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CIK: 0001965307
Total reported value
$17.3M
$17.3M
134 檔
174.5%
During the Q1 2025 filing period, Prossimo Advisors, LLC (CIK: 0001965307) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $17.3M across 134 reported positions.
Prossimo Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 4 holdings and trimming 55 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.62% | -0.14% | -1.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.34% | +0.40% | -0.28% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 4.87% | — | -0.30% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.50% | +0.24% | +0.15% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.40% | +0.45% | +0.26% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.25% | +0.96% | +0.29% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.97% | — | -0.36% | |
| 8 | CTAS | Cintas CORP | Stock-Industrials | 2.30% | -3.30% | EXIT | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.94% | — | -0.78% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.74% | — | — | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.69% | — | -0.31% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.63% | +0.10% | +0.54% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.60% | — | +0.18% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.49% | -0.09% | +0.49% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.37% | — | -1.02% | |
| 16 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.34% | — | -1.90% | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.25% | — | -0.05% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.81% | +0.21% | |
| 19 | TT | Trane Technologies plc | Stock-Industrials | 1.13% | — | +0.02% | |
| 20 | WMB | Williams Cos Inc | Stock-Energy | 1.09% | — | -0.82% | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.04% | — | -0.26% | |
| 22 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.93% | -2.38% | EXIT | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.93% | — | — | |
| 24 | PWR | Quanta Services Inc | Stock-Industrials | 0.92% | — | -0.90% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 0.91% | — | +0.27% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | — | -0.37% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.86% | — | +0.42% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | — | — | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | — | +0.17% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | — | -1.30% | |
| 31 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.82% | — | -1.45% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | — | +2.28% | |
| 33 | PAYX | Paychex Inc | Stock-Tech | 0.78% | — | — | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.77% | — | -0.45% | |
| 35 | ETR | Entergy CORP | Stock-Utilities | 0.76% | — | -0.81% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.75% | — | -0.76% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.75% | — | +0.29% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.74% | — | -8.80% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.69% | — | -0.74% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.68% | — | -0.75% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.68% | — | +0.48% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.68% | — | -2.84% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | — | +0.36% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | — | +0.66% | |
| 46 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | — | -2.18% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | — | -1.49% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.62% | — | -2.19% | |
| 49 | AEP | American Electric Power | Stock-Utilities | 0.61% | — | -1.06% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.61% | — | -1.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.6% | -0.30% | Trim |
| 2 | CTAS | Cintas CORP | +0.3% | +0.11% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +0.49% | Add |
| 4 | TMUS | T-mobile US Inc | +0.3% | -0.05% | Trim |
| 5 | PM | Philip Morris International | +0.2% | -0.76% | Trim |
| 6 | COST | Costco Wholesale CORP | +0.2% | -0.36% | Trim |
| 7 | D | Dominion Energy Inc | +0.2% | NEW | New buy |
| 8 | HIG | Hartford Insurance Group Inc | +0.2% | -1.90% | Trim |
| 9 | XEL | Xcel Energy Inc | +0.2% | NEW | New buy |
| 10 | GLPI | Gaming And Leisure Propertie | +0.2% | NEW | New buy |
| 11 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +0.29% | Add |
| 12 | T | At&t Inc | +0.1% | -1.73% | Trim |
| 13 | WMB | Williams Cos Inc | +0.1% | -0.82% | Trim |
| 14 | MA | Mastercard Inc - A | +0.1% | +0.18% | Add |
| 15 | WEC | Wec Energy Group Inc | +0.1% | +13.29% | Add |
| 16 | AEP | American Electric Power | +0.1% | -1.06% | Trim |
| 17 | CVX | Chevron CORP | +0.1% | -0.74% | Trim |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +16.49% | Add |
| 19 | AMT | American Tower CORP | +0.1% | +0.18% | Add |
| 20 | ETR | Entergy CORP | +0.1% | -0.81% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +0.54% | Add |
| 22 | AMGN | Amgen Inc | +0.1% | +0.97% | Add |
| 23 | PAYX | Paychex Inc | +0.1% | — | Unchanged |
| 24 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | -3.22% | Trim |
| 25 | DUK | Duke Energy CORP | +0.1% | -2.18% | Trim |
| 26 | MCD | Mcdonald's CORP | +0.1% | +0.17% | Add |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +0.36% | Add |
| 28 | FNF | Fidelity National Financial | +0.1% | — | Unchanged |
| 29 | UNH | Unitedhealth Group Inc | +0.1% | -1.02% | Trim |
| 30 | AWK | American Water Works Co Inc | +0.1% | +0.32% | Add |
| 31 | UNM | Unum Group | +0.1% | +5.48% | Add |
| 32 | LIN | Linde plc | +0.1% | +0.68% | Add |
| 33 | MRSH | Marsh & Mclennan Cos | +0.1% | +1.52% | Add |
| 34 | VZ | Verizon Communications Inc | +0.1% | -1.41% | Trim |
| 35 | AJG | Arthur J Gallagher & Co | +0.1% | — | Unchanged |
| 36 | MO | Altria Group Inc | +0.1% | — | Unchanged |
| 37 | IBM | Intl Business Machines CORP | +0.1% | -0.75% | Trim |
| 38 | HCA | Hca Healthcare Inc | +0.1% | -1.58% | Trim |
| 39 | ROP | Roper Technologies Inc | +0.1% | -0.66% | Trim |
| 40 | KO | Coca-cola Co/the | +0.1% | -8.80% | Trim |
| 41 | ABBV | Abbvie Inc | +0.1% | +1.41% | Add |
| 42 | NOC | Northrop Grumman CORP | +0.1% | +0.16% | Add |
| 43 | ENB | Enbridge Inc | +0.1% | +19.89% | Add |
| 44 | PAA | Plains All Amer Pipeline LP | +0.1% | +6.60% | Add |
| 45 | SAP | Sap Se-sponsored Adr | +0.1% | — | Unchanged |
| 46 | CME | Cme Group Inc | +0.1% | +0.44% | Add |
| 47 | EPD | Enterprise Products Partners | +0.1% | +8.21% | Add |
| 48 | VYM | Vanguard High Dvd Yield ETF | +0.1% | — | Unchanged |
| 49 | NI | Nisource Inc | 0% | -0.10% | Trim |
| 50 | DTE | Dte Energy Company | 0% | +0.82% | Add |
According to official SEC Form 13F filings, Prossimo Advisors, LLC reported a total U.S. public equity portfolio value of $17.3M across 134 disclosed positions in Q1 2025.
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 174.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
D
市值: $220.0K
Top Position Liquidated / Trimmed
EMR
前期市值: $638.0K
During Q1 2025, Prossimo Advisors, LLC's top holdings by market value included MSFT (5.6%)、AAPL (5.3%)、V (4.9%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q1 2025, Prossimo Advisors, LLC made 117 total portfolio adjustments, initiating 3 new buys, adding to 55 positions, trimming 55 holdings, and fully liquidating 4 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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