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Portfolio (Quarterly) Guide ↗

ProVise Management Group, LLC

· CIK 0001305707
13F Portfolio $1.5B AUM 282 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 94 Added 125 Reduced 10 Exited
Page 2 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ENTERGY CORP NEW 58,990.0 $6.8M 0.45% -9K -13.1% $114.86
22 SCHB SCHWAB STRATEGIC TR 233,313.0 $6.8M 0.45% -15K -5.9% $28.96 +2.7%
23 LAMR LAMAR ADVERTISING CO Real Estate 35,054.0 $5.5M 0.37% -406.0 -1.1% $155.98 -1.8%
24 SNY SANOFI SA Healthcare 120,829.0 $5.2M 0.35% -104K -46.2% $42.66 +5.4%
25 IJH ISHARES TR 60,362.0 $4.7M 0.31% -3K -4.3% $77.11 +0.6%
26 EIX EDISON INTL Utilities 60,478.0 $4.5M 0.30% -529.0 -0.9% $74.45 -1.0%
27 C CITIGROUP INC Financial Services 31,859.0 $4.5M 0.30% -146K -82.1% $139.96 -1.9%
28 XMLV INVESCO EXCH TRADED FD TR II 66,246.0 $4.4M 0.29% -5K -7.4% $66.33 +3.2%
29 AVUV AMERICAN CENTY ETF TR 33,721.0 $4.2M 0.28% -30K -46.9% $124.76 +1.9%
30 EPD ENTERPRISE PRODS PARTNERS L Energy 113,728.0 $4.2M 0.28% -2K -1.7% $36.76 +5.3%
31 BAC BANK OF AMER CORP Financial Services 70,518.0 $4.0M 0.27% -28K -28.2% $56.98 +11.9%
32 BX BLACKSTONE INC Financial Services 31,874.0 $3.8M 0.25% -2K -5.2% $117.67 +19.0%
33 KBWB INVESCO EXCH TRADED FD TR II 39,205.0 $3.6M 0.24% -1K -3.0% $92.98 +5.9%
34 SCHD SCHWAB STRATEGIC TR 112,042.0 $3.6M 0.24% -1K -1.0% $31.71 +9.0%
35 SCHF SCHWAB STRATEGIC TR 118,659.0 $3.3M 0.22% -862.0 -0.7% $27.70 +1.5%
36 SPY STATE STR SPDR S&P 500 ETF T Financial Services 4,229.0 $3.2M 0.21% -101.0 -2.3% $746.77 +2.9%
37 SBUX STARBUCKS CORP Consumer Cyclical 28,400.0 $2.9M 0.20% -20K -41.2% $102.19 +4.8%
38 AXP AMERICAN EXPRESS CO Financial Services 8,300.0 $2.8M 0.19% -127.0 -1.5% $338.25 -0.2%
39 QQQ INVESCO QQQ TR Financial Services 3,675.0 $2.7M 0.18% -162.0 -4.2% $736.45 -2.3%
40 ABBV ABBVIE INC Healthcare 10,735.0 $2.7M 0.18% -154.0 -1.4% $251.64 +2.4%
Page 2 of 7  ·  125 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 22.8%
Technology 20.3%
Communication Services 15.5%
Healthcare 13.2%
Consumer Cyclical 8.2%
Consumer Defensive 6.4%
Industrials 5.3%
Energy 4.1%
Utilities 2.0%
Real Estate 1.4%