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Portfolio (Quarterly) Guide ↗

ProVise Management Group, LLC

· CIK 0001305707
13F Portfolio $1.4B AUM 257 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 91 Added 102 Reduced 10 Exited
Page 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LLY ELI LILLY & CO Healthcare 1,417.0 $1.5M 0.11% +420.0 +42.1% $1074.75 -6.3%
62 CRM SALESFORCE INC Technology 5,468.0 $1.4M 0.10% +127.0 +2.4% $264.91 -34.5%
63 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 91,346.0 $1.4M 0.10% +3K +3.3% $14.87 +1.3%
64 GIS GENERAL MLS INC Consumer Defensive 28,804.0 $1.3M 0.10% +5K +19.3% $46.50 -29.1%
65 VEU VANGUARD INTL EQUITY INDEX F 16,734.0 $1.2M 0.09% +603.0 +3.7% $73.56 +10.7%
66 MINO PIMCO ETF TR 26,424.0 $1.2M 0.09% +15K +126.3% $45.32 -0.6%
67 EVN EATON VANCE MUNI INCOME TRUS Financial Services 101,320.0 $1.1M 0.08% +3K +3.4% $10.76 -2.4%
68 USMV ISHARES TR 10,003.0 $942K 0.07% +235.0 +2.4% $94.16 +2.0%
69 MRK MERCK & CO INC Healthcare 8,457.0 $890K 0.06% +2K +22.0% $105.26 +5.8%
70 LOW LOWES COS INC Consumer Cyclical 3,483.0 $840K 0.06% +190.0 +5.8% $241.19 -9.4%
71 COWZ PACER FDS TR 10,620.0 $639K 0.04% +78.0 +0.7% $60.17 +5.7%
72 HEFA ISHARES TR 14,853.0 $614K 0.04% +1K +7.6% $41.36 +8.0%
73 EMR EMERSON ELEC CO Industrials 4,575.0 $607K 0.04% +2K +56.7% $132.72 +0.2%
74 WEC WEC ENERGY GROUP INC Utilities 5,401.0 $570K 0.04% +273.0 +5.3% $105.46 +3.5%
75 PLTR PALANTIR TECHNOLOGIES INC Technology 3,144.0 $559K 0.04% +20.0 +0.6% $177.75 -24.6%
76 DBEZ DBX ETF TR 9,967.0 $549K 0.04% +910.0 +10.1% $55.12 +5.8%
77 SMH VANECK ETF TRUST 1,401.0 $505K 0.04% +8.0 +0.6% $360.13 +51.7%
78 PG PROCTER AND GAMBLE CO Consumer Defensive 3,181.0 $456K 0.03% +48.0 +1.5% $143.31 -1.2%
79 PNC PNC FINL SVCS GROUP INC Financial Services 2,156.0 $450K 0.03% +400.0 +22.8% $208.73 +2.0%
80 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 28,560.0 $403K 0.03% +3K +11.1% $14.10 -0.3%
Page 4 of 5  ·  91 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.4%
Technology 16.9%
Communication Services 15.6%
Healthcare 13.5%
Consumer Cyclical 10.0%
Energy 6.3%
Consumer Defensive 5.6%
Industrials 4.2%
Utilities 1.8%
Real Estate 1.1%