Pro Vise Management Group, LLC Portfolio Holdings

Pro Vise Management Group, LLC

  • $1.24 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$83.5 Million 6.72% of portfolio
1,306,447
Q2 2025 Added 0.32%
$3.8T
$45.4 Million 3.65% of portfolio
91,229
Q2 2025 Added 1.24%
$0
$32.2 Million 2.59% of portfolio
130,751
Q2 2025 Reduced 0.4%
$644B
$31.7 Million 2.55% of portfolio
65,167
Q2 2025 Reduced 0.99%
$900B
$31.3 Million 2.52% of portfolio
108,075
Q2 2025 Reduced 0.88%
$0
$31.2 Million 2.51% of portfolio
769,580
Q2 2025 Added 0.26%
$1.47T
$30.9 Million 2.49% of portfolio
174,256
Q2 2025 Added 4.07%
$0
$30.1 Million 2.43% of portfolio
565,571
Q2 2025 Reduced 1.17%
$2.32T
$29.8 Million 2.4% of portfolio
135,964
Q2 2025 Added 1.45%
$0
$29.7 Million 2.39% of portfolio
131,962
Q2 2025 Reduced 0.21%
$309B
$28 Million 2.26% of portfolio
349,776
Q2 2025 Added 0.51%
$0
$27.6 Million 2.22% of portfolio
98,629
Q2 2025 Reduced 0.33%
$257B
$26.1 Million 2.1% of portfolio
143,084
Q2 2025 Reduced 2.64%
$0
$25.2 Million 2.03% of portfolio
138,385
Q2 2025 Reduced 2.23%
$788B
$24.6 Million 1.98% of portfolio
112,484
Q2 2025 Reduced 3.41%
$0
$20.8 Million 1.67% of portfolio
202,030
Q2 2025 Reduced 0.66%
$217B
$17.7 Million 1.43% of portfolio
3,059
Q2 2025 Reduced 0.03%
$146B
$17.6 Million 1.42% of portfolio
494,281
Q2 2025 Added 4.79%
$467B
$17.2 Million 1.39% of portfolio
159,901
Q2 2025 Added 7.41%
$193B
$16.9 Million 1.36% of portfolio
198,591
Q2 2025 Added 2.76%
$555B
$16.6 Million 1.34% of portfolio
46,882
Q2 2025 Reduced 3.2%
$3.76T
$16.5 Million 1.33% of portfolio
80,564
Q2 2025 Added 2.36%
$170B
$16.6 Million 1.33% of portfolio
181,458
Q2 2025 Added 2.22%
$267B
$16.5 Million 1.33% of portfolio
136,467
Q2 2025 Added 2.74%
$126B
$16.4 Million 1.32% of portfolio
68,964
Q2 2025 Added 4.06%
$0
$15.1 Million 1.22% of portfolio
518,105
Q2 2025 Reduced 3.25%
$1.69T
$14.9 Million 1.2% of portfolio
20,215
Q2 2025 Added 4.59%
$0
$14.5 Million 1.17% of portfolio
132,728
Q2 2025 Reduced 1.25%
$0
$13.8 Million 1.11% of portfolio
84,138
Q2 2025 Reduced 0.46%
$125B
$13.4 Million 1.08% of portfolio
153,688
Q2 2025 Added 9.39%
$1.44T
$12.3 Million 0.99% of portfolio
69,771
Q2 2025 Reduced 2.46%
$159B
$11.9 Million 0.96% of portfolio
195,066
Q2 2025 Added 4.83%
$53.3B
$11.4 Million 0.91% of portfolio
65,932
Q2 2025 Added 7.61%
$49.9B
$11.1 Million 0.9% of portfolio
149,513
Q2 2025 Reduced 0.7%
$0
$11.1 Million 0.9% of portfolio
397,225
Q2 2025 Reduced 7.6%
$0
$11.2 Million 0.9% of portfolio
200,939
Q2 2025 Added 0.4%
$89.5B
$10.6 Million 0.86% of portfolio
36,462
Q2 2025 Added 9.26%
$102B
$10.2 Million 0.82% of portfolio
13,973
Q2 2025 Added 1.73%
$0
$9.85 Million 0.79% of portfolio
117,210
Q2 2025 Reduced 6.09%
$118B
$9.77 Million 0.79% of portfolio
108,859
Q2 2025 Added 18.13%
$118B
$9.68 Million 0.78% of portfolio
200,396
Q2 2025 Added 3.72%
$229B
$9.17 Million 0.74% of portfolio
62,789
Q2 2025 Added 1.38%
$75.6B
$9.15 Million 0.74% of portfolio
23,524
Q2 2025 Added 16.19%
$86.1B
$8.68 Million 0.7% of portfolio
95,296
Q2 2025 Added 1.47%
$15.7B
$8.61 Million 0.69% of portfolio
119,643
Q2 2025 Added 5.32%
$99.4B
$7.75 Million 0.62% of portfolio
171,038
Q2 2025 Reduced 2.58%
$79.5B
$7.31 Million 0.59% of portfolio
58,421
Q2 2025 Added 4.78%
$0
$6.85 Million 0.55% of portfolio
287,633
Q2 2025 Reduced 1.74%
$9.44B
$6.67 Million 0.54% of portfolio
99,227
Q2 2025 Added 5.83%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $1.24 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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