Holdings
Optivise Advisory Services LLC
As of Jun 30, 2026, Optivise Advisory Services LLC reported 93 positions worth US$50.6M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 16,707 | US$3.34M | −201 | Jun 30, 2026 |
| Apple Inc | 8,738 | US$2.53M | +1,307 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,756 | US$2.41M | −10 | Jun 30, 2026 |
| Microsoft Corp. | 6,453 | US$2.41M | +246 | Jun 30, 2026 |
| Eli Lilly And Company | 1,869 | US$2.24M | +68 | Jun 30, 2026 |
| Broadcom Inc. | 4,008 | US$1.51M | +157 | Jun 30, 2026 |
| Tesla, Inc. | 3,322 | US$1.4M | −454 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,405 | US$1.29M | +136 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,142 | US$1.03M | +282 | Jun 30, 2026 |
| Meta Platforms, Inc. | 1,778 | US$1M | +23 | Jun 30, 2026 |