Prossimo Advisors, LLC Top Holdings and 13F Report (2025) About Prossimo Advisors, LLCInvestment ActivityProssimo Advisors, LLC has $133.05 thousand in total holdings as of March 31, 2025.Prossimo Advisors, LLC owns shares of 134 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 0.91% of the portfolio was purchased this quarter.About 2.77% of the portfolio was sold this quarter.This quarter, Prossimo Advisors, LLC has purchased 135 new stocks and bought additional shares in 55 stocks.Prossimo Advisors, LLC sold shares of 55 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $7,472Apple $7,107Visa $6,473Amazon.com $4,661Alphabet $4,529 Largest New Holdings this Quarter 25746U109 - Dominion Energy $220 Holding36467J108 - Gaming and Leisure Properties $202 Holding98389B100 - Xcel Energy $202 Holding Largest Purchases this Quarter Dominion Energy 3,932 shares (about $220.00)Gaming and Leisure Properties 3,962 shares (about $202.00)Xcel Energy 2,853 shares (about $202.00)iShares 5-10 Year Investment Grade Corporate Bond ETF 1,960 shares (about $102.91)Synopsys 165 shares (about $70.75) Largest Sales this Quarter Johnson & Johnson 4,530 shares (about $751.61)Marathon Petroleum 1,462 shares (about $213.37)NXP Semiconductors 550 shares (about $104.56)Coca-Cola 1,326 shares (about $94.98)Microsoft 238 shares (about $89.35) 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$7,472$89 ▼-1.2%19,9045.6%Computer and TechnologyAAPLApple$7,107$20 ▼-0.3%31,9935.3%Computer and TechnologyVVisa$6,473$19 ▼-0.3%18,4714.9%Business ServicesAMZNAmazon.com$4,661$7 ▲0.1%24,5003.5%Retail/WholesaleGOOGLAlphabet$4,529$12 ▲0.3%29,2883.4%Computer and TechnologyNVDANVIDIA$4,319$12 ▲0.3%39,8473.2%Computer and TechnologyCOSTCostco Wholesale$3,956$14 ▼-0.4%4,1833.0%Retail/WholesaleCTASCintas$3,063$3 ▲0.1%14,9042.3%Business ServicesHDHome Depot$2,580$20 ▼-0.8%7,0391.9%Retail/WholesaleVBRVanguard Small-Cap Value ETF$2,3090.0%12,3931.7%ETFWMTWalmart$2,251$7 ▼-0.3%25,6441.7%Retail/WholesaleJPMJPMorgan Chase & Co.$2,164$12 ▲0.5%8,8211.6%FinanceMAMastercard$2,123$4 ▲0.2%3,8731.6%Business ServicesBRK.BBerkshire Hathaway$1,981$10 ▲0.5%3,7191.5%FinanceUNHUnitedHealth Group$1,822$19 ▼-1.0%3,4781.4%MedicalHIGThe Hartford Financial Services Group$1,787$35 ▼-1.9%14,4451.3%FinanceTMUST-Mobile US$1,658$1 ▼0.0%6,2181.2%Computer and TechnologyIVViShares Core S&P 500 ETF$1,592$3 ▲0.2%2,8341.2%ETFTTTrane Technologies$1,504$0 ▲0.0%4,4641.1%ConstructionWMBWilliams Companies$1,447$12 ▼-0.8%24,2121.1%EnergyVOTVanguard Mid-Cap Growth ETF$1,389$4 ▼-0.3%5,6781.0%ETFLPLALPL Financial$1,2380.0%3,7850.9%FinanceVYMVanguard High Dividend Yield ETF$1,2310.0%9,5450.9%ETFPWRQuanta Services$1,226$11 ▼-0.9%4,8220.9%ConstructionASMLASML$1,209$3 ▲0.3%1,8240.9%Computer and TechnologyPEPPepsiCo$1,160$4 ▼-0.4%7,7360.9%Consumer StaplesTJXTJX Companies$1,148$5 ▲0.4%9,4240.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,1470.0%2,0500.9%FinanceMCDMcDonald's$1,124$2 ▲0.2%3,5970.8%Retail/WholesalePGProcter & Gamble$1,103$14 ▼-1.3%6,4750.8%Consumer StaplesCINFCincinnati Financial$1,091$16 ▼-1.5%7,3830.8%FinanceTSLATesla$1,058$24 ▲2.3%4,0820.8%Auto/Tires/TrucksPAYXPaychex$1,0440.0%6,7680.8%Business ServicesADBEAdobe$1,028$5 ▼-0.4%2,6800.8%Computer and TechnologyETREntergy$1,009$8 ▼-0.8%11,8040.8%UtilitiesPMPhilip Morris International$999$8 ▼-0.8%6,2930.8%Consumer StaplesVRTXVertex Pharmaceuticals$996$3 ▲0.3%2,0550.7%MedicalKOCoca-Cola$984$95 ▼-8.8%13,7380.7%Consumer StaplesCVXChevron$923$7 ▼-0.7%5,5150.7%EnergyVOEVanguard Mid-Cap Value ETF$908$7 ▼-0.8%5,6560.7%ETFCRMSalesforce$908$4 ▲0.5%3,3820.7%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$904$26 ▼-2.8%7,1770.7%ETFGOOGAlphabet$8780.0%5,6210.7%Computer and TechnologyXOMExxon Mobil$869$3 ▲0.4%7,3030.7%EnergyDISWalt Disney$868$6 ▲0.7%8,7900.7%Consumer DiscretionaryDUKDuke Energy$859$19 ▼-2.2%7,0450.6%UtilitiesLMTLockheed Martin$826$13 ▼-1.5%1,8490.6%AerospaceTMOThermo Fisher Scientific$824$18 ▼-2.2%1,6550.6%MedicalAEPAmerican Electric Power$817$9 ▼-1.1%7,4760.6%UtilitiesTAT&T$810$14 ▼-1.7%28,6590.6%Computer and TechnologyFITBFifth Third Bancorp$805$9 ▲1.2%20,5480.6%FinanceMETAMeta Platforms$791$9 ▲1.1%1,3720.6%Computer and TechnologySPGIS&P Global$775$1 ▲0.1%1,5260.6%Business ServicesSNPSSynopsys$759$71 ▲10.3%1,7700.6%Computer and TechnologySCHDSchwab US Dividend Equity ETF$7500.0%26,8170.6%ETFEOGEOG Resources$748$1 ▲0.1%5,8330.6%EnergyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$727$103 ▲16.5%13,8460.5%ManufacturingAMTAmerican Tower$727$1 ▲0.2%3,3420.5%FinancePHParker-Hannifin$710$1 ▲0.2%1,1680.5%IndustrialsMETMetLife$695$18 ▼-2.5%8,6570.5%FinanceLINDE PLC$691$5 ▲0.7%1,4850.5%SHSNVONovo Nordisk A/S$684$16 ▲2.3%9,8470.5%MedicalUSBU.S. Bancorp$671$15 ▲2.2%15,8960.5%FinanceNOCNorthrop Grumman$657$1 ▲0.2%1,2840.5%AerospaceAMGNAmgen$646$6 ▲1.0%2,0740.5%MedicalZTSZoetis$642$8 ▼-1.3%3,9010.5%MedicalIPInternational Paper$621$8 ▼-1.3%11,6460.5%Basic MaterialsVZVerizon Communications$620$9 ▼-1.4%13,6750.5%Computer and TechnologySCHPSchwab U.S. TIPS ETF$6180.0%23,0000.5%ETFFNFFidelity National Financial$6080.0%9,3420.5%FinanceIBMInternational Business Machines$591$4 ▼-0.8%2,3770.4%Computer and TechnologySAPSAP$5860.0%2,1840.4%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$5740.0%11,3290.4%ETFJPSTJPMorgan Ultra-Short Income ETF$5690.0%11,2480.4%ETFBUDAnheuser-Busch InBev SA/NV$566$19 ▼-3.2%9,1870.4%Consumer StaplesWECWEC Energy Group$546$64 ▲13.3%5,0140.4%UtilitiesHCAHCA Healthcare$538$9 ▼-1.6%1,5570.4%MedicalNINiSource$536$1 ▼-0.1%13,3730.4%UtilitiesNEENextEra Energy$532$1 ▲0.2%7,5110.4%UtilitiesROPRoper Technologies$529$4 ▼-0.7%8980.4%Computer and TechnologyUNMUnum Group$516$27 ▲5.5%6,3380.4%FinanceAWKAmerican Water Works$507$2 ▲0.3%3,4370.4%UtilitiesCOFCapital One Financial$507$4 ▲0.7%2,8250.4%FinanceACNAccenture$5060.0%1,6210.4%Computer and TechnologyMOAltria Group$5050.0%8,4080.4%Consumer StaplesMRKMerck & Co., Inc.$494$63 ▼-11.3%5,4980.4%MedicalPANWPalo Alto Networks$4780.0%2,8000.4%Computer and TechnologyCFGCitizens Financial Group$475$3 ▼-0.5%11,5860.4%FinanceCCitigroup$473$5 ▲1.1%6,6600.4%FinanceMMCMarsh & McLennan Companies$473$7 ▲1.5%1,9390.4%FinanceARCCAres Capital$4640.0%20,9360.3%FinanceSRESempra$444$3 ▼-0.7%6,2210.3%UtilitiesGISGeneral Mills$440$1 ▲0.3%7,3520.3%Consumer StaplesFEFirstEnergy$428$1 ▼-0.3%10,5840.3%UtilitiesAVGOBroadcom$423$7 ▲1.8%2,5280.3%Computer and TechnologyRFRegions Financial$423$4 ▲0.9%19,4460.3%FinanceNXPINXP Semiconductors$411$105 ▼-20.3%2,1620.3%Computer and TechnologyPEGPublic Service Enterprise Group$403$7 ▲1.7%4,8960.3%UtilitiesABBVAbbVie$391$5 ▲1.4%1,8660.3%MedicalBACBank of America$374$3 ▲0.9%8,9560.3%FinanceShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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