Pro Vise Management Group, LLC Sells in Q2 2025

Pro Vise Management Group, LLC

  • $1.24 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-652
- 0.99%
$483.48 - $539.8 $315K - $352K
65.2K $31.7M
MO
Altria Group, Inc.

Consumer Defensive
-18K
- 47.43%
$55.56 - $60.91 $999K - $1.09M
19.9K $1.17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-14.2K
- 15.83%
$50.36 - $50.68 $715K - $720K
75.5K $3.83M
VIG
Vanguard Dividend Appreciation

ETFs
-3.16K
- 2.23%
N/A
138K $25.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.98K
- 11.9%
$121.58 - $136.74 $484K - $544K
29.5K $4M
EIX
Edison International

Utilities
-1.11K
- 1.77%
$48.32 - $59.92 $53.7K - $66.6K
61.8K $3.19M
LMT
Lockheed Martin Corp

Industrials
-1.08K
- 37.22%
$430.82 - $486.45 $466K - $526K
1.83K $845K
EPD
Enterprise Products Partners L.P.

Energy
-1.75K
- 1.47%
$28.95 - $34.22 $50.7K - $59.9K
117K $3.63M
UPS
United Parcel Service Inc

Industrials
-1.94K
- 8.34%
$91.92 - $110.2 $178K - $214K
21.3K $2.15M
SBUX
Starbucks Corp

Consumer Cyclical
-1.01K
- 2.15%
$79.69 - $99.41 $80.7K - $101K
46.1K $4.23M
V
Visa Inc.

Financial Services
-1.55K
- 3.2%
$308.27 - $373.31 $477K - $578K
46.9K $16.6M
AON
Aon PLC

Financial Services
-400
- 9.37%
$335.85 - $398.81 $134K - $160K
3.87K $1.38M
ABBV
Abb Vie Inc.

Healthcare
-251
- 2.37%
$170.16 - $206.27 $42.7K - $51.8K
10.3K $1.92M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.34K
- 0.66%
$102.02 - $103.5 $137K - $139K
202K $20.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.27K
- 0.93%
$24.32 - $27.87 $30.9K - $35.4K
135K $3.58M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-17.1K
- 14.27%
$20.42 - $25.3 $349K - $433K
103K $2.6M
JNJ
Johnson & Johnson

Healthcare
-427
- 4.14%
$146.36 - $159.82 $62.5K - $68.2K
9.89K $1.51M
FNDA
Schwab Fundamental U S Small C

ETFs
-8.63K
- 17.24%
$23.85 - $28.69 $206K - $248K
41.4K $1.19M
BHK
Blackrock Core Bond Trust

Financial Services
-1.3K
- 1.07%
$9.5 - $11.0 $12.4K - $14.3K
120K $1.16M
CVX
Chevron Corp

Energy
-75
- 1.58%
$133.73 - $168.51 $10K - $12.6K
4.66K $667K
VB
Vanguard Small Cap ETF

ETFs
-645
- 32.3%
$193.73 - $237.37 $125K - $153K
1.35K $320K
MCD
Mcdonalds Corp

Consumer Cyclical
-194
- 6.09%
$285.55 - $321.23 $55.4K - $62.3K
2.99K $873K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-32.7K
- 7.6%
$22.92 - $28.05 $749K - $917K
397K $11.1M
MRK
Merck & Co., Inc.

Healthcare
-352
- 4.46%
$73.47 - $87.12 $25.9K - $30.7K
7.54K $597K
WELL
Welltower Inc.

Real Estate
-644
- 11.66%
$136.49 - $155.22 $87.9K - $100K
4.88K $750K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1K
- 12.86%
N/A
6.78K $581K
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-2.53K
- 2.74%
$14.02 - $15.15 $35.4K - $38.3K
89.6K $1.32M
VBF
Invesco Bond Fund

Financial Services
-3.94K
- 2.98%
$14.72 - $15.65 $58K - $61.7K
128K $1.98M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-1.38K
- 3.26%
$22.18 - $23.36 $30.6K - $32.2K
40.9K $915K
MUB
Ishares National Muni Bond ETF

ETFs
-425
- 3.18%
$102.31 - $105.8 $43.5K - $45K
12.9K $1.35M
HDV
Ishares Core High Dividend ETF

ETFs
-12
- 0.08%
$108.41 - $120.51 $1.3K - $1.45K
14.2K $1.66M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-2.72K
- 19.19%
$43.34 - $55.24 $118K - $150K
11.4K $632K
VNQ
Vanguard Specialized Funds Van

ETFs
-493
- 10.99%
$79.79 - $91.42 $39.3K - $45.1K
3.99K $355K
PG
Procter & Gamble CO

Consumer Defensive
-85
- 2.59%
$157.66 - $172.39 $13.4K - $14.7K
3.19K $508K
VLO
Valero Energy Corp

Energy
-381
- 14.8%
$104.69 - $141.77 $39.9K - $54K
2.19K $294K
PAYX
Paychex Inc

Industrials
-133
- 6.54%
$137.01 - $159.78 $18.2K - $21.3K
1.9K $276K
ABC
Amerisourcebergen Corp

Healthcare
-185
- 7.26%
N/A
2.36K $437K
IEFA
Ishares Tr

ETFs
-693
- 22.25%
$67.83 - $84.09 $47K - $58.3K
2.42K $202K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-422
- 0.71%
$55.57 - $62.73 $23.5K - $26.5K
59.4K $3.67M
ENB
Enbridge Inc

Energy
-4.52K
- 2.58%
$41.09 - $47.16 $186K - $213K
171K $7.75M
MA
Mastercard Inc

Financial Services
-197
- 3.28%
$479.92 - $590.74 $94.5K - $116K
5.81K $3.27M
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
-1.03K
- 3.84%
$10.83 - $11.78 $11.1K - $12.1K
25.7K $287K
HON
Honeywell International Inc

Industrials
-232
- 16.58%
$182.86 - $232.88 $42.4K - $54K
1.17K $271K
EVN
Eaton Vance Municipal Income Trust

Financial Services
-2.03K
- 2.05%
$9.82 - $10.45 $19.9K - $21.2K
96.6K $988K
VBK
Vanguard Small Cap Growth ETF

ETFs
-294
- 12.21%
$219.76 - $276.94 $64.6K - $81.4K
2.11K $585K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
-278
- 0.6%
$9.65 - $10.68 $2.68K - $2.97K
46K $470K
ABT
Abbott Laboratories

Healthcare
-198
- 5.67%
$123.95 - $138.08 $24.5K - $27.3K
3.3K $448K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-1.58K
- 13.03%
$9.86 - $10.92 $15.5K - $17.2K
10.5K $114K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-181
- 3.65%
$42.44 - $49.08 $7.68K - $8.88K
4.78K $228K
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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