Optivise Advisory Services LLC Diversified Active

CIK: 0002042876 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 13, 2025

Total Value ($000): $185,557 (100.0% shares, 0.0% debt)

Holdings (175)

TFLO ISHARES TR 9.7%
Value ($000) $18,064 Shares 357,918 Est. Cost $50.64 Unrealized
QQH NORTHERN LTS FD TR III 5.0%
Value ($000) $9,359 Shares 139,622 Est. Cost $62.96 Unrealized
LGH NORTHERN LTS FD TR III 4.8%
Value ($000) $8,952 Shares 171,932 Est. Cost $50.20 Unrealized
THTA TIDAL ETF TR 3.3%
Value ($000) $6,052 Shares 316,522 Est. Cost $19.80 Unrealized
CWB SPDR SER TR 3.1%
Value ($000) $5,702 Shares 73,212 Est. Cost $77.89 Unrealized
IVV ISHARES TR 3.0%
Value ($000) $5,594 Shares 9,502 Est. Cost $547.56 Unrealized
IVW ISHARES TR 2.0%
Value ($000) $3,697 Shares 36,416 Est. Cost $95.52 Unrealized
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $3,116 Shares 5,316 Est. Cost $546.68 Unrealized
IWB ISHARES TR 1.6%
Value ($000) $2,958 Shares 9,182 Est. Cost $306.36 Unrealized
QUAL ISHARES TR 1.6%
Value ($000) $2,884 Shares 16,193 Est. Cost $170.76 Unrealized
FALN ISHARES TR 1.5%
Value ($000) $2,704 Shares 101,243 Est. Cost $26.22 Unrealized
AGG ISHARES TR 1.4%
Value ($000) $2,669 Shares 27,543 Est. Cost $98.25 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $2,651 Shares 6,291 Est. Cost $417.57 Unrealized +1.1%
BOXX EA SERIES TRUST 1.4%
Value ($000) $2,586 Shares 23,446 Est. Cost $107.89 Unrealized
SHV ISHARES TR 1.2%
Value ($000) $2,262 Shares 20,547 Est. Cost $110.50 Unrealized
IUSB ISHARES TR 1.2%
Value ($000) $2,252 Shares 49,816 Est. Cost $45.22 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $2,121 Shares 15,805 Est. Cost $107.39 Unrealized +28.3%
PTLC PACER FDS TR 1.1%
Value ($000) $2,079 Shares 38,906 Est. Cost $49.76 Unrealized
OEF ISHARES TR 1.1%
Value ($000) $2,029 Shares 7,023 Est. Cost $268.21 Unrealized
IWY ISHARES TR 1.1%
Value ($000) $1,986 Shares 8,442 Est. Cost $214.52 Unrealized
DBMF LITMAN GREGORY FDS TR 1.1%
Value ($000) $1,966 Shares 75,135 Est. Cost $30.06 Unrealized
SPYG SPDR SER TR 1.0%
Value ($000) $1,809 Shares 20,582 Est. Cost $80.13 Unrealized
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $1,768 Shares 3,281 Est. Cost $501.65 Unrealized
ZHDG TIDAL ETF TR 0.9%
Value ($000) $1,734 Shares 85,434 Est. Cost $19.54 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value ($000) $1,710 Shares 3,345 Est. Cost $483.76 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.9%
Value ($000) $1,705 Shares 34,137 Est. Cost $49.94 Unrealized
SPHD INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $1,694 Shares 35,068 Est. Cost $50.57 Unrealized
DHS WISDOMTREE TR 0.9%
Value ($000) $1,668 Shares 17,868 Est. Cost $93.36 Unrealized
AAPL APPLE INC 0.9%
Value ($000) $1,661 Shares 6,637 Est. Cost $195.63 Unrealized +19.9%
IWL ISHARES TR 0.9%
Value ($000) $1,643 Shares 11,352 Est. Cost $133.95 Unrealized
ITOT ISHARES TR 0.9%
Value ($000) $1,605 Shares 12,478 Est. Cost $118.86 Unrealized
LLY ELI LILLY & CO 0.8%
Value ($000) $1,537 Shares 1,991 Est. Cost $793.04 Unrealized +3.5%
IYZ ISHARES TR 0.8%
Value ($000) $1,420 Shares 52,916 Est. Cost $26.83 Unrealized
SPYV SPDR SER TR 0.8%
