As per corporate shareholdings filed for Jun-2025, people matching Optivise Advisory Services LLC publicly holds 74 stocks with a net worth of over US$ 34.5 M.
These are shares held by Optivise Advisory Services LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.
| Stock Name | Holders Name | Current Price US$ | Quantity Held | Holding Percent | Change from Previous Qtr | Holding Value US$ | History | |
|---|---|---|---|---|---|---|---|---|
| Apple Inc | Optivise Advisory Services Llc | 229.35 | 5,900 | 0.00% | 0.00 | 1.4 M | ||
| Abbvie Inc | Optivise Advisory Services Llc | 198.05 | 1,516 | 0.00% | 0.00 | 300.2 K | ||
| Automatic Data Processing Inc. | Optivise Advisory Services Llc | 305.81 | 1,717 | 0.00% | 0.00 | 525.1 K | ||
| Arthur J. Gallagher & Co. | Optivise Advisory Services Llc | 289.44 | 691 | 0.00% | 0.00 | 200.0 K | ||
| AMGEN Inc. | Optivise Advisory Services Llc | 288.23 | 908 | 0.00% | 0.00 | 261.7 K | ||
| Amazon.com Inc. | Optivise Advisory Services Llc | 222.69 | 4,633 | 0.00% | 0.00 | 1.0 M | ||
| Aspire Biopharma Holdings Inc. - Ordinary Shares - Class A | Optivise Advisory Services Llc | 0.34 | 235,106 | 0.47% | 0.26 | 79.9 K | ||
| Broadcom Inc | Optivise Advisory Services Llc | 304.97 | 2,899 | 0.00% | 0.00 | 884.1 K | ||
| Axon Enterprise Inc | Optivise Advisory Services Llc | 842.50 | 344 | 0.00% | 0.00 | 289.8 K | ||
| Astrazeneca plc - ADR | Optivise Advisory Services Llc | 73.55 | 4,652 | 0.00% | 0.00 | 342.2 K | ||
| Autozone Inc. | Optivise Advisory Services Llc | 4035.16 | 55 | 0.00% | NEW | 221.9 K | ||
| Bank Of America Corp. | Optivise Advisory Services Llc | 46.01 | 4,470 | 0.00% | NEW | 205.7 K | ||
| Blackrock Inc. | Optivise Advisory Services Llc | 1124.97 | 220 | 0.00% | NEW | 247.5 K | ||
| Berkshire Hathaway Inc. - Ordinary Shares - Class B | Optivise Advisory Services Llc | 465.40 | 1,253 | 0.00% | 0.00 | 583.1 K | ||
| Church & Dwight Co., Inc. | Optivise Advisory Services Llc | 90.92 | 2,452 | 0.00% | 0.00 | 222.9 K | ||
| Check Point Software Technologies Ltd. | Optivise Advisory Services Llc | 183.32 | 944 | 0.00% | NEW | 173.1 K | ||
| Colgate-Palmolive Co. | Optivise Advisory Services Llc | 84.69 | 4,264 | 0.00% | 0.00 | 361.1 K | ||
| Comcast Corp - Ordinary Shares - Class A | Optivise Advisory Services Llc | 31.67 | 10,034 | 0.00% | 0.00 | 317.8 K | ||
| Conoco Phillips | Optivise Advisory Services Llc | 93.91 | 2,315 | 0.00% | 0.00 | 217.4 K | ||
| Cencora Inc. | Optivise Advisory Services Llc | 285.13 | 935 | 0.00% | 0.00 | 266.6 K | ||
| Corcept Therapeutics Inc | Optivise Advisory Services Llc | 72.30 | 2,960 | 0.00% | NEW | 214.0 K | ||
| Costco Wholesale Corp | Optivise Advisory Services Llc | 980.98 | 662 | 0.00% | 0.00 | 649.4 K | ||
| Cisco Systems, Inc. | Optivise Advisory Services Llc | 71.79 | 2,955 | 0.00% | 0.00 | 212.1 K | ||
| Cintas Corporation | Optivise Advisory Services Llc | 226.27 | 1,098 | 0.00% | NEW | 248.4 K | ||
