Prossimo Advisors, LLC 13F Holdings
CIK 0001965307 · SAN LUIS OBISPO, CA
As of Sep 30, 2025, Prossimo Advisors, LLC reported 31 positions worth
CIK 0001965307 · SAN LUIS OBISPO, CA
As of Sep 30, 2025, Prossimo Advisors, LLC reported 31 positions worth
3.6M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 8,609 | .6M | 11.82% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 12,929 | .0M | 7.72% |
| MICROSOFT CORP | MSFT | Technology | 1,981 | .0M | 7.55% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 13,804 | $746.7K | 5.49% |
| APPLE INC | AAPL | Technology | 2,757 | $702.0K | 5.17% |
| AMAZON.COM INC | AMZN | Equity | 2,961 | $650.1K | 4.78% |
| SCHWAB US TIPS ETF | SCHP | — | 23,000 | $619.9K | 4.56% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 11,329 | $574.9K | 4.23% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 11,248 | $570.6K | 4.20% |
| META PLATFORMS INC | META | Communication Services | 677 | $497.2K | 3.66% |
| ALPHABET INC | GOOGL | Equity | 1,586 | $385.6K | 2.84% |
| VISA INC-CLASS A SHARES | V | Financial Services | 1,068 | $364.6K | 2.68% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1,049 | $330.9K | 2.43% |
| ENTERGY CORP | ETR | Utilities | 3,232 | $301.2K | 2.22% |
| MPLX LP | MPLX | Energy | 5,994 | $299.4K | 2.20% |
| BROADCOM INC | AVGO | Technology | 907 | $299.2K | 2.20% |
| HOME DEPOT INC | HD | Consumer Cyclical | 718 | $290.9K | 2.14% |
| US BANCORP | USB | Financial Services | 5,795 | $280.1K | 2.06% |
| TESLA INC | TSLA | Consumer Cyclical | 624 | $277.5K | 2.04% |
| LINDE PLC | LIN | Basic Materials | 528 | $250.8K | 1.85% |
| ENERGY TRANSFER LP | ET | Energy | 14,563 | $249.9K | 1.84% |
| CISCO SYSTEMS INC | CSCO | Technology | 3,627 | $248.2K | 1.83% |
| NETFLIX INC | NFLX | Communication Services | 201 | $241.0K | 1.77% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 7,407 | $231.6K | 1.70% |
| CHUBB LTD | CB | Financial Services | 798 | $225.2K | 1.66% |