Pro Vise Management Group, LLC Portfolio Holdings

Pro Vise Management Group, LLC

  • $1.16 Billion
  • Q1 2025

Pro Vise Management Group, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 249 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 $80.5M, Berkshire Hathaway Inc Class B with a value of $35.1M, Microsoft Corp with a value of $33.8M, Ishares Trust Ishares 5 10 Yea with a value of $30.1M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $27.9M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $1.14B to 1.16B.

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 $1.16 Billion
ETFs: $489 Million
Financial Services: $178 Million
Technology: $100 Million
Healthcare: $86.7 Million
Communication Services: $81.4 Million
Consumer Cyclical: $70.1 Million
Consumer Defensive: $50.5 Million
Energy: $44.1 Million
Other: $56.1 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.36 Million 0.2% of portfolio
165,000
Q1 2025 Added 0.76%
$0
$2.04 Million 0.18% of portfolio
132,181
Q1 2025 Added 1.11%
$0
$1.47 Million 0.13% of portfolio
130,787
Q1 2025 Added 0.95%
$0
$1.39 Million 0.12% of portfolio
92,107
Q1 2025 Added 3.09%
$0
$1.31 Million 0.11% of portfolio
121,149
Q1 2025 Added 2.26%
$0
$1.01 Million 0.09% of portfolio
98,623
Q1 2025 Added 1.02%
$0
$570,000 0.05% of portfolio
45,918
Q1 2025 Reduced 2.15%
$0
$489,000 0.04% of portfolio
46,276
Q1 2025 Added 3.29%
$0
$395,000 0.03% of portfolio
36,379
Q1 2025 Added 2.54%
$0
$313,000 0.03% of portfolio
26,695
Q1 2025 Reduced 9.16%
$0
$347,000 0.03% of portfolio
26,879
Q1 2025 Reduced 8.4%
$0
$362,000 0.03% of portfolio
25,210
Q1 2025 Added 3.7%
$0
$279,000 0.02% of portfolio
25,700
Q1 2025 Reduced 0.77%
$0
$195,000 0.02% of portfolio
13,818
Q1 2025 Reduced 3.32%
$0
$213,000 0.02% of portfolio
17,422
Q1 2025 Reduced 5.23%
$0
$129,000 0.01% of portfolio
12,093
Q1 2025 Reduced 3.72%
$0
$128,000 0.01% of portfolio
15,194
Q4 2024 Reduced 10.59%
$0
$83,000 0.01% of portfolio
10,750
Q1 2024 Reduced 21.82%

Summary

  • Portfolio
  • No. of Stocks 249
  • Current Value $1.16 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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