Value ($000) $1,416 Shares 27,698 Est. Cost $48.74 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.8%
Value ($000) $1,410 Shares 3,314 Est. Cost $396.08 Unrealized
MTUM ISHARES TR 0.7%
Value ($000) $1,352 Shares 6,536 Est. Cost $194.87 Unrealized
MBB ISHARES TR 0.7%
Value ($000) $1,335 Shares 14,561 Est. Cost $91.81 Unrealized
IYC ISHARES TR 0.7%
Value ($000) $1,253 Shares 13,034 Est. Cost $81.40 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $1,245 Shares 3,084 Est. Cost $226.88 Unrealized +41.8%
FTLS FIRST TR EXCH TRADED FD III 0.6%
Value ($000) $1,184 Shares 17,985 Est. Cost $62.59 Unrealized
IGIB ISHARES TR 0.6%
Value ($000) $1,149 Shares 22,301 Est. Cost $51.26 Unrealized
COWZ PACER FDS TR 0.6%
Value ($000) $1,119 Shares 19,819 Est. Cost $54.79 Unrealized
CTA SIMPLIFY EXCHANGE TRADED FUN 0.6%
Value ($000) $1,117 Shares 40,041 Est. Cost $26.69 Unrealized
IUSG ISHARES TR 0.6%
Value ($000) $1,107 Shares 7,943 Est. Cost $127.48 Unrealized
LQD ISHARES TR 0.6%
Value ($000) $1,091 Shares 10,210 Est. Cost $107.12 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.6%
Value ($000) $1,085 Shares 29,202 Est. Cost $37.17 Unrealized
IWV ISHARES TR 0.6%
Value ($000) $1,049 Shares 3,138 Est. Cost $308.67 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $1,035 Shares 5,464 Est. Cost $167.85 Unrealized +3.7%
META META PLATFORMS INC 0.5%
Value ($000) $1,017 Shares 1,736 Est. Cost $524.21 Unrealized +11.5%
AMZN AMAZON COM INC 0.5%
Value ($000) $1,005 Shares 4,550 Est. Cost $188.59 Unrealized +8.5%
DVY ISHARES TR 0.5%
Value ($000) $990 Shares 7,543 Est. Cost $120.98 Unrealized
IYW ISHARES TR 0.5%
Value ($000) $983 Shares 6,163 Est. Cost $150.50 Unrealized
SPGP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $979 Shares 9,330 Est. Cost $102.78 Unrealized
EFG ISHARES TR 0.5%
Value ($000) $975 Shares 10,066 Est. Cost $102.72 Unrealized
IJH ISHARES TR 0.5%
Value ($000) $941 Shares 15,103 Est. Cost $58.52 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $916 Shares 15,736 Est. Cost $57.99 Unrealized
BIBL NORTHERN LTS FD TR IV 0.5%
Value ($000) $914 Shares 23,489 Est. Cost $38.67 Unrealized
SPAB SPDR SER TR 0.5%
Value ($000) $903 Shares 36,135 Est. Cost $25.09 Unrealized
ILCG ISHARES TR 0.5%
Value ($000) $902 Shares 10,071 Est. Cost $81.81 Unrealized
FLTR VANECK ETF TRUST 0.5%
Value ($000) $883 Shares 34,689 Est. Cost $25.48 Unrealized
IWR ISHARES TR 0.5%
Value ($000) $879 Shares 9,940 Est. Cost $81.08 Unrealized
IEI ISHARES TR 0.5%
Value ($000) $879 Shares 7,603 Est. Cost $115.47 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.5%
Value ($000) $839 Shares 23,642 Est. Cost $35.93 Unrealized
EMHY ISHARES INC 0.4%
Value ($000) $804 Shares 21,160 Est. Cost $37.98 Unrealized
BINC BLACKROCK ETF TRUST II 0.4%
Value ($000) $801 Shares 15,407 Est. Cost $52.02 Unrealized
BND VANGUARD BD INDEX FDS 0.4%
Value ($000) $795 Shares 11,049 Est. Cost $72.05 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $769 Shares 3,482 Est. Cost $208.17 Unrealized
MGC VANGUARD WORLD FD 0.4%
Value ($000) $752 Shares 3,538 Est. Cost $204.30 Unrealized
IJR ISHARES TR 0.4%
Value ($000) $741 Shares 6,429 Est. Cost $106.77 Unrealized
JAAA JANUS DETROIT STR TR 0.4%
