PA
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Prossimo Advisors, LLC13F | |
| Prossimo Advisors, LLC | |
| Last update 2025-05-07 | 134 Stocks (3 new) |
| Value $133.00 Mil | Turnover 1 % |
Prossimo Advisors, LLC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 19,904 | 7,470.0 | -1.18% | 5.610 | -0.07% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 31,993 | 7,110.0 | -0.28% | 5.340 | -0.02% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
V | Visa Inc | 18,471 | 6,470.0 | -0.30% | 4.860 | -0.01% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
AMZN | Amazon.com Inc | 24,500 | 4,660.0 | +0.15% | 3.500 | +0.01% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 29,288 | 4,530.0 | +0.26% | 3.400 | +0.01% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
NVDA | NVIDIA Corp | 39,847 | 4,320.0 | +0.29% | 3.250 | +0.01% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
COST | Costco Wholesale Corp | 4,183 | 3,960.0 | -0.36% | 2.980 | -0.01% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
CTAS | Cintas Corp | 14,904 | 3,060.0 | +0.11% | 2.300 | 0% | 0.000 | +8.06% | +21.93% | 89,430.3 | Business Services | |
HD | The Home Depot Inc | 7,039 | 2,580.0 | -0.78% | 1.940 | -0.02% | 0.000 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical | |
VBR | Vanguard Small Cap Value ETF | 12,393 | 2,310.0 | 0% | 1.740 | 0% | 0.010 | +15.83% | +1.17% | 28,479.3 |
Prossimo Advisors, LLC's Historical Top Holdings Breakdowns
Prossimo Advisors, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JNJ | Johnson & Johnson | 2025-03-31 | Reduce Reduce | -0.48% | 142.06 ($156.47) 167.7 | $163.70 | 4.62% | Reduce -74.37% | 1,561 | -4,530 | |
EMR | Emerson Electric Co | 2025-03-31 | Sold Out Sold Out | -0.46% | 108.64 ($120.56) 131.17 | $144.23 | 19.63% | Sold Out | 0 | -5,150 | |
COP | ConocoPhillips | 2025-03-31 | Sold Out Sold Out | -0.31% | 88.6 ($99.73) 105.85 | $91.64 | -8.11% | Sold Out | 0 | -4,310 | |
PLD | Prologis Inc | 2025-03-31 | Sold Out Sold Out | -0.29% | 103.59 ($115.69) 124.04 | $106.78 | -7.70% | Sold Out | 0 | -3,806 | |
KVUE | Kenvue Inc | 2025-03-31 | Sold Out Sold Out | -0.19% | 19.8 ($22.14) 23.98 | $22.00 | -0.63% | Sold Out | 0 | -12,345 | |
D | Dominion Energy Inc | 2025-03-31 | New Buy New Buy | +0.17% | 52.85 ($55) 57.43 | $58.09 | 5.62% | New holding | 3,932 | 3,932 | |
GLPI | Gaming and Leisure Properties Inc | 2025-03-31 | New Buy New Buy | +0.15% | 45.62 ($49.12) 51.12 | $47.70 | -2.89% | New holding | 3,962 | 3,962 | |
MPC | Marathon Petroleum Corp | 2025-03-31 | Reduce Reduce | -0.15% | 134.72 ($147.98) 159.03 | $174.21 | 17.73% | Reduce -49.69% | 1,480 | -1,462 | |
XEL | Xcel Energy Inc | 2025-03-31 | New Buy New Buy | +0.15% | 63.37 ($68.08) 72.1 | $70.38 | 3.38% | New holding | 2,853 | 2,853 | |
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 2025-03-31 | Add Add | +0.08% | 50.82 ($51.94) 52.7 | $52.88 | 1.81% | Add 16.49% | 13,846 | 1,960 |
Prossimo Advisors, LLC Total Holding History ($B)
Prossimo Advisors, LLC's Asset Allocation
Prossimo Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Prossimo Advisors, LLC's Hypothetical Growth since 2025-03-31
Prossimo Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Prossimo Advisors, LLC's Holdings Heat Map
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Prossimo Advisors, LLC's Holdings Bubble Chart
Prossimo Advisors, LLC News
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