Proathlete Wealth Management LLC Top Holdings and 13F Report (2025) About Proathlete Wealth Management LLCInvestment ActivityProathlete Wealth Management LLC has $274.43 million in total holdings as of March 31, 2025.Proathlete Wealth Management LLC owns shares of 212 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.64% of the portfolio was purchased this quarter.About 0.01% of the portfolio was sold this quarter.This quarter, Proathlete Wealth Management LLC has purchased 60 new stocks and bought additional shares in 46 stocks.Proathlete Wealth Management LLC sold shares of 4 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $67,943,457iShares Russell 1000 Growth ETF $25,579,971iShares Core S&P Small-Cap ETF $20,470,078iShares Core S&P Mid-Cap ETF $19,855,862iShares Russell 1000 Value ETF $13,218,830 Largest New Holdings this Quarter 00287Y109 - AbbVie $202,048 Holding478160104 - Johnson & Johnson $179,918 Holding464287234 - iShares MSCI Emerging Markets ETF $173,054 Holding369550108 - General Dynamics $164,564 Holding842587107 - Southern $162,217 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 6,198 shares (about $3.48M)iShares Russell 1000 Growth ETF 4,012 shares (about $1.45M)iShares Core S&P Small-Cap ETF 12,249 shares (about $1.28M)iShares Russell 1000 Value ETF 6,309 shares (about $1.19M)iShares Core S&P Mid-Cap ETF 20,136 shares (about $1.18M) Largest Sales this Quarter Microsoft 29 shares (about $10.91K)iShares S&P 500 Growth ETF 80 shares (about $7.45K)NVIDIA 61 shares (about $6.61K)Mastercard 1 shares (about $549.64) Sector Allocation Over TimeMap of 500 Largest Holdings ofProathlete Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$67,943,457$3,484,136 ▲5.4%120,86624.8%ETFIWFiShares Russell 1000 Growth ETF$25,579,971$1,449,511 ▲6.0%70,8019.3%ETFIJRiShares Core S&P Small-Cap ETF$20,470,078$1,281,250 ▲6.7%195,6987.5%ETFIJHiShares Core S&P Mid-Cap ETF$19,855,862$1,175,122 ▲6.3%340,2357.2%ETFIWDiShares Russell 1000 Value ETF$13,218,830$1,187,966 ▲9.9%70,2024.8%ETFQQQInvesco QQQ$13,151,759$795,583 ▲6.4%28,0204.8%FinanceIEFAiShares Core MSCI EAFE ETF$12,738,598$222,831 ▲1.8%168,3574.6%ETFAVANTIS US MID CAP$9,154,508$576,663 ▲6.7%147,6693.3%UIT EXCHANGE TRADEDAVUVAvantis U.S. Small Cap Value ETF$7,986,265$732,136 ▲10.1%91,5852.9%ETFNEARiShares Short Duration Bond Active ETF$7,622,082$150,734 ▲2.0%149,7782.8%ETFISHARES BITCOIN ETF$6,759,675$295,228 ▲4.6%144,4082.5%UIT EXCHANGE TRADEDVWOVanguard FTSE Emerging Markets ETF$6,424,738$356,538 ▲5.9%141,9062.