Pro Vise Management Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.25 Billion distributed in 296 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $76.9M, Microsoft Corp with a value of $39.3M, Berkshire Hathaway Inc Class B with a value of $30.3M, Alphabet Inc. with a value of $28.1M, and Vanguard Dividend Appreciation with a value of $27.9M.
Examining the 13F form we can see an increase of $80.5M in the current position value, from $1.17B to 1.25B.
Pro Vise Management Group, LLC is based out at Clearwater, FL
Below you can find more details about Pro Vise Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.25 Billion
ETFs: $542 Million
Financial Services: $176 Million
Technology: $120 Million
Healthcare: $90.6 Million
Communication Services: $86.7 Million
Consumer Cyclical: $70.5 Million
Consumer Defensive: $49.6 Million
Energy: $43.4 Million
Other: $69.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
