StockDriftsStockDriftsTop 50 Optivise Advisory Services Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | 7.08% | 230.8K | $11.7M | +39.31%(+65.14K) | $50.61(-0.19%) | 2026-03-31 | |
| NEAR | ISHARES U S ETF TR | 5.04% | 163.7K | $8.3M | +58.71%(+60.56K) | $51.11(-0.84%) | 2026-03-31 | |
| QQH | NORTHERN LTS FD TR III | 3.74% | 88.5K | $6.2M | -3.12%(-2.85K) | $60.85(+30.01%) | 2026-03-31 | |
| LGH | NORTHERN LTS FD TR III | 3.73% | 108.1K | $6.2M | -3.05%(-3.40K) | $49.60(+23.62%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 3.26% | 106.9K | $5.4M | new | $50.33(+0.10%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.33% | 5.9K | $3.9M | +2.65%(+153) | $558.77(+29.53%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 2.21% | 39.9K | $3.7M | -1.42%(-577) | $77.70(+33.71%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.92% | 4.9K | $3.2M | +6.61%(+301) | $555.76(+30.81%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.79% | 16.9K | $2.9M | +1.37%(+229) | $118.14(+66.33%) | 2026-03-31 | |
| OEF | ISHARES TR | 1.65% | 8.6K | $2.7M | +3.97%(+327) | $280.72(+27.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.06% | +12.68% |
| Top 20 Holdings Unweighted | +4.25% | +13.31% |
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