Pro Vise Management Group, LLC Portfolio Holdings
Pro Vise Management Group, LLC
- $1.25 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 296
- Current Value $1.25 Billion
- Prior Value $1.17 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 11 stocks
- Additional Purchases 125 stocks
- Sold out of 0 stocks
- Reduced holdings in 124 stocks