Prossimo Advisors, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $138 Million distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.49M, Apple Inc. with a value of $8.03M, Visa Inc. with a value of $5.86M, Alphabet Inc. with a value of $5.53M, and Amazon Com Inc with a value of $5.37M.

Examining the 13F form we can see an increase of $1.29M in the current position value, from $137M to 138M.

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 $138 Million
Technology: $30.3 Million
Financial Services: $24.5 Million
Consumer Cyclical: $13.5 Million
ETFs: $13.5 Million
Consumer Defensive: $11.5 Million
Communication Services: $11.3 Million
Industrials: $10.5 Million
Healthcare: $8.36 Million
Other: $13.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $138 Million
  • Prior Value $137 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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