Prossimo Advisors

Prossimo Advisors as of June 30, 2025

Portfolio Holdings for Prossimo Advisors

Prossimo Advisors holds 127 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 7.9 $9.9M 20k 497.42
Apple (AAPL) 5.3 $6.7M 33k 205.16
Visa Com Cl A (V) 5.3 $6.5M 18k 355.07
NVIDIA Corporation (NVDA) 5.1 $6.3M 40k 158.00
Amazon (AMZN) 4.3 $5.4M 25k 219.37
Alphabet Cap Stk Cl A (GOOGL) 4.2 $5.2M 30k 176.24
Costco Wholesale Corporation (COST) 3.0 $3.8M 3.8k 990.04
JPMorgan Chase & Co. (JPM) 2.1 $2.6M 8.8k 289.97
Home Depot (HD) 2.0 $2.4M 6.6k 366.58
Cintas Corporation (CTAS) 1.7 $2.1M 9.4k 222.86
Wal-Mart Stores (WMT) 1.7 $2.1M 21k 97.78
Mastercard Incorporated Cl A (MA) 1.6 $2.0M 3.6k 561.90
Trane Technologies SHS (TT) 1.5 $1.8M 4.2k 437.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $1.8M 3.6k 485.82
Quanta Services (PWR) 1.4 $1.7M 4.5k 378.18
Williams Companies (WMB) 1.2 $1.5M 25k 62.82
Metropcs Communications (TMUS) 1.2 $1.5M 6.1k 238.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.3M 2.1k 618.05
Meta Platforms Cl A (META) 1.0 $1.2M 1.7k 737.63
Hartford Financial Services (HIG) 1.0 $1.2M 9.7k 126.92
Philip Morris International (PM) 0.9 $1.1M 6.3k 182.08
TJX Companies (TJX) 0.9 $1.1M 8.9k 123.48
Tesla Motors (TSLA) 0.9 $1.1M 3.4k 317.77
Procter & Gamble Company (PG) 0.8 $1.0M 6.5k 159.34
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $1.0M 5.3k 194.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.0M 11k 91.99
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $1.0M 13k 80.64
Asml Holding N V N Y Registry Shs (ASML) 0.8 $991k 1.2k 801.78
Entergy Corporation (ETR) 0.8 $987k 12k 83.09
Paychex (PAYX) 0.8 $984k 6.8k 145.41
Alphabet Cap Stk Cl C (GOOG) 0.8 $965k 5.4k 177.39
Coca-Cola Company (KO) 0.8 $940k 13k 70.73
Cincinnati Financial Corporation (CINF) 0.7 $931k 6.3k 148.91
McDonald's Corporation (MCD) 0.7 $902k 3.1k 292.19
Broadcom (AVGO) 0.7 $894k 3.2k 275.63
Vertex Pharmaceuticals Incorporated (VRTX) 0.7 $879k 2.0k 445.06
Pepsi (PEP) 0.7 $874k 6.6k 132.04
Ishares Tr Russell 2000 Etf (IWM) 0.7 $820k 3.8k 215.90
Duke Energy Corp Com New (DUK) 0.7 $811k 6.9k 118.03
Synopsys (SNPS) 0.6 $800k 1.6k 512.82
Parker-Hannifin Corporation (PH) 0.6 $770k 1.1k 698.10
salesforce (CRM) 0.6 $763k 2.8k 272.79
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $759k 2.7k 284.27
American Electric Power Company (AEP) 0.6 $756k 7.3k 103.70
Linde SHS (LIN) 0.6 $751k 1.6k 469.63
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $751k 5.7k 132.22
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $733k 4.5k 164.39
Chevron Corporation (CVX) 0.6 $732k 5.1k 143.28
Walt Disney Company (DIS) 0.6 $731k 5.9k 124.07
At&t (T) 0.6 $724k 25k 28.95
Fifth Third Ban (FITB) 0.6 $719k 18k 41.13
Us Bancorp Del Com New (USB) 0.6 $719k 16k 45.22
S&p Global (SPGI) 0.5 $685k 1.3k 526.92
International Business Machines (IBM) 0.5 $681k 2.3k 294.68
MetLife (MET) 0.5 $676k 8.4k 80.43
Sap Se Spon Adr (SAP) 0.5 $664k 2.2k 304.03
Lockheed Martin Corporation (LMT) 0.5 $660k 1.4k 463.48
Netflix (NFLX) 0.5 $646k 483.00 1338.13
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $634k 12k 53.28
Capital One Financial (COF) 0.5 $634k 3.0k 212.75
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $614k 23k 26.70
