - $223.3 $108K - $144K
4.63K $1.02B
NRG
Nrg Energy, Inc.

Utilities
1.59K
New
$83.61 - $162.67 $133K - $258K
1.59K $255M
HWM
Howmet Aerospace Inc.

Industrials
1.37K
New
$112.33 - $186.13 $154K - $255K
1.37K $255M
STRL
Sterling Construction CO Inc

Industrials
1.1K
New
$104.96 - $231.51 $116K - $255K
1.1K $254M
TMC
Tmc The Metals CO Inc.

Basic Materials
1.5K
+ 3.11%
$1.62 - $7.49 $2.43K - $11.2K
49.7K $328M
MBB
Ishares Tr

ETFs
2.59K
+ 18.9%
$91.41 - $94.22 $237K - $244K
16.3K $1.53B
CTAS
Cintas Corp

Industrials
1.1K
New
$190.11 - $227.66 $209K - $250K
1.1K $245M
SOXL
Direxion Daily Semiconductor B

ETFs
4.76K
+ 36.07%
$8.25 - $25.2 $39.3K - $120K
18K $451M
CTA
Simplify Exch Traded Fds Simpl

ETFs
15.3K
+ 25.04%
$26.61 - $29.9 $408K - $458K
76.6K $2.05B
ORCL
Oracle Corp

Technology
45
+ 1.59%
$122.82 - $218.63 $5.53K - $9.84K
2.87K $627M
GWRE
Guidewire Software, Inc.

Technology
984
New
$172.73 - $257.37 $170K - $253K
984 $232M
Blackrock Inc
220
New
N/A
220 $231M
IWF
Ishares Russell 1000 Gr ETF

ETFs
535
New
$320.42 - $424.58 $171K - $227K
535 $227M
Victory Portfolios Ii
5.42K
+ 16.29%
N/A
38.7K $1.37B
CYBR
Cyber Ark Software Ltd.

Technology
548
New
$305.98 - $406.88 $168K - $223K
548 $223M
SCHG
Schwab Strategic Tr Us Large C

ETFs
631
+ 1.29%
$22.27 - $29.21 $14.1K - $18.4K
49.5K $1.45B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.32K
+ 42.57%
$85.42 - $94.39 $198K - $219K
7.78K $730M
CORT
Corcept Therapeutics Inc

Healthcare
2.96K
New
$62.24 - $91.93 $184K - $272K
2.96K $217M
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.96K
New
$30.29 - $30.83 $211K - $215K
6.96K $215M
BAC
Bank Of America Corp

Financial Services
4.47K
New
$34.39 - $47.46 $154K - $212K
4.47K $212M
NFLX
Netflix Inc

Communication Services
29
+ 6.87%
$855.86 - $1339.13 $24.8K - $38.8K
451 $604M
CHKP
Check Point Software Technologies LTD

Technology
944
New
$204.26 - $233.47 $193K - $220K
944 $209M
XLC
Select Sector Spdr Tr Communic

ETFs
1.92K
New
$86.13 - $108.53 $165K - $208K
1.92K $208M
Activity Summary
Buys All Purchases 130 New Holdings 25 Increased Positions 105 Sells All Sells 54 Reductions 54 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