Pro Vise Management Group, LLC Reduced Holdings in Q1 2025

Pro Vise Management Group, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-159
- 26.81%
$461.52 - $548.18 $73.4K - $87.2K
434 $227K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.29K
- 8.32%
$47.4 - $50.24 $61K - $64.6K
14.2K $684K
GM
General Motors CO

Consumer Cyclical
-530
- 7.21%
$45.22 - $54.92 $24K - $29.1K
6.83K $320K
IVW
Ishares S&P 500 Growth ETF

ETFs
-19
- 0.25%
$92.45 - $106.69 $1.76K - $2.03K
7.67K $711K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.65K
- 3.98%
$27.01 - $28.54 $153K - $161K
136K $3.81M
ROK
Rockwell Automation, Inc

Industrials
-100
- 6.91%
$255.29 - $303.75 $25.5K - $30.4K
1.35K $348K
PG
Procter & Gamble CO

Consumer Defensive
-441
- 11.86%
$158.56 - $176.26 $69.9K - $77.7K
3.28K $558K
WELL
Welltower Inc.

Real Estate
-1.68K
- 23.26%
$124.05 - $156.86 $208K - $263K
5.53K $846K
ABC
Amerisourcebergen Corp

Healthcare
-315
- 11.01%
N/A
2.55K $471K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-2.47K
- 8.4%
$12.7 - $13.72 $31.3K - $33.8K
26.9K $347K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-167
- 3.22%
$113.22 - $126.36 $18.9K - $21.1K
5.02K $576K
LOW
Lowes Companies Inc

Consumer Cyclical
-36
- 1.08%
$222.66 - $268.42 $8.02K - $9.66K
3.29K $767K
IQV
Iqvia Holdings Inc.

Healthcare
-24
- 1.03%
$176.3 - $209.96 $4.23K - $5.04K
2.3K $405K
AON
Aon PLC

Financial Services
-600
- 12.32%
$348.44 - $409.32 $209K - $246K
4.27K $1.7M
CBRE
Cbre Group, Inc.

Real Estate
-330
- 12.61%
$121.79 - $147.13 $40.2K - $48.6K
2.29K $298K
LLY
Eli Lilly & CO

Healthcare
-124
- 11.36%
$725.72 - $929.72 $90K - $115K
968 $799K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-725
- 16.63%
$59.78 - $60.03 $43.3K - $43.5K
3.63K $217K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.07K
- 9.31%
$30.73 - $32.26 $32.9K - $34.6K
10.4K $321K
TIP
Ishares Tr Tips Bd ETF

ETFs
-431
- 15.3%
$106.22 - $111.09 $45.8K - $47.9K
2.39K $265K
BGT
Blackrock Floating Rate Income Trust

Financial Services
-1.01K
- 2.15%
$12.34 - $12.93 $12.5K - $13.1K
45.9K $570K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-543
- 3.19%
$21.75 - $24.28 $11.8K - $13.2K
16.5K $364K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-805
- 8.61%
$25.93 - $29.28 $20.9K - $23.6K
8.55K $232K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
-2.69K
- 9.16%
$11.63 - $12.23 $31.3K - $32.9K
26.7K $313K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-168
- 3.39%
$75.47 - $84.24 $12.7K - $14.2K
4.79K $369K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-235
- 6.14%
$64.88 - $72.1 $15.2K - $16.9K
3.59K $236K
VIS
Vanguard Industrial ETF

ETFs
-53
- 3.54%
$243.63 - $273.99 $12.9K - $14.5K
1.45K $357K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1K
- 3.84%
$14.28 - $14.97 $14.3K - $15K
25K $357K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.57K
- 0.78%
$19.42 - $19.54 $30.4K - $30.6K
199K $3.87M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.46K
- 8.47%
$9.47 - $11.46 $13.8K - $16.7K
15.8K $169K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-961
- 5.23%
$12.03 - $12.69 $11.6K - $12.2K
17.4K $213K
PAYX
Paychex Inc

Industrials
-267
- 11.61%
$136.06 - $154.52 $36.3K - $41.3K
2.03K $313K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-226
- 4.35%
$47.27 - $50.52 $10.7K - $11.4K
4.97K $242K
HYG
Ishares Tr

ETFs
-103
- 2.79%
$78.51 - $80.11 $8.09K - $8.25K
3.59K $282K
BLW
Blackrock LTD Duration Income Trust

Financial Services
-475
- 3.32%
$13.95 - $14.38 $6.63K - $6.83K
13.8K $195K
VGSH
Vanguard

ETFs
-162
- 1.98%
$58.07 - $58.69 $9.41K - $9.51K
8.04K $471K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1
- 0.08%
$196.12 - $229.48 $196 - $229
1.29K $260K
VNQ
Vanguard Specialized Funds Van

ETFs
-133
- 2.88%
$85.55 - $94.34 $11.4K - $12.5K
4.49K $406K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.7K
- 2.21%
$22.46 - $23.26 $38.1K - $39.5K
75.1K $1.74M
EOG
Eog Resources Inc

Energy
-120
- 5.55%
$120.54 - $138.05 $14.5K - $16.6K
2.04K $261K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-137
- 3.36%
$97.38 - $104.52 $13.3K - $14.3K
3.94K $402K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
-200
- 0.77%
$10.68 - $11.3 $2.14K - $2.26K
25.7K $279K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-467
- 3.72%
$10.47 - $10.92 $4.89K - $5.1K
12.1K $129K
Blackrock Inc
-79
- 0.68%
N/A
11.6K $0
VCIT
Vanguard Intermediate Term Cor

ETFs
-42
- 1.65%
$79.17 - $82.04 $3.33K - $3.45K
2.51K $204K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-355
- 2.08%
$9.83 - $10.34 $3.49K - $3.67K
16.7K $166K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-45
- 1.05%
$126.11 - $135.06 $5.67K - $6.08K
4.26K $549K
NFLX
Netflix Inc

Communication Services
-11
- 3.75%
$828.4 - $1058.6 $9.11K - $11.6K
282 $262K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.36%
$890.62 - $1076.86 $891 - $1.08K
277 $261K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.24K
- 6.89%
$74.85 - $84.89 $92.6K - $105K
16.7K $1.37M
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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