Prossimo Advisors, LLC Top Holdings and 13F Report (2025)

About Prossimo Advisors, LLC

Investment Activity

Prossimo Advisors, LLC has $138.21 thousand in total holdings as of December 31, 2024.
Prossimo Advisors, LLC owns shares of 135 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
Approximately 2.82% of the portfolio was purchased this quarter.
About 1.76% of the portfolio was sold this quarter.
This quarter, Prossimo Advisors, LLC has purchased 140 new stocks and bought additional shares in 70 stocks.
Prossimo Advisors, LLC sold shares of 41 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Microsoft: $8,490
Apple: $8,034
Visa: $5,855
Alphabet: $5,530
Amazon.com: $5,367

Largest Purchases this Quarter

LPL Financial: 1,550 shares (about $506.16)
Schwab US Dividend Equity ETF: 17,878 shares (about $488.67)
Entergy: 5,929 shares (about $449.41)
Schwab U.S. TIPS ETF: 11,500 shares (about $297.00)
Palo Alto Networks: 1,400 shares (about $254.50)

Largest Sales this Quarter

Prologis: 1,329 shares (about $140.37)
ASML: 182 shares (about $126.17)
Microsoft: 293 shares (about $123.50)
Marathon Petroleum: 795 shares (about $110.79)
NXP Semiconductors: 402 shares (about $83.60)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$8,490	$124 ▼	-1.4%	20,142	6.1%	Computer and Technology
AAPL Apple	$8,034	$61 ▲	0.8%	32,083	5.8%	Computer and Technology
V Visa	$5,855	$3 ▲	0.1%	18,526	4.2%	Business Services
GOOGL Alphabet	$5,530	$44 ▲	0.8%	29,213	4.0%	Computer and Technology
AMZN Amazon.com	$5,367	$7 ▼	-0.1%	24,464	3.9%	Retail/Wholesale
NVDA NVIDIA	$5,336	$153 ▲	2.9%	39,732	3.9%	Computer and Technology
COST Costco Wholesale	$3,847	$5 ▲	0.1%	4,198	2.8%	Retail/Wholesale
HD Home Depot	$2,759	$3 ▼	-0.1%	7,094	2.0%	Retail/Wholesale
CTAS Cintas	$2,720	$232 ▲	9.3%	14,887	2.0%	Business Services
VBR Vanguard Small-Cap Value ETF	$2,456	$65 ▲	2.7%	12,393	1.8%	ETF
WMT Walmart	$2,324	$249 ▲	12.0%	25,725	1.7%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$2,103	$8 ▲	0.4%	8,774	1.5%	Finance
MA Mastercard	$2,036	$13 ▼	-0.6%	3,866	1.5%	Business Services
UNH UnitedHealth Group	$1,778	$6 ▲	0.3%	3,514	1.3%	Medical
BRK.B Berkshire Hathaway	$1,678	$1 ▼	-0.1%	3,701	1.2%	Finance
IVV iShares Core S&P 500 ETF	$1,665	$35 ▲	2.1%	2,828	1.2%	ETF
TT Trane Technologies	$1,648	$12 ▲	0.7%	4,463	1.2%	Construction
TSLA Tesla	$1,612	$38 ▲	2.4%	3,991	1.2%	Auto/Tires/Trucks
HIG The Hartford Financial Services Group	$1,611		0.0%	14,725	1.2%	Finance
PWR Quanta Services	$1,538	$8 ▲	0.5%	4,866	1.1%	Construction
VOT Vanguard Mid-Cap Growth ETF	$1,445	$11 ▲	0.8%	5,693	1.0%	ETF
TMUS T-Mobile US	$1,373	$0 ▲	0.0%	6,221	1.0%	Computer and Technology
