OPTIVISE ADVISORY SERVICES LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TMC | 53K | $246.67K |
 | NVDA | 17K | $2.95M |
 | OPFI | 17K | $129.91K |
 | T | 14K | $405.90K |
 | KMI | 10K | $347.87K |
 | WMT | 9K | $1.08M |
 | PFE | 8K | $234.38K |
 | CMCSA | 8K | $218.51K |
 | AAPL | 7K | $1.89M |
 | VZ | 7K | $370.88K |
 | BAC | 7K | $344.81K |
 | XOM | 6K | $1.10M |
 | CSX | 6K | $263.19K |
 | MSFT | 6K | $2.30M |
 | GOOGL | 6K | $1.66M |
 | BP | 6K | $271.12K |
 | CSCO | 6K | $441.26K |
 | AMZN | 5K | $1.10M |
 | TEX | 5K | $292.55K |
 | KO | 5K | $371.38K |
TMC the metals company inc.
TMC
Shares Held
53K
Value
$246.67K
NVIDIA Corporation
NVDA
Shares Held
17K
Value
$2.95M
OppFi Inc.
OPFI
Shares Held
17K
Value
$129.91K
AT&T Inc.
T
Shares Held
14K
Value
$405.90K
Kinder Morgan, Inc.
KMI
Shares Held
10K
Value
$347.87K
Walmart Inc.
WMT
Shares Held
9K
Value
$1.08M
Pfizer Inc.
PFE
Shares Held
8K
Value
$234.38K
Comcast Corporation
CMCSA
Shares Held
8K
Value
$218.51K
Apple Inc.
AAPL
Shares Held
7K
Value
$1.89M
Verizon Communications Inc.
VZ
Shares Held
7K
Value
$370.88K
Bank of America Corporation
BAC
Shares Held
7K
Value
$344.81K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$1.10M
CSX Corporation
CSX
Shares Held
6K
Value
$263.19K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.30M
Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.66M
BP p.l.c.
BP
Shares Held
6K
Value
$271.12K
Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$441.26K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.10M
Terex Corporation
TEX
Shares Held
5K
Value
$292.55K
The Coca-Cola Company
KO
Shares Held
5K
Value
$371.38K