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CIK: 0001965307
Total reported value
$17.3M
$17.3M
140 檔
177.7%
As reported in its official Q3 2024 Form 13F filing, Prossimo Advisors, LLC's tracked investment portfolio stood at $17.3M with 140 total positions.
In Q3 2024, Prossimo Advisors, LLC displayed an active expansion posture, initiating 17 new positions and adding to 80 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.42% | -0.14% | +0.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.42% | +0.40% | — | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 3.72% | — | +1.36% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.51% | +0.45% | +2.62% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.42% | +0.96% | +14.60% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.33% | +0.24% | — | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.71% | — | -0.40% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.10% | — | +0.28% | |
| 9 | CTAS | Cintas CORP | Stock-Industrials | 2.05% | -3.30% | EXIT | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.77% | — | — | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.50% | — | +1.92% | |
| 12 | MA | Mastercard Inc - A | Stock-Financials | 1.40% | — | +1.06% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.35% | — | +0.30% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.10% | +0.54% | |
| 15 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.26% | — | -0.14% | |
| 16 | TT | Trane Technologies plc | Stock-Industrials | 1.26% | — | +5.35% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.09% | — | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 1.22% | — | +0.40% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | -0.81% | +9.88% | |
| 20 | PWR | Quanta Services Inc | Stock-Industrials | 1.05% | — | — | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 1.04% | — | +0.95% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.00% | — | +4.86% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.97% | — | +0.38% | |
| 24 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.94% | — | +0.65% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.89% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | — | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | — | +0.79% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.82% | — | +1.52% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.82% | — | +0.67% | |
| 30 | WMB | Williams Cos Inc | Stock-Energy | 0.81% | — | +3.81% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.80% | — | +0.16% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | — | +1.10% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.79% | — | +0.09% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | — | +28.99% | |
| 35 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.74% | — | +0.40% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.03% | — | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.71% | — | +2.92% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.71% | — | +0.55% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.71% | — | +3.19% | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.71% | — | +28.19% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | — | +2.95% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.67% | — | +2.24% | |
| 43 | PAYX | Paychex Inc | Stock-Tech | 0.66% | — | -2.86% | |
| 44 | FITB | Fifth Third Bancorp | Stock-Financials | 0.64% | — | +0.42% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | — | +22.78% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | — | -21.14% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.61% | — | +0.35% | |
| 48 | SNPS | Synopsys Inc | Stock-Tech | 0.59% | — | +0.94% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.59% | — | -15.97% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.58% | — | +0.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +5.4% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +3.3% | NEW | New buy |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +1.2% | NEW | New buy |
| 4 | PWR | Quanta Services Inc | +1.1% | NEW | New buy |
| 5 | AEP | American Electric Power | +0.6% | NEW | New buy |
| 6 | AMGN | Amgen Inc | +0.4% | NEW | New buy |
| 7 | AWK | American Water Works Co Inc | +0.3% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | +0.3% | NEW | New buy |
| 9 | BAC | Bank Of America CORP | +0.3% | NEW | New buy |
| 10 | HYD | Vaneck High Yield Muni ETF | +0.2% | NEW | New buy |
| 11 | TSLA | Tesla Inc | +0.2% | +28.99% | Add |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | NEW | New buy |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.2% | NEW | New buy |
| 14 | HRB | H&r Block Inc | +0.2% | NEW | New buy |
| 15 | CB | Chubb Limited | +0.2% | NEW | New buy |
| 16 | IRM | Iron Mountain Inc | +0.2% | NEW | New buy |
| 17 | NNN | Nnn Reit Inc | +0.2% | NEW | New buy |
| 18 | ENB | Enbridge Inc | +0.2% | NEW | New buy |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +27.23% | Add |
| 20 | CFG | Citizens Financial Group | 0% | +23.99% | Add |
| 21 | FNF | Fidelity National Financial | 0% | +6.62% | Add |
| 22 | IBM | Intl Business Machines CORP | 0% | +4.05% | Add |
| 23 | FE | Firstenergy CORP | 0% | +20.10% | Add |
| 24 | WEC | Wec Energy Group Inc | 0% | +10.60% | Add |
| 25 | VRTX | Vertex Pharmaceuticals Inc | 0% | +28.19% | Add |
| 26 | PEG | Public Service Enterprise Gp | 0% | +7.49% | Add |
| 27 | TT | Trane Technologies plc | 0% | +5.35% | Add |
| 28 | LMT | Lockheed Martin CORP | 0% | +0.16% | Add |
| 29 | PH | Parker Hannifin CORP | 0% | +1.23% | Add |
| 30 | SRE | Sempra | 0% | +14.81% | Add |
| 31 | RF | Regions Financial CORP | 0% | +9.92% | Add |
| 32 | KVUE | Kenvue Inc | 0% | — | Unchanged |
| 33 | XOM | Exxon Mobil CORP | — | +22.78% | Add |
| 34 | ETR | Entergy CORP | — | +1.53% | Add |
| 35 | ES | Eversource Energy | — | +4.30% | Add |
| 36 | NI | Nisource Inc | — | +0.66% | Add |
| 37 | AMT | American Tower CORP | 0% | +1.38% | Add |
| 38 | NOC | Northrop Grumman CORP | 0% | +0.79% | Add |
| 39 | HCA | Hca Healthcare Inc | 0% | -4.71% | Trim |
| 40 | T | At&t Inc | 0% | +4.50% | Add |
| 41 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 42 | DTE | Dte Energy Company | 0% | +1.77% | Add |
| 43 | EQIX | Equinix Inc | 0% | — | Unchanged |
| 44 | MCD | Mcdonald's CORP | 0% | +1.10% | Add |
| 45 | PM | Philip Morris International | 0% | +0.46% | Add |
| 46 | USB | US Bancorp | 0% | +3.99% | Add |
| 47 | ACN | Accenture plc | 0% | +0.86% | Add |
| 48 | MO | Altria Group Inc | 0% | +5.22% | Add |
| 49 | UNM | Unum Group | 0% | +0.42% | Add |
| 50 | ABBV | Abbvie Inc | 0% | +1.22% | Add |
According to official SEC Form 13F filings, Prossimo Advisors, LLC reported a total U.S. public equity portfolio value of $17.3M across 140 disclosed positions in Q3 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 MSFT, AAPL, V) accounted for 177.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
AAPL
市值: $7.4M
Top Position Liquidated / Trimmed
D
前期市值: $283.0K
During Q3 2024, Prossimo Advisors, LLC's top holdings by market value included MSFT (6.4%)、AAPL (5.4%)、V (3.7%). The largest single position, MSFT, represented 6.4% of total portfolio value.
In Q3 2024, Prossimo Advisors, LLC made 118 total portfolio adjustments, initiating 17 new buys, adding to 80 positions, trimming 18 holdings, and fully liquidating 3 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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