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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 12 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 30,356.0 $346K 0.02% +2K +5.2% $11.41 -3.8%
222 QCOM QUALCOMM INC Technology 1,840.0 $340K 0.02% -724.0 -28.2% $184.79 -13.3%
223 SPYM SPDR SERIES TRUST 3,860.0 $339K 0.02% +431.0 +12.6% $87.88 +2.8%
224 NOBL PROSHARES TR 6,032.0 $339K 0.02% +3K +100.0% $56.16 +3.5%
225 IQVIA HLDGS INC 1,687.0 $326K 0.02% -48.0 -2.8% $193.22
226 IPKW INVESCO EXCH TRADED FD TR II 5,776.0 $325K 0.02% $56.33 +8.0%
227 VDC VANGUARD WORLD FD 1,434.0 $323K 0.02% NEW $225.43 +3.0%
228 ISRG INTUITIVE SURGICAL INC Healthcare 801.0 $319K 0.02% $397.68 -1.6%
229 IYR ISHARES TR 3,095.0 $316K 0.02% $102.25 +1.5%
230 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,400.0 $314K 0.02% NEW $223.95 +20.3%
231 PGF INVESCO EXCHANGE TRADED FD T 22,702.0 $311K 0.02% -1K -4.9% $13.71 -2.5%
232 CRS CARPENTER TECHNOLOGY CORP Industrials 501.0 $309K 0.02% NEW $616.84 -13.8%
233 NFLX NETFLIX INC. Communication Services 4,317.0 $308K 0.02% +2K +55.3% $71.40 +8.9%
234 FEP FIRST TR EXCH TRD ALPHDX FD 5,397.0 $308K 0.02% NEW $57.05 +4.7%
235 VHT VANGUARD WORLD FD 1,000.0 $299K 0.02% -55.0 -5.2% $299.01 +6.6%
236 IBDT ISHARES TR 11,820.0 $298K 0.02% NEW $25.25 -0.2%
237 FORTINET INC 1,911.0 $294K 0.02% NEW $153.62
238 PFF ISHARES TR 9,454.0 $288K 0.02% -600.0 -6.0% $30.49 -0.1%
239 MLPA GLOBAL X FDS 5,420.0 $288K 0.02% -310.0 -5.4% $53.08 +7.1%
240 KMX CARMAX INC Consumer Cyclical 5,340.0 $282K 0.02% -83K -93.9% $52.89 +8.5%
Page 12 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%