Prossimo Advisors, LLC Top Holdings and 13F Report (2024) → Warren Buffett's 'mystery stock' (From Stansberry Research) (Ad) About Prossimo Advisors, LLCInvestment ActivityProssimo Advisors, LLC has $51.69 thousand in total holdings as of December 31, 2023.Prossimo Advisors, LLC owns shares of 60 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 4.39% of the portfolio was purchased this quarter.About 7.81% of the portfolio was sold this quarter.This quarter, Prossimo Advisors, LLC has purchased 59 new stocks and bought additional shares in 18 stocks.Prossimo Advisors, LLC sold shares of 32 stocks and completely divested from 4 stocks this quarter.Largest Holdings Shockwave Medical $5,783Visa $4,951Alphabet $3,978Costco Wholesale $2,849NVIDIA $2,467 Largest New Holdings this Quarter Regions Financial $301 HoldingEnergy Transfer $277 HoldingMplx $254 HoldingCapital One Financial $248 HoldingHP $217 Holding Largest Purchases this Quarter Regions Financial 14,320 shares (about $301.00)Energy Transfer 17,636 shares (about $277.00)Mplx 6,123 shares (about $254.00)Capital One Financial 1,665 shares (about $248.00)HP 7,165 shares (about $217.00) Largest Sales this Quarter Anheuser-Busch InBev SA/NV 6,590 shares (about $400.37)Shockwave Medical 1,000 shares (about $325.66)NextEra Energy 3,555 shares (about $226.94)ConocoPhillips 1,370 shares (about $174.51)American Tower 865 shares (about $170.98) Sector Allocation Over TimeMap of 500 Largest Holdings ofProssimo Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSWAVShockwave Medical$5,783$326 ▼-5.3%17,75811.2%MedicalVVisa$4,951$24 ▲0.5%17,7419.6%Business ServicesGOOGLAlphabet$3,978$73 ▲1.9%26,3557.7%Computer and TechnologyCOSTCostco Wholesale$2,849$70 ▼-2.4%3,8895.5%Retail/WholesaleNVDANVIDIA$2,467$176 ▲7.7%2,7304.8%Computer and TechnologyMAMastercard$1,876$5 ▼-0.3%3,8953.6%Business ServicesJPMJPMorgan Chase & Co.$1,732$5 ▼-0.3%8,6483.4%FinanceUNHUnitedHealth Group$1,552$94 ▼-5.7%3,1383.0%MedicalASMLASML$1,438$10 ▲0.7%1,4822.8%Computer and TechnologyADBEAdobe$1,111$4 ▲0.3%2,2012.1%Computer and TechnologyTTTrane Technologies$1,101$86 ▲8.4%3,6662.1%Business ServicesSPYSPDR S&P 500 ETF Trust$1,0720.0%2,0502.1%FinanceMRKMerck & Co., Inc.$840$7 ▲0.9%6,3631.6%MedicalGOOGAlphabet$8310.0%5,4601.6%Computer and TechnologyMPCMarathon Petroleum$769$121 ▼-13.6%3,8171.5%Oils/EnergyEOGEOG Resources$721$77 ▼-9.6%5,6411.4%Oils/EnergyDUKDuke Energy$685$70 ▼-9.2%7,0831.3%UtilitiesVRTXVertex Pharmaceuticals$674$52 ▲8.4%1,6131.3%MedicalPLDPrologis$668$91 ▼-11.9%5,1301.3%FinanceMETMetLife$654$129 ▼-16.5%8,8311.3%FinanceVZVerizon Communications$603$25 ▼-3.9%14,3611.2%Computer and TechnologyLPLALPL Financial$5900.0%2,2351.1%FinanceACNAccenture$585$148 ▼-20.2%1,6871.1%Business ServicesICSHBlackRock Ultra Short-Term Bond ETF$5730.0%11,3291.1%ETFNXPINXP Semiconductors$571$12 ▼-2.1%2,3061.1%Computer and TechnologyHCAHCA Healthcare$570$8 ▼-1.4%1,7081.1%MedicalBUDAnheuser-Busch InBev SA/NV$570$400 ▼-41.3%9,3821.1%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$5670.0%11,2481.1%ETFSPGIS&P Global$567$45 ▼-7.4%1,3331.1%Business ServicesCOPConocoPhillips$549$175 ▼-24.1%4,3101.1%Oils/EnergyCRMSalesforce$540$62 ▲13.1%1,7921.0%Computer and TechnologyZTSZoetis$530$62 ▼-10.4%3,1331.0%MedicalAMTAmerican Tower$509$171 ▼-25.1%2,5751.0%FinanceTAT&T$484$28 ▲6.2%27,5190.9%Computer and TechnologyARCCAres Capital$465$70 ▼-13.0%22,3160.9%FinanceETREntergy$464$13 ▼-2.7%4,3920.9%UtilitiesLINDE PLC$447$118 ▲36.1%9620.9%SHSTSLATesla$441$200 ▲83.0%2,5070.9%Auto/Tires/TrucksLYBLyondellBasell Industries$371$57 ▼-13.3%3,6250.7%Basic MaterialsDDominion Energy$343$91 ▼-21.0%6,9830.7%UtilitiesNEENextEra Energy$343$227 ▼-39.8%5,3730.7%UtilitiesESEversource Energy$330$81 ▼-19.7%5,5200.6%UtilitiesUNMUnum Group$325$31 ▲10.4%6,0500.6%FinanceNINiSource$317$49 ▲18.4%11,4500.6%UtilitiesXOMExxon Mobil$315$20 ▼-5.9%2,7080.6%Oils/EnergyEQIXEquinix$302$90 ▼-22.9%3660.6%FinanceRFRegions Financial$301$301 ▲New Holding14,3200.6%FinanceMOAltria Group$293$41 ▼-12.4%6,7280.6%Consumer StaplesABBVAbbVie$291$10 ▼-3.3%1,5960.6%MedicalFNFFidelity National Financial$286$3 ▼-1.1%5,3900.6%FinanceKVUEKenvue$284$10 ▼-3.3%13,2440.5%Consumer StaplesCMECME Group$283$31 ▲12.4%1,3150.5%FinanceETEnergy Transfer$277$277 ▲New Holding17,6360.5%Oils/EnergyMPLXMplx$254$254 ▲New Holding6,1230.5%Oils/EnergyCSCOCisco Systems$251$128 ▼-33.8%5,0350.5%Computer and TechnologyCOFCapital One Financial$248$248 ▲New Holding1,6650.5%FinancePFGPrincipal Financial Group$240$17 ▲7.5%2,7830.5%FinanceHTLFHeartland Financial USA$228$1 ▲0.3%6,4760.4%FinanceHPQHP$217$217 ▲New Holding7,1650.4%Computer and TechnologyGSBDGoldman Sachs BDC$213$1 ▲0.3%14,2380.4%FinanceCMCSAComcast$0$412 ▼-100.0%00.0%Consumer DiscretionaryIRMIron Mountain$0$307 ▼-100.0%00.0%FinanceGLPIGaming and Leisure Properties$0$231 ▼-100.0%00.0%FinanceMAAMid-America Apartment Communities$0$215 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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