| CVS Health Corp | Optivise Advisory Services Llc | 65.54 | 3,946 | 0.00% | 0.00 | 258.6 K | ||
| CyberArk Software Ltd | Optivise Advisory Services Llc | 399.76 | 548 | 0.00% | NEW | 219.1 K | ||
| Entergy Corp. | Optivise Advisory Services Llc | 90.47 | 4,597 | 0.00% | 0.00 | 415.9 K | ||
| FibroBiologics Inc | Optivise Advisory Services Llc | 0.58 | 110,100 | 0.26% | -0.04 | 63.9 K | ||
| Fair, Isaac Corp. | Optivise Advisory Services Llc | 1320.88 | 217 | 0.00% | 0.00 | 286.6 K | ||
| Alphabet Inc - Ordinary Shares - Class A | Optivise Advisory Services Llc | 201.42 | 3,958 | 0.00% | 0.00 | 797.2 K | ||
| Guidewire Software Inc | Optivise Advisory Services Llc | 213.27 | 984 | 0.00% | NEW | 209.9 K | ||
| Home Depot, Inc. | Optivise Advisory Services Llc | 387.85 | 1,418 | 0.00% | 0.00 | 550.0 K | ||
| Hershey Company | Optivise Advisory Services Llc | 184.27 | 1,336 | 0.00% | 0.00 | 246.2 K | ||
| Howmet Aerospace Inc | Optivise Advisory Services Llc | 180.75 | 1,368 | 0.00% | NEW | 247.3 K | ||
| Intercontinental Exchange Inc | Optivise Advisory Services Llc | 186.40 | 1,794 | 0.00% | 0.00 | 334.4 K | ||
| Intuit Inc | Optivise Advisory Services Llc | 749.00 | 346 | 0.00% | 0.00 | 259.2 K | ||
| Johnson & Johnson | Optivise Advisory Services Llc | 173.33 | 2,160 | 0.00% | 0.00 | 374.4 K | ||
| JPMorgan Chase & Co. | Optivise Advisory Services Llc | 288.76 | 2,138 | 0.00% | 0.00 | 617.4 K | ||
| Coca-Cola Co | Optivise Advisory Services Llc | 70.34 | 3,746 | 0.00% | 0.00 | 263.5 K | ||
| Lilly(Eli) & Co | Optivise Advisory Services Llc | 625.65 | 1,920 | 0.00% | 0.00 | 1.2 M | ||
| Limbach Holdings Inc | Optivise Advisory Services Llc | 114.39 | 1,447 | 0.01% | NEW | 165.5 K | ||
| Stride Inc | Optivise Advisory Services Llc | 149.45 | 1,936 | 0.00% | 0.00 | 289.3 K | ||
| Mastercard Incorporated - Ordinary Shares - Class A | Optivise Advisory Services Llc | 574.32 | 392 | 0.00% | 0.00 | 225.1 K | ||
| McDonald`s Corp | Optivise Advisory Services Llc | 305.45 | 778 | 0.00% | 0.00 | 237.6 K | ||
| Meta Platforms Inc - Ordinary Shares - Class A | Optivise Advisory Services Llc | 769.30 | 1,640 | 0.00% | 0.00 | 1.3 M | ||
| McCormick & Co., Inc. - Ordinary Shares (Non Voting) | Optivise Advisory Services Llc | 70.32 | 3,303 | 0.00% | 0.00 | 232.3 K | ||
| Monster Beverage Corp. | Optivise Advisory Services Llc | 64.69 | 3,980 | 0.00% | 0.00 | 257.5 K | ||
| MSCI Inc | Optivise Advisory Services Llc | 546.68 | 568 | 0.00% | 0.00 | 310.5 K | ||
| Microsoft Corporation | Optivise Advisory Services Llc | 522.04 | 6,889 | 0.00% | 0.00 | 3.6 M | ||
| Netflix Inc. | Optivise Advisory Services Llc | 1211.64 | 451 | 0.00% | 0.00 | 546.5 K | ||
| Natural Grocers by Vitamin Cottage Inc | Optivise Advisory Services Llc | 39.50 | 5,264 | 0.02% | 0.00 | 207.9 K | ||
| NRG Energy Inc. | Optivise Advisory Services Llc | 152.54 | 1,589 | 0.00% | NEW | 242.4 K | ||
