OPTIVISE ADVISORY SERVICES LLC

PrivateCIK: 2042876
Location

FRANKLIN, TN

227
Positions
$196.99M
Total AUM (reported)
2.63M
Total Shares

Allocation by class

TOTAL AUM$196.99M227 positions
COM$39.97M20.3%
HCM DEFND 100$6.86M3.5%
TRS FLT RT BD$6.68M3.4%
HCM DEFEN 500$6.49M3.3%
ISHARES US EQUIT$5.12M2.6%
TT WRLD ST ETF$4.88M2.5%
TR UNIT$4.58M2.3%

Portfolio Concentration

Top 310.2%4–1015.2%11–2517.9%Rest56.8%TOP 1025.3%0%100%
Top 3$20.02M10.2%
4–10$29.85M15.2%
11–25$35.32M17.9%
Rest$111.80M56.8%

Top 3 weight

10.2%

Top 10 weight

25.3%

Voting Authority Distribution

Total shares with voting rights: 2.63M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.63M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole227
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings227
Rows:

NORTHERN LTS FD TR III

SOLE
HCM DEFND 100
Shares80.13K
TypeSH
Market value$6.86M
3.48%
Sole
0.00
Shared
0.00
None
80.13K

ISHARES TR

SOLE
TRS FLT RT BD
Shares131.89K
TypeSH
Market value$6.68M
3.39%
Sole
0.00
Shared
0.00
None
131.89K

NORTHERN LTS FD TR III

SOLE
HCM DEFEN 500
Shares101.71K
TypeSH
Market value$6.49M
3.29%
Sole
0.00
Shared
0.00
None
101.71K

BLACKROCK ETF TRUST

SOLE
ISHARES US EQUIT
Shares75.23K
TypeSH
Market value$5.12M
2.60%
Sole
0.00
Shared
0.00
None
75.23K

VANGUARD INTL EQUITY INDEX F

SOLE
TT WRLD ST ETF
Shares31.10K
TypeSH
Market value$4.88M
2.48%
Sole
0.00
Shared
0.00
None
31.10K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares6.14K
TypeSH
Market value$4.58M
2.33%
Sole
0.00
Shared
0.00
None
6.14K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares5.83K
TypeSH
Market value$4.36M
2.22%
Sole
0.00
Shared
0.00
None
5.83K

SPDR SERIES TRUST

SOLE
ST STR CONV ETF
Shares36.17K
TypeSH
Market value$3.90M
1.98%
Sole
0.00
Shared
0.00
None
36.17K

ISHARES U S ETF TR

SOLE
SHOR DURA BD ETF
Shares72K
TypeSH
Market value$3.65M
1.85%
Sole
0.00
Shared
0.00
None
72K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT LADD BUFF ETF
Shares91.98K
TypeSH
Market value$3.36M
1.71%
Sole
0.00
Shared
0.00
None
91.98K

NVIDIA CORPORATION

SOLE
COM
Shares16.71K
TypeSH
Market value$3.34M
1.70%
Sole
0.00
Shared
0.00
None
16.71K

BLACKROCK ETF TRUST

SOLE
ISHA LA CORE ETF
Shares64.78K
TypeSH
Market value$3.26M
1.66%
Sole
0.00
Shared
0.00
None
64.78K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares4.22K
TypeSH
Market value$3.11M
1.58%
Sole
0.00
Shared
0.00
None
4.22K

APPLE INC

SOLE
COM
Shares8.74K
TypeSH
Market value$2.53M
1.28%
Sole
0.00
Shared
0.00
None
8.74K

MICROSOFT CORP

SOLE
COM
Shares6.45K
TypeSH
Market value$2.41M
1.22%
Sole
0.00
Shared
0.00
None
6.45K

BLACKROCK ETF TRUST II

SOLE
ISHA FLEX IN ETF
Shares43.28K
TypeSH
Market value$2.27M
1.15%
Sole
0.00
Shared
0.00
None
43.28K

SPDR SERIES TRUST

SOLE
ST STR P500GRW
Shares18.97K
TypeSH
Market value$2.26M
1.15%
Sole
0.00
Shared
0.00
None
18.97K

ELI LILLY & CO

SOLE
COM
Shares1.87K
TypeSH
Market value$2.24M
1.14%
Sole
0.00
Shared
0.00
None
1.87K

STATE STR SPDR DOW JONES IND

SOLE
UT SER 1
Shares4.06K
TypeSH
Market value$2.12M
1.08%
Sole
0.00
Shared
0.00
None
4.06K

ALPHABET INC

SOLE
CAP STK CL A
Shares5.78K
TypeSH
Market value$2.07M
1.05%
Sole
0.00
Shared
0.00
None
5.78K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares2.97K
TypeSH
Market value$2.04M
1.04%
Sole
0.00
Shared
0.00
None
2.97K

ISHARES TR

SOLE
S&P 100 ETF
Shares5.50K
TypeSH
Market value$2.01M
1.02%
Sole
0.00
Shared
0.00
None
5.50K

NORTHERN LTS FD TR IV

SOLE
INSPIRE 500 ETF
Shares6.70K
TypeSH
Market value$1.92M
0.97%
Sole
0.00
Shared
0.00
None
6.70K

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares37.66K
TypeSH
Market value$1.90M
0.96%
Sole
0.00
Shared
0.00
None
37.66K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST NASD ETF
Shares47.28K
TypeSH
Market value$1.86M
0.94%
Sole
0.00
Shared
0.00
None
47.28K
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