WMB Williams Companies	$1,321	$3 ▲	0.2%	24,412	1.0%	Oils/Energy
ASML ASML	$1,261	$126 ▼	-9.1%	1,819	0.9%	Computer and Technology
LPLA LPL Financial	$1,236	$506 ▲	69.4%	3,785	0.9%	Finance
VYM Vanguard High Dividend Yield ETF	$1,218		0.0%	9,545	0.9%	ETF
SPY SPDR S&P 500 ETF Trust	$1,201		0.0%	2,050	0.9%	Finance
ADBE Adobe	$1,197	$27 ▼	-2.2%	2,692	0.9%	Computer and Technology
PEP PepsiCo	$1,181	$11 ▼	-0.9%	7,765	0.9%	Consumer Staples
TJX TJX Companies	$1,134	$131 ▲	13.1%	9,385	0.8%	Retail/Wholesale
CRM Salesforce	$1,125	$11 ▲	1.0%	3,366	0.8%	Computer and Technology
PG Procter & Gamble	$1,100	$19 ▼	-1.7%	6,560	0.8%	Consumer Staples
CINF Cincinnati Financial	$1,077	$1 ▲	0.1%	7,492	0.8%	Finance
GOOG Alphabet	$1,070		0.0%	5,621	0.8%	Computer and Technology
MCD McDonald's	$1,041	$1 ▼	-0.1%	3,591	0.8%	Retail/Wholesale
DIS Walt Disney	$972	$10 ▲	1.1%	8,732	0.7%	Consumer Discretionary
IWS iShares Russell Mid-Cap Value ETF	$955	$1 ▼	-0.1%	7,387	0.7%	ETF
PAYX Paychex	$949		0.0%	6,768	0.7%	Business Services
KO Coca-Cola	$938	$3 ▲	0.3%	15,064	0.7%	Consumer Staples
VOE Vanguard Mid-Cap Value ETF	$922	$15 ▼	-1.6%	5,699	0.7%	ETF
LMT Lockheed Martin	$912	$2 ▼	-0.2%	1,877	0.7%	Aerospace
ETR Entergy	$902	$449 ▲	99.3%	11,900	0.7%	Utilities
JNJ Johnson & Johnson	$881		0.0%	6,091	0.6%	Medical
TMO Thermo Fisher Scientific	$880	$60 ▼	-6.4%	1,692	0.6%	Medical
FITB Fifth Third Bancorp	$859	$5 ▼	-0.6%	20,306	0.6%	Finance
NVO Novo Nordisk A/S	$828	$13 ▲	1.6%	9,623	0.6%	Medical
VRTX Vertex Pharmaceuticals	$825	$15 ▼	-1.8%	2,049	0.6%	Medical
CVX Chevron	$805	$11 ▲	1.3%	5,556	0.6%	Oils/Energy
META Meta Platforms	$795	$226 ▲	39.6%	1,357	0.6%	Computer and Technology
XOM Exxon Mobil	$783	$10 ▲	1.3%	7,277	0.6%	Oils/Energy
SNPS Synopsys	$779		0.0%	1,605	0.6%	Computer and Technology
DUK Duke Energy	$776	$0 ▲	0.1%	7,202	0.6%	Utilities
PM Philip Morris International	$763	$2 ▲	0.2%	6,341	0.6%	Consumer Staples
SPGI S&P Global	$759	$4 ▼	-0.6%	1,525	0.5%	Business Services
USB U.S. Bancorp	$744	$2 ▲	0.3%	15,551	0.5%	Finance
PH Parker-Hannifin	$742	$8 ▲	1.0%	1,166	0.5%	Industrial Products
SCHD Schwab US Dividend Equity ETF	$733	$489 ▲	200.0%	26,817	0.5%	ETF
MET MetLife	$727	$6 ▼	-0.8%	8,883	0.5%	Finance
EOG EOG Resources	$714	$4 ▲	0.6%	5,827	0.5%	Oils/Energy
AEP American Electric Power	$697	$7 ▼	-0.9%	7,556	0.5%	Utilities
T AT&T	$664	$0 ▲	0.0%	29,163	0.5%	Computer and Technology
ZTS Zoetis	$644	$9 ▼	-1.4%	3,951	0.5%	Medical
EMR Emerson Electric	$638		0.0%	5,150	0.5%	Industrial Products
IP International Paper	$635	$79 ▲	14.2%	11,802	0.5%	Basic Materials
LINDE PLC	$618	$5 ▲	0.8%	1,475	0.4%	SHS
