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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$355,000 0.03% of portfolio
3,272
Q4 2024 Added 0.03%
$37.5B
$348,000 0.03% of portfolio
1,347
Q1 2025 Reduced 6.91%
$0
$321,000 0.03% of portfolio
10,447
Q1 2025 Reduced 9.31%
$0
$357,000 0.03% of portfolio
25,042
Q1 2025 Reduced 3.84%
$0
$357,000 0.03% of portfolio
1,446
Q1 2025 Reduced 3.54%
$187B
$396,000 0.03% of portfolio
801
Q1 2023 Reduced 0.74%
$0
$364,000 0.03% of portfolio
16,504
Q1 2025 Reduced 3.19%
$0
$259,000 0.02% of portfolio
479
Q1 2025 Added 4.59%
$0
$279,000 0.02% of portfolio
25,700
Q1 2025 Reduced 0.77%
$446B
$261,000 0.02% of portfolio
277
Q1 2025 Reduced 0.36%
$92.6B
$240,000 0.02% of portfolio
7,130
Q4 2024 Reduced 1.42%
$0
$204,000 0.02% of portfolio
2,507
Q1 2025 Reduced 1.65%
$0
$279,000 0.02% of portfolio
1,055
Q4 2024 Reduced 13.03%
$0
$195,000 0.02% of portfolio
13,818
Q1 2025 Reduced 3.32%
$43.3B
$210,000 0.02% of portfolio
2,015
Q1 2025 New
$536B
$262,000 0.02% of portfolio
282
Q1 2025 Reduced 3.75%
$0
$256,000 0.02% of portfolio
12,397
Q1 2025 Reduced 89.24%
$0
$235,000 0.02% of portfolio
3,115
Q1 2025 New
$0
$282,000 0.02% of portfolio
3,585
Q1 2025 Reduced 2.79%
$0
$260,000 0.02% of portfolio
1,289
Q1 2025 Reduced 0.08%
$223B
$213,000 0.02% of portfolio
1,834
Q1 2025 Added 0.11%
$57.1B
$288,000 0.02% of portfolio
2,333
Q1 2025 Added 11.2%
$0
$265,000 0.02% of portfolio
2,386
Q1 2025 Reduced 15.3%
$0
$242,000 0.02% of portfolio
4,965
Q1 2025 Reduced 4.35%
$12.3B
$261,000 0.02% of portfolio
3,075
Q1 2025 Reduced 8.21%
$0
$213,000 0.02% of portfolio
17,422
Q1 2025 Reduced 5.23%
$98B
$259,000 0.02% of portfolio
1,505
Q1 2025 Reduced 36.95%
$284B
$227,000 0.02% of portfolio
434
Q1 2025 Reduced 26.81%
$69.1B
$261,000 0.02% of portfolio
2,043
Q1 2025 Reduced 5.55%
$1.1T
$247,000 0.02% of portfolio
1,492
Q1 2025 Reduced 15.42%
$0
$217,000 0.02% of portfolio
3,634
Q1 2025 Reduced 16.63%
$216B
$268,000 0.02% of portfolio
2,721
Q1 2025 Added 1.64%
$58.6B
$232,000 0.02% of portfolio
1,360
Q1 2025 Reduced 13.71%
$0
$236,000 0.02% of portfolio
3,592
Q1 2025 Reduced 6.14%
$0
$235,000 0.02% of portfolio
4,422
Q4 2024 New
$9.24B
$232,000 0.02% of portfolio
8,545
Q1 2025 Reduced 8.61%
$0
$129,000 0.01% of portfolio
12,093
Q1 2025 Reduced 3.72%
$69.5B
$94,000 0.01% of portfolio
24,665
Q3 2024 Added 3.63%
$24.1B
$169,000 0.01% of portfolio
15,777
Q1 2025 Reduced 8.47%
$0
$166,000 0.01% of portfolio
16,733
Q1 2025 Reduced 2.08%
$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%
$4.95B
$138,000 0.01% of portfolio
10,283
Q2 2023 Reduced 8.86%
$41.9B
$107,000 0.01% of portfolio
10,764
Q1 2025 Added 0.28%
Gsk PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 2.41%
$58.8M
$18,000 0.0% of portfolio
13,499
Q4 2023 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 0.68%
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.16%

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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