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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 10 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VOO VANGUARD INDEX FDS 729.0 $501K 0.03% +26.0 +3.7% $687.25 +2.6%
182 DMB BNY MELLON MUN BD INFRASTRUC Financial Services 45,362.0 $501K 0.03% +1K +2.9% $11.04 -4.0%
183 CAT CATERPILLAR INC Industrials 470.0 $501K 0.03% $1064.90 -21.0%
184 PG PROCTER & GAMBLE CO Consumer Defensive 3,407.0 $500K 0.03% +226.0 +7.1% $146.63 -2.1%
185 FLQM FRANKLIN TEMPLETON ETF TR 8,272.0 $479K 0.03% $57.88 +5.5%
186 VGSH VANGUARD SCOTTSDALE FDS 8,038.0 $468K 0.03% $58.20 -0.1%
187 PANW PALO ALTO NETWORKS INC Technology 1,361.0 $464K 0.03% $341.02 +9.7%
188 EMLP FIRST TR EXCHANGE-TRADED FD 10,644.0 $463K 0.03% $43.50 +2.7%
189 ABNB AIRBNB INC Consumer Cyclical 3,224.0 $461K 0.03% +965.0 +42.7% $143.10 +28.0%
190 DVY ISHARES TR 2,912.0 $455K 0.03% -231.0 -7.3% $156.30 +5.5%
191 VGT VANGUARD WORLD FD 3,800.0 $454K 0.03% +3K +693.3% $119.52 +0.2%
192 SOXX ISHARES TR 704.0 $451K 0.03% -13.0 -1.8% $640.76 -17.1%
193 CRWD CROWDSTRIKE HLDGS INC Technology 585.0 $446K 0.03% -18.0 -3.0% $190.79 +11.6%
194 FMN FEDERATED HERMES PREM MUNI I Financial Services 36,230.0 $416K 0.03% +2K +6.0% $11.49 -3.4%
195 INTC INTEL CORP Technology 2,934.0 $410K 0.03% NEW $139.64 -30.8%
196 IBDV ISHARES TR 18,784.0 $409K 0.03% NEW $21.80 -0.8%
197 IBM INTERNATIONAL BUSINESS MACHS Technology 1,450.0 $408K 0.03% -103.0 -6.6% $281.20 -17.3%
198 MTUM ISHARES TR 1,189.0 $408K 0.03% $342.83 -9.0%
199 PLTR PALANTIR TECHNOLOGIES INC Technology 3,440.0 $401K 0.03% +296.0 +9.4% $116.67 +47.1%
200 PAVE GLOBAL X FDS 6,789.0 $400K 0.03% +915.0 +15.6% $58.92 -2.8%
Page 10 of 15  ·  282 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%