Optivise Advisory Services LLC's portfolio and holdings - Jun 2025

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$ 32.7 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.

Month Ending
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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 478.13 1,169 0.00% 0.00 558.9 K
BP plc - ADR Optivise Advisory Services Llc 32.52 6,134 0.00% 0.00 199.5 K
Carpenter Technology Corp. Optivise Advisory Services Llc 274.42 1,262 0.00% 0.00 346.3 K
Chevron Corp. Optivise Advisory Services Llc 150.04 1,641 0.00% 0.00 246.2 K
Church & Dwight Co., Inc. Optivise Advisory Services Llc 98.11 1,874 0.00% 0.00 183.9 K
Lilly(Eli) & Co Optivise Advisory Services Llc 776.44 2,023 0.00% 0.00 1.6 M
Emcor Group, Inc. Optivise Advisory Services Llc 558.98 638 0.00% 0.00 356.6 K
Entergy Corp. Optivise Advisory Services Llc 88.53 4,596 0.00% 0.00 406.9 K
Exxon Mobil Corp. Optivise Advisory Services Llc 108.54 4,646 0.00% 0.00 504.3 K
Fair, Isaac Corp. Optivise Advisory Services Llc 1531.63 184 0.00% 0.00 281.8 K
Fiserv, Inc. Optivise Advisory Services Llc 165.98 1,041 0.00% 0.00 172.8 K
McCormick & Co., Inc. - Ordinary Shares (Non Voting) Optivise Advisory Services Llc 72.50 3,110 0.00% 0.00 225.5 K
McDonald`s Corp Optivise Advisory Services Llc 299.17 775 0.00% 0.00 231.9 K
Merck & Co Inc Optivise Advisory Services Llc 81.61 2,300 0.00% 0.00 187.7 K
Procter & Gamble Co. Optivise Advisory Services Llc 158.32 3,076 0.00% 0.00 487.0 K
Prudential Financial Inc. Optivise Advisory Services Llc 104.22 1,867 0.00% 0.00 194.6 K
Rollins, Inc. Optivise Advisory Services Llc 55.51 4,006 0.00% 0.00 222.4 K
Verizon Communications Inc Optivise Advisory Services Llc 42.96 5,235 0.00% 0.00 224.9 K
Walmart Inc Optivise Advisory Services Llc 95.85 4,598 0.00% 0.00 440.7 K
Wells Fargo & Co. Optivise Advisory Services Llc 82.38 2,850 0.00% 0.00 234.8 K
Cencora Inc. Optivise Advisory Services Llc 292.97 871 0.00% 0.00 255.2 K
Arthur J. Gallagher & Co. Optivise Advisory Services Llc 312.41 882 0.00% 0.00 275.5 K
AT&T, Inc. Optivise Advisory Services Llc 27.42 7,140 0.00% 0.00 195.8 K
Coca-Cola Co Optivise Advisory Services Llc 69.66 3,759 0.00% 0.00 261.9 K
Colgate-Palmolive Co. Optivise Advisory Services Llc 88.70 4,161 0.00% 0.00 369.1 K
Conoco Phillips Optivise Advisory Services Llc 92.98 2,291 0.00% 0.00 213.0 K
CVS Health Corp Optivise Advisory Services Llc 61.08 3,951 0.00% 0.00 241.3 K
Hershey Company Optivise Advisory Services Llc 181.69 1,271 0.00% 0.00 230.9 K
Home Depot, Inc. Optivise Advisory Services Llc 371.01 1,457 0.00% 0.00 540.6 K
Intercontinental Exchange Inc Optivise Advisory Services Llc 180.80 1,740 0.00% 0.00 314.6 K
JPMorgan Chase & Co. Optivise Advisory Services Llc 291.43 2,038 0.00% 0.00 593.9 K
Johnson & Johnson Optivise Advisory Services Llc 167.93 2,265 0.00% 0.00 380.4 K
Oracle Corp. Optivise Advisory Services Llc 238.11 2,824 0.00% 0.00 672.4 K
Parker-Hannifin Corp. Optivise Advisory Services Llc 721.12 368 0.00% 0.00 265.4 K
Unitedhealth Group Inc Optivise Advisory Services Llc 285.13 930 0.00% 0.00 265.2 K
