OPTIVISE ADVISORY SERVICES LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 3K | $557.93K |
 | MRK | 3K | $242.48K |
 | PRU | 3K | $283.11K |
 | CL | 3K | $217.62K |
 | CRDO | 3K | $381.73K |
 | MET | 3K | $212.57K |
 | ANET | 3K | $371.06K |
 | PM | 2K | $392.88K |
 | CCK | 2K | $220.42K |
 | ORCL | 2K | $638.32K |
 | MDT | 2K | $208.00K |
 | META | 2K | $1.42M |
 | ABBV | 2K | $446.21K |
 | LLY | 2K | $1.34M |
 | PAYX | 2K | $222.23K |
 | THC | 2K | $355.52K |
 | AEM | 2K | $286.72K |
 | NRG | 2K | $270.46K |
 | LRCX | 2K | $219.88K |
 | HD | 2K | $656.04K |
Johnson & Johnson
JNJ
Shares Held
3K
Value
$557.93K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$242.48K
Prudential Financial, Inc.
PRU
Shares Held
3K
Value
$283.11K
Colgate-Palmolive Company
CL
Shares Held
3K
Value
$217.62K
Credo Technology Group Holding Ltd
CRDO
Shares Held
3K
Value
$381.73K
MetLife, Inc.
MET
Shares Held
3K
Value
$212.57K
Arista Networks, Inc.
ANET
Shares Held
3K
Value
$371.06K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$392.88K
Crown Holdings, Inc.
CCK
Shares Held
2K
Value
$220.42K
Oracle Corporation
ORCL
Shares Held
2K
Value
$638.32K
Medtronic plc
MDT
Shares Held
2K
Value
$208.00K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.42M
AbbVie Inc.
ABBV
Shares Held
2K
Value
$446.21K
Eli Lilly and Company
LLY
Shares Held
2K
Value
$1.34M
Paychex, Inc.
PAYX
Shares Held
2K
Value
$222.23K
Tenet Healthcare Corporation
THC
Shares Held
2K
Value
$355.52K
Agnico Eagle Mines Limited
AEM
Shares Held
2K
Value
$286.72K
NRG Energy, Inc.
NRG
Shares Held
2K
Value
$270.46K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$219.88K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$656.04K