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$5,963,436$437,932 ▲7.9%50,4522.2%ETFMUBiShares National Muni Bond ETF$5,427,361$385,333 ▲7.6%51,4522.0%ETFAVDEAvantis International Equity ETF$4,411,613$464,785 ▲11.8%66,5371.6%ETFMSFTMicrosoft$4,270,268$10,905 ▼-0.3%11,3561.6%Computer and TechnologyAMZNAmazon.com$2,464,039$18,645 ▲0.8%12,9510.9%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$2,434,725$298,015 ▲13.9%47,8750.9%ETFGOOGLAlphabet$2,122,667$15,787 ▲0.7%13,7150.8%Computer and TechnologyNVDANVIDIA$1,895,012$6,613 ▼-0.3%17,4800.7%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$1,787,3950.0%40,3840.7%ETFSPYSPDR S&P 500 ETF Trust$1,497,582$3,919 ▲0.3%2,6750.5%FinancePGRProgressive$1,423,289$3,972 ▲0.3%5,0170.5%FinanceJPMJPMorgan Chase & Co.$1,302,472$26,084 ▲2.0%5,2930.5%FinanceNFLXNetflix$1,260,764$21,448 ▲1.7%1,3520.5%Consumer DiscretionaryAXPAmerican Express$1,194,349$13,499 ▲1.1%4,4240.4%FinanceWMTWalmart$1,173,515$24,523 ▲2.1%13,3510.4%Retail/WholesaleIBMInternational Business Machines$1,163,766$19,217 ▲1.7%4,6630.4%Computer and TechnologyMETAMeta Platforms$1,099,9100.0%1,9030.4%Computer and TechnologyVVisa$911,670$6,691 ▲0.7%2,5890.3%Business ServicesAAPLApple$884,313$2,677 ▲0.3%3,9640.3%Computer and TechnologyVZVerizon Communications$875,830$8,581 ▲1.0%19,2910.3%Computer and TechnologyUNHUnitedHealth Group$872,4530.0%1,6620.3%MedicalPGProcter & Gamble$860,897$33,539 ▲4.1%5,0310.3%Consumer StaplesKOCoca-Cola$804,539$17,071 ▲2.2%11,2170.3%Consumer StaplesCMGChipotle Mexican Grill$754,095$33,590 ▲4.7%15,0190.3%Retail/WholesaleMAMastercard$723,880$550 ▼-0.1%1,3170.3%Business ServicesLOWLowe's Companies$707,596$37,254 ▲5.6%3,0200.3%Retail/WholesaleTXNTexas Instruments$666,732$38,264 ▲6.1%3,6940.2%Computer and TechnologySBUXStarbucks$625,300$41,975 ▲7.2%6,3610.2%Retail/WholesaleTSLATesla$600,457$34,986 ▲6.2%2,3170.2%Auto/Tires/TrucksHYGiShares iBoxx $ High Yield Corporate Bond ETF$544,2620.0%6,8990.2%ETFCCitigroup$538,790$17,851 ▲3.4%7,5760.2%FinanceVYMIVanguard International High Dividend Yield ETF$519,3670.0%7,0480.2%ETFPFEPfizer$405,224$29,084 ▲7.7%15,9810.1%MedicalNKENIKE$403,646$47,106 ▲13.2%6,3410.1%Consumer DiscretionaryACWXiShares MSCI ACWI ex U.S. ETF$390,5340.0%7,0430.1%ManufacturingMSMorgan Stanley$379,927$1,401 ▲0.4%3,2550.1%FinanceSYKStryker$373,395$54,196 ▲17.0%9990.1%MedicalCSCOCisco Systems$324,987$35,897 ▲12.4%5,2600.1%Computer and TechnologyBIIBBiogen$282,835$30,514 ▲12.1%2,0670.1%MedicalPFFiShares Preferred and Income Securities ETF$279,9530.0%9,1100.1%ETFXOMExxon Mobil$272,890$119 ▲0.0%2,2940.1%EnergyPMPhilip Morris International$264,6160.0%1,6670.1%Consumer StaplesCOPConocoPhillips$258,741$105 ▲0.0%2,4610.1%EnergyDFUSDimensional U.S. Equity ETF$226,581$484 ▲0.2%3,7460.1%ETFJNKSPDR Bloomberg High Yield Bond ETF$225,9560.0%2,3710.1%FinanceHDHome Depot$207,354$367 ▲0.2%5650.1%Retail/WholesaleABBVAbbVie$202,048$202,048 ▲New Holding9640.1%MedicalIVWiShares S&P 500 Growth ETF$200,610$7,451 ▼-3.6%2,1540.1%ETFBLACKROCK INC NEW$196,2920.0%2070.1%COMMON STOCKJNJJohnson & Johnson$179,918$179,918 ▲New Holding1,0840.1%MedicalEEMiShares MSCI Emerging Markets ETF$173,054$173,054 ▲New Holding3,9590.1%FinanceGDGeneral Dynamics$164,564$164,564 ▲New Holding6030.1%AerospaceSOSouthern$162,217$162,217 ▲New Holding1,7630.1%UtilitiesAJGArthur J. Gallagher & Co.