Pro Vise Management Group, LLC Purchases in Q2 2025

Pro Vise Management Group, LLC

  • $1.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.74K
+ 12.93%
$55.54 - $69.09 $96.8K - $120K
15.2K $1.05M
O
Realty Income Corp

Real Estate
3.6K
New
$52.27 - $58.52 $188K - $211K
3.6K $207K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.12K
New
$152.42 - $182.82 $171K - $205K
1.12K $204K
RDVY
First Trust Rising Dividend Ac

ETFs
1.89K
+ 10.55%
$51.6 - $62.74 $97.6K - $119K
19.8K $1.24M
IVV
Ishares Core S&P 500 ETF

ETFs
139
+ 9.93%
$498.8 - $620.9 $69.3K - $86.3K
1.54K $955K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
203
+ 30.62%
$456.74 - $568.03 $92.7K - $115K
866 $491K
NFLX
Netflix Inc

Communication Services
2
+ 0.71%
$855.86 - $1339.13 $1.71K - $2.68K
284 $380K
COF
Capital One Financial Corp

Financial Services
165
+ 8.0%
$150.57 - $212.76 $24.8K - $35.1K
2.23K $474K
GLD
Spdr Gold Trust

ETFs
220
+ 9.86%
$273.71 - $316.29 $60.2K - $69.6K
2.45K $747K
VGT
Vanguard Information Technolog

ETFs
61
+ 12.73%
$470.37 - $663.28 $28.7K - $40.5K
540 $358K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4
+ 0.29%
$179.95 - $278.88 $720 - $1.12K
1.39K $386K
COP
Conocophillips

Energy
16.7K
+ 18.13%
$82.66 - $106.1 $1.38M - $1.77M
109K $9.77M
RSP
Invesco S&P 500 Equal Weight E

ETFs
71
+ 0.87%
$152.93 - $181.74 $10.9K - $12.9K
8.23K $1.5M
IBM
International Business Machines Corp

Technology
33
+ 2.13%
$221.03 - $294.78 $7.29K - $9.73K
1.58K $466K
GPC
Genuine Parts CO

Consumer Cyclical
239
+ 1.11%
$105.54 - $129.09 $25.2K - $30.9K
21.8K $2.64M
MGK
Vanguard Mega Cap Growth ETF

ETFs
4
+ 0.31%
$273.67 - $366.17 $1.09K - $1.46K
1.28K $470K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.5K
+ 1.26%
$19.44 - $19.56 $48.6K - $48.9K
201K $3.93M
PANW
Palo Alto Networks Inc

Technology
1
+ 0.07%
$152.44 - $204.64 $152 - $205
1.36K $278K
TXN
Texas Instruments Inc

Technology
228
+ 2.2%
N/A
10.6K $2.06M
MTN
Vail Resorts Inc

Consumer Cyclical
310
+ 16.99%
$131.42 - $164.64 $40.7K - $51K
2.14K $335K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
357
+ 3.8%
$85.42 - $94.39 $30.5K - $33.7K
9.74K $914K
HEFA
Ishares Currency Hedged Msci E

ETFs
173
+ 1.36%
$32.11 - $38.21 $5.56K - $6.61K
12.9K $488K
T
At&T Inc.

Communication Services
170
+ 0.53%
$26.33 - $28.94 $4.48K - $4.92K
32K $925K
PEP
Pepsico Inc

Consumer Defensive
3.63K
+ 14.34%
$128.02 - $151.37 $465K - $550K
29K $3.83M
QCOM
Qualcomm Inc

Technology
53
+ 2.17%
$124.66 - $159.48 $6.61K - $8.45K
2.5K $397K
CBRE
Cbre Group, Inc.

Real Estate
2
+ 0.09%
$113.94 - $140.12 $228 - $280
2.29K $320K
ICE
Intercontinental Exchange, Inc.

Financial Services
28
+ 1.86%
$151.62 - $183.47 $4.25K - $5.14K
1.53K $281K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.05%
$114.78 - $133.31 $230 - $267
4.26K $568K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 1.08%
$908.13 - $1056.85 $2.72K - $3.17K
280 $277K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
1
+ 0.02%
$38.78 - $49.2 $38.8 - $49.2
5.61K $272K
WEC
Wec Energy Group, Inc.

Utilities
351
+ 7.74%
$102.24 - $109.76 $35.9K - $38.5K
4.88K $508K
F
Ford Motor CO

Consumer Cyclical
136
+ 1.26%
$8.69 - $10.85 $1.18K - $1.48K
10.9K $118K
LYG
Lloyds Banking Group PLC

Financial Services
97
+ 0.39%
$3.32 - $4.29 $322 - $416
24.8K $105K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
151
+ 0.2%
$22.68 - $23.28 $3.42K - $3.52K
75.3K $1.75M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
2.43K
+ 9.44%
$9.89 - $10.9 $24K - $26.4K
28.1K $289K
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 0.74%
$335.24 - $380.78 $7.04K - $8K
2.87K $1.05M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
89
+ 0.88%
$47.46 - $55.3 $4.22K - $4.92K
10.2K $561K
HYG
Ishares Tr

ETFs
12
+ 0.33%
$75.75 - $80.65 $909 - $968
3.6K $290K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2
+ 0.02%
$77.94 - $79.5 $156 - $159
10.6K $840K
VCIT
Vanguard Intermediate Term Cor

ETFs
1
+ 0.04%
$79.56 - $82.92 $79.6 - $82.9
2.51K $207K
MLPA
Global X Mlp ETF

ETFs
282
+ 6.38%
$46.47 - $54.16 $13.1K - $15.3K
4.7K $236K
Gsk PLC
1.66K
+ 1.45%
N/A
116K $0
DBEZ
Xtrackers Msci Eurozone Hedged
325
+ 4.45%
N/A
7.63K $0
American Healthcare Reit Inc
6.3K
New
N/A
6.3K $0
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
500
+ 1.98%
$13.63 - $14.4 $6.82K - $7.2K
25.7K $361K
CCI
Crown Castle International Corp

Real Estate
23
+ 1.14%
$94.83 - $107.06 $2.18K - $2.46K
2.04K $209K
PFF
Ishares Trust Ishares Pfd And

ETFs
7
+ 0.07%
$29.0 - $30.68 $203 - $215
10.5K $320K
SSB
South State Corp

Financial Services
4
+ 0.07%
$80.59 - $94.67 $322 - $379
5.85K $537K
EOG
Eog Resources Inc

Energy
3
+ 0.15%
$104.61 - $129.97 $314 - $390
2.05K $244K
Activity Summary
Buys All Purchases 119 New Holdings 15 Increased Positions 104 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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