Optivise Advisory Services LLC New Holdings in Q2 2025

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
HYLB
Xtrackers Usd High Yield Corp

ETFs
44.2K
New
$34.72 - $36.92 $1.53M - $1.63M
44.2K $1.63B
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
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
30.1K
New
$27.29 - $29.28 $821K - $881K
30.1K $881M
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
PM
Philip Morris International Inc.

Consumer Defensive
1.9K
New
$149.23 - $184.95 $284K - $352K
1.9K $346M
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
CTAS
Cintas Corp

Industrials
1.1K
New
$190.11 - $227.66 $209K - $250K
1.1K $245M
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
CYBR
Cyber Ark Software Ltd.

Technology
548
New
$305.98 - $406.88 $168K - $223K
548 $223M
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
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
AZO
Autozone Inc

Consumer Cyclical
55
New
$3478.38 - $3880.15 $191K - $213K
55 $205M
DAUG
First Tr ETF Viii Cboe Vest Us
4.91K
New
N/A
4.91K $204M
LMB
Limbach Holdings, Inc.

Industrials
1.45K
New
$69.3 - $142.14 $100K - $206K
1.45K $203M
First Tr Exchange Traded Fd
11.5K
New
N/A
11.5K $182M
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
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