Prossimo Advisors, LLC Top Holdings and 13F Report (2025) About Prossimo Advisors, LLCInvestment ActivityProssimo Advisors, LLC has $124.61 thousand in total holdings as of June 30, 2025.Prossimo Advisors, LLC owns shares of 127 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 4.77% of the portfolio was purchased this quarter.About 18.40% of the portfolio was sold this quarter.This quarter, Prossimo Advisors, LLC has purchased 134 new stocks and bought additional shares in 19 stocks.Prossimo Advisors, LLC sold shares of 84 stocks and completely divested from 17 stocks this quarter.Largest Holdings Microsoft $9,901Apple $6,664Visa $6,546NVIDIA $6,334Amazon.com $5,404 Largest New Holdings this Quarter 464287499 - iShares Russell Mid-Cap ETF $1,025 Holding464288513 - iShares iBoxx $ High Yield Corporate Bond ETF $1,014 Holding464287655 - iShares Russell 2000 ETF $820 Holding482480100 - KLA $303 Holding532457108 - Eli Lilly and Company $294 Holding Largest Purchases this Quarter iShares Russell Mid-Cap ETF 11,142 shares (about $1.03K)iShares iBoxx $ High Yield Corporate Bond ETF 12,574 shares (about $1.01K)iShares Russell 2000 ETF 3,798 shares (about $820.00)KLA 338 shares (about $303.00)Eli Lilly and Company 377 shares (about $294.00) Largest Sales this Quarter Vanguard Small-Cap Value ETF 7,130 shares (about $1.39K)Cintas 5,481 shares (about $1.22K)Vanguard Mid-Cap Growth ETF 3,008 shares (about $855.08)UnitedHealth Group 1,997 shares (about $622.97)The Hartford Insurance Group 4,785 shares (about $607.29) Sector Allocation Over TimeMap of 500 Largest Holdings ofProssimo Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$9,9010.0%19,9047.9%Computer and TechnologyAAPLApple$6,664$101 ▲1.5%32,4845.3%Computer and TechnologyVVisa$6,546$12 ▼-0.2%18,4375.3%Business ServicesNVDANVIDIA$6,334$39 ▲0.6%40,0925.1%Computer and TechnologyAMZNAmazon.com$5,404$29 ▲0.5%24,6334.3%Retail/WholesaleGOOGLAlphabet$5,231$70 ▲1.3%29,6834.2%Computer and TechnologyCOSTCostco Wholesale$3,776$365 ▼-8.8%3,8143.0%Retail/WholesaleJPMJPMorgan Chase & Co.$2,561$3 ▲0.1%8,8312.1%FinanceHDHome Depot$2,435$145 ▼-5.6%6,6432.0%Retail/WholesaleCTASCintas$2,100$1,221 ▼-36.8%9,4231.7%Business ServicesWMTWalmart$2,057$450 ▼-18.0%21,0381.7%Retail/WholesaleMAMastercard$2,038$138 ▼-6.4%3,6271.6%Business ServicesTTTrane Technologies$1,845$108 ▼-5.5%4,2171.5%ConstructionBRK.BBerkshire Hathaway$1,764$43 ▼-2.4%3,6311.4%FinancePWRQuanta Services$1,709$115 ▼-6.3%4,5191.4%ConstructionWMBWilliams Companies$1,537$16 ▲1.0%24,4661.2%EnergyTMUST-Mobile US$1,450$31 ▼-2.1%6,0871.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,2670.0%2,0501.0%FinanceMETAMeta Platforms$1,248$236 ▲23.3%1,6921.0%Computer and TechnologyHIGThe Hartford Insurance Group$1,226$607 ▼-33.1%9,6601.0%FinancePMPhilip Morris International$1,140$6 ▼-0.5%6,2610.9%Consumer StaplesTJXTJX Companies$1,096$68 ▼-5.8%8,8760.9%Retail/WholesaleTSLATesla$1,089$208 ▼-16.0%3,4270.9%Auto/Tires/TrucksPGProcter & Gamble$1,030$2 ▼-0.2%6,4640.8%Consumer StaplesVBRVanguard Small-Cap Value ETF$1,026$1,390 ▼-57.5%5,2630.8%ETFIWRiShares Russell Mid-Cap ETF$1,025$1,025 ▲New Holding11,1420.8%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,014$1,014 ▲New Holding12,5740.8%ETFASMLASML$991$471 ▼-32.2%1,2360.8%Computer and TechnologyETREntergy$987$6 ▲0.7%11,8820.8%UtilitiesPAYXPaychex$9840.0%6,7680.8%Computer and TechnologyGOOGAlphabet$965$32 ▼-3.2%5,4400.8%Computer and TechnologyKOCocaCola$940$32 ▼-3.3%13,2900.8%Consumer StaplesCINFCincinnati Financial$931$168 ▼-15.3%6,2520.7%FinanceMCDMcDonald's$902$149 ▼-14.2%3,0870.7%Retail/WholesaleAVGOBroadcom$894$197 ▲28.2%3,2420.7%Computer