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$ 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.

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 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
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