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OPTIVISE ADVISORY SERVICES LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Tesla, Inc.TSLA3.32K$1.4M
The Procter & Gamble CompanyPG3.37K$493.88K
Prudential Financial, Inc.PRU3.6K$388.66K
Johnson & JohnsonJNJ3.69K$937.07K
Merck & Co., Inc.MRK3.95K$507.01K
MetLife, Inc.MET3.95K$334.57K
Oklo Inc.OKLO3.99K$208.64K
CVS Health Corp.CVS3.99K$413.04K
Broadcom Inc.AVGO4.01K$1.51M
ConocoPhillipsCOP4.11K$427.5K
Altria Group, Inc.MO4.39K$315.97K
Entergy CorporationETR4.8K$551.27K
U.S. BancorpUSB4.84K$292.41K
Fifth Third BancorpFITB5.17K$291.34K
Wells Fargo & CompanyWFC5.32K$439.3K
Amazon.com, Inc.AMZN5.41K$1.29M
Cisco Systems, Inc.CSCO5.47K$642.51K
BP p.l.c.BP5.77K$213.15K
Alphabet Inc.GOOGL5.78K$2.07M
The Coca-Cola CompanyKO5.8K$471.01K