Optivise Advisory Services LLC New Holdings in Q3 2024

Optivise Advisory Services LLC

$190 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held
TFLO Ishares Treasury Floating Rate ETFs	671K New	$50.42 - $50.66 $33.9M - $34M	671K $34B
AGG Ishares Core U.S. Aggregate Bo ETFs	76.3K New	$96.25 - $101.98 $7.35M - $7.78M	76.3K $7.73B
QQH Northern Lts Fd Tr Iii Hcm Def ETFs	103K New	$55.83 - $66.22 $5.76M - $6.84M	103K $6.51B
LGH Northern Lts Fd Tr Iii Hcm Def ETFs	124K New	$45.52 - $52.02 $5.62M - $6.42M	124K $6.27B
IVV Ishares Core S&P 500 ETF ETFs	10K New	$520.18 - $576.82 $5.21M - $5.77M	10K $5.77B
FALN Ishares Tr Fallen Angels Usd B ETFs	152K New	$26.01 - $27.41 $3.96M - $4.17M	152K $4.16B
Tidal ETF Tr	218K New	N/A	218K $4.13B
QUAL Ishares Msci Usa Quality Facto ETFs	16.3K New	$162.64 - $179.3 $2.65M - $2.93M	16.3K $2.93B
SPY Spdr S&P 500 ETF Trust ETFs	5K New	$517.38 - $573.86 $2.59M - $2.87M	5K $2.87B
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	37.2K New	$64.57 - $71.76 $2.4M - $2.67M	37.2K $2.67B
MGC Vanguard Mega Cap ETF ETFs	12.7K New	$185.93 - $206.64 $2.37M - $2.63M	12.7K $2.63B
MSFT Microsoft Corp Technology	5.92K New	$395.15 - $467.56 $2.34M - $2.77M	5.92K $2.55B
Ea Series Trust	23K New	N/A	23K $2.5B
IUSB Ishares Core Total Usd Bond Ma ETFs	52.4K New	$44.83 - $47.42 $2.35M - $2.48M	52.4K $2.47B
IVW Ishares S&P 500 Growth ETF ETFs	24.6K New	$84.77 - $97.13 $2.09M - $2.39M	24.6K $2.36B
PTLC Pacer Fds Tr Trendpilot Us Lar ETFs	44K New	$47.29 - $52.55 $2.08M - $2.31M	44K $2.31B
SHV Ishares Tr ETFs	20.5K New	$110.05 - $110.63 $2.26M - $2.27M	20.5K $2.27B
DBMF Litman Gregory Fds Tr Imgp Dbi ETFs	79.4K New	$26.82 - $30.58 $2.13M - $2.43M	79.4K $2.23B
SPHD Invesco ETF Tr Ii S&P 500 High ETFs	39.5K New	$44.07 - $50.57 $1.74M - $2M	39.5K $2B
IWY Ishares Tr Russell 200 Growth ETFs	9.02K New	$194.66 - $225.97 $1.76M - $2.04M	9.02K $1.98B
ZHDG Tidal ETF Tr Zega Buy & Hedge ETFs	95.2K New	$18.73 - $20.5 $1.78M - $1.95M	95.2K $1.95B
SPHQ Invesco Exchange Traded Fd Tr ETFs	27.9K New	$61.47 - $67.36 $1.72M - $1.88M	27.9K $1.88B
RSP Invesco S&P 500 Equal Weight E ETFs	10.4K New	$162.83 - $179.16 $1.7M - $1.87M	10.4K $1.87B
IWB Ishares Tr Russell 1000 ETF ETFs	5.89K New	$283.28 - $314.39 $1.67M - $1.85M	5.89K $1.85B
SPYG Spdr Portfolio ETFs	21.8K New	$73.38 - $84.1 $1.6M - $1.84M	21.8K $1.81B
CGDV Capital Group Divid Value ETF ETFs	49.2K New	$32.96 - $36.48 $1.62M - $1.79M	49.2K $1.79B
LLY Eli Lilly & CO Healthcare	1.95K New	$772.14 - $960.02 $1.51M - $1.88M	1.95K $1.73B
OEF Ishares S&P 100 ETF ETFs	6.09K New	$266.03 - $266.03 $1.62M - $1.62M	6.09K $1.68B
VOO Vanguard Index Fds S&P 500 ETF ETFs	3.15K New	$475.2 - $527.7 $1.5M - $1.66M	3.15K $1.66B
