Fund HoldingsOptivise Advisory Services LLC

Total Portfolio Value
$190.05M
Total Bought
$35.83M
Total Sold
$32.10M
Net Transaction
+$3.73M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR
TRS FLT RT BD
433,405671,396+237,99121,95633,97317.88%+12,016
MICROSOFT CORP(MSFT)05,916+5,91602,5461.34%+2,546
ISHARES TR54,79476,326+21,5325,3197,7294.07%+2,411
INVESCO EXCH TRADED FD TR II9,88037,164+27,2846422,6661.40%+2,024
VANGUARD WORLD FD3,19512,745+9,5506302,6341.39%+2,003
INVESCO EXCH TRADED FD TR II039,546+39,54602,0001.05%+2,000
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
027,946+27,94601,8800.99%+1,880
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
010,418+10,41801,8660.98%+1,866
ISHARES TR015,172+15,17209460.50%+946
TIDAL TR II
RETURN STCKD US
018,602+18,60204560.24%+456
VANGUARD WORLD FD01,209+1,20903890.20%+389
ISHARES TR9,90210,009+1075,4195,7733.04%+355
JANUS DETROIT STR TR
HENDRSON AAA CL
06,668+6,66803390.18%+339
VISA INC(V)01,184+1,18403260.17%+326
VANGUARD WORLD FD01,562+1,56203090.16%+309
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
17,79123,937+6,1466769740.51%+298
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
09,185+9,18502920.15%+292
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
04,715+4,71502810.15%+281
ACCENTURE PLC IRELAND
SHS CLASS A
0791+79102800.15%+280
ISHARES TR
FALN ANGLS USD
148,237152,128+3,8913,8824,1592.19%+277
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
30,35040,698+10,3488171,0580.56%+241
BLACKROCK ETF TRUST II04,628+4,62802400.13%+240
VANECK ETF TRUST
IG FLOA RATE ETF
022,279+22,27905670.30%+567
VANGUARD INDEX FDS0888+88802110.11%+211
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
05,122+5,12202000.11%+200
TESLA INC(TSLA)02,063+2,06305400.28%+540
ISHARES TR5,7286,086+3581,5141,6840.89%+171
PACER FDS TR
US CASH COWS 100
18,66120,518+1,8571,0171,1870.62%+170
APPLE INC(AAPL)5,1695,389+2201,0891,2560.66%+167
ISHARES TR8,7709,815+1,0458971,0570.56%+159
ISHARES TR23,80324,641+8382,2032,3591.24%+157
ISHARES TR
MSCI USA QLT FCT
16,39016,317-732,7992,9261.54%+127
AGNC INVT CORP(AGNC)011,146+11,14601170.06%+117
VANECK ETF TRUST
EMERGING MRKT HI
66,19469,221+3,0271,2671,3770.72%+110
ISHARES TR7,5717,57109161,0230.54%+107
ISHARES TR12,79413,034+2401,0401,1460.60%+106
ISHARES TR12,41912,557+1381,4751,5770.83%+102
ISHARES TR5,8875,888+11,7521,8510.97%+100
BROADCOM INC(AVGO)3003,333+3,0334825750.30%+93
VANGUARD INDEX FDS3,1503,154+41,5751,6640.88%+89
ISHARES TR
CORE UNIVRSL USD
52,65952,362-2972,3812,4671.30%+86
TIMOTHY PLAN014,090+14,09003700.19%+370
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
07,597+7,59702880.15%+288
EA SERIES TRUST
ALPHA ARCH 1-3
22,48922,972+4832,4252,5021.32%+78
SPDR SER TR
ST STR P500VAL
31,71530,699-1,0161,5461,6230.85%+77
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
014,212+14,21204590.24%+459
CAMBRIA ETF TR13,98616,081+2,0954815560.29%+75
ISHARES TR11,35211,35201,5211,5940.84%+74
NETFLIX INC(NFLX)0426+42603020.16%+302
BERKSHIRE HATHAWAY INC DEL0967+96704450.23%+445
ISHARES TR6,3516,349-26777430.39%+65
UNITEDHEALTH GROUP INC(UNH)893889-44555200.27%+65
VANGUARD INDEX FDS2,4072,441+345836440.34%+61
JPMORGAN CHASE CO(JPM)2,2272,408+1814505080.27%+57
ISHARES TR3,1383,13809691,0250.54%+57
ENTERGY CORP NEW(ETR)02,274+2,27402990.16%+299
ISHARES TR22,63222,629-31,1601,2160.64%+56
ISHARES TR
MSCI USA MMENTM
6,5366,53601,2741,3250.70%+52
AUTOMATIC DATA PROCESSING IN01,604+1,60404440.23%+444
ISHARES TR20,14120,547+4062,2262,2731.20%+48
NORTHERN LTS FD TR IV
INSPIRE CORP BD
25,46526,584+1,1195946400.34%+46
ISHARES TR03,210+3,21004290.23%+429
TIMOTHY PLAN06,938+6,93802620.14%+262
TIMOTHY PLAN06,035+6,03502660.14%+266
ISHARES TR
MSCI USA MIN ETF
5,4655,467+24594990.26%+40
TIMOTHY PLAN18,10918,379+2704324720.25%+40
ISHARES TR02,791+2,79102840.15%+284
ISHARES TR10,92510,706-2191,1701,2100.64%+39
VANGUARD WHITEHALL FDS3,7643,762-24464820.25%+36
ISHARES TR4,7594,761+26306650.35%+35
SPDR SP MIDCAP 400 ETF TR(MDY)748762+144004340.23%+34
CVS HEALTH CORP(CVS)04,112+4,11202590.14%+259
PROSHARES TR
S&P 500 DV ARIST
03,696+3,69603950.21%+395
ISHARES TR15,32715,019-3081,4071,4390.76%+32
CISCO SYS INC(CSCO)04,992+4,99202660.14%+266
ISHARES TR01,651+1,65103260.17%+326
ISHARES BITCOIN TRUST ETF(IBIT)09,868+9,86803570.19%+357
ISHARES TR
CORE MSCI EAFE
04,114+4,11403210.17%+321
VANGUARD BD INDEX FDS11,04010,993-477958260.43%+30
ISHARES TR04,031+4,03103950.21%+395
SPDR SER TR
ST STR P500GRW
22,26321,847-4161,7841,8120.95%+28
ISHARES TR4,7004,716+164164410.23%+25
ISHARES TR5,5115,763+2525555800.31%+25
VANGUARD WORLD FD02,737+2,73703510.18%+351
ORACLE CORP(ORCL)3,2412,809-4324584790.25%+21
VANGUARD ADMIRAL FDS INC01,219+1,21902330.12%+233
ISHARES TR04,362+4,36203460.18%+346
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
10,72510,714-111,1021,1210.59%+19
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
18,18718,231+441,1381,1570.61%+19
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
15,63515,636+19079230.49%+16
VANGUARD INTL EQUITY INDEX F03,424+3,42402160.11%+216
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
06,585+6,58502260.12%+226
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,567+1,56702410.13%+241
VANGUARD WORLD FD
INF TECH ETF
0433+43302540.13%+254
ISHARES TR03,008+3,00803320.17%+332
VANGUARD INDEX FDS1,5791,524-554224310.23%+9
CLOROX CO DEL(CLX)01,462+1,46202380.13%+238
CATERPILLAR INC(CAT)0651+65102540.13%+254
SPDR INDEX SHS FDS
ST STR PO EX ETF
06,275+6,27502360.12%+236
NORTHERN LTS FD TR III
HCM DEFEN 500
126,664123,508-3,1566,2666,2723.30%+6
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