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Portfolio (Quarterly) Guide ↗

Optivise Advisory Services LLC

· CIK 0002042876
13F Portfolio $165M AUM 183 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 54 Added 87 Reduced 37 Exited
Page 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VO VANGUARD INDEX FDS 2,003.0 $575K 0.35% +95.0 +5.0% $287.14 -72.6%
82 IWM ISHARES TR 2,303.0 $571K 0.35% +288.0 +14.3% $248.01 +17.2%
83 CMI CUMMINS INC Industrials 1,050.0 $565K 0.34% +395.0 +60.3% $538.26 +24.3%
84 ABBV ABBVIE INC Healthcare 2,397.0 $521K 0.32% -235.0 -8.9% $217.47 -1.1%
85 ENTERGY CORP NEW 4,599.0 $517K 0.31% $112.37
86 IAUM ISHARES GOLD TR Financial Services 10,839.0 $506K 0.31% +284.0 +2.7% $46.70 -5.5%
87 XLF SELECT SECTOR SPDR TR 9,776.0 $483K 0.29% -468.0 -4.6% $49.37 +4.4%
88 VTI VANGUARD INDEX FDS 1,454.0 $467K 0.28% $320.88 +15.1%
89 AZN ASTRAZENECA PLC Healthcare 2,350.0 $463K 0.28% NEW $197.21 -4.7%
90 PEP PEPSICO INC Consumer Defensive 2,981.0 $463K 0.28% -601.0 -16.8% $155.29 -4.6%
91 COP CONOCOPHILLIPS Energy 3,482.0 $460K 0.28% -571.0 -14.1% $132.00 -12.2%
92 NFLX NETFLIX INC. Communication Services 4,777.0 $459K 0.28% +209.0 +4.6% $96.16 -8.2%
93 PG PROCTER & GAMBLE CO Consumer Defensive 3,106.0 $449K 0.27% -841.0 -21.3% $144.45 +2.2%
94 PM PHILIP MORRIS INTL INC Consumer Defensive 2,710.0 $448K 0.27% -445.0 -14.1% $165.34 +10.1%
95 IBIT ISHARES BITCOIN TRUST ETF Financial Services 11,556.0 $444K 0.27% +260.0 +2.3% $38.42 +10.5%
96 CSCO CISCO SYS INC Technology 5,687.0 $441K 0.27% -948.0 -14.3% $77.59 +53.8%
97 VGT VANGUARD WORLD FD 609.0 $425K 0.26% +88.0 +16.9% $698.12 -83.3%
98 IWF ISHARES TR 988.0 $421K 0.26% +187.0 +23.4% $426.41 -70.5%
99 MRK MERCK & CO INC Healthcare 3,472.0 $418K 0.25% -546.0 -13.6% $120.31 +1.1%
100 HDV ISHARES TR 3,066.0 $416K 0.25% NEW $135.72 -79.6%
Page 5 of 10  ·  183 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.6%
Technology 20.5%
Healthcare 9.7%
Communication Services 8.8%
Consumer Defensive 8.0%
Industrials 7.3%
Consumer Cyclical 7.0%
Energy 5.5%
Basic Materials 1.4%
Utilities 0.9%