Value ($000) $728 Shares 14,362 Est. Cost $50.79 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $683 Shares 9,754 Est. Cost $69.93 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $679 Shares 2,569 Est. Cost $243.50 Unrealized
IBD NORTHERN LTS FD TR IV 0.4%
Value ($000) $665 Shares 28,382 Est. Cost $23.36 Unrealized
IYY ISHARES TR 0.4%
Value ($000) $659 Shares 4,606 Est. Cost $132.31 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $635 Shares 2,740 Est. Cost $156.18 Unrealized +17.1%
SGOV ISHARES TR 0.3%
Value ($000) $581 Shares 5,791 Est. Cost $100.71 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.3%
Value ($000) $581 Shares 1,020 Est. Cost $544.28 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $569 Shares 9,884 Est. Cost $58.47 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 0.3%
Value ($000) $558 Shares 5,984 Est. Cost $93.27 Unrealized
WMT WALMART INC 0.3%
Value ($000) $548 Shares 6,062 Est. Cost $63.08 Unrealized +36.0%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $547 Shares 597 Est. Cost $780.30 Unrealized +18.2%
CLOA BLACKROCK ETF TRUST II 0.3%
Value ($000) $546 Shares 10,553 Est. Cost $51.85 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $536 Shares 3,200 Est. Cost $157.34 Unrealized +5.3%
EYLD CAMBRIA ETF TR 0.3%
Value ($000) $528 Shares 16,862 Est. Cost $34.29 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $523 Shares 1,343 Est. Cost $332.65 Unrealized +19.4%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $518 Shares 4,060 Est. Cost $119.25 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $507 Shares 1,118 Est. Cost $416.84 Unrealized +10.8%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $495 Shares 2,065 Est. Cost $190.37 Unrealized +19.8%
MGK VANGUARD WORLD FD 0.3%
Value ($000) $490 Shares 1,428 Est. Cost $318.68 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $485 Shares 5,467 Est. Cost $83.96 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.3%
Value ($000) $483 Shares 9,096 Est. Cost $34.21 Unrealized
SPYT TIDAL TR II 0.3%
Value ($000) $469 Shares 24,491 Est. Cost $19.14 Unrealized
SPYD SPDR SER TR 0.2%
Value ($000) $462 Shares 10,691 Est. Cost $43.24 Unrealized
HCMT DIREXION SHS ETF TR 0.2%
Value ($000) $455 Shares 12,614 Est. Cost $34.96 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value ($000) $454 Shares 1,550 Est. Cost $236.61 Unrealized +21.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $451 Shares 4,197 Est. Cost $110.09 Unrealized +2.1%
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $443 Shares 1,528 Est. Cost $267.45 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $438 Shares 2,630 Est. Cost $122.30 Unrealized +43.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $436 Shares 861 Est. Cost $473.12 Unrealized +16.9%
IYJ ISHARES TR 0.2%
Value ($000) $429 Shares 3,210 Est. Cost $119.44 Unrealized
RSST TIDAL TR II 0.2%
Value ($000) $416 Shares 17,386 Est. Cost $24.50 Unrealized
V VISA INC 0.2%
Value ($000) $410 Shares 1,298 Est. Cost $270.40 Unrealized +10.3%
EMB ISHARES TR 0.2%
Value ($000) $403 Shares 4,523 Est. Cost $88.48 Unrealized
IEMG ISHARES INC 0.2%
Value ($000) $400 Shares 7,668 Est. Cost $53.53 Unrealized
MGV VANGUARD WORLD FD 0.2%
