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
$6.73 Million 0.54% of portfolio
52,351
Q2 2025 Reduced 0.89%
$198B
$6.46 Million 0.52% of portfolio
35,275
Q2 2025 Added 140.62%
$19.6B
$6.28 Million 0.51% of portfolio
75,552
Q2 2025 Added 0.58%
$297B
$6.16 Million 0.5% of portfolio
87,026
Q2 2025 Added 0.3%
$0
$6.25 Million 0.5% of portfolio
225,980
Q2 2025 Reduced 1.59%
$95.3B
$6.07 Million 0.49% of portfolio
51,414
Q2 2025 Reduced 2.14%
$0
$6.15 Million 0.49% of portfolio
143,802
Q2 2025 Added 0.42%
$0
$5.87 Million 0.47% of portfolio
246,506
Q2 2025 Reduced 0.81%
$53.4B
$5.29 Million 0.43% of portfolio
18,761
Q2 2025 Added 2.36%
$0
$5.15 Million 0.41% of portfolio
56,586
Q2 2025 Reduced 0.1%
$101B
$5.04 Million 0.41% of portfolio
33,674
Q2 2025 Reduced 4.58%
$0
$4.56 Million 0.37% of portfolio
222,696
Q2 2025 Added 6.64%
$159B
$4.57 Million 0.37% of portfolio
16,361
Q2 2025 Added 1.57%
$0
$4.3 Million 0.35% of portfolio
218,666
Q2 2025 Added 5.96%
$10.4B
$4.18 Million 0.34% of portfolio
34,445
Q2 2025 Added 2.1%
$91.3B
$4.23 Million 0.34% of portfolio
46,134
Q2 2025 Reduced 2.15%
$0
$3.95 Million 0.32% of portfolio
63,637
Q2 2025 Reduced 5.86%
$430B
$3.95 Million 0.32% of portfolio
83,523
Q2 2025 Added 0.08%
$0
$4 Million 0.32% of portfolio
29,462
Q2 2025 Reduced 11.9%
$165B
$3.95 Million 0.32% of portfolio
91,371
Q2 2025 Added 0.15%
$84B
$3.92 Million 0.32% of portfolio
17,750
Q2 2025 Added 5.69%
$0
$3.93 Million 0.32% of portfolio
201,291
Q2 2025 Added 1.26%
$0
$3.83 Million 0.31% of portfolio
75,513
Q2 2025 Reduced 15.83%
$38.4B
$3.88 Million 0.31% of portfolio
47,696
Q2 2025 Added 0.71%
$197B
$3.83 Million 0.31% of portfolio
28,972
Q2 2025 Added 14.34%
$0
$3.58 Million 0.29% of portfolio
134,947
Q2 2025 Reduced 0.93%
$65.7B
$3.63 Million 0.29% of portfolio
117,163
Q2 2025 Reduced 1.47%
$0
$3.67 Million 0.29% of portfolio
59,435
Q2 2025 Reduced 0.71%
$0
$3.3 Million 0.27% of portfolio
7,776
Q2 2025 Reduced 1.43%
$21.2B
$3.19 Million 0.26% of portfolio
61,830
Q2 2025 Reduced 1.77%
$527B
$3.27 Million 0.26% of portfolio
5,814
Q2 2025 Reduced 3.28%
$136B
$3.22 Million 0.26% of portfolio
132,881
Q2 2025 Added 16.4%
$0
$3.08 Million 0.25% of portfolio
43,033
Q2 2025 Reduced 4.46%
$5.54B
$2.92 Million 0.24% of portfolio
327,018
Q4 2024 Reduced 0.31%
$269B
$2.97 Million 0.24% of portfolio
9,300
Q2 2025 Reduced 8.53%
$0
$3.01 Million 0.24% of portfolio
6,865
Q2 2025 Reduced 1.05%
$0
$2.78 Million 0.22% of portfolio
4,495
Q2 2025 Added 1.22%
$3.34B
$2.72 Million 0.22% of portfolio
140,000
Q2 2025 Added 0.69%
$0
$2.74 Million 0.22% of portfolio
123,983
Q2 2025 Reduced 5.83%
$17.3B
$2.64 Million 0.21% of portfolio
21,782
Q2 2025 Added 1.11%
$0
$2.64 Million 0.21% of portfolio
23,113
Q2 2025 Reduced 1.35%
$0
$2.6 Million 0.21% of portfolio
102,837
Q2 2025 Reduced 14.27%
$0
$2.27 Million 0.18% of portfolio
168,938
Q2 2025 Added 2.39%
$0
$2.2 Million 0.18% of portfolio
3,994
Q2 2025 Reduced 0.79%
$0
$2.25 Million 0.18% of portfolio
7,915
Q2 2025 Added 0.13%
$177B
$2.06 Million 0.17% of portfolio
10,592
Q2 2025 Added 2.2%
$68B
$2.15 Million 0.17% of portfolio
21,321
Q2 2025 Reduced 8.34%
$0
$1.98 Million 0.16% of portfolio
128,239
Q2 2025 Reduced 2.98%
$495B
$2.03 Million 0.16% of portfolio
12,871
Q2 2025 Added 14.71%

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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