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 3 of 10
47103U845
Shares:19.9K
Value:$1.0M
25434V807
Shares:25.2K
Value:$990.3K
66538H534
Shares:25.8K
Value:$990.0K
464288661
Shares:7.6K
Value:$898.2K
464287432
Shares:9.8K
Value:$888.9K
886364660
Shares:44.4K
Value:$859.7K
092528504
Shares:16.4K
Value:$848.6K
464287119
Shares:10.1K
Value:$814.1K
464286285
Shares:20.7K
Value:$790.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.9K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.0M | YoY- | |
(cusip47103U845)✕ | 19.9K | YoY- | All Managers (Combined) | $1.0M | YoY- |
3.1K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $996.8K | YoY- | |
(cusip25434V807)✕ | 25.2K | YoY- | All Managers (Combined) | $990.3K | YoY- |
(cusip66538H534)✕ | 25.8K | YoY- | All Managers (Combined) | $990.0K | YoY- |
16.0K | QoQ +1.60% (+253)YoY- | All Managers (Combined) | $938.4K | YoY- | |
9.3K | QoQ -8.02% (-808)YoY- | All Managers (Combined) | $925.8K | YoY- | |
(cusip464288661)✕ | 7.6K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $898.2K | YoY- |
(cusip464287432)✕ | 9.8K | YoY- | All Managers (Combined) | $888.9K | YoY- |
15.1K | QoQ +0.25% (-38)YoY- | All Managers (Combined) | $883.5K | YoY- | |
1.5K | YoY- | All Managers (Combined) | $862.6K | YoY- | |
(cusip886364660)✕ | 44.4K | YoY- | All Managers (Combined) | $859.7K | YoY- |
(cusip092528504)✕ | 16.4K | YoY- | All Managers (Combined) | $848.6K | YoY- |
9.9K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $845.6K | YoY- | |
6.2K | YoY- | All Managers (Combined) | $838.9K | YoY- | |
(cusip464287119)✕ | 10.1K | QoQ -0.18% (-19)YoY- | All Managers (Combined) | $814.1K | YoY- |
(cusip464286285)✕ | 20.7K | QoQ -2.30% (-488)YoY- | All Managers (Combined) | $790.3K | YoY- |
Alphabet Inc.(GOOGLcusip02079K305) | 5.0K | QoQ -8.27% (-452)YoY- | All Managers (Combined) | $775.1K | YoY- |
10.5K | QoQ -4.58% (-507)YoY- | All Managers (Combined) | $774.3K | YoY- | |
Tesla, Inc.(TSLAcusip88160R101) | 3.0K | QoQ -3.43% (-106)YoY- | All Managers (Combined) | $771.7K | YoY- |