MRK Merck & Co., Inc.	$617	$18 ▼	-2.9%	6,200	0.4%	Medical
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$612	$39 ▲	6.8%	11,886	0.4%	Manufacturing
AMT American Tower	$612	$6 ▲	0.9%	3,336	0.4%	Finance
NOC Northrop Grumman	$602	$2 ▲	0.4%	1,282	0.4%	Aerospace
SCHP Schwab U.S. TIPS ETF	$594	$297 ▲	100.0%	23,000	0.4%	ETF
AVGO Broadcom	$576	$4 ▲	0.8%	2,484	0.4%	Computer and Technology
ICSH iShares Ultra Short-Term Bond Active ETF	$571		0.0%	11,329	0.4%	ETF
ACN Accenture	$570	$10 ▼	-1.7%	1,621	0.4%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$567		0.0%	11,248	0.4%	ETF
NXPI NXP Semiconductors	$564	$84 ▼	-12.9%	2,712	0.4%	Computer and Technology
VZ Verizon Communications	$555	$2 ▼	-0.4%	13,870	0.4%	Computer and Technology
SRE Sempra	$550	$2 ▲	0.4%	6,268	0.4%	Utilities
SAP SAP	$538		0.0%	2,184	0.4%	Computer and Technology
NEE NextEra Energy	$537	$33 ▼	-5.8%	7,496	0.4%	Utilities
AMGN Amgen	$535	$115 ▲	27.3%	2,054	0.4%	Medical
IBM International Business Machines	$526	$2 ▲	0.3%	2,395	0.4%	Computer and Technology
FNF Fidelity National Financial	$524	$5 ▲	0.9%	9,342	0.4%	Finance
CFG Citizens Financial Group	$510	$0 ▼	-0.1%	11,647	0.4%	Finance
PANW Palo Alto Networks	$509	$255 ▲	100.0%	2,800	0.4%	Computer and Technology
COF Capital One Financial	$500	$12 ▲	2.5%	2,804	0.4%	Finance
NI NiSource	$492	$46 ▲	10.4%	13,387	0.4%	Utilities
BUD Anheuser-Busch InBev SA/NV	$475	$4 ▼	-0.8%	9,493	0.3%	Consumer Staples
HCA HCA Healthcare	$475	$11 ▼	-2.2%	1,582	0.3%	Medical
ROP Roper Technologies	$470	$4 ▲	0.9%	904	0.3%	Computer and Technology
GIS General Mills	$467	$2 ▲	0.5%	7,330	0.3%	Consumer Staples
C Citigroup	$464	$2 ▲	0.3%	6,587	0.3%	Finance
ARCC Ares Capital	$458	$30 ▼	-6.2%	20,936	0.3%	Finance
RF Regions Financial	$453	$10 ▲	2.3%	19,270	0.3%	Finance
MO Altria Group	$440	$16 ▼	-3.6%	8,408	0.3%	Consumer Staples
UNM Unum Group	$439	$1 ▲	0.2%	6,009	0.3%	Finance
AWK American Water Works	$427	$56 ▲	15.0%	3,426	0.3%	Utilities
COP ConocoPhillips	$427		0.0%	4,310	0.3%	Oils/Energy
FE FirstEnergy	$422	$25 ▲	6.4%	10,616	0.3%	Utilities
WEC WEC Energy Group	$416	$4 ▲	1.0%	4,426	0.3%	Utilities
MPC Marathon Petroleum	$410	$111 ▼	-21.3%	2,942	0.3%	Oils/Energy

Showing largest 100 holdings. View all holdings.

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Prossimo Advisors, LLC Top Holdings and 13F Report (2025)

About Prossimo Advisors, LLC

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Prossimo Advisors, LLC Top Holdings and 13F Report (2025)

About Prossimo Advisors, LLC

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofProssimo Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools