Prossimo Advisors, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $137 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $8.79M, Apple Inc. with a value of $7.42M, Visa Inc. with a value of $5.09M, Alphabet Inc. with a value of $4.81M, and Nvidia Corp with a value of $4.69M.

Examining the 13F form we can see an increase of $26.4M in the current position value, from $110M to 137M.

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 $137 Million
Technology: $29.8 Million
Financial Services: $22.5 Million
ETFs: $13.9 Million
Consumer Cyclical: $12.2 Million
Consumer Defensive: $11.5 Million
Industrials: $10.8 Million
Communication Services: $10.3 Million
Healthcare: $9.91 Million
Other: $14.9 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $137 Million
  • Prior Value $110 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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