Pro Vise Management Group, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 258 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 $76M, Microsoft Corp with a value of $37.1M, Alphabet Inc. with a value of $31.1M, Ishares Tr Russell 200 Growth with a value of $29.8M, and Berkshire Hathaway Inc Class B with a value of $29.5M.
Examining the 13F form we can see an decrease of $104M in the current position value, from $1.25B to 1.14B.
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
$1.14 Billion
ETFs: $489 Million
Financial Services: $171 Million
Technology: $110 Million
Communication Services: $86.7 Million
Consumer Cyclical: $73.8 Million
Healthcare: $72 Million
Consumer Defensive: $43.8 Million
Energy: $39.8 Million
Other: $58.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
