OPTIVISE ADVISORY SERVICES LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CELH | 5K | $289.23K |
 | TSCO | 5K | $268.66K |
 | AZN | 5K | $358.60K |
 | ETR | 5K | $428.57K |
 | CSCO | 5K | $308.59K |
 | LTM | 4K | $200.24K |
 | ROL | 4K | $258.91K |
 | KO | 4K | $288.38K |
 | CVS | 4K | $301.33K |
 | WFC | 4K | $328.44K |
 | MNST | 4K | $256.55K |
 | MO | 4K | $237.61K |
 | PG | 4K | $540.76K |
 | URBN | 3K | $247.08K |
 | FTDR | 3K | $229.19K |
 | PEP | 3K | $466.48K |
 | AVGO | 3K | $1.08M |
 | COP | 3K | $299.46K |
 | TSLA | 3K | $1.41M |
 | JPM | 3K | $993.61K |
Celsius Holdings, Inc.
CELH
Shares Held
5K
Value
$289.23K
Tractor Supply Company
TSCO
Shares Held
5K
Value
$268.66K
AstraZeneca PLC
AZN
Shares Held
5K
Value
$358.60K
Entergy Corporation
ETR
Shares Held
5K
Value
$428.57K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$308.59K
LATAM Airlines Group S.A.
LTM
Shares Held
4K
Value
$200.24K
Rollins, Inc.
ROL
Shares Held
4K
Value
$258.91K
The Coca-Cola Company
KO
Shares Held
4K
Value
$288.38K
CVS Health Corporation
CVS
Shares Held
4K
Value
$301.33K
Wells Fargo & Company
WFC
Shares Held
4K
Value
$328.44K
Monster Beverage Corporation
MNST
Shares Held
4K
Value
$256.55K
Altria Group, Inc.
MO
Shares Held
4K
Value
$237.61K
The Procter & Gamble Company
PG
Shares Held
4K
Value
$540.76K
Urban Outfitters, Inc.
URBN
Shares Held
3K
Value
$247.08K
Frontdoor, Inc.
FTDR
Shares Held
3K
Value
$229.19K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$466.48K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$1.08M
ConocoPhillips
COP
Shares Held
3K
Value
$299.46K
Tesla, Inc.
TSLA
Shares Held
3K
Value
$1.41M
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$993.61K