Mastercard Incorporated - Ordinary Shares - Class A Optivise Advisory Services Llc 558.76 402 0.00% 0.00 224.6 K
MSCI Inc Optivise Advisory Services Llc 526.48 540 0.00% 0.00 284.3 K
Visa Inc - Ordinary Shares - Class A Optivise Advisory Services Llc 351.86 1,444 0.00% 0.00 508.1 K
Stride Inc Optivise Advisory Services Llc 129.74 1,979 0.00% 0.00 256.8 K
Allison Transmission Holdings Inc Optivise Advisory Services Llc 86.09 2,324 0.00% 0.00 200.1 K
Natural Grocers by Vitamin Cottage Inc Optivise Advisory Services Llc 40.08 5,564 0.02% 0.00 223.0 K
Abbvie Inc Optivise Advisory Services Llc 187.11 1,426 0.00% 0.00 266.8 K
Palantir Technologies Inc - Ordinary Shares - Class A Optivise Advisory Services Llc 149.07 3,302 0.00% 0.00 492.2 K
Arista Networks Inc Optivise Advisory Services Llc 109.78 3,026 0.00% 0.00 332.2 K
Cisco Systems, Inc. Optivise Advisory Services Llc 68.16 4,348 0.00% 0.00 296.4 K
Alphabet Inc - Ordinary Shares - Class A Optivise Advisory Services Llc 191.34 5,012 0.00% 0.00 959.0 K
Microsoft Corporation Optivise Advisory Services Llc 505.27 6,472 0.00% 0.00 3.3 M
Qualcomm, Inc. Optivise Advisory Services Llc 157.99 1,780 0.00% 0.00 281.2 K
Amazon.com Inc. Optivise Advisory Services Llc 227.47 3,987 0.00% 0.00 906.9 K
AMGEN Inc. Optivise Advisory Services Llc 305.69 841 0.00% 0.00 257.1 K
Apple Inc Optivise Advisory Services Llc 214.40 5,775 0.00% 0.00 1.2 M
Astrazeneca plc - ADR Optivise Advisory Services Llc 70.48 4,653 0.00% 0.00 327.9 K
Automatic Data Processing Inc. Optivise Advisory Services Llc 302.98 1,590 0.00% 0.00 481.7 K
Comcast Corp - Ordinary Shares - Class A Optivise Advisory Services Llc 35.27 8,278 0.00% 0.00 292.0 K
Costco Wholesale Corp Optivise Advisory Services Llc 941.61 601 0.00% 0.00 565.9 K
Monster Beverage Corp. Optivise Advisory Services Llc 59.59 3,580 0.00% 0.00 213.3 K
Intuit Inc Optivise Advisory Services Llc 766.78 327 0.00% 0.00 250.7 K
Netflix Inc. Optivise Advisory Services Llc 1190.08 422 0.00% 0.00 502.2 K
NVIDIA Corp Optivise Advisory Services Llc 167.03 15,160 0.00% 0.00 2.5 M
Paychex Inc. Optivise Advisory Services Llc 144.58 2,126 0.00% 0.00 307.4 K
PepsiCo Inc Optivise Advisory Services Llc 146.04 2,276 0.00% 0.00 332.4 K
Axon Enterprise Inc Optivise Advisory Services Llc 720.74 399 0.00% 0.00 287.6 K
Tractor Supply Co. Optivise Advisory Services Llc 58.98 5,427 0.00% 0.00 320.1 K
Broadcom Inc Optivise Advisory Services Llc 278.59 3,245 0.00% 0.00 904.0 K
Sprouts Farmers Market Inc Optivise Advisory Services Llc 164.48 1,764 0.00% 0.00 290.1 K
Tesla Inc Optivise Advisory Services Llc 332.11 2,978 0.00% 0.00 989.0 K
Meta Platforms Inc - Ordinary Shares - Class A Optivise Advisory Services Llc 704.81 1,497 0.00% 0.00 1.1 M
Applovin Corp - Ordinary Shares - Class A Optivise Advisory Services Llc 350.00 768 0.00% 0.00 268.8 K
TMC the metals company Inc Optivise Advisory Services Llc 7.23 48,200 0.01% 0.00 348.5 K
FibroBiologics Inc Optivise Advisory Services Llc 0.67 110,100 0.30% 0.00 73.8 K
Aspire Biopharma Holdings Inc. - Ordinary Shares - Class A Optivise Advisory Services Llc 0.39 106,446 0.21% 0.00 41.5 K
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