Optivise Advisory Services LLC
Top Portfolio Positions
83 positions ·
$51,018,455 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
5,928 | $3,855,215 | 7.56% | |
| NVDA |
Nvidia Corp
Technology
|
16,908 | $2,948,755 | 5.78% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,031 | $2,326,612 | 4.56% | |
| MSFT |
Microsoft Corp
Technology
|
6,207 | $2,297,645 | 4.50% | |
| AAPL |
Apple Inc.
Technology
|
7,431 | $1,885,913 | 3.70% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
3,842 | $1,779,575 | 3.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,784 | $1,663,247 | 3.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,801 | $1,656,505 | 3.25% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
3,776 | $1,403,728 | 2.75% | |
| AVGO |
Broadcom Inc.
Technology
|
3,851 | $1,191,923 | 2.34% |
Portfolio Trend
8 quarters · across all stocks
Holdings in TMC
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,669 | 52,820 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $251,119 | 40,700 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $314,041 | 49,300 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $328,020 | 49,700 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $82,904 | 48,200 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $54,980 | 49,090 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $52,024 | 49,080 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $66,116 | 48,975 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||