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 151–199 of 199
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 15K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 876 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 776 | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 989 | $100K–$500K | SH |
| TMC | TMC THE METALS COMPANY INC | 41K | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 5K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 279 | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 3K | $100K–$500K | SH |
| IWV | ISHARES TR | 622 | $100K–$500K | SH |
| PFE | PFIZER INC | 10K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 3K | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 690 | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| REVG | REV GROUP INC | 4K | $100K–$500K | SH |
| LTM | LATAM AIRLINES GROUP SA | 4K | $100K–$500K | SH |
| COR | CENCORA INC | 662 | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 1K | $100K–$500K | SH |
| SGOL | ETFS GOLD TR | 5K | $100K–$500K | SH |
| DIVO | AMPLIFY ETF TR | 5K | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC | 396 | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| BP | BP PLC | 6K | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 951 | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 1K | $100K–$500K | SH |
| ROL | ROLLINS INC | 4K | $100K–$500K | SH |
| FTDR | FRONTDOOR INC | 4K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 429 | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 994 | $100K–$500K | SH |
| DAKT | DAKTRONICS INC | 10K | $100K–$500K | SH |
| RBLD | FIRST TR EXCHANGE-TRADED FD | 3K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 938 | $100K–$500K | SH |
| AMGN | AMGEN INC | 624 | $100K–$500K | SH |
| DAUG | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| PI | IMPINJ INC | 1K | $100K–$500K | SH |
| STNE | STONECO LTD | 12K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 10K | $100K–$500K | SH |
| ASBP | ASPIRE BIOPHARMA HLDGS INC | 357K | $15K–$50K | SH |
| FBLG | FIBROBIOLOGICS INC | 110K | $15K–$50K | SH |