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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 4 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GSK GSK PLC Healthcare 119,850.0 $5.9M 0.42% $49.04 +1.3%
62 BSCT INVESCO EXCH TRD SLF IDX FD 307,212.0 $5.8M 0.41% +66K +27.2% $18.83 -1.6%
63 BSCR INVESCO EXCH TRD SLF IDX FD 287,723.0 $5.7M 0.40% +55K +23.5% $19.74 -0.7%
64 BAC BANK AMERICA CORP Financial Services 98,226.0 $5.4M 0.39% +10K +11.8% $55.00 -9.5%
65 AMGN AMGEN INC Healthcare 16,308.0 $5.3M 0.38% $327.31 -0.9%
66 BX BLACKSTONE INC Financial Services 33,629.0 $5.2M 0.37% +465.0 +1.4% $154.14 -24.1%
67 APD AIR PRODS & CHEMS INC Basic Materials 19,245.0 $4.8M 0.34% +426.0 +2.3% $247.02 +18.7%
68 LAMR LAMAR ADVERTISING CO NEW Real Estate 35,460.0 $4.5M 0.32% +330.0 +0.9% $126.58 +15.0%
69 XMLV INVESCO EXCH TRADED FD TR II 71,508.0 $4.5M 0.32% +7K +10.4% $62.37 +4.2%
70 IJH ISHARES TR 63,108.0 $4.2M 0.30% +432.0 +0.7% $66.00 +9.3%
71 SBUX STARBUCKS CORP Consumer Cyclical 48,319.0 $4.1M 0.29% +1K +2.5% $84.21 +26.9%
72 BSCU INVESCO EXCH TRD SLF IDX FD 227,565.0 $3.9M 0.27% +206K +931.6% $16.92 -2.1%
73 VLYPN VALLEY NATL BANCORP Financial Services 327,018.0 $3.8M 0.27% $11.68 +122.2%
74 VZ VERIZON COMMUNICATIONS INC Communication Services 93,362.0 $3.8M 0.27% -851.0 -0.9% $40.73 +13.8%
75 EPD ENTERPRISE PRODS PARTNERS L Energy 115,708.0 $3.7M 0.26% $32.06 +22.4%
76 EIX EDISON INTL Utilities 61,007.0 $3.7M 0.26% -2K -3.9% $60.02 +15.2%
77 FIS FIDELITY NATL INFORMATION SV Technology 52,630.0 $3.5M 0.25% +4K +9.3% $66.46 -37.1%
78 IWF ISHARES TR 7,306.0 $3.5M 0.25% -326.0 -4.3% $473.32 -73.8%
79 VUG VANGUARD INDEX FDS 7,016.0 $3.4M 0.24% $487.85 -82.2%
80 KBWB INVESCO EXCH TRADED FD TR II 40,422.0 $3.4M 0.24% -1K -2.7% $84.29 +0.0%
Page 4 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%