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PROATHLETE WEALTH MANAGEMENT LLC13F | |
| PROATHLETE WEALTH MANAGEMENT LLC | |
| Last update 2025-04-22 | 210 Stocks (150 new) |
| Value $274.00 Mil | Turnover 8 % |
PROATHLETE WEALTH MANAGEMENT L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 120,866 | 67,943.5 | +5.41% | 24.770 | +1.27% | 0.010 | +16.68% | +7.37% | 623,772.3 | ||
IWF | iShares Russell 1000 Growth ETF | 70,801 | 25,580.1 | +6.01% | 9.320 | +0.53% | 0.030 | +23.74% | +6.86% | 112,698.5 | ||
IJR | iShares Core S&P Small-Cap ETF | 195,698 | 20,470.1 | +6.68% | 7.460 | +0.47% | 0.030 | +14.76% | -1.20% | 81,565.8 | ||
IJH | iShares Core S&P Mid-Cap ETF | 340,235 | 19,856.0 | +6.29% | 7.240 | +0.43% | 0.020 | +15.11% | +2.98% | 97,529.5 | ||
IWD | iShares Russell 1000 Value ETF | 70,202 | 13,218.9 | +9.87% | 4.820 | +0.43% | 0.020 | +9.31% | +7.56% | 64,621.3 | ||
QQQ | INVESCO QQQ Trust | 28,020 | 13,151.8 | +6.44% | 4.790 | +0.29% | 0.000 | +23.56% | +9.08% | 357,232.3 | ||
IEFA | iShares Core MSCI EAFE ETF | 168,357 | 12,738.6 | +1.78% | 4.640 | +0.08% | 0.010 | +14.34% | +21.05% | 143,058.9 | ||
AVMC | Avantis U.S. Mid Cap Equity ETF | 147,669 | 9,154.6 | +6.72% | 3.340 | +0.21% | 5.680 | +14.56% | +4.63% | 181.1 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 91,585 | 7,986.3 | +10.09% | 2.910 | +0.27% | 0.050 | +16.96% | -0.72% | 16,757.9 | ||
NEAR |
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
| 149,778 | 7,622.2 | +2.02% | 2.780 | +0.05% | 0.240 | +0.83% | +2.99% | 3,294.9 |
PROATHLETE WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns
PROATHLETE WEALTH MANAGEMENT LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +1.27% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Add 5.41% | 120,866 | 6,198 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Add Add | +0.53% | 360.07 ($394.62) 417.26 | $428.27 | 8.53% | Add 6.01% | 70,801 | 4,012 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +0.47% | 102.49 ($112.84) 119.96 | $113.08 | 0.21% | Add 6.68% | 195,698 | 12,249 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Add Add | +0.43% | 182.82 ($190.45) 196.21 | $197.41 | 3.65% | Add 9.87% | 70,202 | 6,309 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.43% | 57.21 ($62.1) 65.8 | $63.79 | 2.72% | Add 6.29% | 340,235 | 20,136 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.29% | 468.34 ($508.07) 539.52 | $556.22 | 9.48% | Add 6.44% | 28,020 | 1,695 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +0.27% | 84.96 ($93.96) 100.71 | $95.01 | 1.12% | Add 10.09% | 91,585 | 8,396 | |
AVMC | Avantis U.S. Mid Cap Equity ETF | 2025-03-31 | Add Add | +0.21% | 60.43 ($65.45) 68.85 | $67.58 | 3.26% | Add 6.72% | 147,669 | 9,302 | |
AVDE | Avantis International Equity ETF | 2025-03-31 | Add Add | +0.17% | 60.63 ($65.05) 68.55 | $74.21 | 14.08% | Add 11.78% | 66,537 | 7,010 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.16% | 114.57 ($116.45) 118.14 | $118.08 | 1.40% | Add 7.93% | 50,452 | 3,705 |
PROATHLETE WEALTH MANAGEMENT LLC Total Holding History ($B)
PROATHLETE WEALTH MANAGEMENT LLC's Asset Allocation
PROATHLETE WEALTH MANAGEMENT LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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PROATHLETE WEALTH MANAGEMENT LLC's Hypothetical Growth since 2025-03-31
PROATHLETE WEALTH MANAGEMENT LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PROATHLETE WEALTH MANAGEMENT LLC's Holdings Heat Map
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PROATHLETE WEALTH MANAGEMENT LLC's Holdings Bubble Chart
PROATHLETE WEALTH MANAGEMENT LLC News
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