OAS
Optivise Advisory Services LLC Portfolio
Invests via Optivise Advisory Services LLC | Managed by Michael R. Wallin, Allen P. Hargis, Cory S. Colquette
Invests via Optivise Advisory Services LLC
Managed by Michael R. Wallin, Allen P. Hargis, Cory S. Colquette
Automatically Tracked
Company Profile
Advises institutional and private clients on corporate finance, transaction execution and regulatory strategy across US and international markets. Optivise Advisory Services LLC combines senior dealmakers and compliance specialists to support M&A advisory, capital raises, and post-deal integration for growth companies and sponsor-backed transactions. Revenue model blends retainer advisory fees with success-based compensation; typical engagement horizons run 6–18 months, relevant to banks, PE firms and corporate development teams.
Advises institutional and private clients on corporate finance, transaction execution and regulatory strategy across US and international markets. Optivise Advisory Services LLC combines senior dealmakers and compliance specialists to support M&A advisory, capital raises, and post-deal integration for growth companies and sponsor-backed transactions. Revenue model blends retainer advisory fees with success-based compensation; typical engagement horizons run 6–18 months, relevant to banks, PE firms and corporate development teams.
Investment Philosophy & Strategy
A boutique advisory firm adopts a capital-efficient, transaction-first investment philosophy focused on structuring, executing and de-risking sponsor-backed and growth-company deals. Emphasis lies on rigorous underwriting, regulatory-aware diligence and staged capital deployment tied to milestones; portfolios favor technology-enabled services, cross-border growth plays and carve-outs where integration expertise drives value. Strategy blends fee-for-service advisory with success-based economics, a 6–24 month horizon for value realization, and conservative risk controls to protect downside.
A boutique advisory firm adopts a capital-efficient, transaction-first investment philosophy focused on structuring, executing and de-risking sponsor-backed and growth-company deals. Emphasis lies on rigorous underwriting, regulatory-aware diligence and staged capital deployment tied to milestones; portfolios favor technology-enabled services, cross-border growth plays and carve-outs where integration expertise drives value. Strategy blends fee-for-service advisory with success-based economics, a 6–24 month horizon for value realization, and conservative risk controls to protect downside.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
22.45%
Gain +0.42%
Monthly
0.78%
Yearly
9.75%
Drawdown
12.95%
$200.8M
Equity
Holdings
$200.8M
Investment
$173.5M
$38.31M
Profit +$872,978.12
Realized
$11.01M
Unrealized
$27.3M
Dividends
$8.62M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$872,978.12
Win %
76%
This Week
Compared To Last Week
Gain
0.84%
Profit
$1.68M
Win %
76%
This Month
Compared to last month
Gain
0.65%
Profit
$1.3M
Win %
76%
This Year
Compared to last year
Gain
1.95%
Profit
$3.84M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$195,012.35 
PGY Pagaya Technologies Ltd.
+9.24%
+$19,938.16 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$16,587.35 
GOOG Alphabet Inc
+6.88%
+$22,602.48 
GOOGL Alphabet Inc
+6.73%
+$129,944.01 
FERG Ferguson Enterprises Inc
+3.52%
+$7,029.54 
AMKR Amkor Technology Inc.
+3.34%
+$4,021.78 
META Meta Platforms Inc Class A
+3.28%
+$31,435.02 
CRS Carpenter Technology Corporation
+3.17%
+$11,244.74 
MSFT Microsoft Corp.
+3.02%
+$87,889.8 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$5,815.45 
NVDA NVIDIA Corporation
+2.93%
+$95,397.09 
CVX Chevron Corporation
+2.35%
+$5,640.96 
BP BP p.l.c. Sponsored ADR
+2.26%
+$5,769 
CSCO Cisco Systems, Inc.
+2.14%
+$13,292.1 
ORCL Oracle Corporation
+1.81%
+$4,125.66 
HWM Howmet Aerospace Inc.
