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Desaree Tatum

Optivise Advisory Services Llc

Assets Managed
$165.175M
Holdings
183
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-4.78%(2Q avg: -0.8%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Optivise Advisory Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 183 positions.

Assets under management

The assets under management (AUM) of Optivise Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 165.175M in assets, with a quarterly growth rate of -4.78% and a 2-quarter average growth rate of -0.8%. The portfolio is managed by Desaree Tatum, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 39.32%
7.08%
$11.687M
230,838 shares@ $50.64 avg price
NEAR
Ishares Sh Dba Etf Usd Inc
Recent Activity
Increased 58.71%
5.04%
$8.323M
163,727 shares@ $50.84 avg price
QQH
Hcm Defender 100 Index Etf
Recent Activity
Decreased -3.11%
3.75%
$6.178M
88,467 shares@ $69.84 avg price
LGH
Hcm Defender 500 Index Etf
Recent Activity
Decreased -3.05%
3.73%
$6.159M
108,137 shares@ $56.96 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
New Position
3.26%
$5.38M
106,875 shares@ $50.34 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.65%
2.34%
$3.855M
5,928 shares@ $650.33 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Decreased -1.42%
2.22%
$3.654M
39,923 shares@ $91.53 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.61%
1.93%
$3.172M
4,855 shares@ $653.25 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.38%
1.79%
$2.949M
16,908 shares@ $174.4 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Increased 3.97%
1.66%
$2.726M
8,572 shares@ $318.07 avg price

1-10 of 183