Optivise Advisory Services LLC - Q42025 Holdings

Optivise Advisory Services LLC holds 199 stocks with a total portfolio value of $ 173.47M as of Q42025. In Q42025, Optivise Advisory Services LLC added 35 new positions, increased stakes in 102 stocks, reduced 55 holdings, and fully exited 33 positions. The largest holding is Ishares Tr (TFLO), representing 4.82% of the total portfolio.