+1.8%
+$5,682.19 
EQRR ProShares Equities for Rising Rates ETF
+1.75%
+$3,507.7 
FLEX Flex Ltd.
+1.64%
+$2,553.92 
KMI Kinder Morgan, Inc.
+1.64%
+$6,333.6 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$4,472.53 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,157.32 
VZ Verizon Communications Inc.
+1.52%
+$6,258 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$31,674.89 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$17,984.64 
PH Parker-Hannifin Corporation
+1.43%
+$10,895.86 
GE General Electric Company
+1.42%
+$5,794.56 
KLAC KLA Corporation
+1.38%
+$2,084.14 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$41,459.31 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.26%
+$16,682.54 
LGH HCM Defender 500 Index ETF
+1.25%
+$80,352.48 
COP ConocoPhillips
+1.22%
+$5,962.4 
QLD ProShares Ultra QQQ
+1.2%
+$2,411.64 
WFC Wells Fargo & Company
+1.19%
+$5,422.32 
HTUS Hull Tactical US ETF
+1.19%
+$15,562.51 
AMAT Applied Materials, Inc.
+1.18%
+$3,451.51 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$18,968.84 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$8,797 
NOW ServiceNow, Inc.
+1.05%
+$3,135.48 
ILCG iShares Morningstar Growth ETF
+1.01%
+$6,921.6 
BORR Borr Drilling Ltd.
+1%
+$1,372.32 
ADP Automatic Data Processing Inc.
+0.98%
+$3,512.03 
OEF iShares S&P 100 ETF
+0.95%
+$19,012.64 
ZHDG Zega Buy and Hedge ETF
+0.93%
+$8,957.74 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$6,290.52 
QQH HCM Defender 100 Index ETF
+0.88%
+$56,092.48 
MGC Vanguard Mega Cap ETF
+0.87%
+$6,704.73 
IBM International Business Machines Corporation
+0.86%
+$1,724.71 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$8,189.99 
MCD McDonald's Corporation
+0.82%
+$2,391.41 
THC Tenet Healthcare Corporation
+0.81%
+$2,263.2 
BIBL Inspire 100 ETF
+0.8%
+$13,554.86 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$39,872.96 
TSLA Tesla, Inc.
+0.76%
+$7,839.85 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,471 
PTLC Pacer Trendpilot US Large Cap ETF
+0.74%
+$3,445.59 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$5,149.17 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$32,232.42 
VOO Vanguard S&P 500 ETF
+0.71%
+$14,439.18 
CAT Caterpillar Inc.
+0.7%
+$3,112.82 
IVV iShares Core S&P 500 ETF
+0.69%
+$29,834.24 
ILCB iShares Morningstar U.S. Equity ETF
+0.68%
+$2,030 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,809.53 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$18,750.12 
USAI Pacer American Energy Independence ETF
+0.64%
+$1,404.77 
IWB iShares Russell 1000 ETF
+0.64%
+$6,259.1 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$5,962.27 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$5,137.01 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,339.57 
MO Altria Group, Inc.
+0.57%
+$1,712.88 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,996.17 
APH Amphenol Corporation
+0.55%
+$2,489.49 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$11,397.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,484.24 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,110.11 
PATN Pacer Nasdaq International Patent Leaders ETF
+0.45%
+$1,943.33 
THTA SoFi Enhanced Yield ETF
+0.44%
+$2,978.25 
DHDG FT U.S. Equity Quality 2.5-15 Buffer ETF
+0.44%
+$909.79 
CSX CSX Corporation
+0.42%
+$1,499.82 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$7,565.6 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$13,797.3 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$2,221.98 
PFE Pfizer Inc.
+0.4%
+$1,050.9 
VLO Valero Energy Corporation
+0.38%
+$1,386.35 
AVGO Broadcom Inc.
