Prossimo Advisors

Prossimo Advisors as of March 31, 2025

Portfolio Holdings for Prossimo Advisors

Prossimo Advisors holds 134 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.6 $7.5M 20k 375.40
Apple (AAPL) 5.3 $7.1M 32k 222.14
Visa Com Cl A (V) 4.9 $6.5M 19k 350.44
Amazon (AMZN) 3.5 $4.7M 25k 190.24
Alphabet Cap Stk Cl A (GOOGL) 3.4 $4.5M 29k 154.64
NVIDIA Corporation (NVDA) 3.2 $4.3M 40k 108.39
Costco Wholesale Corporation (COST) 3.0 $4.0M 4.2k 945.73
Cintas Corporation (CTAS) 2.3 $3.1M 15k 205.52
Home Depot (HD) 1.9 $2.6M 7.0k 366.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $2.3M 12k 186.31
Wal-Mart Stores (WMT) 1.7 $2.3M 26k 87.78
JPMorgan Chase & Co. (JPM) 1.6 $2.2M 8.8k 245.32
Mastercard Incorporated Cl A (MA) 1.6 $2.1M 3.9k 548.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $2.0M 3.7k 532.67
UnitedHealth (UNH) 1.4 $1.8M 3.5k 523.86
Hartford Financial Services (HIG) 1.3 $1.8M 14k 123.71
Metropcs Communications (TMUS) 1.2 $1.7M 6.2k 266.65
Ishares Tr Core S&p500 Etf (IVV) 1.2 $1.6M 2.8k 561.75
Trane Technologies SHS (TT) 1.1 $1.5M 4.5k 336.92
Williams Companies (WMB) 1.1 $1.4M 24k 59.76
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.0 $1.4M 5.7k 244.63
Lpl Financial Holdings (LPLA) 0.9 $1.2M 3.8k 327.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $1.2M 9.5k 128.97
Quanta Services (PWR) 0.9 $1.2M 4.8k 254.25
Asml Holding N V N Y Registry Shs (ASML) 0.9 $1.2M 1.8k 662.83
Pepsi (PEP) 0.9 $1.2M 7.7k 149.95
TJX Companies (TJX) 0.9 $1.1M 9.4k 121.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.1M 2.1k 559.51
McDonald's Corporation (MCD) 0.8 $1.1M 3.6k 312.48
Procter & Gamble Company (PG) 0.8 $1.1M 6.5k 170.35
Cincinnati Financial Corporation (CINF) 0.8 $1.1M 7.4k 147.77
Tesla Motors (TSLA) 0.8 $1.1M 4.1k 259.19
Paychex (PAYX) 0.8 $1.0M 6.8k 154.26
Adobe Systems Incorporated (ADBE) 0.8 $1.0M 2.7k 383.58
Entergy Corporation (ETR) 0.8 $1.0M 12k 85.48
Philip Morris International (PM) 0.8 $999k 6.3k 158.75
Vertex Pharmaceuticals Incorporated (VRTX) 0.7 $996k 2.1k 484.67
Coca-Cola Company (KO) 0.7 $984k 14k 71.63
Chevron Corporation (CVX) 0.7 $923k 5.5k 167.36
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $908k 5.7k 160.54
salesforce (CRM) 0.7 $908k 3.4k 268.48
Ishares Tr Rus Mdcp Val Etf (IWS) 0.7 $904k 7.2k 125.96
Alphabet Cap Stk Cl C (GOOG) 0.7 $878k 5.6k 156.20
Exxon Mobil Corporation (XOM) 0.7 $869k 7.3k 118.99
Walt Disney Company (DIS) 0.7 $868k 8.8k 98.75
Duke Energy Corp Com New (DUK) 0.6 $859k 7.0k 121.93
Lockheed Martin Corporation (LMT) 0.6 $826k 1.8k 446.73
Thermo Fisher Scientific (TMO) 0.6 $824k 1.7k 497.89
American Electric Power Company (AEP) 0.6 $817k 7.5k 109.28
At&t (T) 0.6 $810k 29k 28.26
Fifth Third Ban (FITB) 0.6 $805k 21k 39.18
Meta Platforms Cl A (META) 0.6 $791k 1.4k 576.53
S&p Global (SPGI) 0.6 $775k 1.5k 507.86
Synopsys (SNPS) 0.6 $759k 1.8k 428.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $750k 27k 27.97
EOG Resources (EOG) 0.6 $748k 5.8k 128.24
American Tower Reit (AMT) 0.5 $727k 3.3k 217.53
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $727k 14k 52.51
Parker-Hannifin Corporation (PH) 0.5 $710k 1.2k 607.88
MetLife (MET) 0.5 $695k 8.7k 80.28
Linde SHS (LIN) 0.5 $691k 1.5k 465.32
Novo-nordisk A S Adr (NVO) 0.5 $684k 9.8k 69.46
Us Bancorp Del Com New (USB) 0.5 $671k 16k 42.21
Northrop Grumman Corporation (NOC) 0.5 $657k 1.3k 511.68
