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:
Search and click to pin securities to the top
Page 5 of 10
PROCTER & GAMBLE Co
Shares:3.1K
Value:$524.2K
921946406
Shares:4.0K
Value:$515.5K
46429B697
Shares:5.5K
Value:$511.1K
VISA INC.
Shares:1.4K
Value:$505.9K
JPMORGAN CHASE & CO
Shares:2.0K
Value:$499.8K
UNITEDHEALTH GROUP INC
Shares:930
Value:$487.3K
AUTOMATIC DATA PROCESSING INC
Shares:1.6K
Value:$485.9K
66538H419
Shares:15.1K
Value:$463.9K
25460G781
Shares:7.4K
Value:$460.4K
464287655
Shares:2.2K
Value:$446.1K
46434G103
Shares:7.9K
Value:$425.2K
921910840
Shares:3.3K
Value:$418.8K
464287754
Shares:3.2K
Value:$417.9K
921910816
Shares:1.3K
Value:$413.2K
464288281
Shares:4.5K
Value:$409.3K
Walmart Inc.
Shares:4.6K
Value:$403.7K
69374H881
Shares:7.3K
Value:$402.0K
922908769
Shares:1.4K
Value:$396.4K
46641Q332
Shares:6.9K
Value:$396.2K
ORACLE CORP
Shares:2.8K
Value:$394.8K