Optivise Advisory Services LLC - Q12026 Holdings

Optivise Advisory Services LLC holds 183 stocks with a total portfolio value of $ 165.17M as of Q12026. In Q12026, Optivise Advisory Services LLC added 21 new positions, increased stakes in 56 stocks, reduced 96 holdings, and fully exited 37 positions. The largest holding is Ishares Tr (TFLO), representing 7.08% of the total portfolio.