Amgen (AMGN) 0.5 $646k 2.1k 311.48
Zoetis Cl A (ZTS) 0.5 $642k 3.9k 164.57
International Paper Company (IP) 0.5 $621k 12k 53.32
Verizon Communications (VZ) 0.5 $620k 14k 45.34
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $618k 23k 26.87
Fidelity National Financial Fnf Group Com (FNF) 0.5 $608k 9.3k 65.08
International Business Machines (IBM) 0.4 $591k 2.4k 248.63
Sap Se Spon Adr (SAP) 0.4 $586k 2.2k 268.31
Ishares Tr Ultra Short-term (ICSH) 0.4 $574k 11k 50.67
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $569k 11k 50.59
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.4 $566k 9.2k 61.61
Wec Energy Group (WEC) 0.4 $546k 5.0k 108.90
Hca Holdings (HCA) 0.4 $538k 1.6k 345.54
NiSource (NI) 0.4 $536k 13k 40.08
Nextera Energy (NEE) 0.4 $532k 7.5k 70.83
Roper Industries (ROP) 0.4 $529k 898.00 589.09
Unum (UNM) 0.4 $516k 6.3k 81.41
American Water Works (AWK) 0.4 $507k 3.4k 147.51
Capital One Financial (COF) 0.4 $507k 2.8k 179.47
Accenture Plc Ireland Shs Class A (ACN) 0.4 $506k 1.6k 312.15
Altria (MO) 0.4 $505k 8.4k 60.06
Merck & Co (MRK) 0.4 $494k 5.5k 89.85
Palo Alto Networks (PANW) 0.4 $478k 2.8k 170.71
Citizens Financial (CFG) 0.4 $475k 12k 41.00
Marsh & McLennan Companies 0.4 $473k 1.9k 243.94
Citigroup Com New (C) 0.4 $473k 6.7k 71.02
Ares Capital Corporation (ARCC) 0.3 $464k 21k 22.16
Sempra Energy (SRE) 0.3 $444k 6.2k 71.37
General Mills (GIS) 0.3 $440k 7.4k 59.85
FirstEnergy (FE) 0.3 $428k 11k 40.44
Broadcom (AVGO) 0.3 $423k 2.5k 167.33
Regions Financial Corporation (RF) 0.3 $423k 19k 21.75
Nxp Semiconductors N V (NXPI) 0.3 $411k 2.2k 190.10
Public Service Enterprise (PEG) 0.3 $403k 4.9k 82.31
Abbvie (ABBV) 0.3 $391k 1.9k 209.54
Bank of America Corporation (BAC) 0.3 $374k 9.0k 41.76
Arthur J. Gallagher & Co. (AJG) 0.3 $373k 1.1k 345.37
Netflix (NFLX) 0.3 $372k 399.00 932.33
Cme (CME) 0.3 $366k 1.4k 265.41
Eversource Energy (ES) 0.3 $348k 5.6k 62.14
Hercules Technology Growth Capital (HTGC) 0.3 $335k 18k 19.19
MPLX Com Unit Rep Ltd (MPLX) 0.2 $321k 6.0k 53.55
DTE Energy Company (DTE) 0.2 $321k 2.3k 138.06
Pfizer (PFE) 0.2 $305k 12k 25.32
Enterprise Products Partners (EPD) 0.2 $300k 8.8k 34.13
CSX Corporation (CSX) 0.2 $299k 10k 29.43
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $293k 4.2k 70.28
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $283k 10k 27.56
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $274k 6.4k 42.59
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $271k 15k 18.61
Enbridge (ENB) 0.2 $267k 6.0k 44.30
Equinix (EQIX) 0.2 $264k 324.00 814.81
Johnson & Johnson (JNJ) 0.2 $259k 1.6k 165.92
Prudential Financial (PRU) 0.2 $250k 2.2k 111.66
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $247k 12k 20.01
H&R Block (HRB) 0.2 $235k 4.3k 55.02
Genuine Parts Company (GPC) 0.2 $233k 2.0k 119.24
Qualcomm (QCOM) 0.2 $226k 1.5k 153.95
Principal Financial (PFG) 0.2 $225k 2.7k 84.27
Chubb (CB) 0.2 $224k 743.00 301.48
Sonoco Products Company (SON) 0.2 $223k 4.7k 47.28
Western Midstream Partners L Com Unit Lp Int (WES) 0.2 $222k 5.4k 41.04
Dominion Resources (D) 0.2 $220k 3.9k 55.95
Oracle Corporation (ORCL) 0.2 $218k 1.6k 139.74
Intuitive Surgical Com New (ISRG) 0.2 $216k 436.00 495.41
Marathon Petroleum Corp (MPC) 0.2 $216k 1.5k 145.95
Hp (HPQ) 0.2 $208k 7.5k 27.67
Ford Motor Company (F) 0.2 $205k 20k 10.03
Gaming & Leisure Pptys (GLPI) 0.2 $202k 4.0k 50.98
Xcel Energy (XEL) 0.2 $202k 2.9k 70.80