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The Analysis of Prossimo Advisors, LLC's Holdings & P&L

Currently, Prossimo Advisors, LLC holds 24 types of securities in its portfolio with a total value $16.4M. In the most recent quarter, they have increased their positions in N/A (+5.3K shares, valued at $3.1M), N/A (+4.3K shares, valued at $2.0M), PJUL (+21.6K shares, valued at $990.8K); decreased their positions in NVDA (-3.3K shares, valued at $581.6K), AMZN (-1.6K shares, valued at $330.3K), AAPL (-856 shares, valued at $217.2K); initiated new positions in N/A (+5.3K shares, valued at $3.1M), N/A (+4.3K shares, valued at $2.0M), PJUL (+21.6K shares, valued at $990.8K).

1M P&L

+122.4K+1.11%

3M P&L

+179.2K+1.63%

HY P&L

+212.0K+1.94%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A5.7M

54.5%

2Semiconductors1.0M

9.6%

3Software - Infrastructure836.9K

8.0%

Top Industries by Stock Count

1N/A9 stocks

47.4%

2Banks - Diversified2 stocks

10.5%

3Internet Retail1 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS5.3K sharesnew addition2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.3K sharesnew addition2026-03-312026-04-29

HYG ISHARES TR13.2K shares2.09%2026-03-312026-04-29

NVDA NVIDIA CORPORATION5.8K shares-36.67%2026-03-312026-04-29

PJUL INNOVATOR ETFS TRUST21.6K sharesnew addition2026-03-312026-04-29

MSFT MICROSOFT CORP2.3K shares14.66%2026-03-312026-04-29

IGIB ISHARES TR13.8K shares0.00%2026-03-312026-04-29

SCHP SCHWAB STRATEGIC TR23.0K shares0.00%2026-03-312026-04-29

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ICSH ISHARES TR11.3K shares0.00%2026-03-312026-04-29

JPST J P MORGAN EXCHANGE TRADED F11.2K shares0.00%2026-03-312026-04-29

IVV ISHARES TR855 sharesnew addition2026-03-312026-04-29

CTAS CINTAS CORP3.2K shares-2.61%2026-03-312026-04-29

AAPL APPLE INC2.0K shares-30.23%2026-03-312026-04-29

LPLA LPL FINL HLDGS INC1.3K shares0.00%2026-03-312026-04-29

J JACOBS SOLUTIONS INC3.0K sharesnew addition2026-03-312026-04-29

EZU ISHARES INC5.9K sharesnew addition2026-03-312026-04-29

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ALPHABET INC ALPHABET INC1.1K shares-30.04%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO1.1K shares1.03%2026-03-312026-04-29

AMZN AMAZON COM INC1.4K shares-52.59%2026-03-312026-04-29

BROADCOM INC BROADCOM INC864 shares-15.63%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON1.1K shares0.00%2026-03-312026-04-29

ILOW AB ACTIVE ETFS INC5.7K sharesnew addition2026-03-312026-04-29

BAC BANK AMERICA CORP4.6K shares11.93%2026-03-312026-04-29

AB ACTIVE ETFS INC AB ACTIVE ETFS INC4.8K sharesnew addition2026-03-312026-04-29

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VANGUARD INDEX FDS

New

Shares5.3K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

New

Shares4.3K

Event2026-03-31

Filed2026-04-29

HYG

ISHARES TR

2.09%

Shares13.2K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-36.67%

Shares5.8K

Event2026-03-31

Filed2026-04-29

PJUL

INNOVATOR ETFS TRUST

New

Shares21.6K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

14.66%

Shares2.3K

Event2026-03-31

Filed2026-04-29

IGIB

ISHARES TR

0.00%

Shares13.8K

Event2026-03-31

Filed2026-04-29

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares23.0K

Event2026-03-31

Filed2026-04-29

ICSH

ISHARES TR

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-29

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

New

Shares855

Event2026-03-31

Filed2026-04-29

CTAS

CINTAS CORP

-2.61%

Shares3.2K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-30.23%

Shares2.0K

Event2026-03-31

Filed2026-04-29

LPLA

LPL FINL HLDGS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

JACOBS SOLUTIONS INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-29

EZU

ISHARES INC

New

Shares5.9K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-30.04%

Shares1.1K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

1.03%

Shares1.1K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-52.59%

Shares1.4K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

-15.63%

Shares864

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

ILOW

AB ACTIVE ETFS INC

New

Shares5.7K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

11.93%

Shares4.6K

Event2026-03-31

Filed2026-04-29

AB ACTIVE ETFS INC

New

Shares4.8K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available