Optivise-Advisory-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-18
Total Holdings
195
Total Value
178167420
Accession Number
0002042876-25-000002
Form Type
13F-HR
Manager Name
Optivise-Advisory-Services
Data Enrichment
61% identified
118 identified77 unidentified

Holdings

195 positions
Manager:
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Page 10 of 10
Monster Beverage Corp
Shares:3.6K
Value:$209.5K
PRUDENTIAL FINANCIAL INC
Shares:1.9K
Value:$208.6K
Shares:6.1K
Value:$207.3K
Merck & Co., Inc.
Shares:2.3K
Value:$206.5K
CHURCH & DWIGHT CO INC /DE/
Shares:1.9K
Value:$206.3K
922908744
Shares:1.2K
Value:$205.0K
WELLS FARGO & COMPANY/MN
Shares:2.9K
Value:$204.6K
922042775
Shares:3.4K
Value:$204.5K
AppLovin Corp
Shares:768
Value:$203.5K
AT&T INC.
Shares:7.1K
Value:$201.9K
INTUIT INC.
Shares:327
Value:$200.7K
46090F100
Shares:12.9K
Value:$176.4K
FibroBiologics, Inc.
Shares:110.1K
Value:$99.1K
TMC the metals Co Inc.
Shares:48.2K
Value:$82.9K
Aspire Biopharma Holdings, Inc.
Shares:106.4K
Value:$62.0K