Northrop Grumman Corporation (NOC) 0.5 $593k 1.2k 500.00
EOG Resources (EOG) 0.5 $584k 4.9k 119.55
Ishares Tr Ultra Short Dur (ICSH) 0.5 $574k 11k 50.67
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $570k 11k 50.68
Adobe Systems Incorporated (ADBE) 0.4 $556k 1.4k 387.19
Citigroup Com New (C) 0.4 $546k 6.4k 85.07
International Paper Company (IP) 0.4 $534k 11k 46.82
Citizens Financial (CFG) 0.4 $512k 11k 44.78
Unum (UNM) 0.4 $501k 6.2k 80.74
Verizon Communications (VZ) 0.4 $495k 11k 43.25
NiSource (NI) 0.4 $491k 12k 40.32
Hca Holdings (HCA) 0.4 $483k 1.3k 383.03
Altria (MO) 0.4 $472k 8.1k 58.59
Thermo Fisher Scientific (TMO) 0.4 $463k 1.1k 405.07
UnitedHealth (UNH) 0.4 $462k 1.5k 311.83
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.4 $457k 6.7k 68.72
Roper Industries (ROP) 0.4 $456k 805.00 566.46
Regions Financial Corporation (RF) 0.4 $452k 19k 23.53
Palo Alto Networks (PANW) 0.4 $445k 2.2k 204.50
Nextera Energy (NEE) 0.3 $416k 6.0k 69.38
FirstEnergy (FE) 0.3 $411k 10k 40.22
Oracle Corporation (ORCL) 0.3 $409k 1.9k 218.83
Merck & Co (MRK) 0.3 $405k 5.1k 79.16
Public Service Enterprise (PEG) 0.3 $388k 4.6k 84.18
American Tower Reit (AMT) 0.3 $359k 1.6k 220.92
Cme (CME) 0.3 $357k 1.3k 275.89
Prudential Financial (PRU) 0.3 $357k 3.3k 107.37
General Mills (GIS) 0.3 $346k 6.7k 51.79
Arthur J. Gallagher & Co. (AJG) 0.3 $346k 1.1k 320.37
Exxon Mobil Corporation (XOM) 0.3 $345k 3.2k 107.81
Wec Energy Group (WEC) 0.3 $343k 3.3k 104.13
Fidelity National Financial Com Shs (FNF) 0.3 $337k 6.0k 56.13
Abbvie (ABBV) 0.3 $333k 1.8k 185.83
Accenture Plc Ireland Shs Class A (ACN) 0.3 $333k 1.1k 298.92
Marsh & McLennan Companies 0.3 $321k 1.5k 218.37
Bank of America Corporation (BAC) 0.3 $317k 6.7k 47.26
Novo-nordisk A S Adr (NVO) 0.3 $312k 4.5k 69.03
Xcel Energy (XEL) 0.2 $310k 4.5k 68.19
MPLX Com Unit Rep Ltd (MPLX) 0.2 $309k 6.0k 51.55
Eversource Energy (ES) 0.2 $303k 4.8k 63.71
Kla Corp Com New (KLAC) 0.2 $303k 338.00 896.45
Eli Lilly & Co. (LLY) 0.2 $294k 377.00 779.84
CSX Corporation (CSX) 0.2 $293k 9.0k 32.68
DTE Energy Company (DTE) 0.2 $293k 2.2k 132.28
Nxp Semiconductors N V (NXPI) 0.2 $291k 1.3k 218.47
Ford Motor Company (F) 0.2 $286k 26k 10.84
Sempra Energy (SRE) 0.2 $282k 3.7k 75.87
Enterprise Products Partners (EPD) 0.2 $273k 8.8k 31.06
Dominion Resources (D) 0.2 $268k 4.7k 56.60
Ares Capital Corporation (ARCC) 0.2 $265k 12k 21.96
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $264k 15k 18.13
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $262k 1.8k 144.59
Truist Financial Corp equities (TFC) 0.2 $247k 5.7k 43.00
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $240k 5.6k 43.11
Hercules Technology Growth Capital (HTGC) 0.2 $239k 13k 18.26
Gilead Sciences (GILD) 0.2 $237k 2.1k 110.70
Intuitive Surgical Com New (ISRG) 0.2 $229k 422.00 542.65
Chubb (CB) 0.2 $227k 783.00 289.91
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $226k 12k 18.31
H&R Block (HRB) 0.2 $223k 4.1k 54.79
American Water Works (AWK) 0.2 $220k 1.6k 138.89
Kimberly-Clark Corporation (KMB) 0.2 $217k 1.7k 128.71
Qualcomm (QCOM) 0.2 $210k 1.3k 158.97
Sonoco Products Company (SON) 0.2 $209k 4.8k 43.64
Western Midstream Partners L Com Unit Lp Int (WES) 0.2 $209k 5.4k 38.64
Kinder Morgan (KMI) 0.2 $205k 7.0k 29.35