Prossimo Advisors, LLC Reduced Holdings in Q2 2025

Prossimo Advisors, LLC

  • $125 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-2K
- 57.42%
$274.35 - $599.47 $548K - $1.2M
1.48K $462K
VBR
Vanguard Small Cap Value ETF

ETFs
-7.13K
- 57.53%
$162.76 - $195.77 $1.16M - $1.4M
5.26K $1.03M
CTAS
Cintas Corp

Industrials
-5.48K
- 36.78%
$190.11 - $227.66 $1.04M - $1.25M
9.42K $2.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
-3.01K
- 52.98%
$216.28 - $284.39 $651K - $855K
2.67K $759K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-4.79K
- 33.13%
$109.83 - $131.67 $526K - $630K
9.66K $1.23M
XOM
Exxon Mobil Corp

Energy
-4.1K
- 56.18%
$99.93 - $119.04 $410K - $488K
3.2K $345K
ADBE
Adobe Inc.

Technology
-1.24K
- 46.42%
$340.0 - $420.68 $423K - $523K
1.44K $556K
NVO
Novo Nordisk A S

Healthcare
-5.33K
- 54.1%
$58.08 - $81.05 $309K - $432K
4.52K $312K
AMT
American Tower Corp

Real Estate
-1.72K
- 51.38%
$203.96 - $228.19 $350K - $392K
1.63K $359K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-512
- 30.94%
$390.26 - $489.06 $200K - $250K
1.14K $463K
PEP
Pepsico Inc

Consumer Defensive
-1.12K
- 14.44%
$128.02 - $151.37 $143K - $169K
6.62K $874K
FNF
Fidelity National Financial, Inc.

Financial Services
-3.34K
- 35.73%
$53.62 - $66.59 $179K - $222K
6K $337K
MCD
Mcdonalds Corp

Consumer Cyclical
-510
- 14.18%
$285.55 - $321.23 $146K - $164K
3.09K $902K
ASML
Asml Holding Nv

Technology
-588
- 32.24%
$595.37 - $815.24 $350K - $479K
1.24K $991K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-88
- 2.37%
$483.48 - $539.8 $42.5K - $47.5K
3.63K $1.76M
TMUS
T Mobile Us, Inc.

Communication Services
-131
- 2.11%
$220.99 - $268.54 $28.9K - $35.2K
6.09K $1.45M
WEC
Wec Energy Group, Inc.

Utilities
-1.72K
- 34.3%
$102.24 - $109.76 $176K - $189K
3.29K $343K
ARCC
Ares Capital Corp

Financial Services
-8.87K
- 42.35%
$18.91 - $22.43 $168K - $199K
12.1K $265K
WMT
Walmart Inc.

Consumer Defensive
-4.61K
- 17.96%
$81.79 - $99.98 $377K - $461K
21K $2.06M
CVX
Chevron Corp

Energy
-406
- 7.36%
$133.73 - $168.51 $54.3K - $68.4K
5.11K $732K
COST
Costco Wholesale Corp

Consumer Defensive
-369
- 8.82%
$908.13 - $1056.85 $335K - $390K
3.81K $3.78M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.2K
- 21.16%
$141.87 - $164.49 $170K - $197K
4.46K $733K
ACN
Accenture PLC

Technology
-507
- 31.28%
$279.23 - $323.21 $142K - $164K
1.11K $333K
LMT
Lockheed Martin Corp

Industrials
-425
- 22.99%
$430.82 - $486.45 $183K - $207K
1.42K $660K
EOG
Eog Resources Inc

Energy
-948
- 16.25%
$104.61 - $129.97 $99.2K - $123K
4.89K $584K
SRE
Sempra Energy

Utilities
-2.5K
- 40.25%
$63.78 - $78.91 $160K - $198K
3.72K $282K
CINF
Cincinnati Financial Corp

Financial Services
-1.13K
- 15.32%
$126.6 - $151.6 $143K - $171K
6.25K $931K
IWS
Ishares Russell Midcap Value E

ETFs
-1.5K
- 20.86%
$110.58 - $132.14 $166K - $198K
5.68K $751K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-469
- 24.19%
$212.1 - $244.27 $99.5K - $115K
1.47K $321K
CRM
Salesforce, Inc.

Technology
-585
- 17.3%
$236.26 - $291.15 $138K - $170K
2.8K $763K
HD
Home Depot, Inc.

Consumer Cyclical
-396
- 5.63%
$335.24 - $380.78 $133K - $151K
6.64K $2.44M
DIS
Walt Disney CO

Communication Services
-2.9K
- 32.97%
$81.72 - $124.01 $237K - $359K
5.89K $731K
VZ
Verizon Communications Inc

Communication Services
-2.23K
- 16.31%
$41.67 - $45.62 $93K - $102K
11.4K $495K
NXPI
Nxp Semiconductors N.V.

Technology
-830
- 38.39%
$153.5 - $218.72 $127K - $182K
1.33K $291K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-80
- 3.89%
$421.16 - $509.5 $33.7K - $40.8K
1.98K $879K
NEE
Nextera Energy Inc

Utilities
-1.52K
- 20.17%
$64.11 - $75.0 $97.1K - $114K
6K $416K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-2.54K
- 27.62%
$58.52 - $71.7 $148K - $182K
6.65K $457K
HTGC
Hercules Capital, Inc.

Financial Services
-4.37K
- 25.03%
$16.24 - $19.1 $71K - $83.5K
13.1K $239K
GIS
General Mills Inc

Consumer Defensive
-671
- 9.13%
$50.37 - $60.97 $33.8K - $40.9K
6.68K $346K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.95K
- 14.06%
$51.1 - $53.29 $99.5K - $104K
11.9K $634K
SPGI
S&P Global Inc.

Financial Services
-226
- 14.81%
$438.31 - $527.29 $99.1K - $119K
1.3K $685K
MRK
Merck & Co., Inc.

Healthcare
-382
- 6.95%
$73.47 - $87.12 $28.1K - $33.3K
5.12K $405K
IP
International Paper CO

Consumer Cyclical
-241
- 2.07%
$43.89 - $54.46 $10.6K - $13.1K
11.4K $534K
T
At&T Inc.

Communication Services
-3.65K
- 12.74%
$26.33 - $28.94 $96.2K - $106K
25K $724K
FITB
Fifth Third Bancorp

Financial Services
-3.07K
- 14.92%
$33.32 - $41.51 $102K - $127K
17.5K $719K
MA
Mastercard Inc

Financial Services
-246
- 6.35%
$479.92 - $590.74 $118K - $145K
3.63K $2.04M
PG
Procter & Gamble CO

Consumer Defensive
-11
- 0.17%
$157.66 - $172.39 $1.73K - $1.9K
6.46K $1.03M
ROP
Roper Technologies Inc

Industrials
-93
- 10.36%
$519.19 - $590.78 $48.3K - $54.9K
805 $456K
NOC
Northrop Grumman Corp

Industrials
-98
- 7.63%
$456.3 - $540.39 $44.7K - $53K
1.19K $593K
Activity Summary
Buys All Purchases 29 New Holdings 10 Increased Positions 19 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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