$161,395$161,395 ▲New Holding4670.1%FinanceCVXChevron$159,046$159,046 ▲New Holding9500.1%EnergyAOMiShares Core 40/60 Moderate Allocation ETF$158,861$158,861 ▲New Holding3,6200.1%ETFBMYBristol-Myers Squibb$148,574$148,574 ▲New Holding2,4360.1%MedicalMCDMcDonald's$139,517$139,517 ▲New Holding4460.1%Retail/WholesaleCSGPCoStar Group$131,995$131,995 ▲New Holding1,6660.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$131,855$131,855 ▲New Holding2,4410.0%ETFADIAnalog Devices$125,268$125,268 ▲New Holding6210.0%Computer and TechnologyREGRegency Centers$124,360$124,360 ▲New Holding1,6860.0%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$122,038$122,038 ▲New Holding4,6570.0%ETFCOSTCostco Wholesale$121,185$121,185 ▲New Holding1270.0%Retail/WholesaleWFCWells Fargo & Company$120,688$120,688 ▲New Holding1,6810.0%FinanceCBChubb$120,493$120,493 ▲New Holding3990.0%FinanceSLViShares Silver Trust$120,458$120,458 ▲New Holding3,8870.0%ETFORealty Income$117,248$117,248 ▲New Holding2,0200.0%FinanceCVSCVS Health$116,464$116,464 ▲New Holding1,7190.0%MedicalPLDPrologis$115,819$115,819 ▲New Holding1,0350.0%FinanceBLACKROCK PRIVATE CREDIT$114,460$114,460 ▲New Holding4,6440.0%CLOSED END MUTL FUNDMETMetLife$113,271$113,271 ▲New Holding1,4100.0%FinanceUBERUber Technologies$109,290$109,290 ▲New Holding1,5000.0%Computer and TechnologyVUGVanguard Growth ETF$105,312$105,312 ▲New Holding2840.0%ETFLLYEli Lilly and Company$105,132$105,132 ▲New Holding1270.0%MedicalUALUnited Airlines$103,575$103,575 ▲New Holding1,5000.0%TransportationMDLZMondelez International$101,683$101,683 ▲New Holding1,4980.0%Consumer StaplesPANWPalo Alto Networks$98,970$98,970 ▲New Holding5800.0%Computer and TechnologySCHWCharles Schwab$95,822$95,822 ▲New Holding1,2230.0%FinanceEOGEOG Resources$92,782$92,782 ▲New Holding7230.0%EnergyPEPPepsiCo$91,121$91,121 ▲New Holding6070.0%Consumer StaplesAVGOBroadcom$88,745$88,745 ▲New Holding5300.0%Computer and TechnologyVOVanguard Mid-Cap ETF$88,448$88,448 ▲New Holding3420.0%ETFUSBU.S. Bancorp$87,237$87,237 ▲New Holding2,0660.0%FinanceMRKMerck & Co., Inc.$85,858$85,858 ▲New Holding9560.0%MedicalIAUiShares Gold Trust$85,845$85,845 ▲New Holding1,4560.0%FinanceBXBlackstone$82,583$82,583 ▲New Holding5900.0%FinanceARISTA NETWORKS INC$77,480$77,480 ▲New Holding1,0000.0%COMMON STOCKShowing 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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