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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 1 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG ALPHABET INC Communication Services 175,584.0 $55.1M 3.92% -3K -1.5% $313.80 +25.6%
2 IWY ISHARES TR 128,760.0 $35.7M 2.54% -2K -1.4% $276.94 +5.4%
3 JPM JPMORGAN CHASE & CO. Financial Services 105,972.0 $34.1M 2.43% -1K -0.9% $322.22 -7.2%
4 WFC WELLS FARGO CO NEW Financial Services 352,201.0 $32.8M 2.34% -2K -0.6% $93.20 -21.0%
5 C CITIGROUP INC Financial Services 177,668.0 $20.7M 1.48% -11K -5.7% $116.69 +5.8%
6 GOOGL ALPHABET INC Communication Services 64,867.0 $20.3M 1.45% -4K -5.6% $313.00 +27.1%
7 AAPL APPLE INC Technology 73,679.0 $20.0M 1.43% -2K -2.9% $271.86 +9.6%
8 ORCL ORACLE CORP Technology 99,260.0 $19.3M 1.38% -6K -6.0% $194.91 -3.5%
9 SCHG SCHWAB STRATEGIC TR 491,091.0 $16.0M 1.14% -15K -3.0% $32.62 +4.8%
10 CMCSA COMCAST CORP NEW Communication Services 495,775.0 $14.8M 1.05% -16K -3.1% $29.89 -17.1%
11 BDX BECTON DICKINSON & CO Healthcare 62,424.0 $12.1M 0.86% -2K -3.4% $194.07 -26.1%
12 EBAY EBAY INC. Consumer Cyclical 136,082.0 $11.9M 0.84% -3K -1.9% $87.10 +31.4%
13 SCHM SCHWAB STRATEGIC TR 356,503.0 $10.7M 0.76% -15K -4.0% $30.07 +12.7%
14 SCHV SCHWAB STRATEGIC TR 221,070.0 $6.5M 0.47% -2K -1.0% $29.61 +10.0%
15 ENTERGY CORP NEW 67,843.0 $6.3M 0.45% -6K -7.6% $92.43
16 VZ VERIZON COMMUNICATIONS INC Communication Services 93,362.0 $3.8M 0.27% -851.0 -0.9% $40.73 +13.7%
17 EIX EDISON INTL Utilities 61,007.0 $3.7M 0.26% -2K -3.9% $60.02 +15.8%
18 IWF ISHARES TR 7,306.0 $3.5M 0.25% -326.0 -4.3% $473.32 -73.8%
19 KBWB INVESCO EXCH TRADED FD TR II 40,422.0 $3.4M 0.24% -1K -2.7% $84.29 -0.3%
20 KMX CARMAX INC Consumer Cyclical 87,928.0 $3.4M 0.24% -9K -9.4% $38.64 -5.3%
Page 1 of 6  ·  102 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%