Pro Vise Management Group, LLC Incresed Positions in Q3 2025

Pro Vise Management Group, LLC

  • $1.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.14K
+ 1.83%
$81.76 - $86.36 $175K - $185K
119K $10.1M
SNY
Sanofi

Healthcare
10.1K
+ 5.06%
$45.07 - $51.35 $457K - $520K
211K $9.94M
UL
Unilever PLC

Consumer Defensive
9.96K
+ 5.11%
$58.43 - $65.01 $582K - $648K
205K $12.2M
VZ
Verizon Communications Inc

Communication Services
2.84K
+ 3.11%
$40.84 - $45.06 $116K - $128K
94.2K $4.14M
GLD
Spdr Gold Trust

ETFs
163
+ 6.65%
$300.96 - $355.47 $49.1K - $57.9K
2.62K $929K
RSP
Invesco S&P 500 Equal Weight E

ETFs
569
+ 6.92%
$181.56 - $190.33 $103K - $108K
8.8K $1.67M
PLTR
Palantir Technologies Inc.

Technology
50
+ 1.63%
$130.68 - $186.97 $6.53K - $9.35K
3.12K $569K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
25
+ 0.01%
$13.38 - $14.14 $335 - $354
169K $2.39M
LAMR
Lamar Advertising CO

Real Estate
685
+ 1.99%
$114.98 - $128.82 $78.8K - $88.2K
35.1K $4.3M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.03%
$215.01 - $273.02 $215 - $273
3.29K $827K
HDV
Ishares Core High Dividend ETF

ETFs
138
+ 0.97%
$118.16 - $123.66 $16.3K - $17.1K
14.3K $1.75M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.65K
+ 6.47%
$21.89 - $23.17 $57.9K - $61.3K
43.5K $1M
CRWD
Crowd Strike Holdings, Inc.

Technology
200
+ 39.76%
$412.46 - $514.1 $82.5K - $103K
703 $344K
AVGO
Broadcom Inc.

Technology
17
+ 1.24%
$264.74 - $369.57 $4.5K - $6.28K
1.39K $457K
WEC
Wec Energy Group, Inc.

Utilities
244
+ 5.0%
$103.66 - $114.59 $25.3K - $28K
5.13K $587K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
167
+ 1.1%
$68.24 - $73.73 $11.4K - $12.3K
15.4K $1.13M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.13%
$620.67 - $670.08 $1.24K - $1.34K
1.54K $1.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
103
+ 0.63%
$87.29 - $93.61 $8.99K - $9.64K
16.5K $1.54M
MS
Morgan Stanley

Financial Services
249
+ 13.83%
$139.09 - $161.16 $34.6K - $40.1K
2.05K $325K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
7
+ 0.51%
$275.84 - $326.36 $1.93K - $2.28K
1.39K $454K
BA
Boeing CO

Industrials
271
+ 24.66%
$209.79 - $237.38 $56.9K - $64.3K
1.37K $295K
SPYG
Spdr Portfolio

ETFs
130
+ 2.38%
$94.33 - $105.31 $12.3K - $13.7K
5.59K $584K
HEFA
Ishares Currency Hedged Msci E

ETFs
935
+ 7.26%
$37.2 - $39.61 $34.8K - $37K
13.8K $546K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
344
+ 3.37%
$55.15 - $58.11 $19K - $20K
10.5K $605K
COF
Capital One Financial Corp

Financial Services
203
+ 9.11%
$207.29 - $229.74 $42.1K - $46.6K
2.43K $516K
SO
Southern CO

Utilities
197
+ 2.57%
$90.83 - $96.0 $17.9K - $18.9K
7.86K $744K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
2K
+ 7.11%
$10.08 - $10.96 $20.2K - $21.9K
30.1K $326K
O
Realty Income Corp

Real Estate
408
+ 11.34%
$56.13 - $60.79 $22.9K - $24.8K
4.01K $243K
TXN
Texas Instruments Inc

Technology
188
+ 1.77%
N/A
10.8K $2.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.07%
$132.9 - $142.03 $399 - $426
4.26K $601K
SCHX
Schwab Strategic Tr Us Large C

ETFs
30
+ 0.19%
$24.46 - $26.5 $734 - $795
16.1K $424K
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 18.93%
$915.95 - $994.57 $48.5K - $52.7K
333 $308K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
621
+ 0.83%
$22.9 - $23.58 $14.2K - $14.6K
75.9K $1.78M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.14K
+ 0.56%
$19.49 - $19.61 $22.1K - $22.3K
202K $3.96M
BHK
Blackrock Core Bond Trust

Financial Services
199
+ 0.17%
$9.42 - $9.94 $1.87K - $1.98K
120K $1.19M
QCOM
Qualcomm Inc

Technology
64
+ 2.56%
$145.84 - $173.55 $9.33K - $11.1K
2.56K $425K
MLPA
Global X Mlp ETF

ETFs
615
+ 13.07%
$48.25 - $51.56 $29.7K - $31.7K
5.32K $257K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
28
+ 0.29%
$92.18 - $95.14 $2.58K - $2.66K
9.77K $929K
HYG
Ishares Tr

ETFs
9
+ 0.25%
$79.85 - $81.32 $719 - $732
3.61K $292K
LLY
Eli Lilly & CO

Healthcare
23
+ 2.36%
$625.65 - $812.69 $14.4K - $18.7K
997 $760K
Blackrock Inc
51
+ 0.44%
N/A
11.6K $0
Gsk PLC
2.98K
+ 2.56%
N/A
119K $0
DBEZ
Xtrackers Msci Eurozone Hedged
1.43K
+ 18.72%
N/A
9.06K $0
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.1%
$66.2 - $71.79 $331 - $359
5.25K $359K
BGT
Blackrock Floating Rate Income Trust

Financial Services
103
+ 0.23%
$12.07 - $12.75 $1.24K - $1.31K
45K $547K
T
At&T Inc.

Communication Services
158
+ 0.49%
$26.94 - $29.62 $4.26K - $4.68K
32.1K $907K
CRM
Salesforce, Inc.

Technology
304
+ 6.04%
$231.66 - $273.65 $70.4K - $83.2K
5.34K $1.27M
APD
Air Products & Chemicals, Inc.

Basic Materials
58
+ 0.31%
$265.78 - $299.3 $15.4K - $17.4K
18.8K $5.13M
PAGP
Plains Gp Holdings LP

Energy
452
+ 0.32%
$18.12 - $20.08 $8.19K - $9.08K
140K $2.56M
Activity Summary
Buys All Purchases 118 New Holdings 10 Increased Positions 108 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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