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 5 of 10
66538H419
Shares:15.1K
Value:$463.9K
25460G781
Shares:7.4K
Value:$460.4K
464287754
Shares:3.2K
Value:$417.9K
464288281
Shares:4.5K
Value:$409.3K
69374H881
Shares:7.3K
Value:$402.0K
46641Q332
Shares:6.9K
Value:$396.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.1K | QoQ -3.87% (-124)YoY- | All Managers (Combined) | $524.2K | YoY- | |
4.0K | QoQ -1.52% (-62)YoY- | All Managers (Combined) | $515.5K | YoY- | |
5.5K | QoQ -0.18% (-10)YoY- | All Managers (Combined) | $511.1K | YoY- | |
1.4K | YoY- | All Managers (Combined) | $505.9K | YoY- | |
2.0K | QoQ -1.30% (-27)YoY- | All Managers (Combined) | $499.8K | YoY- | |
930 | QoQ +8.01% (+69)YoY- | All Managers (Combined) | $487.3K | YoY- | |
1.6K | QoQ +2.58% (+40)YoY- | All Managers (Combined) | $485.9K | YoY- | |
(cusip66538H419)✕ | 15.1K | YoY- | All Managers (Combined) | $463.9K | YoY- |
(cusip25460G781)✕ | 7.4K | QoQ NEW(+7.4K) YoY- | All Managers (Combined) | $460.4K | QoQ NEW(+$460.4K) YoY- |
2.2K | YoY- | All Managers (Combined) | $446.1K | YoY- | |
7.9K | QoQ +2.73% (+210)YoY- | All Managers (Combined) | $425.2K | YoY- | |
3.3K | QoQ +2.16% (+69)YoY- | All Managers (Combined) | $418.8K | YoY- | |
(cusip464287754)✕ | 3.2K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $417.9K | YoY- |
1.3K | QoQ -6.30% (-90)YoY- | All Managers (Combined) | $413.2K | YoY- | |
(cusip464288281)✕ | 4.5K | QoQ -0.11% (-5)YoY- | All Managers (Combined) | $409.3K | YoY- |
Walmart Inc.(WMTcusip931142103) | 4.6K | YoY- | All Managers (Combined) | $403.7K | YoY- |
(cusip69374H881)✕ | 7.3K | YoY- | All Managers (Combined) | $402.0K | YoY- |
1.4K | QoQ -5.62% (-86)YoY- | All Managers (Combined) | $396.4K | YoY- | |
(cusip46641Q332)✕ | 6.9K | YoY- | All Managers (Combined) | $396.2K | YoY- |
ORACLE CORP(ORCLcusip68389X105) | 2.8K | QoQ +7.37% (-194)YoY- | All Managers (Combined) | $394.8K | YoY- |