Fund HoldingsOptivise Advisory Services LLC

Total Portfolio Value
$173.47M
Total Bought
$43.23M
Total Sold
$37.62M
Net Transaction
+$5.60M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR CONV ETF
040,500+40,50003,6132.08%+3,613
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
9,52380,916+71,3933182,7721.60%+2,454
SPDR SERIES TRUST
ST STR P500GRW
018,047+18,04701,9261.11%+1,926
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
07,018+7,01801,7421.00%+1,742
ISHARES TR
MSCI USA VALUE
5,65216,268+10,6167072,2241.28%+1,518
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
040,469+40,46901,4500.84%+1,450
ISHARES TR
SYSTEMATIC BD ET
015,906+15,90601,4280.82%+1,428
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
023,858+23,85801,4140.82%+1,414
SPDR SERIES TRUST
ST STR P500VAL
022,217+22,21701,2620.73%+1,262
ISHARES U S ETF TR
SHOR DURA BD ETF
80,610103,164+22,5544,1345,2723.04%+1,138
SPDR SERIES TRUST
ST STR P500ETF
012,252+12,25209830.57%+983
ISHARES INC
CORE MSCI EMKT
012,504+12,50408410.48%+841
ISHARES INC017,458+17,45807050.41%+705
ISHARES TR08,245+8,24502,8281.63%+2,828
ELI LILLY & CO(LLY)01,863+1,86302,0021.15%+2,002
VANECK ETF TRUST
FALLEN ANGEL HG
050,753+50,75301,4900.86%+1,490
NORTHERN LTS FD TR IV
INSPIRE CORP BD
055,308+55,30801,3380.77%+1,338
ALPHABET INC(GOOG)5,4366,263+8271,3211,9601.13%+639
ABRDN SILVER ETF TRUST09,054+9,05406120.35%+612
SELECT SECTOR SPDR TR
ST STR FINL ETF
010,244+10,24405610.32%+561
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
017,983+17,98304670.27%+467
ISHARES GOLD TR(IAU)010,555+10,55504540.26%+454
BLACKROCK ETF TRUST II47,68756,438+8,7512,5392,9781.72%+439
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,787+2,78704010.23%+401
BLACKROCK ETF TRUST
ISHARES US EQUIT
50,29855,116+4,8182,9783,3521.93%+374
SPDR SERIES TRUST
ST STR AGGRE ETF
014,496+14,49603730.22%+373
APPLOVIN CORP(APP)0537+53703620.21%+362
ISHARES GOLD TR(IAU)7,76311,357+3,5945659220.53%+357
BANK NEW YORK MELLON CORP02,759+2,75903200.18%+320
NORTHERN LTS FD TR IV
INSPIRE FIDELIS
08,894+8,89403180.18%+318
NORTHERN LTS FD TR IV
INSPIRE INTL ETF
020,635+20,63507530.43%+753
GLOBAL X FDS
DEFENSE TECH ETF
04,607+4,60702980.17%+298
ISHARES TR
CORE MSCI EAFE
03,284+3,28402940.17%+294
BROADCOM INC(AVGO)3,2873,975+6881,0841,3760.79%+291
PARKER-HANNIFIN CORP(PH)577821+2444387210.42%+284
INVESCO EXCH TRADED FD TR II013,946+13,94609960.57%+996
JPMORGAN CHASE & CO.(JPM)3,1503,944+7949941,2710.73%+277
PROLOGIS INC.(PLD)02,118+2,11802700.16%+270
TESLA INC(TSLA)3,1643,719+5551,4071,6720.96%+265
US BANCORP DEL(USB)04,946+4,94602640.15%+264
INTERNATIONAL BUSINESS MACHS(IBM)0876+87602600.15%+260
ISHARES TR04,554+4,55403,1191.80%+3,119
FIFTH THIRD BANCORP(FITB)05,327+5,32702490.14%+249
SOUTHERN CO(SO)02,840+2,84002480.14%+248
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,102+2,10202470.14%+247
