Optivise-Advisory-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "ALSN", "ABBV", null, "GOOGL", null, "T", null, "AVGO", "APP", null, null, "CRS", "NGVC", null, null, null, null, null, null, "TMC", "ARKB", null, "HD", null, "AZN", null, "MCD", "INTU", null, null, null, null, "FBLG", "QCOM", null, null, null, "ICE", "META", null, "HEFA", "IVW", "IJH", null, null, null, null, null, null, null, null, "MA", null, null, "MSFT", "FICO", null, null, null, null, "HSY", "IJR", "EFG", "ANET", "ORCL", null, "PAYX", null, "PEP", null, "VGSH", "IEMG", null, "IVV", null, null, "IYR", "UNH", "AAPL", "SPY", null, "NVDA", "PLTR", "PRU", "PG", "MRK", "VZ", null, "MKC", "AMGN", null, "IEFA", null, null, null, null, null, null, "SPYG", "BP", "SPLG", "VO", "VOE", "MNST", "ASBP", "ACWV", "IWV", null, null, "EME", "VIG", null, "TSCO", "LRN", "ETR", "VYM", "MGC", null, "SFM", "AXON", "FI", "AJG", "IWR", null, "AMZN", null, "IVE", null, null, null, null, "VEU", "VGT", null, "MGK", "VOOV", "MGV", "BND", "VB", "VOO", "VTV", "V", "WMT", "WFC", "IUSG", "DVY", "SCHG", "MSCI", "ROL", null, "DIA", null, null, "MTUM", null, null, null, "SPYV", "ADP", "BRK-B", null, null, "CVX", "CHD", "CSCO", "KO", "CMCSA", "CL", "COP", "COST", "CVS", null, "DFAC", "USMV", "IWB", "QQQ", null, "IWM", "MDY", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PH", null, null, "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-18
- Total Holdings
- 195
- Total Value
- 178167420
- Accession Number
- 0002042876-25-000002
- Form Type
- 13F-HR
- Manager Name
- Optivise-Advisory-Services
Data Enrichment
61% identified118 identified77 unidentified
Holdings
195 positions
Manager:
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Page 10 of 10
46090F100
Shares:12.9K
Value:$176.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.6K | QoQ NEW(+3.6K) YoY- | All Managers (Combined) | $209.5K | QoQ NEW(+$209.5K) YoY- | |
1.9K | QoQ -8.02% (-163)YoY- | All Managers (Combined) | $208.6K | YoY- | |
6.1K | QoQ NEW(+6.1K) YoY- | All Managers (Combined) | $207.3K | QoQ NEW(+$207.3K) YoY- | |
2.3K | QoQ -2.37% (-56)YoY- | All Managers (Combined) | $206.5K | YoY- | |
1.9K | QoQ NEW(+1.9K) YoY- | All Managers (Combined) | $206.3K | QoQ NEW(+$206.3K) YoY- | |
1.2K | QoQ NEW(+1.2K) YoY- | All Managers (Combined) | $205.0K | QoQ NEW(+$205.0K) YoY- | |
2.9K | QoQ -6.83% (-209)YoY- | All Managers (Combined) | $204.6K | YoY- | |
3.4K | QoQ NEW(+3.4K) YoY- | All Managers (Combined) | $204.5K | QoQ NEW(+$204.5K) YoY- | |
AppLovin Corp(APPcusip03831W108) | 768 | QoQ NEW(+768) YoY- | All Managers (Combined) | $203.5K | QoQ NEW(+$203.5K) YoY- |
7.1K | QoQ NEW(+7.1K) YoY- | All Managers (Combined) | $201.9K | QoQ NEW(+$201.9K) YoY- | |
INTUIT INC.(INTUcusip461202103) | 327 | QoQ NEW(+327) YoY- | All Managers (Combined) | $200.7K | QoQ NEW(+$200.7K) YoY- |
(cusip46090F100)✕ | 12.9K | YoY- | All Managers (Combined) | $176.4K | YoY- |
110.1K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $99.1K | YoY- | |
48.2K | QoQ -1.81% (-890)YoY- | All Managers (Combined) | $82.9K | YoY- | |
106.4K | QoQ NEW(+106.4K) YoY- | All Managers (Combined) | $62.0K | QoQ NEW(+$62.0K) YoY- |