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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 3 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHA SCHWAB STRATEGIC TR 73,937.0 $2.7M 0.18% -20K -21.6% $36.13 -2.7%
42 TSLA TESLA INC Consumer Cyclical 6,248.0 $2.6M 0.18% -47.0 -0.8% $420.60 -19.5%
43 MA MASTERCARD INCORPORATED Financial Services 4,748.0 $2.4M 0.16% -322.0 -6.3% $513.64 +11.9%
44 XLK SELECT SECTOR SPDR TR 10,611.0 $2.0M 0.14% -1K -9.3% $190.52 -2.6%
45 SDY SPDR SERIES TRUST 11,723.0 $1.8M 0.12% -10K -46.3% $152.18 +3.9%
46 SCHZ SCHWAB STRATEGIC TR 75,373.0 $1.7M 0.12% -2K -2.0% $23.13 -1.6%
47 WMT WALMART INC Consumer Defensive 14,800.0 $1.7M 0.11% -1K -8.6% $113.26 +2.1%
48 JNJ JOHNSON & JOHNSON Healthcare 6,573.0 $1.7M 0.11% -3K -28.8% $253.97 +6.6%
49 J P MORGAN EXCHANGE TRADED F 29,853.0 $1.5M 0.10% -19K -39.4% $50.57
50 VBR VANGUARD INDEX FDS 5,713.0 $1.4M 0.09% -835.0 -12.8% $243.00 +2.3%
51 VEU VANGUARD INTL EQUITY INDEX F 16,481.0 $1.4M 0.09% -253.0 -1.5% $83.75 +0.9%
52 VBF INVESCO BD FD Financial Services 90,363.0 $1.4M 0.09% -30K -24.7% $15.16 -3.5%
53 MUB ISHARES TR 12,698.0 $1.4M 0.09% -110.0 -0.9% $107.62 -2.1%
54 WEA WESTERN ASSET PREMIER BD FD Financial Services 112,412.0 $1.2M 0.08% -10K -7.8% $10.65 -1.4%
55 MSCI MSCI INC Financial Services 2,049.0 $1.1M 0.08% -40.0 -1.9% $560.04 +0.7%
56 FNDA SCHWAB STRATEGIC TR 28,165.0 $1.1M 0.07% -5K -14.4% $38.06 -0.3%
57 IVV ISHARES TR 1,399.0 $1.0M 0.07% -22.0 -1.6% $748.73 +3.1%
58 BHK BLACKROCK CORE BD TR Financial Services 111,018.0 $1.0M 0.07% -7K -5.8% $9.17 -2.2%
59 WELL WELLTOWER INC Real Estate 4,386.0 $995K 0.07% -491.0 -10.1% $226.97 +4.4%
60 MRK MERCK & CO INC Healthcare 7,483.0 $962K 0.06% -974.0 -11.5% $128.50 +5.4%
Page 3 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%