Pro Vise Management Group, LLC Portfolio Holdings

Pro Vise Management Group, LLC

  • $1.16 Billion
  • Q1 2025

Pro Vise Management Group, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 249 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $80.5M, Berkshire Hathaway Inc Class B with a value of $35.1M, Microsoft Corp with a value of $33.8M, Ishares Trust Ishares 5 10 Yea with a value of $30.1M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $27.9M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $1.14B to 1.16B.

Pro Vise Management Group, LLC is based out at Clearwater, FL

Below you can find more details about Pro Vise Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
ETFs: $489 Million
Financial Services: $178 Million
Technology: $100 Million
Healthcare: $86.7 Million
Communication Services: $81.4 Million
Consumer Cyclical: $70.1 Million
Consumer Defensive: $50.5 Million
Energy: $44.1 Million
Other: $56.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$80.5 Million 6.96% of portfolio
1,302,320
Q1 2025 Added 5.16%
$648B
$35.1 Million 3.03% of portfolio
65,819
Q1 2025 Added 1.17%
$3.51T
$33.8 Million 2.93% of portfolio
90,110
Q1 2025 Added 2.27%
$0
$30.1 Million 2.6% of portfolio
572,251
Q1 2025 Added 13.08%
$0
$27.9 Million 2.42% of portfolio
767,617
Q1 2025 Added 3.96%
$0
$27.7 Million 2.4% of portfolio
131,277
Q1 2025 Added 3.63%
$788B
$26.7 Million 2.31% of portfolio
109,040
Q1 2025 Reduced 1.99%
$0
$26.6 Million 2.3% of portfolio
132,235
Q1 2025 Added 3.2%
$1.1T
$26.2 Million 2.26% of portfolio
167,442
Q1 2025 Added 2.43%
$0
$25.8 Million 2.23% of portfolio
141,546
Q1 2025 Reduced 1.59%
$0
$25.6 Million 2.21% of portfolio
98,951
Q1 2025 Added 4.27%
$2.22T
$25.5 Million 2.21% of portfolio
134,027
Q1 2025 Reduced 0.23%
$286B
$25 Million 2.16% of portfolio
348,003
Q1 2025 Reduced 1.18%
$278B
$23.3 Million 2.02% of portfolio
146,969
Q1 2025 Reduced 4.3%
$0
$21 Million 1.82% of portfolio
203,370
Q1 2025 Added 8.67%
$0
$19.9 Million 1.72% of portfolio
398,465
Q1 2025 Reduced 1.63%
$3.26T
$17.5 Million 1.51% of portfolio
78,710
Q1 2025 Reduced 3.31%
$157B
$17.4 Million 1.51% of portfolio
471,670
Q1 2025 Added 4.62%
$606B
$17 Million 1.47% of portfolio
48,430
Q1 2025 Reduced 4.36%
$479B
$16.3 Million 1.41% of portfolio
116,450
Q1 2025 Reduced 1.16%
$255B
$14.8 Million 1.28% of portfolio
132,823
Q1 2025 Added 2.68%
$0
$14.1 Million 1.22% of portfolio
134,409
Q1 2025 Added 0.4%
$218B
$14.1 Million 1.22% of portfolio
3,060
Q1 2025 Added 0.86%
$49.7B
$14 Million 1.21% of portfolio
61,269
Q1 2025 Added 31.87%
$160B
$13.9 Million 1.2% of portfolio
177,520
Q1 2025 Added 6.53%
$151B
$13.7 Million 1.19% of portfolio
193,261
Q1 2025 Added 1.89%
$0
$13.6 Million 1.17% of portfolio
84,527
Q1 2025 Added 5.56%
$120B
$13.4 Million 1.16% of portfolio
66,271
Q1 2025 Added 2.46%
$0
$13.4 Million 1.16% of portfolio
535,516
Q1 2025 Reduced 6.2%
$117B
$12.6 Million 1.09% of portfolio
140,497
Q1 2025 Added 11.88%
$0
$11.3 Million 0.97% of portfolio
429,905
Q1 2025 Reduced 9.52%
$1.5T
$11.1 Million 0.96% of portfolio
19,327
Q1 2025 Added 7.55%
$993B
$11.1 Million 0.96% of portfolio
71,530
Q1 2025 Reduced 1.41%
$160B
$11.1 Million 0.96% of portfolio
186,073
Q1 2025 Added 7.56%
$125B
$10.7 Million 0.93% of portfolio
193,213
Q1 2025 Added 3.09%
$0
$10.6 Million 0.92% of portfolio
200,148
Q1 2025 Added 5.46%
$43.3B
$10.2 Million 0.88% of portfolio
150,560
Q1 2025 Added 4.12%
$0
$9.73 Million 0.84% of portfolio
124,813
Q1 2025 Added 8.57%
$116B
$9.68 Million 0.84% of portfolio
92,150
Q1 2025 Added 16.15%
$14.9B
$9.42 Million 0.82% of portfolio
113,599
Q1 2025 Added 11.91%
$101B
$9.24 Million 0.8% of portfolio
13,735
Q1 2025 Added 0.96%
$76.2B
$9.1 Million 0.79% of portfolio
33,371
Q1 2025 Added 8.12%
$91B
$8.81 Million 0.76% of portfolio
20,247
Q1 2025 Added 18.11%
$204B
$8.2 Million 0.71% of portfolio
61,932
Q1 2025 Added 1.94%
$72.7B
$7.88 Million 0.68% of portfolio
93,914
Q1 2025 Reduced 1.87%
$92.8B
$7.78 Million 0.67% of portfolio
175,562
Q1 2025 Reduced 1.02%
$10.8B
$7.31 Million 0.63% of portfolio
93,765
Q1 2025 Added 11.42%
$79.5B
$6.98 Million 0.6% of portfolio
55,754
Q1 2025 Reduced 4.25%
$0
$6.86 Million 0.59% of portfolio
292,725
Q1 2025 Added 12.41%

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $1.16 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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