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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$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%
$237B
$23.9 Million 1.8% of portfolio
147,536
Q3 2025 Added 3.11%
$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%
$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%
$1.37T
$15.9 Million 1.2% of portfolio
21,674
Q3 2025 Added 7.22%
$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%
$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%
$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%
$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%
$78.2B
$7.45 Million 0.56% of portfolio
23,066
Q3 2025 Reduced 1.95%
$19.3B
$6.84 Million 0.51% of portfolio
73,431
Q3 2025 Reduced 2.81%
$96.4B
$6.53 Million 0.49% of portfolio
52,801
Q3 2025 Added 2.7%
$306B
$5.81 Million 0.44% of portfolio
87,624
Q3 2025 Added 0.69%
$98.1B
$5.67 Million 0.43% of portfolio
33,164
Q3 2025 Reduced 1.51%
$57.5B
$5.13 Million 0.39% of portfolio
18,819
Q3 2025 Added 0.31%
$204B
$5.05 Million 0.38% of portfolio
35,947
Q3 2025 Added 24.07%
$413B
$4.53 Million 0.34% of portfolio
87,839
Q3 2025 Added 5.17%
$183B
$4.59 Million 0.34% of portfolio
16,268
Q3 2025 Reduced 0.57%
$5.44B
$4.36 Million 0.33% of portfolio
97,092
Q3 2025 Reduced 2.15%
$11.3B
$4.3 Million 0.32% of portfolio
35,130
Q3 2025 Added 1.99%
$172B
$4.14 Million 0.31% of portfolio
94,213
Q3 2025 Added 3.11%
$97.3B
$3.99 Million 0.3% of portfolio
47,136
Q3 2025 Added 2.17%
$70.2B
$3.61 Million 0.27% of portfolio
115,363
Q3 2025 Reduced 1.54%
$84B
$3.41 Million 0.26% of portfolio
17,716
Q3 2025 Reduced 0.19%
$22.4B
$3.51 Million 0.26% of portfolio
63,453
Q3 2025 Added 2.62%
$5.47B
$3.47 Million 0.26% of portfolio
327,018
Q4 2024 Reduced 0.31%
$141B
$3.32 Million 0.25% of portfolio
130,369
Q3 2025 Reduced 1.89%

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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