+0.37%
+$5,771.52 
PG Procter & Gamble Co
+0.37%
+$1,785.04 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,803.02 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$991.52 
BAC Bank of America Corporation
+0.36%
+$1,748.56 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$13,021.92 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,320.12 
GD General Dynamics Corporation
+0.32%
+$819.84 
MRK Merck & Co., Inc.
+0.32%
+$1,617.9 
SMH VanEck Semiconductor ETF
+0.3%
+$1,649.57 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$688.75 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$2,320.3 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$3,866.71 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,165.65 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$503.99 
JPM JPMorgan Chase & Co.
+0.27%
+$2,953.48 
VT Vanguard Total World Stock ETF
+0.26%
+$12,751.41 
FDLS Inspire Fidelis Multi Factor ETF
+0.26%
+$920.92 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$3,780.96 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$4,095.36 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$470.55 
SO The Southern Company
+0.21%
+$588.8 
JNJ Johnson & Johnson
+0.21%
+$1,955.7 
CMI Cummins Inc.
+0.19%
+$1,374.97 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$403.34 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$935.04 
USB U.S. Bancorp
+0.17%
+$532.5 
T AT&T Inc.
+0.17%
+$629.92 
MS Morgan Stanley
+0.17%
+$389.16 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$657.49 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$1,689.16 
DELL Dell Technologies Inc.
+0.14%
+$982.24 
PTEU Pacer Trendpilot European ETF
+0.11%
+$499.83 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.1%
+$606.84 
C Citigroup Inc.
+0.1%
+$415.58 
WMT Walmart Inc.
+0.09%
+$741.31 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$961.78 
PTL Inspire 500 ETF
+0.07%
+$1,340.47 
SOXX iShares Semiconductor ETF
+0.07%
+$161.28 
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF
+0.07%
+$166.98 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$520.03 
AEP American Electric Power Company, Inc.
+0.06%
+$107.73 
SPHB Invesco S&P 500 High Beta ETF
+0.05%
+$333.46 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$101.5 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$720.04 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$55.86 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$376.65 
CLOA iShares AAA CLO ETF
+0.02%
+$198.67 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$214,255.76 
MU Micron Technology, Inc.
-5.9%
-$10,119.47 
OKLO Oklo Inc.
-5.5%
-$9,010.62 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$4,967.51 
IBIT iShares Bitcoin Trust
-2.89%
-$14,262.3 
SBSW Sibanye Stillwater Ltd - ADR
-2.75%
-$3,237.5 
AJG Arthur J. Gallagher & Co.
-2.75%
-$6,758.39 
QCOM QUALCOMM Incorporated
-2.63%
-$7,820.42 
ABBV AbbVie Inc.
-2.51%
-$17,507.82 
ARKK ARK Innovation ETF Fund
-2.28%
-$6,774.46 
NFLX Netflix, Inc.
-2%
-$4,763.98 
AMD Advanced Micro Devices, Inc.
-1.9%
-$8,343.74 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,740.04 
TMC TMC the metals company Inc.
-1.66%
-$3,184.2 
LRCX Lam Research Corporation
-1.58%
-$6,937.22 
IAU iShares Gold Trust
-1.46%
-$5,431.91 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$3,069.45 
DAL Delta Air Lines, Inc.
-1.3%
-$3,662.75 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$11,545.68 
TXN Texas Instruments Inc
-1.08%
-$2,207.63 
PLD Prologis Inc.
-1.08%
-$3,158.42 
MCK McKesson Corporation
-1.08%
-$2,507.08 
KO The Coca-Cola Company
-1.02%
-$5,216.4 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$4,080 
EYLD Cambria Emerging Shareholder Yield Fund
-0.98%
-$5,568.3 
XOM Exxon Mobil Corporation
-0.97%
-$11,195.01 
MET MetLife Inc.
