Pro Vise Management Group, LLC Incresed Positions in Q4 2024

Pro Vise Management Group, LLC

  • $1.14 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
874
+ 0.69%
$216.72 - $244.71 $189K - $214K
127K $29.8M
META
Meta Platforms, Inc.

Communication Services
2.82K
+ 18.62%
$554.08 - $632.68 $1.56M - $1.78M
18K $10.6M
SCHW
Schwab Charles Corp

Financial Services
1.81K
+ 1.1%
$63.31 - $82.85 $115K - $150K
167K $12.3M
C
Citigroup Inc

Financial Services
953
+ 0.5%
$61.31 - $72.5 $58.4K - $69.1K
190K $13.4M
MGC
Vanguard Mega Cap ETF

ETFs
2.34K
+ 1.86%
$204.21 - $220.18 $478K - $516K
128K $27.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
18.8K
+ 17.11%
$50.37 - $50.6 $949K - $953K
129K $6.5M
BDX
Becton Dickinson & CO

Healthcare
6.34K
+ 15.81%
$220.02 - $243.75 $1.4M - $1.55M
46.5K $10.5M
KMX
Carmax Inc

Consumer Cyclical
6.03K
+ 7.72%
$71.11 - $87.2 $429K - $526K
84.2K $6.88M
ETR
Entergy Corp

Utilities
36.2K
+ 92.39%
$73.19 - $156.4 $2.65M - $5.67M
75.5K $5.72M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
29.6K
+ 18.54%
$20.08 - $20.61 $593K - $609K
189K $3.8M
RDVY
First Trust Rising Dividend Ac

ETFs
2.93K
+ 24.86%
$58.65 - $64.37 $172K - $188K
14.7K $868K
VO
Vanguard Mid Cap ETF

ETFs
510
+ 0.54%
$261.5 - $284.63 $133K - $145K
94.9K $25.1M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
9.98K
+ 5.27%
$19.42 - $19.76 $194K - $197K
199K $3.88M
VBF
Invesco Bond Fund

Financial Services
19.2K
+ 17.22%
$15.36 - $17.05 $295K - $327K
131K $2.02M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
10.1K
+ 63.92%
$10.81 - $11.94 $109K - $121K
25.9K $281K
WEC
Wec Energy Group, Inc.

Utilities
1K
+ 35.1%
$92.94 - $101.82 $93K - $102K
3.85K $362K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1.61K
+ 2.82%
$60.51 - $65.57 $97.1K - $105K
58.4K $3.55M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.51K
+ 19.51%
$54.15 - $58.81 $81.5K - $88.5K
9.22K $500K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.78K
+ 17.93%
$34.42 - $35.88 $61.1K - $63.7K
11.7K $405K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.14K
+ 13.16%
$56.06 - $61.35 $63.6K - $69.6K
9.76K $551K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
174K
+ 195.34%
$22.01 - $66.82 $3.84M - $11.6M
263K $5.98M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.87K
+ 7.3%
$23.42 - $24.25 $67.1K - $69.5K
42.1K $993K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.69K
+ 0.91%
$100.24 - $101.35 $170K - $172K
187K $18.8M
TXN
Texas Instruments Inc

Technology
161
+ 1.69%
N/A
9.72K $1.89M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.66K
+ 1.34%
$19.38 - $19.58 $51.5K - $52.1K
200K $3.89M
PANW
Palo Alto Networks Inc

Technology
788
+ 100.0%
$181.96 - $405.9 $143K - $320K
1.58K $286K
SSB
South State Corp

Financial Services
3
+ 0.05%
$94.05 - $111.93 $282 - $336
5.84K $580K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.4K
+ 199.96%
$22.4 - $68.28 $255K - $776K
17K $395K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.8K
+ 11.77%
$9.77 - $10.51 $17.6K - $18.9K
17.1K $166K
BLW
Blackrock LTD Duration Income Trust

Financial Services
550
+ 4.0%
$13.98 - $14.51 $7.69K - $7.98K
14.3K $201K
DBEZ
Xtrackers Msci Eurozone Hedged
284
+ 4.31%
N/A
6.88K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.07%
$126.68 - $134.74 $380 - $404
4.3K $549K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
596
+ 2.82%
$115.64 - $129.74 $68.9K - $77.3K
21.7K $2.53M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
105
+ 0.57%
$12.12 - $13.1 $1.27K - $1.38K
18.4K $223K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
2
+ 0.03%
$39.39 - $43.09 $78.8 - $86.2
5.72K $227K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 0.03%
$106.56 - $113.11 $107 - $113
3.27K $349K
EVN
Eaton Vance Municipal Income Trust

Financial Services
4.67K
+ 5.03%
$9.93 - $11.06 $46.4K - $51.7K
97.6K $986K
VEU
Vanguard Ftse All World Ex Us

ETFs
890
+ 4.65%
$57.29 - $63.1 $51K - $56.2K
20K $1.15M
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 0.01%
$110.82 - $121.28 $111 - $121
14.2K $1.59M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
3.38K
+ 3.93%
$14.59 - $16.93 $49.3K - $57.2K
89.3K $1.33M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.18%
$727.2 - $932.06 $1.45K - $1.86K
1.09K $843K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.86K
+ 2.37%
$160.89 - $176.18 $298K - $327K
80.1K $13M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.9K
+ 3.7%
$38.37 - $42.82 $188K - $210K
137K $5.27M
EBAY
Ebay Inc

Consumer Cyclical
3.96K
+ 2.81%
$57.51 - $67.17 $228K - $266K
145K $8.96M
FNDA
Schwab Fundamental U S Small C

ETFs
26.7K
+ 79.25%
$29.26 - $59.11 $782K - $1.58M
60.4K $1.79M
HII
Huntington Ingalls Industries, Inc.

Industrials
509
+ 11.26%
$184.96 - $264.65 $94.1K - $135K
5.03K $950K
COP
Conocophillips

Energy
2K
+ 2.59%
$95.12 - $114.72 $191K - $230K
79.3K $7.87M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
33.9K
+ 79.1%
$22.63 - $47.53 $768K - $1.61M
76.8K $1.74M
SCHV
Schwab Strategic Tr Us Large C

ETFs
157K
+ 193.82%
$25.79 - $80.4 $4.06M - $12.6M
238K $6.22M
Activity Summary
Buys All Purchases 69 New Holdings 6 Increased Positions 63 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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