SPYV Spdr Portfolio S&P 500 Value E ETFs	30.7K New	$48.51 - $52.86 $1.49M - $1.62M	30.7K $1.62B
IWL Ishares Tr Russell 200 ETF ETFs	11.4K New	$126.32 - $140.44 $1.43M - $1.59M	11.4K $1.59B
NVDA Nvidia Corp Technology	13.1K New	$98.91 - $134.91 $1.29M - $1.76M	13.1K $1.59B
ITOT Ishares Core S&P Total U.S. St ETFs	12.6K New	$113.41 - $125.62 $1.42M - $1.58M	12.6K $1.58B
MBB Ishares Tr ETFs	15K New	$90.85 - $96.66 $1.36M - $1.45M	15K $1.44B
QQQ Invesco Qqq Trust, Series 1 ETFs	2.87K New	$434.77 - $502.96 $1.25M - $1.44M	2.87K $1.4B
HYEM Vaneck ETF Tr Emerging Markets ETFs	69.2K New	$19.08 - $19.89 $1.32M - $1.38M	69.2K $1.38B
MTUM Ishares Msci Usa Momentum Fact ETFs	6.54K New	$175.46 - $203.3 $1.15M - $1.33M	6.54K $1.33B
AAPL Apple Inc. Technology	5.39K New	$207.23 - $234.82 $1.12M - $1.27M	5.39K $1.26B
IGIB Ishares Trust Ishares 5 10 Yea ETFs	22.6K New	$50.85 - $53.88 $1.15M - $1.22M	22.6K $1.22B
LQD Ishares Iboxx $ Investment Gra ETFs	10.7K New	$106.11 - $113.72 $1.14M - $1.22M	10.7K $1.21B
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	2.84K New	$386.81 - $423.12 $1.1M - $1.2M	2.84K $1.2B
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	20.5K New	$53.41 - $57.9 $1.1M - $1.19M	20.5K $1.19B
FTLS First Tr Long/Short Equity ETF ETFs	18.2K New	$60.73 - $63.8 $1.11M - $1.16M	18.2K $1.16B
IYC Ishares U.S. Consumer Discreti ETFs	13K New	$76.12 - $88.31 $992K - $1.15M	13K $1.15B
SPGP Invesco Exchange Traded Fd Tr ETFs	10.7K New	$96.3 - $106.49 $1.03M - $1.14M	10.7K $1.12B
CTA Simplify Exch Traded Fds Simpl ETFs	40.7K New	$25.73 - $27.07 $1.05M - $1.1M	40.7K $1.06B
EFG Msci Eafe Growth ETF ETFs	9.82K New	$96.84 - $108.77 $950K - $1.07M	9.82K $1.06B
IUSG Ishares Core S&P U.S Growth Et ETFs	7.94K New	$116.79 - $133.54 $928K - $1.06M	7.94K $1.05B
IWV Ishares Russell 3000 ETF ETFs	3.14K New	$294.75 - $326.73 $925K - $1.03M	3.14K $1.03B
SPAB Spdr Portfolio Aggregate Bond ETFs	39.1K New	$24.86 - $26.33 $973K - $1.03M	39.1K $1.02B

Activity Summary All Purchases 164 New Holdings 164 Increased Positions 0 All Sells 0 Reductions 0 Sold out 0 Calls 0 Puts 0

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Account

Optivise Advisory Services LLC New Holdings in Q3 2024

Optivise Advisory Services LLC

671K

76.3K

103K

124K

10K

152K

218K

16.3K

5K

37.2K

12.7K

5.92K

23K

52.4K

24.6K

44K

20.5K

79.4K

39.5K

9.02K

95.2K

27.9K

10.4K

5.89K

21.8K

49.2K

1.95K

6.09K

3.15K

30.7K

11.4K

13.1K

12.6K

15K

2.87K

69.2K

6.54K

5.39K

22.6K

10.7K

2.84K

20.5K

18.2K

13K

10.7K

40.7K

9.82K

7.94K

3.14K

39.1K

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