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Portfolio (Quarterly) Guide ↗

ProVise Management Group, LLC

· CIK 0001305707
13F Portfolio $1.5B AUM 282 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 94 Added 125 Reduced 10 Exited
Page 13 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DELL DELL TECHNOLOGIES INC Technology 646.0 $279K 0.02% NEW $431.42 +8.1%
242 PPA INVESCO EXCHANGE TRADED FD T 1,536.0 $271K 0.02% NEW $176.65 +3.3%
243 VEA VANGUARD TAX-MANAGED FDS 3,674.0 $262K 0.02% +461.0 +14.3% $71.26 +1.6%
244 RDIV INVESCO EXCH TRADED FD TR II 4,470.0 $259K 0.02% -63.0 -1.4% $58.00 +9.5%
245 KLAC KLA CORP Technology 855.0 $258K 0.02% NEW $301.71 -36.0%
246 LRCX LAM RESEARCH CORP Technology 595.0 $258K 0.02% NEW $433.33 -25.2%
247 BP BP PLC Energy 6,825.0 $252K 0.02% -305.0 -4.3% $36.95 +17.5%
248 MAR MARRIOTT INTL INC NEW Consumer Cyclical 675.0 $250K 0.02% -23.0 -3.3% $370.59 -3.3%
249 QUAL ISHARES TR 1,128.0 $248K 0.02% +59.0 +5.5% $219.43 +2.2%
250 MU MICRON TECHNOLOGY INC Technology 211.0 $244K 0.02% NEW $1156.73 -19.2%
251 ABT ABBOTT LABORATORIES Healthcare 2,647.0 $240K 0.02% -541.0 -17.0% $90.75 +24.5%
252 IEFA ISHARES TR 2,464.0 $238K 0.02% +42.0 +1.7% $96.58 +3.5%
253 DIS DISNEY WALT CO Communication Services 2,456.0 $236K 0.02% -210.0 -7.9% $96.25 +8.8%
254 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,099.0 $236K 0.02% -745.0 -15.4% $57.63 +15.0%
255 NEE NEXTERA ENERGY INC Utilities 2,655.0 $233K 0.02% -1K -30.9% $87.79 -1.5%
256 NZF NUVEEN MUN CR INCOME FD Financial Services 18,272.0 $232K 0.02% +2K +14.8% $12.68 -3.1%
257 COKE COCA COLA CONS INC Consumer Defensive 1,211.0 $231K 0.01% NEW $190.92 -0.7%
258 FDT FIRST TR EXCH TRD ALPHDX FD 2,418.0 $229K 0.01% NEW $94.68 -0.6%
259 TJX TJX COS INC NEW Consumer Cyclical 1,507.0 $228K 0.01% +28.0 +1.9% $151.54 +0.3%
260 HYG ISHARES TR 2,851.0 $228K 0.01% -219.0 -7.1% $79.98 -0.5%
Page 13 of 15  ·  282 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 22.8%
Technology 20.3%
Communication Services 15.5%
Healthcare 13.2%
Consumer Cyclical 8.2%
Consumer Defensive 6.4%
Industrials 5.3%
Energy 4.1%
Utilities 2.0%
Real Estate 1.4%