Optivise Advisory Services LLC Portfolio Holdings
Optivise Advisory Services LLC
- $196 Billion
- Q2 2025
Optivise Advisory Services LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $196 Billion distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Treasury Floating Rate with a value of $20B, Northern Lts Fd Tr Iii Hcm Def with a value of $8.29B, Northern Lts Fd Tr Iii Hcm Def with a value of $8.06B, Ishares Core S&P 500 ETF with a value of $6.31B, and Spdr S&P 500 ETF Trust with a value of $4.66B.
Examining the 13F form we can see an increase of $17.5B in the current position value, from $178B to 196B.
Optivise Advisory Services LLC is based out at Franklin, TN
Below you can find more details about Optivise Advisory Services LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 205
- Current Value $196 Billion
- Prior Value $178 Billion
- Filing
- Period Q2 2025
- Filing Date August 05, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 25 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 54 stocks