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CIK: 0001965307
Total reported value
$17.3M
$17.3M
60 檔
115.5%
According to the latest 13F quarterly dataset, Prossimo Advisors, LLC managed an equity portfolio of $17.3M at the end of Q1 2024, spanning 60 distinct U.S. exchange-listed positions.
During Q1 2024, Prossimo Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWAVUSD | Shockwave Medical Inc | Stock-Other | 11.19% | — | -5.33% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 9.58% | — | +0.49% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.70% | +0.45% | +1.87% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.51% | — | -2.38% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.77% | +0.96% | +7.69% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.63% | — | -0.26% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.35% | +0.10% | -0.29% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.00% | — | -5.74% | |
| 9 | ASML | ASML Holding N.V. | Stock-Tech | 2.78% | — | +0.68% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 2.15% | — | +0.32% | |
| 11 | TT | Trane Technologies plc | Stock-Industrials | 2.13% | — | +8.43% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.07% | — | — | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.63% | — | +0.86% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.61% | — | — | |
| 15 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.49% | — | -13.56% | |
| 16 | EOG | Eog Resources Inc | Stock-Energy | 1.39% | — | -9.61% | |
| 17 | DUK | Duke Energy CORP | Stock-Utilities | 1.33% | — | -9.23% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.30% | — | +8.40% | |
| 19 | PLD | Prologis Inc | Stock-Real Estate | 1.29% | — | -11.95% | |
| 20 | MET | Metlife Inc | Stock-Financials | 1.27% | — | -16.46% | |
| 21 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.17% | — | -3.93% | |
| 22 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.14% | -2.38% | EXIT | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.13% | — | -20.16% | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.11% | -0.18% | — | |
| 25 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.10% | — | -2.12% | |
| 26 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.10% | — | -1.44% | |
| 27 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 1.10% | — | -41.26% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.10% | -0.18% | — | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 1.10% | — | -7.37% | |
| 30 | COP | Conocophillips | Stock-Energy | 1.06% | — | -24.12% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 1.04% | — | +13.06% | |
| 32 | ZTS | Zoetis Inc | Stock-Healthcare | 1.03% | — | -10.43% | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 0.98% | — | -25.15% | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.94% | — | +6.18% | |
| 35 | ARCC | Ares Capital CORP | Stock-Financials | 0.90% | — | -13.04% | |
| 36 | ETR | Entergy CORP | Stock-Utilities | 0.90% | — | -2.66% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.86% | — | +36.07% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.85% | — | +82.99% | |
| 39 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.72% | — | -13.28% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | — | -39.82% | |
| 41 | D | Dominion Energy Inc | Stock-Utilities | 0.66% | — | -21.03% | |
| 42 | ES | Eversource Energy | Stock-Utilities | 0.64% | — | -19.65% | |
| 43 | UNM | Unum Group | Stock-Financials | 0.63% | — | +10.40% | |
| 44 | NI | Nisource Inc | Stock-Utilities | 0.61% | — | +18.41% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | — | -5.91% | |
| 46 | EQIX | Equinix Inc | Stock-Real Estate | 0.58% | — | -22.95% | |
| 47 | RF | Regions Financial CORP | Stock-Financials | 0.58% | — | — | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.57% | — | -12.37% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | — | -3.33% | |
| 50 | FNF | Fidelity National Financial | Stock-Financials | 0.55% | — | -1.10% |
According to official SEC Form 13F filings, Prossimo Advisors, LLC reported a total U.S. public equity portfolio value of $17.3M across 60 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SWAVUSD, V, GOOGL) accounted for 115.5% of total reported equity market value during Q1 2024.
During Q1 2024, Prossimo Advisors, LLC's top holdings by market value included SWAVUSD (11.2%)、V (9.6%)、GOOGL (7.7%). The largest single position, SWAVUSD, represented 11.2% of total portfolio value.
In Q1 2024, Prossimo Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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