Long-term investor
Optivise Advisory Services LLC @optiviseadvisoryservices
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002042876).
Record
- Tracked since 2025-06-30 (465 days), 347 trades recorded
- Returns: week n/a · month n/a · 90 days -0.6% · 6 months +3.8% · 1 year +2.4% · all +2.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 66538R748 · 3.5% · long · since 2025-06-30
- 46434V860 · 3.4% · long · since 2025-06-30
- 66538R730 · 3.3% · long · since 2025-06-30
- 09290C103 · 2.6% · long · since 2025-06-30
- 922042742 · 2.5% · long · since 2026-06-30
- 78462F103 · 2.3% · long · since 2025-06-30
- 464287200 · 2.2% · long · since 2025-06-30
- 78464A359 · 2.0% · long · since 2025-06-30
- 46431W507 · 1.9% · long · since 2025-09-30
- 33740F755 · 1.7% · long · since 2025-09-30
- NVDA · 1.7% · long · since 2025-06-30
- 09290C855 · 1.7% · long · since 2026-06-30