PW

PROATHLETE WEALTH MANAGEMENT LLC

13F
PROATHLETE WEALTH MANAGEMENT LLC
Last update 2025-04-22 210 Stocks (150 new)
Value $274.00 Mil Turnover 8 %
Countries:
Top Holdings: IVV(24.77%)IWF(9.32%)IJR(7.46%)IJH(7.24%)IWD(4.82%)
Summary Stock Picks Current Portfolio
PROATHLETE WEALTH MANAGEMENT L... Top Holdings of 2025-03-31 View Full List
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
+3.61%
+2.03%
588,146.3
 
IWF 		iShares Russell 1000 Growth ETF
70,801
25,580.1
+6.01%
9.320
+0.53%
0.030
+6.30%
+1.22%
107,013.7
 
IJR 		iShares Core S&P Small-Cap ETF
195,698
20,470.1
+6.68%
7.460
+0.47%
0.030
-0.73%
-7.36%
77,490.9
 
IJH 		iShares Core S&P Mid-Cap ETF
340,235
19,856.0
+6.29%
7.240
+0.43%
0.020
+2.04%
-2.48%
92,633.0
 
IWD 		iShares Russell 1000 Value ETF
70,202
13,218.9
+9.87%
4.820
+0.43%
0.020
+0.72%
+2.67%
60,899.2
 
QQQ 		INVESCO QQQ Trust
28,020
13,151.8
+6.44%
4.790
+0.29%
0.000
+6.86%
+3.59%
336,456.4
 
IEFA 		iShares Core MSCI EAFE ETF
168,357
12,738.6
+1.78%
4.640
+0.08%
0.010
+9.18%
+18.44%
140,705.9
 
AVMC 		Avantis U.S. Mid Cap Equity ETF
147,669
9,154.6
+6.72%
3.340
+0.21%
5.680
+2.61%
-0.39%
157.5
 
AVUV 		Avantis U.S. Small Cap Value ETF
91,585
7,986.3
+10.09%
2.910
+0.27%
0.050
+0.38%
-7.91%
15,248.3
 
NEAR 		iShares Short Duration Bond Active ETF
149,778
7,622.2
+2.02%
2.780
+0.05%
0.240
+1.15%
+2.44%
3,279.3
 

PROATHLETE WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns

PROATHLETE WEALTH MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+1.27%
●
554.06 ($590.51) 615.85
$598.77
1.40%
Add 5.41%
120,866
6,198
IWF 		iShares Russell 1000 Growth ETF2025-03-31Add
+0.53%
●
360.07 ($394.62) 417.26
$406.05
2.90%
Add 6.01%
70,801
4,012
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Add
+0.47%
●
102.49 ($112.84) 119.96
$106.42
-5.69%
Add 6.68%
195,698
12,249
IWD 		iShares Russell 1000 Value ETF2025-03-31Add
+0.43%
●
182.82 ($190.45) 196.21
$189.27
-0.62%
Add 9.87%
70,202
6,309
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Add
+0.43%
●
57.21 ($62.1) 65.8
$60.60
-2.42%
Add 6.29%
340,235
20,136
QQQ 		INVESCO QQQ Trust2025-03-31Add
+0.29%
●
468.34 ($508.07) 539.52
$528.77
4.07%
Add 6.44%
28,020
1,695
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Add
+0.27%
●
84.96 ($93.96) 100.71
$88.56
-5.75%
Add 10.09%
91,585
8,396
AVMC 		Avantis U.S. Mid Cap Equity ETF2025-03-31Add
+0.21%
●
60.43 ($65.45) 68.85
$64.55
-1.38%
Add 6.72%
147,669
9,302
AVDE 		Avantis International Equity ETF2025-03-31Add
+0.17%
●
60.63 ($65.05) 68.55
$73.56
13.08%
Add 11.78%
66,537
7,010
IEI 		iShares 3-7 Year Treasury Bond ETF2025-03-31Add
+0.16%
●
114.57 ($116.45) 118.14
$117.99
1.32%
Add 7.93%
50,452
3,705

PROATHLETE WEALTH MANAGEMENT LLC Total Holding History ($B)

To

PROATHLETE WEALTH MANAGEMENT LLC's Asset Allocation

To

PROATHLETE WEALTH MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

PROATHLETE WEALTH MANAGEMENT LLC's Holdings Bubble Chart

PROATHLETE WEALTH MANAGEMENT LLC News

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