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
$6.87 Million 0.52% of portfolio
146,742
Q3 2025 Added 2.04%
$19.3B
$6.84 Million 0.51% of portfolio
73,431
Q3 2025 Reduced 2.81%
$0
$6.5 Million 0.49% of portfolio
223,346
Q3 2025 Reduced 1.17%
$96.4B
$6.53 Million 0.49% of portfolio
52,801
Q3 2025 Added 2.7%
$0
$6.12 Million 0.46% of portfolio
238,163
Q3 2025 Reduced 3.38%
$0
$6.01 Million 0.45% of portfolio
60,399
Q3 2025 Added 6.74%
$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%
$0
$4.89 Million 0.37% of portfolio
237,931
Q3 2025 Added 6.84%
$413B
$4.53 Million 0.34% of portfolio
87,839
Q3 2025 Added 5.17%
$0
$4.54 Million 0.34% of portfolio
241,429
Q3 2025 Added 13.22%
$183B
$4.59 Million 0.34% of portfolio
16,268
Q3 2025 Reduced 0.57%
$0
$4.59 Million 0.34% of portfolio
233,001
Q3 2025 Added 6.56%
$5.44B
$4.36 Million 0.33% of portfolio
97,092
Q3 2025 Reduced 2.15%
$0
$4.12 Million 0.31% of portfolio
64,751
Q3 2025 Added 8.94%
$0
$4.09 Million 0.31% of portfolio
62,676
Q3 2025 Reduced 1.51%
$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%
$0
$3.96 Million 0.3% of portfolio
202,426
Q3 2025 Added 0.56%
$0
$3.56 Million 0.27% of portfolio
130,359
Q3 2025 Reduced 3.4%
$0
$3.59 Million 0.27% of portfolio
25,607
Q3 2025 Reduced 13.08%
$70.2B
$3.61 Million 0.27% of portfolio
115,363
Q3 2025 Reduced 1.54%
$0
$3.57 Million 0.27% of portfolio
7,632
Q3 2025 Reduced 1.85%
$84B
$3.41 Million 0.26% of portfolio
17,716
Q3 2025 Reduced 0.19%
$0
$3.42 Million 0.26% of portfolio
67,511
Q3 2025 Reduced 10.6%
$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%
$0
$3.36 Million 0.25% of portfolio
7,013
Q3 2025 Added 2.16%
$141B
$3.32 Million 0.25% of portfolio
130,369
Q3 2025 Reduced 1.89%
$0
$3.25 Million 0.24% of portfolio
41,556
Q3 2025 Reduced 3.43%
$39.1B
$3.18 Million 0.24% of portfolio
48,152
Q3 2025 Added 0.96%
$512B
$3.19 Million 0.24% of portfolio
5,604
Q3 2025 Reduced 3.61%
$18B
$3.05 Million 0.23% of portfolio
22,007
Q3 2025 Added 1.03%
$0
$2.97 Million 0.22% of portfolio
24,411
Q3 2025 Added 5.62%
$0
$2.92 Million 0.22% of portfolio
4,380
Q3 2025 Reduced 2.56%
$0
$2.86 Million 0.22% of portfolio
123,055
Q3 2025 Reduced 0.75%
$255B
$2.86 Million 0.21% of portfolio
8,609
Q3 2025 Reduced 7.43%
$0
$2.68 Million 0.2% of portfolio
96,231
Q3 2025 Reduced 6.42%
$25.4B
$2.6 Million 0.2% of portfolio
36,534
Q3 2025 Added 39.2%
$3.47B
$2.56 Million 0.19% of portfolio
140,452
Q3 2025 Added 0.32%
$414B
$2.4 Million 0.18% of portfolio
10,386
Q3 2025 Added 0.48%
$465B
$2.43 Million 0.18% of portfolio
13,018
Q3 2025 Added 1.14%
$0
$2.35 Million 0.18% of portfolio
3,922
Q3 2025 Reduced 1.8%
$1.29T
$2.42 Million 0.18% of portfolio
5,435
Q3 2025 Reduced 0.6%
$0
$2.39 Million 0.18% of portfolio
168,963
Q3 2025 Added 0.01%
$0
$2.32 Million 0.17% of portfolio
7,903
Q3 2025 Reduced 0.15%
$177B
$2.1 Million 0.16% of portfolio
10,780
Q3 2025 Added 1.77%

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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