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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 8 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SMH VANECK ETF TRUST 1,384.0 $908K 0.06% -17.0 -1.2% $655.89 -13.4%
142 WEC WEC ENERGY GROUP INC Utilities 7,730.0 $903K 0.06% +2K +43.1% $116.77 -4.9%
143 GLD SPDR GOLD TR Financial Services 2,420.0 $891K 0.06% -30.0 -1.2% $368.38 +8.7%
144 IVW ISHARES TR 6,348.0 $873K 0.06% -171.0 -2.6% $137.53 +1.7%
145 IJK ISHARES TR 7,272.0 $854K 0.06% -49.0 -0.7% $117.50 -0.1%
146 USMV ISHARES TR 8,288.0 $799K 0.05% -2K -17.1% $96.46 +4.6%
147 CVX CHEVRON CORPORATION Energy 4,713.0 $781K 0.05% +166.0 +3.6% $165.76 +23.4%
148 HEFA ISHARES TR 16,641.0 $781K 0.05% +2K +12.0% $46.92 +0.7%
149 HD HOME DEPOT INC Consumer Cyclical 2,112.0 $745K 0.05% +113.0 +5.7% $352.69 -3.4%
150 SUSA ISHARES TR 4,777.0 $737K 0.05% $154.30 +2.7%
151 MCD MCDONALDS CORP Consumer Cyclical 2,663.0 $720K 0.05% -245.0 -8.4% $270.28 -0.6%
152 BSV VANGUARD BD INDEX FDS 9,052.0 $705K 0.05% -690.0 -7.1% $77.91 -0.4%
153 VCSH VANGUARD SCOTTSDALE FDS 8,889.0 $703K 0.05% -450.0 -4.8% $79.03 -0.5%
154 GE GE AEROSPACE Industrials 1,877.0 $701K 0.05% -80.0 -4.1% $373.66 -0.5%
155 COWZ PACER FDS TR 11,169.0 $695K 0.05% +549.0 +5.2% $62.20 +13.8%
156 DBEZ DBX ETF TR 11,026.0 $691K 0.05% +1K +10.6% $62.70 +1.8%
157 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,505.0 $691K 0.05% -2K -22.7% $92.09 -0.2%
158 CRM SALESFORCE INC Technology 4,342.0 $680K 0.05% -1K -20.6% $156.66 +26.6%
159 VYM VANGUARD WHITEHALL FDS 4,276.0 $676K 0.04% $158.03 +4.8%
160 T AT&T INC Communication Services 31,796.0 $658K 0.04% $20.70 +21.2%
Page 8 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%