Pro Vise Management Group, LLC Reduced Holdings in Q2 2025

Pro Vise Management Group, LLC

  • $1.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-5.09K
- 1.74%
$22.4 - $23.8 $114K - $121K
288K $6.85M
SO
Southern CO

Utilities
-92
- 1.19%
$84.91 - $92.56 $7.81K - $8.52K
7.66K $703K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-150
- 4.13%
$59.8 - $60.07 $8.97K - $9.01K
3.48K $208K
BGT
Blackrock Floating Rate Income Trust

Financial Services
-1K
- 2.18%
$10.95 - $12.62 $11K - $12.6K
44.9K $562K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-1K
- 3.72%
$11.29 - $13.14 $11.3K - $13.1K
25.9K $340K
TIP
Ishares Tr Tips Bd ETF

ETFs
-24
- 1.01%
$107.93 - $110.97 $2.59K - $2.66K
2.36K $259K
Blackrock Inc
-46
- 0.4%
N/A
11.5K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.96K
- 5.86%
$51.16 - $62.02 $203K - $246K
63.6K $3.95M
CVS
Cvs Health Corp

Healthcare
-150
- 1.17%
$60.04 - $70.18 $9.01K - $10.5K
12.7K $876K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-80
- 0.85%
$46.92 - $55.01 $3.75K - $4.4K
9.36K $508K
MSCI
Msci Inc.

Financial Services
-10
- 0.47%
$506.56 - $576.74 $5.07K - $5.77K
2.14K $1.23M
CSCO
Cisco Systems, Inc.

Technology
-219
- 4.01%
$53.19 - $69.38 $11.6K - $15.2K
5.25K $363K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-400
- 2.42%
$19.6 - $24.44 $7.84K - $9.78K
16.1K $393K
DWM
Wisdomtree Tr

ETFs
-693
- 4.48%
$52.06 - $63.91 $36.1K - $44.3K
14.8K $938K
MS
Morgan Stanley

Financial Services
-33
- 1.8%
$99.83 - $140.86 $3.29K - $4.65K
1.8K $253K
IVW
Ishares S&P 500 Growth ETF

ETFs
-821
- 10.71%
$82.96 - $110.1 $68.1K - $90.4K
6.85K $753K
VIS
Vanguard Industrial ETF

ETFs
-17
- 1.18%
$220.04 - $280.07 $3.74K - $4.76K
1.43K $400K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-122
- 2.43%
$101.97 - $126.75 $12.4K - $15.5K
4.9K $620K
VBR
Vanguard Small Cap Value ETF

ETFs
-74
- 1.01%
$162.76 - $195.77 $12K - $14.5K
7.24K $1.41M
WMT
Walmart Inc.

Consumer Defensive
-1.04K
- 6.77%
$81.79 - $99.98 $85K - $104K
14.3K $1.4M
KKR
Kkr & Co. Inc.

Financial Services
-250
- 4.91%
$92.79 - $134.29 $23.2K - $33.6K
4.84K $643K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-45
- 0.14%
$23.14 - $27.82 $1.04K - $1.25K
31.4K $858K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-6.68K
- 1.17%
$51.1 - $53.29 $341K - $356K
566K $30.1M
ROK
Rockwell Automation, Inc

Industrials
-20
- 1.48%
$218.97 - $332.17 $4.38K - $6.64K
1.33K $440K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-266
- 1.59%
$72.96 - $90.39 $19.4K - $24K
16.4K $1.47M
BX
Blackstone Inc.

Financial Services
-1.62K
- 4.58%
$120.07 - $151.11 $194K - $244K
33.7K $5.04M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-7.6K
- 6.09%
$73.0 - $85.5 $555K - $650K
117K $9.85M
VEU
Vanguard Ftse All World Ex Us

ETFs
-12
- 0.06%
$54.19 - $67.22 $650 - $807
19.8K $1.33M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-7.67K
- 5.83%
$17.76 - $22.1 $136K - $169K
124K $2.74M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-317
- 1.35%
$93.75 - $114.45 $29.7K - $36.3K
23.1K $2.64M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-3.66K
- 1.59%
$23.55 - $27.67 $86.2K - $101K
226K $6.25M
XLK
Technology Sector Spdr

ETFs
-462
- 6.77%
$179.73 - $253.23 $83K - $117K
6.36K $1.61M
AVUV
American Centy ETF Tr Avantis

ETFs
-57
- 0.1%
$75.17 - $91.21 $4.28K - $5.2K
56.6K $5.15M
AXP
American Express CO

Financial Services
-867
- 8.53%
$231.39 - $318.98 $201K - $277K
9.3K $2.97M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-2.01K
- 4.46%
$53.5 - $71.62 $107K - $144K
43K $3.08M
VOE
Vanguard Mid Cap Value Index F

ETFs
-389
- 0.46%
$141.87 - $164.49 $55.2K - $64K
84.1K $13.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-32
- 0.79%
$416.06 - $551.64 $13.3K - $17.7K
3.99K $2.2M
VUG
Vanguard Growth ETF

ETFs
-73
- 1.05%
$329.49 - $438.4 $24.1K - $32K
6.87K $3.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.68K
- 1.25%
$90.56 - $109.49 $152K - $184K
133K $14.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-113
- 1.43%
$320.42 - $424.58 $36.2K - $48K
7.78K $3.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.02K
- 0.81%
$19.1 - $23.83 $38.6K - $48.2K
247K $5.87M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-470
- 0.89%
$101.93 - $128.63 $47.9K - $60.5K
52.4K $6.73M
EBAY
Ebay Inc

Consumer Cyclical
-1.05K
- 0.7%
$59.52 - $79.36 $62.3K - $83.1K
150K $11.1M
GOOGL
Alphabet Inc.

Communication Services
-1.76K
- 2.46%
$144.7 - $178.6 $255K - $314K
69.8K $12.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-17.4K
- 3.25%
$22.27 - $29.21 $388K - $509K
518K $15.1M
VO
Vanguard Mid Cap ETF

ETFs
-322
- 0.33%
$228.54 - $279.83 $73.6K - $90.1K
98.6K $27.6M
PM
Philip Morris International Inc.

Consumer Defensive
-3.89K
- 2.64%
$149.23 - $184.95 $580K - $719K
143K $26.1M
MGC
Vanguard Mega Cap ETF

ETFs
-273
- 0.21%
$179.23 - $224.92 $48.9K - $61.4K
132K $29.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.03%
$4164.15 - $5789.24 $4.16K - $5.79K
3.06K $17.7M
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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