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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 5 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KMX CARMAX INC Consumer Cyclical 87,928.0 $3.4M 0.24% -9K -9.4% $38.64 -4.4%
82 PFE PFIZER INC Healthcare 135,720.0 $3.4M 0.24% +5K +4.1% $24.90 +1.7%
83 VIOG VANGUARD ADMIRAL FDS INC 25,772.0 $3.1M 0.22% +1K +5.6% $121.29 +12.5%
84 AXP AMERICAN EXPRESS CO Financial Services 8,427.0 $3.1M 0.22% -182.0 -2.1% $369.93 -15.6%
85 SCHD SCHWAB STRATEGIC TR 113,146.0 $3.1M 0.22% -17K -13.2% $27.43 +16.8%
86 SDY SPDR SERIES TRUST 21,825.0 $3.0M 0.22% -4K -14.8% $139.16 +6.2%
87 AMT AMERICAN TOWER CORP NEW Real Estate 17,111.0 $3.0M 0.21% -605.0 -3.4% $175.57 +1.0%
88 SPY SPDR S&P 500 ETF TR Financial Services 4,330.0 $3.0M 0.21% -50.0 -1.1% $681.99 +8.3%
89 MA MASTERCARD INCORPORATED Financial Services 5,070.0 $2.9M 0.21% -534.0 -9.5% $570.93 -13.4%
90 SCHF SCHWAB STRATEGIC TR 119,521.0 $2.9M 0.20% -4K -2.9% $24.04 +11.8%
91 TSLA TESLA INC Consumer Cyclical 6,295.0 $2.8M 0.20% +860.0 +15.8% $449.72 -6.1%
92 HII HUNTINGTON INGALLS INDS INC Industrials 8,250.0 $2.8M 0.20% +753.0 +10.0% $340.07 -4.1%
93 PAGP PLAINS GP HLDGS L P Energy 141,282.0 $2.7M 0.19% +830.0 +0.6% $19.14 +28.3%
94 SCHA SCHWAB STRATEGIC TR 94,334.0 $2.7M 0.19% -2K -2.0% $28.48 +13.6%
95 GPC GENUINE PARTS CO Consumer Cyclical 21,825.0 $2.7M 0.19% -182.0 -0.8% $122.96 -24.5%
96 J P MORGAN EXCHANGE TRADED F 49,289.0 $2.5M 0.18% -18K -27.0% $50.59
97 ABBV ABBVIE INC Healthcare 10,889.0 $2.5M 0.18% +503.0 +4.8% $228.49 -8.4%
98 ES EVERSOURCE ENERGY Utilities 36,862.0 $2.5M 0.18% +328.0 +0.9% $67.33 -0.2%
99 NVDA NVIDIA CORPORATION Technology 13,041.0 $2.4M 0.17% $186.49 +20.8%
100 QQQ INVESCO QQQ TR Financial Services 3,837.0 $2.4M 0.17% -85.0 -2.2% $614.35 +14.9%
Page 5 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%