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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 13 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SOXX ISHARES TR 717.0 $216K 0.01% NEW $301.15 +70.1%
242 DSI ISHARES TR 1,650.0 $213K 0.01% $128.83 +9.4%
243 QUAL ISHARES TR 1,069.0 $212K 0.01% -52.0 -4.6% $198.62 +5.9%
244 VCIT VANGUARD SCOTTSDALE FDS 2,509.0 $210K 0.01% $83.74 -2.0%
245 HON HONEYWELL INTL INC Industrials 1,076.0 $210K 0.01% -61.0 -5.4% $195.11 +9.7%
246 WBD WARNER BROS DISCOVERY INC Communication Services 7,097.0 $205K 0.01% NEW $28.82 -6.5%
247 ESML ISHARES TR 4,401.0 $202K 0.01% NEW $45.98 +10.9%
248 O REALTY INCOME CORP Real Estate 3,588.0 $202K 0.01% -419.0 -10.5% $56.37 +9.0%
249 VEA VANGUARD TAX-MANAGED FDS 3,213.0 $201K 0.01% NEW $62.48 +11.4%
250 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 15,922.0 $200K 0.01% +2K +13.2% $12.58 -2.1%
251 FNB F N B CORP Financial Services 10,283.0 $176K 0.01% $17.10 +0.4%
252 BLW BLACKROCK LTD DURATION INCOM Financial Services 12,668.0 $174K 0.01% -1K -8.3% $13.74 -9.6%
253 EVV EATON VANCE LIMITED DURATION Financial Services 14,263.0 $141K 0.01% -2K -14.8% $9.91 -7.3%
254 F FORD MTR CO Consumer Cyclical 10,424.0 $137K 0.01% -476.0 -4.4% $13.12 +2.0%
255 LYG LLOYDS BANKING GROUP PLC Financial Services 24,827.0 $132K 0.01% $5.30 -2.8%
256 JFR NUVEEN FLOATING RATE INCOME Financial Services 14,208.0 $111K 0.01% -986.0 -6.5% $7.83 -4.8%
257 BTZ BLACKROCK CR ALLOCATION INCO Financial Services 10,006.0 $108K 0.01% -511.0 -4.9% $10.83 -7.8%
Page 13 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%