Optivise Advisory Services LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationfranklin, TN
- CIK0002042876
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
205 | $195.72M | TFLO, NORTHERN LTS FD TR III, NORTHERN LTS FD TR III, IVV | 13F-HR | Aug 5, 2025 | 000204287625000003 | ||
196 | $178.20M | TFLO, TIDAL ETF TR, IVV, NORTHERN LTS FD TR III | 13F-HR | Apr 18, 2025 | 000204287625000002 | ||
175 | $185.56M | TFLO, NORTHERN LTS FD TR III, NORTHERN LTS FD TR III, TIDAL ETF TR | 13F-HR | Feb 13, 2025 | 000204287625000001 | ||
164 | $190.05M | TFLO, AGG, NORTHERN LTS FD TR III, NORTHERN LTS FD TR III | 13F-HR | Nov 12, 2024 | 000204287624000001 | ||
179 | $185.22M | TFLO, NORTHERN LTS FD TR III, NORTHERN LTS FD TR III, IVV | 13F-HR | Nov 14, 2024 | 000204287624000002 |