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
MDT
Medtronic PLC

Healthcare
2.18K
New
$87.67 - $95.74 $191K - $209K
2.18K $208M
DELL
Dell Technologies Inc.

Technology
1.46K
New
$120.96 - $141.77 $176K - $206K
1.46K $206M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.59K
New
$42.39 - $44.63 $194K - $205K
4.59K $204M
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
5.97K
+ 12.33%
$21.26 - $22.78 $127K - $136K
54.4K $1.24B
UNH
Unitedhealth Group Inc

Healthcare
590
New
$237.77 - $353.61 $140K - $209K
590 $204M
CMI
Cummins Inc

Industrials
482
New
$327.85 - $426.39 $158K - $206K
482 $203M
SYLD
Cambria Shareholder Yld ETF

ETFs
2.95K
New
$63.93 - $70.45 $188K - $208K
2.95K $202M
Latam Airlines Group Sa
4.43K
New
N/A
4.43K $200M
Tidal Trust Ii
9.63K
+ 54.17%
N/A
27.4K $506M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
318
+ 25.38%
$459.11 - $506.91 $146K - $161K
1.57K $790M
ABBV
Abb Vie Inc.

Healthcare
411
+ 27.11%
$184.85 - $231.54 $76K - $95.2K
1.93K $446M
Blackrock Inc
116
+ 52.73%
N/A
336 $392M
AMZN
Amazon Com Inc

Consumer Cyclical
706
+ 15.24%
$211.65 - $238.24 $149K - $168K
5.34K $1.17B
SCHG
Schwab Strategic Tr Us Large C

ETFs
650
+ 1.31%
$28.92 - $32.19 $18.8K - $20.9K
50.1K $1.6B
HD
Home Depot, Inc.

Consumer Cyclical
201
+ 14.17%
$357.4 - $423.42 $71.8K - $85.1K
1.62K $656M
WMT
Walmart Inc.

Consumer Defensive
1.04K
+ 20.98%
$94.4 - $104.27 $97.8K - $108K
5.98K $616M
XOM
Exxon Mobil Corp

Energy
955
+ 19.52%
$105.83 - $117.22 $101K - $112K
5.85K $659M
XLF
Financial Sector Spdr

ETFs
2.18K
+ 24.83%
$51.37 - $54.25 $112K - $118K
11K $591M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
118
+ 3.74%
$435.72 - $463.74 $51.4K - $54.7K
3.28K $1.52B
OPFI
Opp Fi Inc.

Technology
11.3K
New
$9.58 - $14.29 $108K - $161K
11.3K $127M
IAU
Ishares Gold Trust

ETFs
607
+ 8.48%
$61.62 - $72.77 $37.4K - $44.2K
7.76K $565M
T
At&T Inc.

Communication Services
4.09K
+ 53.64%
$26.94 - $29.62 $110K - $121K
11.7K $331M
CSCO
Cisco Systems, Inc.

Technology
1.56K
+ 52.62%
$66.2 - $71.79 $103K - $112K
4.51K $309M
BAC
Bank Of America Corp

Financial Services
1.56K
+ 34.85%
$44.92 - $52.42 $70K - $81.7K
6.03K $311M
AGNC
Agnc Investment Corp.

Real Estate
10.1K
New
$9.2 - $10.37 $93.3K - $105K
10.1K $99.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
159
+ 29.72%
$420.11 - $472.68 $66.8K - $75.2K
694 $325M
COP
Conocophillips

Energy
851
+ 36.76%
$91.0 - $98.99 $77.4K - $84.2K
3.17K $299M
MGK
Vanguard Mega Cap Growth ETF

ETFs
92
+ 6.38%
$362.31 - $405.74 $33.3K - $37.3K
1.53K $617M
VTV
Vanguard Value ETF

ETFs
392
+ 27.86%
$175.51 - $186.57 $68.8K - $73.1K
1.8K $335M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
155
+ 3.55%
$68.94 - $86.3 $10.7K - $13.4K
4.52K $390M
VZ
Verizon Communications Inc

Communication Services
1.78K
+ 30.41%
$40.84 - $45.06 $72.6K - $80.1K
7.62K $335M
IWM
Ishares Russell 2000 ETF

ETFs
82
+ 3.52%
$214.92 - $244.84 $17.6K - $20.1K
2.41K $583M
WFC
Wells Fargo & Company

Financial Services
765
+ 24.26%
$77.05 - $85.16 $58.9K - $65.1K
3.92K $328M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
718
+ 7.94%
$70.77 - $73.59 $50.8K - $52.8K
9.77K $716M
PRU
Prudential Financial Inc

Financial Services
751
+ 37.97%
$100.68 - $109.89 $75.6K - $82.5K
2.73K $283M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
604
+ 17.97%
$72.65 - $78.68 $43.9K - $47.5K
3.97K $311M
EMB
Ishares Tr

ETFs
551
+ 10.31%
$91.52 - $95.59 $50.4K - $52.7K
5.9K $561M
HWM
Howmet Aerospace Inc.

Industrials
205
+ 14.99%
$171.0 - $196.23 $35.1K - $40.2K
1.57K $309M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
47
+ 5.84%
$275.84 - $326.36 $13K - $15.3K
852 $278M
PM
Philip Morris International Inc.

Consumer Defensive
521
+ 27.41%
$157.77 - $183.27 $82.2K - $95.5K
2.42K $393M
ETR
Entergy Corp

Utilities
2
+ 0.04%
$80.93 - $93.55 $162 - $187
4.6K $429M
MGV
Vanguard Mega Cap Value

ETFs
152
+ 4.11%
$129.46 - $137.85 $19.7K - $21K
3.85K $530M
VGT
Vanguard Information Technolog

ETFs
10
+ 2.26%
$656.44 - $753.15 $6.56K - $7.53K
452 $337M
MCD
Mcdonalds Corp

Consumer Cyclical
114
+ 14.65%
$291.67 - $316.99 $33.3K - $36.1K
892 $271M
CLOI
Vaneck ETF Tr

ETFs
737
+ 6.3%
$52.8 - $53.1 $38.9K - $39.1K
12.4K $660M
Pgim ETF Tr
753
+ 5.66%
N/A
14.1K $724M
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.42%
$303.93 - $329.86 $1.82K - $1.98K
1.45K $475M
AZN
Astrazeneca PLC

Healthcare
22
+ 0.47%
$68.72 - $82.11 $1.51K - $1.81K
4.67K $359M
CVS
Cvs Health Corp

Healthcare
51
+ 1.29%
$58.75 - $76.5 $3K - $3.9K
4K $301M
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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