As per corporate shareholdings filed for May-2025, people matching Optivise Advisory Services LLC publicly holds 71 stocks with a net worth of over US$ 33.1 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 | |
|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc. - Ordinary Shares - Class B | Optivise Advisory Services Llc | 484.24 | 1,169 | 0.00% | 0.00 | 566.1 K | ||
| BP plc - ADR | Optivise Advisory Services Llc | 32.10 | 6,134 | 0.00% | 0.00 | 196.9 K | ||
| Carpenter Technology Corp. | Optivise Advisory Services Llc | 275.24 | 1,262 | 0.00% | 0.00 | 347.4 K | ||
| Chevron Corp. | Optivise Advisory Services Llc | 154.99 | 1,641 | 0.00% | 0.00 | 254.3 K | ||
| Church & Dwight Co., Inc. | Optivise Advisory Services Llc | 97.28 | 1,874 | 0.00% | 0.00 | 182.3 K | ||
| Lilly(Eli) & Co | Optivise Advisory Services Llc | 807.76 | 2,023 | 0.00% | 0.00 | 1.6 M | ||
| Emcor Group, Inc. | Optivise Advisory Services Llc | 576.72 | 638 | 0.00% | 0.00 | 367.9 K | ||
| Entergy Corp. | Optivise Advisory Services Llc | 88.56 | 4,596 | 0.00% | 0.00 | 407.0 K | ||
| Exxon Mobil Corp. | Optivise Advisory Services Llc | 110.55 | 4,646 | 0.00% | 0.00 | 513.6 K | ||
| Fair, Isaac Corp. | Optivise Advisory Services Llc | 1535.42 | 184 | 0.00% | 0.00 | 282.5 K | ||
| Fiserv, Inc. | Optivise Advisory Services Llc | 140.41 | 1,041 | 0.00% | 0.00 | 146.2 K | ||
| McCormick & Co., Inc. - Ordinary Shares (Non Voting) | Optivise Advisory Services Llc | 71.74 | 3,110 | 0.00% | 0.00 | 223.1 K | ||
| McDonald`s Corp | Optivise Advisory Services Llc | 296.55 | 775 | 0.00% | 0.00 | 229.8 K | ||
| Merck & Co Inc | Optivise Advisory Services Llc | 84.10 | 2,300 | 0.00% | 0.00 | 193.4 K | ||
| Procter & Gamble Co. | Optivise Advisory Services Llc | 158.55 | 3,076 | 0.00% | 0.00 | 487.7 K | ||
| Prudential Financial Inc. | Optivise Advisory Services Llc | 104.73 | 1,867 | 0.00% | 0.00 | 195.5 K | ||
| Rollins, Inc. | Optivise Advisory Services Llc | 58.38 | 4,006 | 0.00% | 0.00 | 233.9 K | ||
| Verizon Communications Inc | Optivise Advisory Services Llc | 43.05 | 5,235 | 0.00% | 0.00 | 225.4 K | ||
| Walmart Inc | Optivise Advisory Services Llc | 96.49 | 4,598 | 0.00% | 0.00 | 443.7 K | ||
| Wells Fargo & Co. | Optivise Advisory Services Llc | 84.56 | 2,850 | 0.00% | 0.00 | 241.0 K | ||
| Cencora Inc. | Optivise Advisory Services Llc | 290.44 | 871 | 0.00% | 0.00 | 253.0 K | ||
| Arthur J. Gallagher & Co. | Optivise Advisory Services Llc | 310.75 | 882 | 0.00% | 0.00 | 274.1 K | ||
| AT&T, Inc. | Optivise Advisory Services Llc | 27.93 | 7,140 | 0.00% | 0.00 | 199.4 K | ||
| Coca-Cola Co | Optivise Advisory Services Llc | 69.28 | 3,759 | 0.00% | 0.00 | 260.4 K | ||
| Colgate-Palmolive Co. | Optivise Advisory Services Llc | 88.45 | 4,161 | 0.00% | 0.00 | 368.0 K | ||
| Conoco Phillips | Optivise Advisory Services Llc | 95.23 | 2,291 | 0.00% | 0.00 | 218.2 K | ||
| CVS Health Corp | Optivise Advisory Services Llc | 60.07 | 3,951 | 0.00% | 0.00 | 237.3 K | ||
| Hershey Company | Optivise Advisory Services Llc | 183.21 | 1,271 | 0.00% | 0.00 | 232.9 K | ||
| Home Depot, Inc. | Optivise Advisory Services Llc | 373.57 | 1,457 | 0.00% | 0.00 | 544.3 K | ||
| Intercontinental Exchange Inc | Optivise Advisory Services Llc | 183.84 | 1,740 | 0.00% | 0.00 | 319.9 K | ||
| JPMorgan Chase & Co. | Optivise Advisory Services Llc | 298.53 | 2,038 | 0.00% | 0.00 | 608.4 K | ||
| Johnson & Johnson | Optivise Advisory Services Llc | 169.39 | 2,265 | 0.00% | 0.00 | 383.7 K | ||
| Oracle Corp. | Optivise Advisory Services Llc | 242.80 | 2,824 | 0.00% | 0.00 | 685.7 K | ||
| Parker-Hannifin Corp. | Optivise Advisory Services Llc | 729.92 | 368 | 0.00% | 0.00 | 268.6 K | ||
| Unitedhealth Group Inc | Optivise Advisory Services Llc | 281.17 | 930 | 0.00% | 0.00 | 261.5 K | ||