-0.97%
-$3,716.76 
HELE Helen of Troy Limited
-0.9%
-$1,726.25 
CVS CVS Health Corporation
-0.75%
-$3,154.47 
WWJD Inspire International ETF
-0.75%
-$5,946 
BLK BlackRock, Inc.
-0.73%
-$3,535.14 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$2,406.18 
GDE WisdomTree Efficient Gold Plus
-0.71%
-$2,648.81 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$5,177.7 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$3,885.75 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$1,774.45 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,868.39 
PM Philip Morris International Inc.
-0.61%
-$3,759.45 
MSCI MSCI Inc.
-0.61%
-$1,438.5 
PRU Prudential Financial, Inc.
-0.56%
-$2,484.68 
LLY Eli Lilly and Company
-0.53%
-$11,456.97 
OPFI OppFi Inc.
-0.53%
-$732.85 
WCMI First Trust WCM International Equity ETF
-0.49%
-$1,451.69 
IWM iShares Russell 2000 ETF
-0.47%
-$3,160.84 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$6,863.6 
DFIV Dimensional International Value ETF
-0.47%
-$7,777.89 
PEP PepsiCo, Inc.
-0.46%
-$1,957.76 
LAMR Lamar Advertising Company
-0.43%
-$962.52 
HD The Home Depot, Inc.
-0.42%
-$2,838.42 
MBB iShares MBS ETF
-0.4%
-$3,836.53 
ETR Entergy Corporation
-0.38%
-$1,967.59 
VGT Vanguard Information Technology ETF
-0.38%
-$2,632.89 
MDT Medtronic plc
-0.37%
-$841.28 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$831.26 
PAAA PGIM AAA CLO ETF
-0.37%
-$3,331.27 
FDVV Fidelity High Dividend ETF
-0.35%
-$1,701.04 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$825.66 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$3,398.13 
CL Colgate-Palmolive Company
-0.33%
-$687.9 
SMMD iShares Russell 2500 ETF
-0.29%
-$651.57 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$654.71 
VTV Vanguard Value ETF
-0.27%
-$1,335.74 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,264.75 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$4,352.67 
COST Costco Wholesale Corporation
-0.24%
-$1,566.34 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$714.71 
SEZL Sezzle Inc.
-0.23%
-$461.88 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$1,684.16 
VB Vanguard Small-Cap ETF
-0.22%
-$747.1 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$606.78 
SYSB iShares Systematic Bond ETF
-0.22%
-$2,406.54 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,053.71 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$613.83 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$631.6 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,576.5 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$663.29 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$813.88 
IBD Inspire Corporate Bond ETF
-0.17%
-$2,065.28 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,331.18 
FITB Fifth Third Bancorp
-0.16%
-$465.12 
BGLD FT Vest Gold Strategy Quarterly Fund
-0.15%
-$278.68 
SMAY FT Vest U.S. Small Cap Moderate Fund
-0.14%
-$809.28 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$490.67 
XLF Financial Select Sector SPDR Fund
-0.1%
-$609.9 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$821.72 
BINC iShares Flexible Income Active ETF
-0.08%
-$1,731.24 
CLOI VanEck CLO ETF
-0.06%
-$360.06 
VO Vanguard Mid-Cap ETF
-0.05%
-$358.96 
V Visa Inc. Class A
-0.04%
-$170.79 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$536.6 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$56.75 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$60.34 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$73.12 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1629 | Longs Won 1197/1629 73% | Profit Factor 5.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $88,782.52 |
| Average Win $38,731.6 | Best Trade (Sep 04) $1.25M | Sharpe Ratio -10.89 |