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
9,76512,825+3,0607169620.55%+247
CATERPILLAR INC(CAT)607936+3292905360.31%+246
GOLDMAN SACHS GROUP INC(GS)0279+27902450.14%+245
VANGUARD INDEX FDS02,765+2,76501,7341.00%+1,734
PFIZER INC(PFE)09,516+9,51602370.14%+237
GENERAL DYNAMICS CORP(GD)0690+69002320.13%+232
BLACKROCK ETF TRUST
ISHA I IN TE ETF
16,90924,282+7,3735788090.47%+231
CITIGROUP INC(C)01,965+1,96502290.13%+229
WALMART INC(WMT)5,9757,551+1,5766168410.48%+225
REV GROUP INC03,684+3,68402240.13%+224
JOHNSON & JOHNSON(JNJ)3,0093,772+7635587810.45%+223
ETFS GOLD TR(SGOL)05,385+5,38502210.13%+221
CASEYS GEN STORES INC(CASY)0396+39602190.13%+219
AMPHENOL CORP NEW01,611+1,61102180.13%+218
CSX CORP(CSX)05,931+5,93102150.12%+215
SPDR S&P 500 ETF TR(SPY)05,775+5,77503,9382.27%+3,938
FERGUSON ENTERPRISES INC(FERG)0951+95102120.12%+212
EXXON MOBIL CORP5,8477,221+1,3746598690.50%+210
LOCKHEED MARTIN CORP(LMT)0429+42902080.12%+208
PNC FINL SVCS GROUP INC(PNC)0994+99402080.12%+208
DAKTRONICS INC(DAKT)010,494+10,49402070.12%+207
FIRST TR EXCHANGE-TRADED FD
ALERIAN US NXTGN
02,773+2,77302070.12%+207
ABBOTT LABS01,649+1,64902070.12%+207
CISCO SYS INC(CSCO)4,5106,635+2,1253095110.29%+202
SPDR DOW JONES INDL AVERAGE(DIA)3,2773,574+2971,5201,7180.99%+198
ISHARES BITCOIN TRUST ETF(IBIT)011,296+11,29605610.32%+561
MERCK & CO INC(MRK)2,8894,018+1,1292424230.24%+180
STONECO LTD(STNE)011,634+11,63401720.10%+172
BLACKROCK INC(BLK)336520+1843925570.32%+165
ABBVIE INC(ABBV)1,9272,632+7054466010.35%+155
WELLS FARGO CO NEW(WFC)3,9185,136+1,2183284790.28%+150
PROSHARES TR
S&P 500 DV ARIST
05,086+5,08605290.31%+529
INVESCO QQQ TR3,7483,889+1412,2502,3891.38%+139
PRUDENTIAL FINL INC(PFH)2,7293,734+1,0052834210.24%+138
BERKSHIRE HATHAWAY INC DEL1,5711,840+2697909250.53%+135
CUMMINS INC(CMI)482655+1732033350.19%+131
APPLE INC(AAPL)7,0287,035+71,7901,9121.10%+123
BANK AMERICA CORP6,0287,824+1,7963114300.25%+119
PHILIP MORRIS INTL INC(PM)2,4223,155+7333935060.29%+113
QUALCOMM INC(QCOM)02,158+2,15803690.21%+369
METLIFE INC(MET)2,5814,035+1,4542133190.18%+106
ISHARES TR05,659+5,65905890.34%+589
LAM RESEARCH CORP(LRCX)1,6421,863+2212203190.18%+99
AMAZON COM INC(AMZN)5,3395,498+1591,1721,2690.73%+97
COCA COLA CO(KO)05,508+5,50803850.22%+385
KINDER MORGAN INC DEL(KMI)8,58412,282+3,6982433380.19%+95
MCDONALDS CORP(MCD)01,175+1,17503590.21%+359
WISDOMTREE TR(WT)6,2577,213+9563594440.26%+85
VANGUARD WORLD FD1,5331,690+1576176980.40%+81
CONOCOPHILLIPS(COP)3,1664,053+8872993790.22%+80
VERIZON COMMUNICATIONS INC(VZ)7,62410,157+2,5333354140.24%+79
PGIM ETF TR
AAA CLO ETF
015,641+15,64108020.46%+802
VANGUARD INDEX FDS01,908+1,90805540.32%+554
ALPHABET INC(GOOG)932957+252273000.17%+73
ASTRAZENECA PLC(AZN)04,677+4,67704300.25%+430
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