Pro Vise Management Group, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.24 Billion distributed in 259 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 $83.5M, Microsoft Corp with a value of $45.4M, Ishares Tr Russell 200 Growth with a value of $32.2M, Berkshire Hathaway Inc Class B with a value of $31.7M, and Jpmorgan Chase & CO with a value of $31.3M.
Examining the 13F form we can see an increase of $87M in the current position value, from $1.16B to 1.24B.
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
$1.24 Billion
ETFs: $513 Million
Financial Services: $188 Million
Technology: $129 Million
Communication Services: $90.7 Million
Healthcare: $85.5 Million
Consumer Cyclical: $78.8 Million
Consumer Defensive: $54 Million
Energy: $42.8 Million
Other: $59.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
