Pro Vise Management Group, LLC Incresed Positions in Q3 2024

Pro Vise Management Group, LLC

  • $1.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
26.7K
+ 2.23%
$57.47 - $62.76 $1.54M - $1.68M
1.23M $76.9M
META
Meta Platforms, Inc.

Communication Services
7.78K
+ 105.54%
$453.41 - $572.44 $3.53M - $4.45M
15.2K $8.67M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.12K
+ 3.33%
$405.19 - $478.57 $860K - $1.02M
65.9K $30.3M
ORCL
Oracle Corp

Technology
2.64K
+ 2.15%
$125.9 - $170.35 $332K - $450K
125K $21.3M
VO
Vanguard Mid Cap ETF

ETFs
3.87K
+ 4.28%
$237.84 - $263.83 $921K - $1.02M
94.4K $24.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
26K
+ 3.78%
$33.74 - $37.96 $876K - $985K
712K $26.7M
MDT
Medtronic PLC

Healthcare
13.6K
+ 12.42%
$76.84 - $91.03 $1.05M - $1.24M
123K $11.1M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
23.2K
+ 4.82%
$50.85 - $53.88 $1.18M - $1.25M
505K $27.1M
COP
Conocophillips

Energy
27K
+ 53.78%
$102.3 - $116.61 $2.77M - $3.15M
77.3K $8.14M
EBAY
Ebay Inc

Consumer Cyclical
11.3K
+ 8.72%
$52.61 - $65.44 $593K - $738K
141K $9.16M
OMC
Omnicom Group Inc.

Communication Services
7.94K
+ 8.72%
$87.69 - $103.9 $696K - $825K
98.9K $10.2M
UL
Unilever PLC

Consumer Defensive
4.43K
+ 2.75%
$54.7 - $65.59 $242K - $291K
166K $10.8M
MGC
Vanguard Mega Cap ETF

ETFs
3.48K
+ 2.85%
$185.93 - $206.64 $647K - $720K
126K $26M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
22.2K
+ 369.18%
$81.31 - $83.29 $1.8M - $1.85M
28.2K $2.34M
CMCSA
Comcast Corp

Communication Services
16.5K
+ 3.75%
$37.33 - $41.78 $618K - $691K
457K $19.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
5.35K
+ 4.44%
$194.66 - $225.97 $1.04M - $1.21M
126K $27.7M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13.5K
+ 7.85%
$98.99 - $101.51 $1.34M - $1.37M
185K $18.8M
IEF
Ishares Barclays

ETFs
17K
+ 399.95%
$92.67 - $99.14 $1.57M - $1.68M
21.2K $2.08M
ETR
Entergy Corp

Utilities
5.83K
+ 17.45%
$104.75 - $131.61 $610K - $767K
39.2K $5.16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.54K
+ 1.15%
$105.53 - $118.34 $163K - $183K
136K $15.9M
KBE
Spdr S&P Bank ETF

ETFs
4.85K
+ 2.54%
$45.47 - $54.71 $221K - $265K
196K $10.4M
NVS
Novartis Ag

Healthcare
3.34K
+ 2.6%
$106.13 - $120.89 $354K - $403K
132K $15.2M
RTX
Raytheon Technologies Corp

Industrials
1.41K
+ 2.36%
$99.55 - $123.34 $140K - $173K
61K $7.38M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
5.88K
+ 5.12%
$69.31 - $77.34 $408K - $455K
121K $9.26M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.82K
+ 37.57%
$162.83 - $179.16 $947K - $1.04M
21.3K $3.81M
MUB
Ishares National Muni Bond ETF

ETFs
11.3K
+ 92.16%
$106.13 - $108.7 $1.2M - $1.22M
23.5K $2.55M
PEP
Pepsico Inc

Consumer Defensive
6.63K
+ 40.65%
$161.9 - $179.3 $1.07M - $1.19M
23K $3.9M
EIX
Edison International

Utilities
431
+ 0.62%
$71.19 - $87.72 $30.7K - $37.8K
70K $6.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
62
+ 2.01%
$3305.62 - $4268.05 $205K - $265K
3.14K $13.2M
SBUX
Starbucks Corp

Consumer Cyclical
209
+ 0.42%
$72.51 - $98.6 $15.2K - $20.6K
49.8K $4.85M
AMT
American Tower Corp

Real Estate
1.46K
+ 9.62%
$192.27 - $242.73 $281K - $355K
16.7K $3.88M
V
Visa Inc.

Financial Services
764
+ 1.41%
$253.74 - $291.56 $194K - $223K
55K $15.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.3K
+ 8.4%
$36.02 - $41.68 $370K - $428K
133K $5.47M
BDX
Becton Dickinson & CO

Healthcare
2.42K
+ 6.42%
$221.47 - $242.41 $536K - $586K
40.1K $9.67M
KMX
Carmax Inc

Consumer Cyclical
6.81K
+ 9.55%
$71.21 - $85.78 $485K - $584K
78.1K $6.05M
APD
Air Products & Chemicals, Inc.

Basic Materials
23
+ 0.12%
$247.34 - $300.11 $5.69K - $6.9K
19.2K $5.72M
LAMR
Lamar Advertising CO

Real Estate
2.28K
+ 7.03%
$110.9 - $135.58 $253K - $309K
34.6K $4.63M
GD
General Dynamics Corp

Industrials
1.23K
+ 4.18%
$279.51 - $308.09 $343K - $378K
30.6K $9.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
856
+ 10.77%
$475.2 - $527.7 $407K - $452K
8.8K $4.64M
XOM
Exxon Mobil Corp

Energy
2.9K
+ 1.98%
$109.72 - $119.0 $318K - $345K
149K $17.5M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
24.2K
+ 17.92%
$19.92 - $20.67 $482K - $501K
159K $3.28M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
14.2K
+ 5.64%
$23.04 - $24.06 $327K - $341K
266K $6.39M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 3.97%
$110.22 - $120.89 $209K - $229K
49.8K $5.99M
QQQ
Invesco Qqq Trust, Series 1

ETFs
855
+ 10.08%
$434.77 - $502.96 $372K - $430K
9.33K $4.56M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
2.5K
+ 4.6%
$54.31 - $61.04 $136K - $152K
56.8K $3.47M
C
Citigroup Inc

Financial Services
9.81K
+ 5.48%
$56.11 - $67.61 $550K - $663K
189K $11.8M
UPS
United Parcel Service Inc

Industrials
3.25K
+ 16.48%
$123.32 - $147.38 $400K - $478K
22.9K $3.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.09K
+ 1.24%
$59.93 - $66.52 $65.4K - $72.6K
89.2K $5.93M
TSLA
Tesla, Inc.

Consumer Cyclical
125
+ 2.41%
$191.76 - $263.26 $24K - $32.9K
5.32K $1.39M
Activity Summary
Buys All Purchases 136 New Holdings 11 Increased Positions 125 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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