and TechnologyVRTXVertex Pharmaceuticals$879$36 ▼-3.9%1,9750.7%MedicalPEPPepsiCo$874$147 ▼-14.4%6,6190.7%Consumer StaplesIWMiShares Russell 2000 ETF$820$820 ▲New Holding3,7980.7%FinanceDUKDuke Energy$811$21 ▼-2.5%6,8710.7%UtilitiesSNPSSynopsys$800$108 ▼-11.9%1,5600.6%Computer and TechnologyPHParker-Hannifin$770$45 ▼-5.6%1,1030.6%IndustrialsCRMSalesforce$763$160 ▼-17.3%2,7970.6%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$759$855 ▼-53.0%2,6700.6%ETFAEPAmerican Electric Power$756$19 ▼-2.5%7,2900.6%UtilitiesLINDE PLC$751$54 ▲7.7%1,6000.6%SHSIWSiShares Russell Mid-Cap Value ETF$751$198 ▼-20.9%5,6800.6%ETFVOEVanguard Mid-Cap Value ETF$733$197 ▼-21.2%4,4590.6%ETFCVXChevron$732$58 ▼-7.4%5,1090.6%EnergyDISWalt Disney$731$360 ▼-33.0%5,8920.6%Consumer DiscretionaryTAT&T$724$106 ▼-12.7%25,0070.6%Computer and TechnologyFITBFifth Third Bancorp$719$126 ▼-14.9%17,4830.6%FinanceUSBU.S. Bancorp$7190.0%15,8960.6%FinanceSPGIS&P Global$685$119 ▼-14.8%1,3000.5%FinanceIBMInternational Business Machines$681$19 ▼-2.8%2,3110.5%Computer and TechnologyMETMetLife$676$20 ▼-2.9%8,4050.5%FinanceSAPSAP$6640.0%2,1840.5%Computer and TechnologyLMTLockheed Martin$660$197 ▼-23.0%1,4240.5%AerospaceNFLXNetflix$647$113 ▲21.1%4830.5%Consumer DiscretionaryIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$634$104 ▼-14.1%11,8990.5%ManufacturingCOFCapital One Financial$634$33 ▲5.5%2,9800.5%FinanceSCHPSchwab U.S. TIPS ETF$6140.0%23,0000.5%ETFNOCNorthrop Grumman$593$49 ▼-7.6%1,1860.5%AerospaceEOGEOG Resources$584$113 ▼-16.3%4,8850.5%EnergyICSHiShares Ultra Short-Term Bond Active ETF$5740.0%11,3290.5%ETFJPSTJPMorgan Ultra-Short Income ETF$5700.0%11,2480.5%ETFADBEAdobe$556$482 ▼-46.4%1,4360.4%Computer and TechnologyCCitigroup$546$21 ▼-3.6%6,4180.4%Financial ServicesIPInternational Paper$534$11 ▼-2.1%11,4050.4%Basic MaterialsCFGCitizens Financial Group$512$7 ▼-1.3%11,4330.4%FinanceUNMUnum Group$501$11 ▼-2.1%6,2050.4%FinanceVZVerizon Communications$495$96 ▼-16.3%11,4440.4%Computer and TechnologyNINiSource$491$48 ▼-8.9%12,1790.4%UtilitiesHCAHCA Healthcare$483$113 ▼-19.0%1,2610.4%MedicalMOAltria Group$472$21 ▼-4.2%8,0560.4%Consumer StaplesTMOThermo Fisher Scientific$463$207 ▼-30.9%1,1430.4%MedicalUNHUnitedHealth Group$462$623 ▼-57.4%1,4810.4%MedicalBUDAnheuser-Busch InBev SA/NV$457$174 ▼-27.6%6,6500.4%Consumer StaplesROPRoper Technologies$456$53 ▼-10.4%8050.4%Computer and TechnologyRFRegions Financial$452$6 ▼-1.2%19,2070.4%FinancePANWPalo Alto Networks$445$128 ▼-22.3%2,1760.4%Computer and TechnologyNEENextEra Energy$416$105 ▼-20.2%5,9960.3%UtilitiesFEFirstEnergy$411$15 ▼-3.4%10,2200.3%UtilitiesORCLOracle$409$68 ▲19.8%1,8690.3%Computer and TechnologyMRKMerck & Co., Inc.$405$30 ▼-6.9%5,1160.3%MedicalPEGPublic Service Enterprise Group$388$24 ▼-5.9%4,6090.3%UtilitiesAMTAmerican Tower$359$379 ▼-51.4%1,6250.3%FinanceCMECME Group$357$23 ▼-6.2%1,2940.3%FinancePRUPrudential Financial$357$117 ▲48.5%3,3250.3%FinanceAJGArthur J. Gallagher & Co.$3460.0%1,0800.3%FinanceGISGeneral Mills$346$35 ▼-9.1%6,6810.3%Consumer StaplesXOMExxon Mobil$345$442 ▼-56.2%3,2000.3%EnergyWECWEC Energy Group$343$179 ▼-34.3%3,2940.3%UtilitiesFNFFidelity National Financial$337$187 ▼-35.7%6,0040.3%FinanceABBVAbbVie$333$14 ▼-4.0%1,7920.3%MedicalACNAccenture$333$152 ▼-31.3%1,1140.3%Computer and TechnologyMMCMarsh & McLennan Companies$321$102 ▼-24.2%1,4700.3%FinanceBACBank of America$317$106 ▼-25.1%6,7070.3%FinanceNVONovo Nordisk A/S$312$368 ▼-54.1%4,5200.3%MedicalXELXcel Energy$310$115 ▲59.3%4,5460.2%UtilitiesMPLXMPLX$3090.0%5,9940.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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