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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 12 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FRA BLACKROCK FLOATING RATE INCO Financial Services 24,543.0 $289K 0.02% -1K -5.2% $11.78 -6.3%
222 MO ALTRIA GROUP INC Consumer Defensive 5,002.0 $288K 0.02% -348.0 -6.5% $57.66 +27.1%
223 COST COSTCO WHSL CORP NEW Consumer Defensive 333.0 $287K 0.02% $862.34 +23.4%
224 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 24,384.0 $286K 0.02% -1K -5.0% $11.74 -3.1%
225 CRWD CROWDSTRIKE HLDGS INC Technology 603.0 $283K 0.02% -100.0 -14.2% $468.76 +30.7%
226 PAVE GLOBAL X FDS 5,874.0 $281K 0.02% +183.0 +3.2% $47.79 +14.6%
227 MLPA GLOBAL X FDS 5,730.0 $277K 0.02% +411.0 +7.7% $48.41 +15.2%
228 SPYM SPDR SERIES TRUST 3,429.0 $275K 0.02% -125.0 -3.5% $80.22 +8.2%
229 CAT CATERPILLAR INC Industrials 470.0 $269K 0.02% $572.87 +50.9%
230 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,844.0 $261K 0.02% $53.94 +6.6%
231 NFLX NETFLIX INC Communication Services 2,780.0 $261K 0.02% +3K +900.0% $93.76 -4.6%
232 COF CAPITAL ONE FINL CORP Financial Services 1,063.0 $258K 0.02% -1K -56.3% $242.40 -22.7%
233 PANW PALO ALTO NETWORKS INC Technology 1,361.0 $251K 0.02% $184.20 +34.6%
234 BP BP PLC Energy 7,130.0 $248K 0.02% $34.73 +31.3%
235 HYG ISHARES TR 3,070.0 $248K 0.02% -536.0 -14.9% $80.62 -1.3%
236 RDIV INVESCO EXCH TRADED FD TR II 4,533.0 $236K 0.02% -60.0 -1.3% $52.04 +8.6%
237 TJX TJX COS INC NEW Consumer Cyclical 1,479.0 $227K 0.02% +59.0 +4.2% $153.61 -2.3%
238 SMLF ISHARES TR 3,009.0 $225K 0.02% NEW $74.88 +9.7%
239 IEFA ISHARES TR 2,422.0 $217K 0.01% $89.46 +7.0%
240 MAR MARRIOTT INTL INC NEW Consumer Cyclical 698.0 $217K 0.01% NEW $310.24 +16.2%
Page 12 of 13  ·  257 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%