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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 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EBAY EBAY INC. Consumer Cyclical 136,082.0 $11.9M 0.84% -3K -1.9% $87.10 +31.4%
42 RTX RTX CORPORATION Industrials 63,476.0 $11.6M 0.83% $183.40 -6.4%
43 OMC OMNICOM GROUP INC Communication Services 139,716.0 $11.3M 0.80% +7K +5.5% $80.75 -12.0%
44 BK BANK NEW YORK MELLON CORP Financial Services 96,801.0 $11.2M 0.80% $116.09 +16.3%
45 SNY SANOFI SA Healthcare 224,422.0 $10.9M 0.77% +14K +6.6% $48.46 -11.0%
46 SCHM SCHWAB STRATEGIC TR 356,503.0 $10.7M 0.76% -15K -4.0% $30.07 +12.7%
47 EFAV ISHARES TR 119,433.0 $10.3M 0.73% $86.25 +5.5%
48 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 25,004.0 $8.8M 0.62% +2K +8.4% $350.55 +10.4%
49 ENB ENBRIDGE INC Energy 172,276.0 $8.2M 0.59% $47.83 +15.8%
50 XMMO INVESCO EXCHANGE TRADED FD T 58,870.0 $8.2M 0.58% +3K +4.8% $138.46 +17.6%
51 SPHY SPDR SERIES TRUST 315,796.0 $7.5M 0.53% +15K +5.1% $23.67 -1.5%
52 SPEM SPDR INDEX SHS FDS 150,020.0 $7.0M 0.50% +3K +2.2% $46.81 +9.0%
53 SCHV SCHWAB STRATEGIC TR 221,070.0 $6.5M 0.47% -2K -1.0% $29.61 +10.0%
54 SCHB SCHWAB STRATEGIC TR 248,059.0 $6.5M 0.46% +10K +4.2% $26.23 +8.3%
55 AVUV AMERICAN CENTY ETF TR 63,535.0 $6.5M 0.46% +3K +5.2% $101.98 +15.3%
56 KO COCA COLA CO Consumer Defensive 89,752.0 $6.3M 0.45% +2K +2.4% $69.91 +15.1%
57 ENTERGY CORP NEW 67,843.0 $6.3M 0.45% -6K -7.6% $92.43
58 DUK DUKE ENERGY CORP NEW Utilities 52,666.0 $6.2M 0.44% $117.21 +4.1%
59 BSCS INVESCO EXCH TRD SLF IDX FD 297,270.0 $6.1M 0.44% +59K +24.9% $20.60 -1.2%
60 PEP PEPSICO INC Consumer Defensive 41,331.0 $5.9M 0.42% +5K +15.0% $143.52 +3.6%
Page 3 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%