Optivise Advisory Services LLC Purchases in Q3 2025

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NEAR
Blackrock Short Maturity Bond

ETFs
80.6K
New
$50.8 - $51.32 $4.09M - $4.14M
80.6K $4.13B
UITB
Usaa ETF Tr Core Intermediate

ETFs
67.6K
New
$46.38 - $47.74 $3.13M - $3.23M
67.6K $3.21B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
24.2K
+ 92.43%
$54.35 - $59.32 $1.31M - $1.43M
50.3K $2.98B
IWC
Russell Micro Cap ETF

ETFs
9.27K
New
$127.86 - $151.39 $1.18M - $1.4M
9.27K $1.38B
RECS
Columbia ETF Tr I

ETFs
34.2K
New
$36.82 - $40.35 $1.26M - $1.38M
34.2K $1.38B
Direxion Shs ETF Tr
33.9K
+ 156.08%
N/A
55.6K $2.08B
NVDA
Nvidia Corp

Technology
1.61K
+ 10.77%
$153.3 - $186.58 $246K - $300K
16.5K $3.08B
VLUE
Ishares Msci Usa Value Factor

ETFs
5.65K
New
$111.55 - $125.05 $630K - $707K
5.65K $707M
Blackrock ETF Trust Ii
12.8K
+ 36.64%
N/A
47.7K $2.54B
Blackrock ETF Trust
18K
New
N/A
18K $681M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.32K
+ 4.87%
$82.29 - $90.77 $191K - $211K
50.1K $4.53B
AAPL
Apple Inc.

Technology
1.13K
+ 19.12%
$202.38 - $256.87 $228K - $290K
7.03K $1.79B
Blackrock ETF Trust
16.9K
New
N/A
16.9K $578M
MSFT
Microsoft Corp

Technology
677
+ 9.83%
$491.09 - $535.64 $332K - $363K
7.57K $3.92B
CTA
Simplify Exch Traded Fds Simpl

ETFs
13.2K
+ 17.28%
$26.46 - $28.43 $350K - $376K
89.8K $2.51B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.89K
+ 64.43%
$132.9 - $142.03 $384K - $410K
7.37K $1.04B
CRDO
Credo Technology Group Holding LTD

Technology
2.62K
New
$87.59 - $172.31 $230K - $452K
2.62K $382M
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 47.33%
$282.78 - $316.06 $286K - $320K
3.15K $994M
Arista Networks Inc
2.55K
New
N/A
2.55K $371M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
6.26K
New
$47.23 - $57.41 $296K - $359K
6.26K $359M
THC
Tenet Healthcare Corp

Healthcare
1.75K
New
$148.38 - $203.04 $260K - $356K
1.75K $356M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
8.36K
+ 45.94%
$35.94 - $38.52 $300K - $322K
26.5K $988M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.52K
New
$31.79 - $33.42 $303K - $318K
9.52K $318M
QQQ
Invesco Qqq Trust, Series 1

ETFs
239
+ 6.81%
$546.99 - $602.2 $131K - $144K
3.75K $2.25B
CAT
Caterpillar Inc

Industrials
607
New
$390.92 - $477.15 $237K - $290K
607 $290M
CELH
Celsius Holdings, Inc.

Consumer Defensive
5.03K
New
$42.74 - $62.88 $215K - $316K
5.03K $289M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.7K
New
$116.14 - $168.56 $198K - $287K
1.7K $287M
AVGO
Broadcom Inc.

Technology
388
+ 13.38%
$264.74 - $369.57 $103K - $143K
3.29K $1.08B
DFIV
Dimensional ETF Tr

ETFs
4.26K
+ 15.94%
$42.66 - $46.53 $182K - $198K
31K $1.43B
URBN
Urban Outfitters Inc

Consumer Cyclical
3.46K
New
$66.84 - $79.79 $231K - $276K
3.46K $247M
KMI
Kinder Morgan, Inc.

Energy
8.58K
New
$26.23 - $28.5 $225K - $245K
8.58K $243M
MRK
Merck & Co., Inc.

Healthcare
2.89K
New
$77.6 - $87.37 $224K - $252K
2.89K $242M
MYRG
Myr Group Inc.

Industrials
1.16K
New
$173.81 - $208.03 $201K - $240K
1.16K $240M
Victory Portfolios Ii
4.17K
+ 10.79%
N/A
42.8K $1.61B
MO
Altria Group, Inc.

Consumer Defensive
3.6K
New
$57.75 - $67.68 $208K - $243K
3.6K $238M
PI
Impinj Inc

Technology
1.28K
New
$111.65 - $200.78 $143K - $257K
1.28K $231M
SGH
Smart Global Holdings, Inc.

Technology
8.79K
New
N/A
8.79K $231M
Penguin Solutions Inc
8.79K
New
N/A
8.79K $231M
FTDR
Frontdoor, Inc.

Consumer Cyclical
3.41K
New
$54.88 - $68.04 $187K - $232K
3.41K $229M
Dave Inc
1.15K
New
N/A
1.15K $229M
JNJ
Johnson & Johnson

Healthcare
849
+ 39.31%
$155.17 - $185.42 $132K - $157K
3.01K $558M
GOOG
Alphabet Inc.

Communication Services
932
New
$175.16 - $255.24 $163K - $238K
932 $227M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
7.79K
New
$28.34 - $28.67 $221K - $223K
7.79K $223M
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
8.76K
New
$19.02 - $28.4 $167K - $249K
8.76K $221M
CCK
Crown Holdings Inc

Consumer Cyclical
2.28K
New
$92.19 - $108.12 $210K - $247K
2.28K $220M
Lam Research Corp
1.64K
New
N/A
1.64K $220M
MET
Metlife Inc

Financial Services
2.58K
New
$73.82 - $82.37 $191K - $213K
2.58K $213M
META
Meta Platforms, Inc.

Communication Services
297
+ 18.11%
$695.21 - $791.73 $206K - $235K
1.94K $1.42B
BP
Bp PLC

Energy
6.12K
New
$30.25 - $35.69 $185K - $218K
6.12K $211M
Activity Summary
Buys All Purchases 115 New Holdings 41 Increased Positions 74 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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