Value ($000) $397 Shares 3,182 Est. Cost $119.41 Unrealized
WWJD NORTHERN LTS FD TR IV 0.2%
Value ($000) $390 Shares 13,465 Est. Cost $29.70 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $380 Shares 4,181 Est. Cost $89.27 Unrealized +4.3%
PEP PEPSICO INC 0.2%
Value ($000) $368 Shares 2,422 Est. Cost $161.56 Unrealized -3.1%
NOBL PROSHARES TR 0.2%
Value ($000) $368 Shares 3,697 Est. Cost $96.13 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $367 Shares 1,580 Est. Cost $226.22 Unrealized
ETR ENTERGY CORP NEW 0.2%
Value ($000) $345 Shares 4,548 Est. Cost $60.64 Unrealized +15.4%
NFLX NETFLIX INC 0.2%
Value ($000) $344 Shares 386 Est. Cost $63.29 Unrealized +30.1%
KO COCA COLA CO 0.2%
Value ($000) $340 Shares 5,462 Est. Cost $59.54 Unrealized +6.0%
TLT ISHARES TR 0.2%
Value ($000) $337 Shares 3,855 Est. Cost $91.79 Unrealized
SPYM SPDR SER TR 0.2%
Value ($000) $334 Shares 4,849 Est. Cost $64.00 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.2%
Value ($000) $326 Shares 1,665 Est. Cost $184.02 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $324 Shares 1,824 Est. Cost $162.13 Unrealized +9.4%
USIG ISHARES TR 0.2%
Value ($000) $324 Shares 6,440 Est. Cost $50.21 Unrealized
ILCB ISHARES TR 0.2%
Value ($000) $323 Shares 3,976 Est. Cost $75.17 Unrealized
PAYX PAYCHEX INC 0.2%
Value ($000) $317 Shares 2,264 Est. Cost $117.13 Unrealized +17.2%
IEFA ISHARES TR 0.2%
Value ($000) $317 Shares 4,514 Est. Cost $72.57 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $314 Shares 7,851 Est. Cost $37.27 Unrealized +5.7%
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $313 Shares 1,933 Est. Cost $150.45 Unrealized
MSCI MSCI INC 0.2%
Value ($000) $312 Shares 520 Est. Cost $591.72 Unrealized 0.0%
IVE ISHARES TR 0.2%
Value ($000) $312 Shares 1,635 Est. Cost $182.37 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $308 Shares 2,001 Est. Cost $181.26 Unrealized -12.0%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $306 Shares 4,672 Est. Cost $77.99 Unrealized
GVI ISHARES TR 0.2%
Value ($000) $304 Shares 2,920 Est. Cost $103.75 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $303 Shares 2,096 Est. Cost $142.55 Unrealized +4.9%
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $298 Shares 1,049 Est. Cost $247.04 Unrealized +16.6%
CSCO CISCO SYS INC 0.2%
Value ($000) $296 Shares 4,997 Est. Cost $45.31 Unrealized +22.2%
TIP ISHARES TR 0.2%
Value ($000) $296 Shares 2,775 Est. Cost $106.78 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $293 Shares 4,372 Est. Cost $67.27 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $293 Shares 6,855 Est. Cost $40.33 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $284 Shares 7,083 Est. Cost $40.14 Unrealized
VGT VANGUARD WORLD FD 0.1%
Value ($000) $276 Shares 444 Est. Cost $578.26 Unrealized
TPLC TIMOTHY PLAN 0.1%
Value ($000) $274 Shares 6,407 Est. Cost $40.98 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $273 Shares 776 Est. Cost $322.76 Unrealized +9.9%
TPHD TIMOTHY PLAN 0.1%
Value ($000) $269 Shares 7,408 Est. Cost $35.32 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $268 Shares 9,185 Est. Cost $31.78 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $260 Shares 2,791 Est. Cost $87.74 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $259 Shares 1,530 Est. Cost $181.26 Unrealized -4.6%
