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Portfolio (Quarterly) Guide ↗

ProVise Management Group, LLC

· CIK 0001305707
13F Portfolio $1.4B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 256 New
Page 6 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VOT VANGUARD INDEX FDS 7,903.0 $2.3M 0.17% NEW $293.78 -4.1%
102 HII HUNTINGTON INGALLS INDS INC Industrials 7,497.0 $2.2M 0.16% NEW $287.91 +13.3%
103 VBF INVESCO BD FD Financial Services 126,489.0 $2.0M 0.15% NEW $15.78 -6.3%
104 TXN TEXAS INSTRS INC Technology 10,780.0 $2.0M 0.15% NEW $183.73 +60.4%
105 UPS UNITED PARCEL SERVICE INC Industrials 21,841.0 $1.8M 0.13% NEW $83.53 +12.8%
106 JNJ JOHNSON & JOHNSON Healthcare 9,838.0 $1.8M 0.13% NEW $185.43 +23.5%
107 SCHZ SCHWAB STRATEGIC TR 75,881.0 $1.8M 0.13% NEW $23.47 -2.7%
108 HDV ISHARES TR 14,332.0 $1.8M 0.13% NEW $122.45 -77.6%
109 RDVY FIRST TR EXCHANGE TRADED FD 25,630.0 $1.7M 0.13% NEW $67.26 +9.0%
110 WMT WALMART INC Consumer Defensive 16,722.0 $1.7M 0.13% NEW $103.06 +28.8%
111 XLK SELECT SECTOR SPDR TR 6,110.0 $1.7M 0.13% NEW $281.86 -38.3%
112 RSP INVESCO EXCHANGE TRADED FD T 8,796.0 $1.7M 0.12% NEW $189.70 +6.0%
113 EFA ISHARES TR 16,542.0 $1.5M 0.11% NEW $93.37 +9.3%
114 SYY SYSCO CORP Consumer Defensive 18,507.0 $1.5M 0.11% NEW $82.34 -11.2%
115 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.11% NEW $754200.00
116 WEA WESTERN ASSET PREMIER BD FD Financial Services 131,139.0 $1.5M 0.11% NEW $11.23 -7.7%
117 VBR VANGUARD INDEX FDS 6,847.0 $1.4M 0.10% NEW $208.72 +8.4%
118 MUB ISHARES TR 12,900.0 $1.4M 0.10% NEW $106.49 -0.6%
119 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 88,448.0 $1.3M 0.10% NEW $15.13 -0.5%
120 CRM SALESFORCE INC Technology 5,341.0 $1.3M 0.09% NEW $237.00 -22.0%
Page 6 of 13  ·  256 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 24.1%
Technology 18.1%
Communication Services 14.2%
Healthcare 12.6%
Consumer Cyclical 10.1%
Consumer Defensive 7.0%
Energy 6.2%
Industrials 4.0%
Utilities 1.8%
Real Estate 1.2%