Optivise-Advisory-Services

Filing Details

13F-HR2025-03-31
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% identified
118 identified77 unidentified

Holdings

195 positions • $178.2M total value
Manager:
Search and click to pin securities to the top
Page 2 of 10
ELI LILLY & Co
Shares:2.0K
Value:$1.7M
% of Portfolio:0.9% ($1.7M/$178.2M)
NVIDIA CORP
Shares:15.2K
Value:$1.6M
% of Portfolio:0.9% ($1.6M/$178.2M)
INVESCO QQQ TRUST, SERIES 1
Shares:3.4K
Value:$1.6M
% of Portfolio:0.9% ($1.6M/$178.2M)
464287226
Shares:15.9K
Value:$1.6M
% of Portfolio:0.9% ($1.6M/$178.2M)
464289446
Shares:11.4K
Value:$1.6M
% of Portfolio:0.9% ($1.6M/$178.2M)
464287150
Shares:12.4K
Value:$1.5M
% of Portfolio:0.8% ($1.5M/$178.2M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:3.5K
Value:$1.5M
% of Portfolio:0.8% ($1.5M/$178.2M)
78464A409
Shares:18.2K
Value:$1.5M
% of Portfolio:0.8% ($1.5M/$178.2M)
092528603
Shares:27.5K
Value:$1.4M
% of Portfolio:0.8% ($1.4M/$178.2M)
46432F396
Shares:6.5K
Value:$1.3M
% of Portfolio:0.7% ($1.3M/$178.2M)
464288588
Shares:13.7K
Value:$1.3M
% of Portfolio:0.7% ($1.3M/$178.2M)
Apple Inc.
Shares:5.8K
Value:$1.3M
% of Portfolio:0.7% ($1.3M/$178.2M)
09290C103
Shares:25.4K
Value:$1.2M
% of Portfolio:0.7% ($1.2M/$178.2M)
92189F486
Shares:48.1K
Value:$1.2M
% of Portfolio:0.7% ($1.2M/$178.2M)
808524300
Shares:48.8K
Value:$1.2M
% of Portfolio:0.7% ($1.2M/$178.2M)
78464A508
Shares:23.8K
Value:$1.2M
% of Portfolio:0.7% ($1.2M/$178.2M)
464287309
Shares:12.7K
Value:$1.2M
% of Portfolio:0.7% ($1.2M/$178.2M)
464288638
Shares:22.3K
Value:$1.2M
% of Portfolio:0.7% ($1.2M/$178.2M)
464287580
Shares:13.0K
Value:$1.2M
% of Portfolio:0.6% ($1.2M/$178.2M)
92647X830
Shares:33.3K
Value:$1.1M
% of Portfolio:0.6% ($1.1M/$178.2M)