| NVIDIA Corp | Optivise Advisory Services Llc | 182.70 | 14,914 | 0.00% | 0.00 | 2.7 M | ||
| Oracle Corp. | Optivise Advisory Services Llc | 250.05 | 2,869 | 0.00% | 0.00 | 717.4 K | ||
| Paychex Inc. | Optivise Advisory Services Llc | 141.19 | 2,121 | 0.00% | 0.00 | 299.5 K | ||
| PepsiCo Inc | Optivise Advisory Services Llc | 145.21 | 3,358 | 0.00% | 0.00 | 487.6 K | ||
| Procter & Gamble Co. | Optivise Advisory Services Llc | 153.51 | 3,403 | 0.00% | 0.00 | 522.4 K | ||
| Parker-Hannifin Corp. | Optivise Advisory Services Llc | 727.74 | 391 | 0.00% | 0.00 | 284.5 K | ||
| Palantir Technologies Inc - Ordinary Shares - Class A | Optivise Advisory Services Llc | 186.96 | 2,492 | 0.00% | 0.00 | 465.9 K | ||
| Philip Morris International Inc | Optivise Advisory Services Llc | 170.18 | 1,901 | 0.00% | NEW | 323.5 K | ||
| Prudential Financial Inc. | Optivise Advisory Services Llc | 103.30 | 1,978 | 0.00% | 0.00 | 204.3 K | ||
| Qualcomm, Inc. | Optivise Advisory Services Llc | 147.56 | 1,831 | 0.00% | 0.00 | 270.2 K | ||
| Rollins, Inc. | Optivise Advisory Services Llc | 58.64 | 5,126 | 0.00% | 0.00 | 300.6 K | ||
| Sprouts Farmers Market Inc | Optivise Advisory Services Llc | 148.99 | 1,434 | 0.00% | 0.00 | 213.7 K | ||
| Sterling Infrastructure Inc | Optivise Advisory Services Llc | 302.69 | 1,103 | 0.00% | NEW | 333.9 K | ||
| AT&T, Inc. | Optivise Advisory Services Llc | 28.08 | 7,632 | 0.00% | 0.00 | 214.3 K | ||
| TMC the metals company Inc | Optivise Advisory Services Llc | 5.62 | 49,700 | 0.01% | 0.00 | 279.3 K | ||
| Tractor Supply Co. | Optivise Advisory Services Llc | 59.26 | 5,750 | 0.00% | 0.00 | 340.7 K | ||
| Tesla Inc | Optivise Advisory Services Llc | 329.65 | 3,785 | 0.00% | 0.00 | 1.2 M | ||
| Visa Inc - Ordinary Shares - Class A | Optivise Advisory Services Llc | 336.78 | 1,157 | 0.00% | 0.00 | 389.7 K | ||
| Verizon Communications Inc | Optivise Advisory Services Llc | 43.15 | 5,846 | 0.00% | 0.00 | 252.3 K | ||
| Wells Fargo & Co. | Optivise Advisory Services Llc | 77.85 | 3,153 | 0.00% | 0.00 | 245.5 K | ||
| Walmart Inc | Optivise Advisory Services Llc | 103.73 | 4,939 | 0.00% | 0.00 | 512.3 K | ||
| Exxon Mobil Corp. | Optivise Advisory Services Llc | 106.80 | 4,892 | 0.00% | 0.00 | 522.5 K | ||
| Fiserv, Inc. | 133.24 | - | Investor holds below 1% | |||||
| Merck & Co Inc | 80.69 | - | Investor holds below 1% | |||||
| Chevron Corp. | 155.01 | - | Investor holds below 1% | |||||
| Arista Networks Inc | 139.18 | - | Investor holds below 1% | |||||
| Carpenter Technology Corp. | 248.74 | - | Investor holds below 1% | |||||
| Unitedhealth Group Inc | 250.89 | - | Investor holds below 1% | |||||
| Allison Transmission Holdings Inc | 87.73 | - | Investor holds below 1% | |||||
| Applovin Corp - Ordinary Shares - Class A | 455.98 | - | Investor holds below 1% | |||||
| Emcor Group, Inc. | 618.22 | - | Investor holds below 1% | |||||
| BP plc - ADR | 34.14 | - | Investor holds below 1% |