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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 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WEA WESTERN ASSET PREMIER BD FD Financial Services 121,925.0 $1.3M 0.10% -9K -7.0% $11.03 -5.0%
42 BHK BLACKROCK CORE BD TR Financial Services 117,846.0 $1.1M 0.08% -2K -1.8% $9.59 -8.2%
43 VXUS VANGUARD STAR FDS 14,980.0 $1.1M 0.08% -402.0 -2.6% $75.44 +10.9%
44 AON AON PLC Financial Services 3,027.0 $1.1M 0.08% -242.0 -7.4% $352.88 -9.4%
45 FNDA SCHWAB STRATEGIC TR 32,907.0 $1.0M 0.07% -446.0 -1.3% $31.51 +10.7%
46 DWM WISDOMTREE TR 14,692.0 $1.0M 0.07% -76.0 -0.5% $68.76 +6.7%
47 IVV ISHARES TR 1,421.0 $973K 0.07% -120.0 -7.8% $684.76 +8.3%
48 GLD SPDR GOLD TR Financial Services 2,450.0 $971K 0.07% -165.0 -6.3% $396.31 +6.0%
49 PZA INVESCO EXCH TRADED FD TR II 41,841.0 $970K 0.07% -2K -3.9% $23.19 -1.1%
50 MCD MCDONALDS CORP Consumer Cyclical 2,908.0 $889K 0.06% -30.0 -1.0% $305.67 -9.6%
51 IVW ISHARES TR 6,519.0 $804K 0.06% -65.0 -1.0% $123.26 +10.8%
52 T AT&T INC Communication Services 31,913.0 $793K 0.06% -224.0 -0.7% $24.84 -3.1%
53 BSV VANGUARD BD INDEX FDS 9,742.0 $768K 0.06% -338.0 -3.4% $78.81 -1.2%
54 VCSH VANGUARD SCOTTSDALE FDS 9,339.0 $745K 0.05% -280.0 -2.9% $79.73 -1.1%
55 CENCORA INC 2,131.0 $720K 0.05% -21.0 -1.0% $337.75
56 CVX CHEVRON CORP NEW Energy 4,547.0 $693K 0.05% -39.0 -0.8% $152.41 +24.3%
57 HD HOME DEPOT INC Consumer Cyclical 1,999.0 $688K 0.05% -20.0 -1.0% $344.10 -13.2%
58 SUSA ISHARES TR 4,786.0 $667K 0.05% -89.0 -1.8% $139.34 +7.5%
59 MOAT VANECK ETF TRUST 6,381.0 $661K 0.05% -200.0 -3.0% $103.56 -3.9%
60 SO SOUTHERN CO Utilities 7,105.0 $620K 0.04% -753.0 -9.6% $87.20 +6.1%
Page 3 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%