| Average Loss -$18,620.41 | Worst Trade (Jun 30) -$758,115.96 | Z-Score 15.5 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 1d | Expectancy $23,519.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,738 | $2.06M | $2.7M | - | $634,922.56 | 30.76% | -7.354% |
| ABBV AbbVie Inc. | 2,706 | $557,810 | $679,043.64 | - | $121,233.64 | 21.73% | -2.513% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 41,086 | $854,170 | $850,069.34 | - | -$4,100.66 | -0.48% | -0.097% |
| ADP Automatic Data Processing Inc. | 1,356 | $335,517.1 | $361,319.75 | - | $25,802.65 | 7.69% | +0.982% |
| AEP American Electric Power Company, Inc. | 1,539 | $210,518 | $196,761.15 | - | -$13,756.85 | -6.53% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,059 | $898,657.98 | $882,074.83 | - | -$16,583.15 | -1.85% | -0.256% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 2,444 | $325,665 | $286,070.21 | - | -$39,594.79 | -12.16% | +1.588% |
| AJG Arthur J. Gallagher & Co. | 960 | $220,453 | $239,443.2 | - | $18,990.2 | 8.61% | -2.745% |
| AMAT Applied Materials, Inc. | 585 | $200,115.53 | $296,986.96 | - | $96,871.43 | 48.41% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 903 | $524,629 | $429,963.44 | - | -$94,665.56 | -18.04% | -1.904% |
| AMKR Amkor Technology Inc. | 2,498 | $215,399 | $124,575.26 | - | -$90,823.74 | -42.17% | +3.336% |
| AMZN Amazon.com Inc | 5,405 | $1.12M | $1.47M | - | $346,425.5 | 30.89% | +15.321% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 53,660 | $1.57M | $1.55M | - | -$17,170.8 | -1.09% | -0.035% |
| AOA iShares Core Aggressive Allocation ETF | 2,375 | $210,163.57 | $229,781.25 | - | $19,617.68 | 9.33% | +0.301% |
| APH Amphenol Corporation | 11,316 | $382,160.11 | $454,620.3 | - | $72,460.19 | 18.96% | +0.551% |
| ARKK ARK Innovation ETF Fund | 4,081 | $225,459.41 | $290,730.44 | - | $65,271.03 | 28.95% | -2.277% |
| AVGO Broadcom Inc. | 4,008 | $878,786.14 | $1.56M | - | $681,448.1 | 77.54% | +0.371% |
| AZN AstraZeneca PLC American Depositary Shares | 2,400 | $472,928.23 | $407,136 | - | -$65,792.23 | -13.91% | -0.992% |
| BAC Bank of America Corporation | 7,948 | $404,973.73 | $492,378.6 | - | $87,404.87 | 21.58% | +0.356% |
| BAI iShares A.I. Innovation and Tech Active ETF | 22,932 | $775,892.92 | $948,008.88 | - | $172,115.96 | 22.18% | +0.633% |
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FAQ
Which stocks have generated the highest profits for Optivise Advisory Services LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Treasury Floating Rate Bond ETF - $1.75M, iShares Core S&P 500 ETF - $865,556.02, HCM Defender 100 Index ETF - $595,376.72, Direxion Daily Gold Miners Index Bull 2X Shares - $587,943.84, and HCM Defender 500 Index ETF - $553,954.71. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: SoFi Enhanced Yield ETF - $1.32M, Fibrobiologics Inc - $524,638.01, Deckers Outdoor Corporation - $90,915.24, Capital Group Growth ETF - $85,269.5, and AppLovin Corporation Class A Common Stock - $83,051.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Optivise Advisory Services LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.62M earned over time. The largest contributors to dividend income include iShares Treasury Floating Rate Bond ETF - $1.82M, SoFi Enhanced Yield ETF - $473,540.79, iShares Core U.S. Aggregate Bond ETF - $251,971.92, iShares Short Maturity Bond ETF - $228,579.34, and iShares Fallen Angels USD Bond ETF - $200,893.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Optivise Advisory Services LLC's monthly returns?
Optivise Advisory Services LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Optivise Advisory Services LLC's strategy be considered aggressive or moderate?
Optivise Advisory Services LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Optivise Advisory Services LLC's strategy?
Optivise Advisory Services LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
