OPTIVISE ADVISORY SERVICES LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QCOM | 2K | $262.90K |
 | ICE | 2K | $266.08K |
 | HWM | 2K | $308.68K |
 | BRK-B | 2K | $789.63K |
 | ADP | 2K | $450.71K |
 | DELL | 1K | $206.41K |
 | PI | 1K | $231.36K |
 | HSY | 1K | $224.85K |
 | V | 1K | $398.61K |
 | MYRG | 1K | $240.48K |
 | DAVE | 1K | $228.85K |
 | GOOG | 932 | $227.09K |
 | MCD | 892 | $271.08K |
 | AMGN | 752 | $212.23K |
 | AJG | 688 | $213.15K |
 | COST | 614 | $568.64K |
 | CAT | 607 | $289.86K |
 | UNH | 590 | $203.61K |
 | PH | 577 | $437.79K |
 | CYBR | 547 | $264.28K |
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$262.90K
Intercontinental Exchange, Inc.
ICE
Shares Held
2K
Value
$266.08K
Howmet Aerospace Inc.
HWM
Shares Held
2K
Value
$308.68K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$789.63K
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$450.71K
Dell Technologies Inc.
DELL
Shares Held
1K
Value
$206.41K
Impinj, Inc.
PI
Shares Held
1K
Value
$231.36K
The Hershey Company
HSY
Shares Held
1K
Value
$224.85K
Visa Inc.
V
Shares Held
1K
Value
$398.61K
MYR Group Inc.
MYRG
Shares Held
1K
Value
$240.48K
Dave Inc.
DAVE
Shares Held
1K
Value
$228.85K
Alphabet Inc.
GOOG
Shares Held
932
Value
$227.09K
McDonald's Corporation
MCD
Shares Held
892
Value
$271.08K
Amgen Inc.
AMGN
Shares Held
752
Value
$212.23K
Arthur J. Gallagher & Co.
AJG
Shares Held
688
Value
$213.15K
Costco Wholesale Corporation
COST
Shares Held
614
Value
$568.64K
Caterpillar Inc.
CAT
Shares Held
607
Value
$289.86K
UnitedHealth Group Incorporated
UNH
Shares Held
590
Value
$203.61K
Parker-Hannifin Corporation
PH
Shares Held
577
Value
$437.79K
CyberArk Software Ltd.
CYBR
Shares Held
547
Value
$264.28K