Prossimo Advisors, LLC Portfolio Holdings

Prossimo Advisors, LLC

  • $133 Million
  • Q1 2025

Prossimo Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $133 Million distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $7.47M, Apple Inc. with a value of $7.11M, Visa Inc. with a value of $6.47M, Amazon Com Inc with a value of $4.66M, and Alphabet Inc. with a value of $4.53M.

Examining the 13F form we can see an decrease of $5.16M in the current position value, from $138M to 133M.

Prossimo Advisors, LLC is based out at San Luis Obispo, CA

Below you can find more details about Prossimo Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Million
Technology: $26.4 Million
Financial Services: $25.9 Million
ETFs: $13.3 Million
Consumer Cyclical: $12.1 Million
Consumer Defensive: $12 Million
Communication Services: $10.5 Million
Industrials: $9.86 Million
Healthcare: $7.82 Million
Other: $14.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.31 Million 1.74% of portfolio
12,393
Q4 2024 Added 2.71%
$0
$1.59 Million 1.2% of portfolio
2,834
Q1 2025 Added 0.21%
$0
$1.39 Million 1.04% of portfolio
5,678
Q1 2025 Reduced 0.26%
$0
$1.23 Million 0.93% of portfolio
9,545
Q2 2024 New
$0
$1.15 Million 0.86% of portfolio
2,050
Q4 2022 New
$0
$908,000 0.68% of portfolio
5,656
Q1 2025 Reduced 0.75%
$0
$904,000 0.68% of portfolio
7,177
Q1 2025 Reduced 2.84%
$0
$750,000 0.56% of portfolio
26,817
Q4 2024 Added 200.0%
$0
$727,000 0.55% of portfolio
13,846
Q1 2025 Added 16.49%
$0
$618,000 0.46% of portfolio
23,000
Q4 2024 Added 100.0%
$0
$569,000 0.43% of portfolio
11,248
Q1 2023 Reduced 46.92%
$0
$574,000 0.43% of portfolio
11,329
Q1 2023 Reduced 46.8%
$0
$274,000 0.21% of portfolio
6,434
Q1 2025 Added 2.11%
$0
$283,000 0.21% of portfolio
10,267
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $133 Million
  • Prior Value $138 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
Track This Portfolio

Track Prossimo Advisors, LLC Portfolio

Follow Prossimo Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prossimo Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prossimo Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email