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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 3 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCK MCKESSON CORP Healthcare 14,558.0 $11.2M 0.83% NEW $772.54 +0.4%
42 SCHM SCHWAB STRATEGIC TR 371,421.0 $11.0M 0.81% NEW $29.64 +13.2%
43 OMC OMNICOM GROUP INC Communication Services 132,430.0 $10.8M 0.80% NEW $81.53 -10.3%
44 RTX RTX CORPORATION Industrials 63,412.0 $10.6M 0.78% NEW $167.33 +5.2%
45 BK BANK NEW YORK MELLON CORP Financial Services 96,517.0 $10.5M 0.78% NEW $108.96 +25.1%
46 EFAV ISHARES TR 119,350.0 $10.1M 0.75% NEW $84.83 +8.0%
47 SNY SANOFI SA Healthcare 210,531.0 $9.9M 0.73% NEW $47.20 -7.8%
48 ENB ENBRIDGE INC Energy 171,688.0 $8.7M 0.64% NEW $50.46 +11.7%
49 XMMO INVESCO EXCHANGE TRADED FD T 56,187.0 $7.6M 0.56% NEW $135.23 +17.6%
50 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 23,066.0 $7.5M 0.55% NEW $323.12 +22.0%
51 SPHY SPDR SERIES TRUST 300,550.0 $7.2M 0.53% NEW $23.94 -2.9%
52 SPEM SPDR INDEX SHS FDS 146,742.0 $6.9M 0.51% NEW $46.81 +7.7%
53 ENTERGY CORP NEW 73,431.0 $6.8M 0.50% NEW $93.19
54 DUK DUKE ENERGY CORP NEW Utilities 52,801.0 $6.5M 0.48% NEW $123.75 -0.7%
55 SCHV SCHWAB STRATEGIC TR 223,346.0 $6.5M 0.48% NEW $29.11 +11.7%
56 SCHB SCHWAB STRATEGIC TR 238,163.0 $6.1M 0.45% NEW $25.71 +9.6%
57 AVUV AMERICAN CENTY ETF TR 60,399.0 $6.0M 0.44% NEW $99.53 +17.7%
58 KO COCA COLA CO Consumer Defensive 87,624.0 $5.8M 0.43% NEW $66.32 +22.4%
59 BX BLACKSTONE INC Financial Services 33,164.0 $5.7M 0.42% NEW $170.85 -33.1%
60 GSK GSK PLC Healthcare 119,388.0 $5.2M 0.38% NEW $43.16 +16.5%
Page 3 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%