CIK 2042876
Optivise Advisory Services LLC
Institutional 13F holdings & portfolio
Holdings
199
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 199
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BAC | BANK AMERICA CORP | 8K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 5K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 5K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 4K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 10K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 521 | $100K–$500K | SH |
| T | AT&T INC | 16K | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| IWF | ISHARES TR | 801 | $100K–$500K | SH |
| SPAB | SPDR SERIES TRUST | 14K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 537 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 572 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 12K | $100K–$500K | SH |
| CMI | CUMMINS INC | 655 | $100K–$500K | SH |
| ARKK | ARK ETF TR | 4K | $100K–$500K | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| SOXL | DIREXION SHS ETF TR | 8K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 3K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| MET | METLIFE INC | 4K | $100K–$500K | SH |
| FDLS | NORTHERN LTS FD TR IV | 9K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 4K | $100K–$500K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 2K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 957 | $100K–$500K | SH |
| SHLD | GLOBAL X FDS | 5K | $100K–$500K | SH |
| SHYG | ISHARES TR | 7K | $100K–$500K | SH |
| IEFA | ISHARES TR | 3K | $100K–$500K | SH |
| THC | TENET HEALTHCARE CORP | 1K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 9K | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 1K | $100K–$500K | SH |
| ILCB | ISHARES TR | 3K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 769 | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 473 | $100K–$500K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 1K | $100K–$500K | SH |
| MSCI | MSCI INC | 462 | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| USB | US BANCORP DEL | 5K | $100K–$500K | SH |