HEFA ISHARES TR 0.1%
Value ($000) $257 Shares 7,400 Est. Cost $35.54 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $252 Shares 2,541 Est. Cost $115.25 Unrealized -11.2%
ISMD NORTHERN LTS FD TR IV 0.1%
Value ($000) $250 Shares 6,675 Est. Cost $35.30 Unrealized
TIMOTHY PLAN 0.1%
Value ($000) $250 Shares 10,067 Est. Cost $23.89 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $241 Shares 2,030 Est. Cost $106.75 Unrealized +9.3%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $239 Shares 994 Est. Cost $237.57 Unrealized
FISV FISERV INC 0.1%
Value ($000) $239 Shares 1,161 Est. Cost $151.37 Unrealized +34.9%
ACWV ISHARES INC 0.1%
Value ($000) $235 Shares 2,154 Est. Cost $104.64 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $234 Shares 2,356 Est. Cost $121.45 Unrealized -18.7%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $227 Shares 1,233 Est. Cost $175.92 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $226 Shares 868 Est. Cost $280.42 Unrealized +2.0%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value ($000) $225 Shares 1,328 Est. Cost $170.70 Unrealized 0.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $224 Shares 771 Est. Cost $290.22 Unrealized 0.0%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $223 Shares 6,447 Est. Cost $32.24 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $223 Shares 70 Est. Cost $3166.27 Unrealized 0.0%
FBLG FIBROBIOLOGICS INC 0.1%
Value ($000) $220 Shares 110,100 Est. Cost $9.54 Unrealized -71.9%
SJNK SPDR SER TR 0.1%
Value ($000) $220 Shares 8,720 Est. Cost $25.25 Unrealized
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $219 Shares 1,727 Est. Cost $132.91 Unrealized 0.0%
ARKK ARK ETF TR 0.1%
Value ($000) $219 Shares 3,846 Est. Cost $56.94 Unrealized
TIMOTHY PLAN 0.1%
Value ($000) $218 Shares 8,522 Est. Cost $24.49 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $215 Shares 3,059 Est. Cost $66.67 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $215 Shares 1,481 Est. Cost $148.39 Unrealized -1.9%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $212 Shares 1,938 Est. Cost $109.18 Unrealized 0.0%
QLD PROSHARES TR 0.1%
Value ($000) $211 Shares 1,919 Est. Cost $110.01 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $211 Shares 5,626 Est. Cost $39.99 Unrealized 0.0%
PAAA PGIM ETF TR 0.1%
Value ($000) $208 Shares 4,062 Est. Cost $51.20 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $207 Shares 4,457 Est. Cost $45.25 Unrealized +6.8%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $203 Shares 15,612 Est. Cost $12.99 Unrealized
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $202 Shares 996 Est. Cost $180.78 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $202 Shares 383 Est. Cost $514.68 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $200 Shares 3,778 Est. Cost $54.76 Unrealized +1.2%
AMCOR PLC 0.1%
Value ($000) $99 Shares 10,475 Est. Cost $10.10 Unrealized 0.0%
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $55 Shares 49,090 Est. Cost $1.53 Unrealized -38.5%