| Mastercard Incorporated - Ordinary Shares - Class A | Optivise Advisory Services Llc | 566.11 | 402 | 0.00% | 0.00 | 227.6 K | ||
| MSCI Inc | Optivise Advisory Services Llc | 545.27 | 540 | 0.00% | 0.00 | 294.4 K | ||
| Visa Inc - Ordinary Shares - Class A | Optivise Advisory Services Llc | 356.12 | 1,444 | 0.00% | 0.00 | 514.2 K | ||
| Stride Inc | Optivise Advisory Services Llc | 129.26 | 1,979 | 0.00% | 0.00 | 255.8 K | ||
| Allison Transmission Holdings Inc | Optivise Advisory Services Llc | 87.58 | 2,324 | 0.00% | 0.00 | 203.5 K | ||
| Natural Grocers by Vitamin Cottage Inc | Optivise Advisory Services Llc | 40.30 | 5,564 | 0.02% | 0.00 | 224.2 K | ||
| Abbvie Inc | Optivise Advisory Services Llc | 191.42 | 1,426 | 0.00% | 0.00 | 273.0 K | ||
| Palantir Technologies Inc - Ordinary Shares - Class A | Optivise Advisory Services Llc | 154.85 | 3,302 | 0.00% | 0.00 | 511.3 K | ||
| Arista Networks Inc | Optivise Advisory Services Llc | 113.97 | 3,026 | 0.00% | 0.00 | 344.9 K | ||
| Cisco Systems, Inc. | Optivise Advisory Services Llc | 68.20 | 4,348 | 0.00% | 0.00 | 296.5 K | ||
| Alphabet Inc - Ordinary Shares - Class A | Optivise Advisory Services Llc | 193.06 | 5,012 | 0.00% | 0.00 | 967.6 K | ||
| Microsoft Corporation | Optivise Advisory Services Llc | 512.66 | 6,472 | 0.00% | 0.00 | 3.3 M | ||
| Qualcomm, Inc. | Optivise Advisory Services Llc | 158.00 | 1,780 | 0.00% | 0.00 | 281.2 K | ||
| Amazon.com Inc. | Optivise Advisory Services Llc | 231.99 | 3,987 | 0.00% | 0.00 | 924.9 K | ||
| AMGEN Inc. | Optivise Advisory Services Llc | 309.04 | 841 | 0.00% | 0.00 | 259.9 K | ||
| Apple Inc | Optivise Advisory Services Llc | 214.78 | 5,775 | 0.00% | 0.00 | 1.2 M | ||
| Astrazeneca plc - ADR | Optivise Advisory Services Llc | 73.80 | 4,653 | 0.00% | 0.00 | 343.4 K | ||
| Automatic Data Processing Inc. | Optivise Advisory Services Llc | 306.46 | 1,590 | 0.00% | 0.00 | 487.3 K | ||
| Comcast Corp - Ordinary Shares - Class A | Optivise Advisory Services Llc | 35.55 | 8,278 | 0.00% | 0.00 | 294.3 K | ||
| Costco Wholesale Corp | Optivise Advisory Services Llc | 937.37 | 601 | 0.00% | 0.00 | 563.4 K | ||
| Monster Beverage Corp. | Optivise Advisory Services Llc | 59.72 | 3,580 | 0.00% | 0.00 | 213.8 K | ||
| Intuit Inc | Optivise Advisory Services Llc | 781.13 | 327 | 0.00% | 0.00 | 255.4 K | ||
| Netflix Inc. | Optivise Advisory Services Llc | 1166.25 | 422 | 0.00% | 0.00 | 492.2 K | ||
| NVIDIA Corp | Optivise Advisory Services Llc | 173.42 | 15,160 | 0.00% | 0.00 | 2.6 M | ||
| Paychex Inc. | Optivise Advisory Services Llc | 146.44 | 2,126 | 0.00% | 0.00 | 311.3 K | ||
| PepsiCo Inc | Optivise Advisory Services Llc | 144.40 | 2,276 | 0.00% | 0.00 | 328.7 K | ||
| Axon Enterprise Inc | Optivise Advisory Services Llc | 709.78 | 399 | 0.00% | 0.00 | 283.2 K | ||
| Tractor Supply Co. | Optivise Advisory Services Llc | 59.43 | 5,427 | 0.00% | 0.00 | 322.5 K | ||
| Broadcom Inc | Optivise Advisory Services Llc | 289.17 | 3,245 | 0.00% | 0.00 | 938.4 K | ||
| Sprouts Farmers Market Inc | Optivise Advisory Services Llc | 163.86 | 1,764 | 0.00% | 0.00 | 289.0 K | ||
| Tesla Inc | Optivise Advisory Services Llc | 304.74 | 2,978 | 0.00% | 0.00 | 907.5 K | ||
| Meta Platforms Inc - Ordinary Shares - Class A | Optivise Advisory Services Llc | 715.75 | 1,497 | 0.00% | 0.00 | 1.1 M | ||
| Applovin Corp - Ordinary Shares - Class A | Optivise Advisory Services Llc | 360.90 | 768 | 0.00% | 0.00 | 277.2 K | ||
| TMC the metals company Inc | Optivise Advisory Services Llc | 8.19 | 48,200 | 0.01% | 0.00 | 394.8 K | ||
| FibroBiologics Inc | Optivise Advisory Services Llc | 0.65 | 110,100 | 0.30% | 0.00 | 71.6 K | ||
| Aspire Biopharma Holdings Inc. - Ordinary Shares - Class A | Optivise Advisory Services Llc | 0.42 | 106,446 | 0.21% | 0.00 | 44.7 K |