Pro Vise Management Group, LLC Portfolio Holdings

Pro Vise Management Group, LLC

  • $1.33 Billion
  • Q3 2025

Pro Vise Management Group, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.33 Billion distributed in 256 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 $90.9M, Microsoft Corp with a value of $47.8M, Alphabet Inc. with a value of $43.4M, Ishares Tr Russell 200 Growth with a value of $35.7M, and Berkshire Hathaway Inc Class B with a value of $34.3M.

Examining the 13F form we can see an increase of $89.2M in the current position value, from $1.24B to 1.33B.

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 $1.33 Billion
ETFs: $547 Million
Financial Services: $201 Million
Technology: $139 Million
Communication Services: $109 Million
Healthcare: $92.4 Million
Consumer Cyclical: $77.8 Million
Consumer Defensive: $53.6 Million
Energy: $47.3 Million
Other: $65.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$90.9 Million 6.82% of portfolio
1,334,864
Q3 2025 Added 2.18%
$3.78T
$47.8 Million 3.59% of portfolio
92,313
Q3 2025 Added 1.19%
$1.74T
$43.4 Million 3.26% of portfolio
178,285
Q3 2025 Added 2.31%
$0
$35.7 Million 2.68% of portfolio
130,634
Q3 2025 Reduced 0.09%
$662B
$34.3 Million 2.57% of portfolio
68,171
Q3 2025 Added 4.61%
$881B
$33.7 Million 2.53% of portfolio
106,982
Q3 2025 Reduced 1.01%
$0
$33.5 Million 2.52% of portfolio
783,409
Q3 2025 Added 1.8%
$0
$32.5 Million 2.44% of portfolio
133,140
Q3 2025 Added 0.89%
$0
$31.5 Million 2.37% of portfolio
583,021
Q3 2025 Added 3.09%
$2.39T
$30.3 Million 2.28% of portfolio
138,135
Q3 2025 Added 1.6%
$317B
$29.7 Million 2.23% of portfolio
354,217
Q3 2025 Added 1.27%
$593B
$29.7 Million 2.23% of portfolio
105,573
Q3 2025 Reduced 6.14%
$0
$28.9 Million 2.17% of portfolio
98,404
Q3 2025 Reduced 0.23%
$0
$24.9 Million 1.87% of portfolio
136,759
Q3 2025 Reduced 1.17%
$237B
$23.9 Million 1.8% of portfolio
147,536
Q3 2025 Added 3.11%
$0
$21.7 Million 1.63% of portfolio
209,736
Q3 2025 Added 3.81%
$4.3T
$19.3 Million 1.45% of portfolio
75,889
Q3 2025 Reduced 5.8%
$190B
$19.1 Million 1.44% of portfolio
188,335
Q3 2025 Reduced 5.16%
$490B
$19 Million 1.43% of portfolio
168,432
Q3 2025 Added 5.34%
$283B
$18 Million 1.35% of portfolio
140,374
Q3 2025 Added 2.86%
$167B
$17.8 Million 1.33% of portfolio
186,007
Q3 2025 Added 2.51%
$118B
$17.4 Million 1.31% of portfolio
70,832
Q3 2025 Added 2.71%
$128B
$17.5 Million 1.31% of portfolio
183,745
Q3 2025 Added 19.56%
$191B
$16.9 Million 1.27% of portfolio
3,125
Q3 2025 Added 2.16%
$1.65T
$16.7 Million 1.25% of portfolio
68,703
Q3 2025 Reduced 1.53%
$533B
$16.1 Million 1.21% of portfolio
47,152
Q3 2025 Added 0.58%
$120B
$16.1 Million 1.21% of portfolio
511,738
Q3 2025 Added 3.53%
$0
$16.2 Million 1.21% of portfolio
506,271
Q3 2025 Reduced 2.28%
$1.37T
$15.9 Million 1.2% of portfolio
21,674
Q3 2025 Added 7.22%
$0
$15.6 Million 1.17% of portfolio
131,391
Q3 2025 Reduced 1.01%
$0
$15.3 Million 1.15% of portfolio
87,437
Q3 2025 Added 3.92%
$94.5B
$12.9 Million 0.97% of portfolio
37,953
Q3 2025 Added 4.09%
$46.1B
$12.6 Million 0.95% of portfolio
138,758
Q3 2025 Reduced 7.19%
$0
$12.4 Million 0.93% of portfolio
209,496
Q3 2025 Added 4.26%
$54.5B
$12.1 Million 0.91% of portfolio
64,608
Q3 2025 Reduced 2.01%
$150B
$12.2 Million 0.91% of portfolio
205,028
Q3 2025 Added 5.11%
$197B
$11.9 Million 0.89% of portfolio
57,903
Q3 2025 Added 64.15%
$113B
$11.7 Million 0.88% of portfolio
124,220
Q3 2025 Added 14.11%
$121B
$11.2 Million 0.84% of portfolio
14,558
Q3 2025 Added 4.19%
$0
$11 Million 0.83% of portfolio
371,421
Q3 2025 Reduced 6.5%
$14.7B
$10.8 Million 0.81% of portfolio
132,430
Q3 2025 Added 10.69%
$258B
$10.6 Million 0.8% of portfolio
63,412
Q3 2025 Added 0.99%
$89.3B
$10.5 Million 0.79% of portfolio
96,517
Q3 2025 Added 1.28%
$0
$10.1 Million 0.76% of portfolio
119,350
Q3 2025 Added 1.83%
$130B
$9.94 Million 0.75% of portfolio
210,531
Q3 2025 Added 5.06%
$96.7B
$8.66 Million 0.65% of portfolio
171,688
Q3 2025 Added 0.38%
$0
$7.6 Million 0.57% of portfolio
56,187
Q3 2025 Added 7.33%
$78.2B
$7.45 Million 0.56% of portfolio
23,066
Q3 2025 Reduced 1.95%
$0
$7.2 Million 0.54% of portfolio
300,550
Q3 2025 Added 4.49%

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $1.33 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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