Pro Vise Management Group, LLC Incresed Positions in Q1 2025

Pro Vise Management Group, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
761
+ 1.17%
$442.66 - $534.52 $337K - $407K
65.8K $35.1M
DGRO
Ishares Core Dividend Growth E

ETFs
63.9K
+ 5.16%
$60.46 - $64.42 $3.87M - $4.12M
1.3M $80.5M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
66.2K
+ 13.08%
$50.82 - $52.7 $3.36M - $3.49M
572K $30.1M
BDX
Becton Dickinson & CO

Healthcare
14.8K
+ 31.87%
$222.79 - $249.08 $3.3M - $3.69M
61.3K $14M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
29.3K
+ 3.96%
$33.84 - $37.77 $991K - $1.11M
768K $27.9M
MDT
Medtronic PLC

Healthcare
14.9K
+ 11.88%
$79.84 - $94.5 $1.19M - $1.41M
140K $12.6M
ELV
Elevance Health, Inc.

Healthcare
3.1K
+ 18.11%
$365.9 - $436.25 $1.14M - $1.35M
20.2K $8.81M
NVS
Novartis Ag

Healthcare
3.46K
+ 2.68%
$97.14 - $115.57 $336K - $400K
133K $14.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
16.2K
+ 8.67%
$100.59 - $103.47 $1.63M - $1.68M
203K $21M
XOM
Exxon Mobil Corp

Energy
4.53K
+ 3.14%
$105.44 - $118.93 $478K - $539K
149K $17.7M
COP
Conocophillips

Energy
12.8K
+ 16.15%
$88.6 - $105.85 $1.14M - $1.36M
92.2K $9.68M
SNY
Sanofi

Healthcare
5.79K
+ 3.09%
$48.15 - $59.42 $279K - $344K
193K $10.7M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
9.85K
+ 8.57%
$69.81 - $78.9 $688K - $777K
125K $9.73M
SCHW
Schwab Charles Corp

Financial Services
10.9K
+ 6.53%
$71.24 - $83.64 $775K - $910K
178K $13.9M
MCK
Mckesson Corp

Healthcare
131
+ 0.96%
$566.21 - $672.99 $74.2K - $88.2K
13.7K $9.24M
UL
Unilever PLC

Consumer Defensive
13.1K
+ 7.56%
$54.72 - $60.29 $716K - $789K
186K $11.1M
EBAY
Ebay Inc

Consumer Cyclical
5.96K
+ 4.12%
$61.61 - $70.93 $367K - $423K
151K $10.2M
RTX
Raytheon Technologies Corp

Industrials
1.18K
+ 1.94%
$114.1 - $135.66 $135K - $160K
61.9K $8.2M
GD
General Dynamics Corp

Industrials
2.51K
+ 8.12%
$241.94 - $272.58 $606K - $683K
33.4K $9.1M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
32.3K
+ 12.41%
$23.32 - $23.84 $754K - $770K
293K $6.86M
AMT
American Tower Corp

Real Estate
651
+ 4.03%
$173.46 - $217.6 $113K - $142K
16.8K $3.65M
OMC
Omnicom Group Inc.

Communication Services
12.1K
+ 11.91%
$79.43 - $88.34 $960K - $1.07M
114K $9.42M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.45K
+ 5.56%
$156.61 - $168.02 $697K - $748K
84.5K $13.6M
VZ
Verizon Communications Inc

Communication Services
1.59K
+ 1.77%
$37.81 - $46.49 $59.9K - $73.7K
91.2K $4.14M
META
Meta Platforms, Inc.

Communication Services
1.36K
+ 7.55%
$576.36 - $736.67 $782K - $999K
19.3K $11.1M
PEP
Pepsico Inc

Consumer Defensive
3.81K
+ 17.7%
$142.64 - $156.42 $544K - $596K
25.3K $3.8M
VO
Vanguard Mid Cap ETF

ETFs
4.05K
+ 4.27%
$251.87 - $277.95 $1.02M - $1.13M
99K $25.6M
CMCSA
Comcast Corp

Communication Services
20.8K
+ 4.62%
$33.19 - $38.23 $692K - $797K
472K $17.4M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
19.9K
+ 10.52%
$20.05 - $20.4 $399K - $406K
209K $4.25M
KMX
Carmax Inc

Consumer Cyclical
9.61K
+ 11.42%
$69.25 - $89.19 $665K - $857K
93.8K $7.31M
C
Citigroup Inc

Financial Services
3.58K
+ 1.89%
$67.23 - $84.63 $241K - $303K
193K $13.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.78K
+ 4.21%
$37.07 - $40.63 $214K - $235K
143K $5.64M
MO
Altria Group, Inc.

Consumer Defensive
160
+ 0.42%
$50.81 - $60.02 $8.13K - $9.6K
37.9K $2.27M
GPC
Genuine Parts CO

Consumer Cyclical
2.01K
+ 10.27%
$115.91 - $129.02 $233K - $259K
21.5K $2.57M
HII
Huntington Ingalls Industries, Inc.

Industrials
904
+ 17.97%
$159.75 - $208.61 $144K - $189K
5.93K $1.21M
RDVY
First Trust Rising Dividend Ac

ETFs
3.24K
+ 22.03%
$57.22 - $63.39 $185K - $205K
17.9K $1.05M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.21K
+ 3.62%
$19.43 - $19.62 $140K - $141K
206K $4.04M
CVX
Chevron Corp

Energy
264
+ 5.9%
$146.71 - $167.97 $38.7K - $44.3K
4.74K $792K
AIG
American International Group, Inc.

Financial Services
1.18K
+ 40.94%
$70.5 - $86.94 $82.8K - $102K
4.05K $351K
APD
Air Products & Chemicals, Inc.

Basic Materials
185
+ 1.02%
$283.24 - $338.07 $52.4K - $62.5K
18.3K $5.41M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1.42K
+ 2.43%
$59.15 - $62.71 $83.9K - $88.9K
59.9K $3.69M
WEC
Wec Energy Group, Inc.

Utilities
680
+ 17.65%
$92.12 - $108.98 $62.6K - $74.1K
4.53K $494K
TXN
Texas Instruments Inc

Technology
649
+ 6.68%
N/A
10.4K $2.02M
GLD
Spdr Gold Trust

ETFs
5
+ 0.22%
$243.19 - $288.14 $1.22K - $1.44K
2.23K $643K
BHK
Blackrock Core Bond Trust

Financial Services
2.68K
+ 2.26%
$10.15 - $10.86 $27.2K - $29.1K
121K $1.31M
KBE
Spdr S&P Bank ETF

ETFs
10.4K
+ 5.46%
$51.28 - $59.92 $532K - $621K
200K $10.6M
WEA
Western Asset Premier Bond Fund

Financial Services
1.23K
+ 0.95%
$10.63 - $11.21 $13.1K - $13.8K
131K $1.47M
QCOM
Qualcomm Inc

Technology
436
+ 21.72%
$151.94 - $175.86 $66.2K - $76.7K
2.44K $375K
PNC
Pnc Financial Services Group, Inc.

Financial Services
500
+ 39.81%
$168.84 - $202.89 $84.4K - $101K
1.76K $308K
Activity Summary
Buys All Purchases 98 New Holdings 5 Increased Positions 93 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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