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OPTIVISE ADVISORY SERVICES LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Microsoft CorporationMSFT6.45K$2.41M
Helen of Troy LimitedHELE6.91K$200.73K
CSX CorporationCSX7.14K$339.44K
Exxon Mobil CorporationXOM7.32K$1M
Walmart Inc.WMT7.41K$839.56K
Bank of America CorporationBAC7.95K$452.88K
Apple Inc.AAPL8.74K$2.53M
Verizon Communications Inc.VZ8.94K$378.5K
Pfizer Inc.PFE10.51K$253.04K
Kinder Morgan, Inc.KMI12.18K$389.41K
Pagaya Technologies Ltd.PGY12.23K$223.23K
Sibanye Stillwater LimitedSBSW12.95K$109.95K
AT&T Inc.T15.75K$325.99K
NVIDIA CorporationNVDA16.71K$3.34M
Borr Drilling LimitedBORR34.31K$141.69K
TMC the metals company inc.TMC53.07K$235.1K