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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 11 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BGT BLACKROCK FLOATING RATE INC Financial Services 37,185.0 $396K 0.03% -2K -4.4% $10.66 +2.6%
202 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 27,467.0 $393K 0.03% -1K -3.8% $14.31 -0.8%
203 MS MORGAN STANLEY Financial Services 1,862.0 $389K 0.03% -162.0 -8.0% $209.07 +4.1%
204 VLO VALERO ENERGY CORP Energy 1,468.0 $382K 0.03% -700.0 -32.3% $260.44 +34.4%
205 MDYV SPDR SERIES TRUST 3,981.0 $378K 0.03% -122.0 -3.0% $94.85 +0.9%
206 APOS APOLLO GLOBAL MGMT INC Financial Services 3,150.0 $373K 0.03% -603.0 -16.1% $118.31 -78.5%
207 SCHX SCHWAB STRATEGIC TR 12,476.0 $367K 0.03% -3K -17.6% $29.43 +2.9%
208 IBDW ISHARES TR 17,617.0 $367K 0.03% NEW $20.84 -1.0%
209 IVE ISHARES TR 1,600.0 $363K 0.02% -119.0 -6.9% $227.06 +4.2%
210 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 30,334.0 $361K 0.02% +6K +24.4% $11.90 -3.2%
211 IBDU ISHARES TR 15,460.0 $358K 0.02% NEW $23.16 -0.4%
212 MO ALTRIA GROUP INC Consumer Defensive 4,966.0 $357K 0.02% -36.0 -0.7% $71.95 -9.4%
213 LQD ISHARES TR 3,272.0 $357K 0.02% $109.07 -3.0%
214 KKR KKR & CO INC Financial Services 3,884.0 $356K 0.02% -400.0 -9.3% $91.78 +16.8%
215 VTI VANGUARD INDEX FDS 962.0 $356K 0.02% -115.0 -10.7% $370.04 +2.4%
216 BA BOEING CO Industrials 1,625.0 $352K 0.02% +190.0 +13.2% $216.47 +3.0%
217 SMLF ISHARES TR 3,931.0 $350K 0.02% +922.0 +30.6% $89.14 -0.1%
218 VNQ VANGUARD INDEX FDS 3,619.0 $349K 0.02% -214.0 -5.6% $96.43 +1.2%
219 VB VANGUARD INDEX FDS 1,145.0 $347K 0.02% -130.0 -10.2% $303.12 +0.2%
220 AHR AMERICAN HEALTHCARE REIT INC Real Estate 6,642.0 $346K 0.02% +455.0 +7.3% $52.15 +4.4%
Page 11 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%