Pro Vise Management Group, LLC Reduced Holdings in Q3 2025

Pro Vise Management Group, LLC

  • $1.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
-53.5K
- 91.66%
N/A
4.87K $610K
KMX
Carmax Inc

Consumer Cyclical
-2.14K
- 2.15%
$44.86 - $71.57 $95.8K - $153K
97.1K $4.36M
ELV
Elevance Health, Inc.

Healthcare
-458
- 1.95%
$274.66 - $395.76 $126K - $181K
23.1K $7.45M
MO
Altria Group, Inc.

Consumer Defensive
-14.6K
- 73.14%
$57.75 - $67.68 $841K - $986K
5.35K $353K
AMT
American Tower Corp

Real Estate
-34
- 0.19%
$192.32 - $232.35 $6.54K - $7.9K
17.7K $3.41M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.86K
- 13.08%
$136.48 - $142.97 $526K - $551K
25.6K $3.59M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-8K
- 10.6%
$50.47 - $50.74 $404K - $406K
67.5K $3.42M
VIG
Vanguard Dividend Appreciation

ETFs
-1.63K
- 1.17%
N/A
137K $24.9M
HD
Home Depot, Inc.

Consumer Cyclical
-850
- 29.63%
$357.4 - $423.42 $304K - $360K
2.02K $818K
AON
Aon PLC

Financial Services
-600
- 15.51%
$350.91 - $375.27 $211K - $225K
3.27K $1.17M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.67K
- 18.54%
$66.38 - $71.68 $244K - $263K
16.1K $1.15M
FNDA
Schwab Fundamental U S Small C

ETFs
-8.09K
- 19.52%
$28.75 - $31.93 $233K - $258K
33.4K $1.04M
MTN
Vail Resorts Inc

Consumer Cyclical
-797
- 37.33%
$143.33 - $169.63 $114K - $135K
1.34K $200K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-25.8K
- 6.5%
$28.15 - $30.13 $726K - $777K
371K $11M
AXP
American Express CO

Financial Services
-691
- 7.43%
$294.27 - $342.31 $203K - $237K
8.61K $2.86M
CBRE
Cbre Group, Inc.

Real Estate
-905
- 39.55%
$137.04 - $165.9 $124K - $150K
1.38K $217K
MPC
Marathon Petroleum Corp

Energy
-736
- 40.11%
$158.59 - $198.69 $117K - $146K
1.1K $211K
ABT
Abbott Laboratories

Healthcare
-613
- 18.59%
$120.51 - $136.62 $73.9K - $83.7K
2.68K $359K
MA
Mastercard Inc

Financial Services
-210
- 3.61%
$550.18 - $598.96 $116K - $126K
5.6K $3.19M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-959
- 9.07%
$78.96 - $80.04 $75.7K - $76.8K
9.62K $768K
EMR
Emerson Electric CO

Industrials
-450
- 13.35%
$128.6 - $149.63 $57.9K - $67.3K
2.92K $383K
KKR
Kkr & Co. Inc.

Financial Services
-300
- 6.2%
$129.95 - $152.16 $39K - $45.6K
4.54K $589K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-144
- 16.63%
$567.77 - $614.76 $81.8K - $88.5K
722 $442K
MSCI
Msci Inc.

Financial Services
-50
- 2.34%
$526.48 - $588.0 $26.3K - $29.4K
2.09K $1.19M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-550
- 13.97%
$101.12 - $106.18 $55.6K - $58.4K
3.39K $348K
NFLX
Netflix Inc

Communication Services
-6
- 2.11%
$1147.87 - $1297.18 $6.89K - $7.78K
278 $333K
ABC
Amerisourcebergen Corp

Healthcare
-210
- 8.89%
N/A
2.15K $398K
DIS
Walt Disney CO

Communication Services
-77
- 2.83%
$112.25 - $124.0 $8.64K - $9.55K
2.64K $302K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-949
- 10.14%
$53.93 - $57.58 $51.2K - $54.6K
8.41K $474K
HON
Honeywell International Inc

Industrials
-30
- 2.57%
$207.7 - $240.4 $6.23K - $7.21K
1.14K $239K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-3.36K
- 19.29%
$11.55 - $12.56 $38.8K - $42.2K
14.1K $176K
ROK
Rockwell Automation, Inc

Industrials
-150
- 11.3%
$328.67 - $358.52 $49.3K - $53.8K
1.18K $411K
PG
Procter & Gamble CO

Consumer Defensive
-60
- 1.88%
$150.47 - $161.22 $9.03K - $9.67K
3.13K $481K
EPD
Enterprise Products Partners L.P.

Energy
-1.8K
- 1.54%
$30.74 - $32.14 $55.3K - $57.9K
115K $3.61M
VBK
Vanguard Small Cap Growth ETF

ETFs
-227
- 10.74%
$276.51 - $305.12 $62.8K - $69.3K
1.89K $561K
IBM
International Business Machines Corp

Technology
-14
- 0.89%
$234.77 - $292.47 $3.29K - $4.09K
1.57K $442K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-469
- 9.79%
$78.88 - $85.2 $37K - $40K
4.32K $360K
VTI
Vanguard Total Stock Market Et

ETFs
-150
- 12.13%
$303.93 - $329.86 $45.6K - $49.5K
1.09K $356K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.59K
- 3.4%
$26.38 - $27.95 $121K - $128K
130K $3.56M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-195
- 2.88%
N/A
6.58K $564K
MRK
Merck & Co., Inc.

Healthcare
-613
- 8.13%
$77.6 - $87.37 $47.6K - $53.6K
6.93K $581K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-148
- 2.89%
$72.57 - $74.72 $10.7K - $11.1K
4.97K $369K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-100
- 7.76%
$236.25 - $257.69 $23.6K - $25.8K
1.19K $304K
VNQ
Vanguard Specialized Funds Van

ETFs
-160
- 4.01%
$88.47 - $93.24 $14.2K - $14.9K
3.83K $350K
PFF
Ishares Trust Ishares Pfd And

ETFs
-400
- 3.83%
$30.67 - $32.13 $12.3K - $12.9K
10.1K $317K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
-1.19K
- 3.26%
$10.4 - $11.07 $12.3K - $13.1K
35.2K $386K
VGT
Vanguard Information Technolog

ETFs
-61
- 11.3%
$656.44 - $753.15 $40K - $45.9K
479 $357K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-393
- 3.43%
$54.85 - $58.99 $21.6K - $23.2K
11.1K $631K
EMLP
First Tr Exchange Traded Iv

ETFs
-75
- 0.7%
$36.99 - $38.38 $2.77K - $2.88K
10.6K $407K
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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