ProVise Management Group

Latest statistics and disclosures from ProVise Management Group's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for ProVise Management Group

ProVise Management Group holds 249 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 6.8 $81M +5% 1.3M 61.78
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $35M 66k 532.58
 View chart
Microsoft Corporation (MSFT) 2.9 $34M +2% 90k 375.39
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.6 $30M +13% 572k 52.52
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.4 $28M +3% 768k 36.41
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 2.3 $28M +3% 131k 210.94
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $28M 142k 193.99
 View chart
JPMorgan Chase & Co. (JPM) 2.3 $27M 109k 245.30
 View chart
Vanguard World Mega Cap Index (MGC) 2.3 $27M +3% 132k 201.38
 View chart
Alphabet Cap Stk Cl C (GOOG) 2.2 $26M +2% 167k 156.23
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $26M +4% 99k 258.62
 View chart
Amazon (AMZN) 2.2 $26M 134k 190.26
 View chart
Wells Fargo & Company (WFC) 2.1 $25M 348k 71.79
 View chart
Philip Morris International (PM) 2.0 $23M -4% 147k 158.73
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.8 $21M +8% 203k 103.47
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.7 $20M 399k 49.90
 View chart
Exxon Mobil Corporation (XOM) 1.5 $18M +3% 149k 118.93
 View chart
Apple (AAPL) 1.5 $18M -3% 79k 222.13
 View chart
Comcast Corp Cl A (CMCSA) 1.5 $17M +4% 472k 36.90
 View chart
Visa Com Cl A (V) 1.4 $17M -4% 48k 350.46
 View chart
Oracle Corporation (ORCL) 1.4 $16M 117k 139.81
 View chart
Novartis Sponsored Adr (NVS) 1.3 $15M +2% 133k 111.48
 View chart
Booking Holdings (BKNG) 1.2 $14M 3.1k 4606.91
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $14M 134k 104.57
 View chart
Becton, Dickinson and (BDX) 1.2 $14M +31% 61k 229.06
 View chart
Charles Schwab Corporation (SCHW) 1.2 $14M +6% 178k 78.28
 View chart
Citigroup Com New (C) 1.2 $14M 193k 70.99
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.2 $14M +5% 85k 160.54
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $13M -6% 536k 25.04
 View chart
Analog Devices (ADI) 1.1 $13M +2% 66k 201.67
 View chart
Medtronic SHS (MDT) 1.1 $13M +11% 141k 89.86
 View chart
Fiserv (FI) 1.0 $12M -4% 56k 220.83
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.0 $11M -9% 430k 26.20
 View chart
Meta Platforms Cl A (META) 0.9 $11M +7% 19k 576.36
 View chart
Unilever Spon Adr New (UL) 0.9 $11M +7% 186k 59.55
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.9 $11M 72k 154.64
 View chart
Blackrock (BLK) 0.9 $11M 12k 946.52
 View chart
Sanofi Sponsored Adr (SNY) 0.9 $11M +3% 193k 55.46
 View chart
Spdr Ser Tr S&p Bk Etf (KBE) 0.9 $11M +5% 200k 52.96
 View chart
eBay (EBAY) 0.9 $10M +4% 151k 67.73
 View chart
Ishares Tr Msci Eafe Min Vl (EFAV) 0.8 $9.7M +8% 125k 77.92
 View chart
ConocoPhillips (COP) 0.8 $9.7M +16% 92k 105.02
 View chart
Omni (OMC) 0.8 $9.4M +11% 114k 82.91
 View chart
McKesson Corporation (MCK) 0.8 $9.2M 14k 672.99
 View chart
General Dynamics Corporation (GD) 0.8 $9.1M +8% 33k 272.58
 View chart
Anthem (ELV) 0.7 $8.8M +18% 20k 434.96
 View chart
Raytheon Technologies Corp (RTX) 0.7 $8.2M 62k 132.46
 View chart
Bank of New York Mellon Corporation (BK) 0.7 $7.9M 94k 83.87
 View chart
Enbridge (ENB) 0.7 $7.8M 176k 44.31
 View chart
CarMax (KMX) 0.6 $7.3M +11% 94k 77.92
 View chart
Spdr Ser Tr Portfli High Yld (SPHY) 0.6 $6.9M +12% 293k 23.42
 View chart
Entergy Corporation (ETR) 0.5 $6.4M 75k 85.49
 View chart
Duke Energy Corp Com New (DUK) 0.5 $6.4M 53k 121.97
 View chart
Coca-Cola Company (KO) 0.5 $6.2M 87k 71.62
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $6.1M -3% 230k 26.58
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.5 $6.0M +4% 53k 113.76
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $5.6M +4% 143k 39.37
 View chart
Air Products & Chemicals (APD) 0.5 $5.4M 18k 294.92
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $5.4M -5% 249k 21.53
 View chart
Amgen (AMGN) 0.4 $5.0M 16k 311.55
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.4 $4.9M +8% 57k 87.17
 View chart
Blackstone Group Inc Com Cl A (BX) 0.4 $4.9M -4% 35k 139.78
 View chart
Starbucks Corporation (SBUX) 0.4 $4.6M 47k 98.09
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $4.5M -30% 90k 50.63
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $4.5M -23% 33k 135.68
 View chart
GSK Sponsored Adr (GSK) 0.4 $4.4M +2% 115k 38.74
 View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.4 $4.2M +10% 209k 20.35
 View chart
Verizon Communications (VZ) 0.4 $4.1M 91k 45.36
 View chart
Enterprise Products Partners (EPD) 0.3 $4.1M -11% 119k 34.14
 View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $4.0M +3% 206k 19.59
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $3.9M -3% 68k 58.35
 View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.3 $3.9M 199k 19.48
 View chart
Lamar Advertising Cl A (LAMR) 0.3 $3.8M 34k 113.78
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $3.8M -3% 136k 27.96
 View chart
Pepsi (PEP) 0.3 $3.8M +17% 25k 149.94
 View chart
Edison International (EIX) 0.3 $3.7M +2% 63k 58.92
 View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.3 $3.7M +2% 60k 61.72
 View chart
American Tower Reit (AMT) 0.3 $3.7M +4% 17k 217.60
 View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.3 $3.6M +140% 196k 18.53
 View chart
Fidelity National Information Services (FIS) 0.3 $3.5M 47k 74.68
 View chart
Bank of America Corporation (BAC) 0.3 $3.5M 84k 41.73
 View chart
Mastercard Incorporated Cl A (MA) 0.3 $3.3M 6.0k 548.15
 View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.3 $3.0M 139k 21.36
 View chart
Valley National Ban (VLY) 0.2 $2.9M 327k 8.89
 View chart
Pfizer (PFE) 0.2 $2.9M +6% 114k 25.34
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.8M 7.9k 361.11
 View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.2 $2.8M -3% 45k 62.77
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $2.8M -11% 120k 23.43
 View chart
American Express Company (AXP) 0.2 $2.7M 10k 269.04
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $2.6M -2% 132k 19.78
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.2 $2.6M +2% 6.9k 370.81
 View chart
Genuine Parts Company (GPC) 0.2 $2.6M +10% 22k 119.14
 View chart
United Parcel Service CL B (UPS) 0.2 $2.6M +3% 23k 109.99
 View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.2 $2.5M +7% 23k 106.88
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.5M 4.4k 559.39
 View chart
Rivernorth Managed (RMM) 0.2 $2.4M 165k 14.32
 View chart
Altria (MO) 0.2 $2.3M 38k 60.02
 View chart
Abbvie (ABBV) 0.2 $2.2M -14% 11k 209.52
 View chart
Applied Materials (AMAT) 0.2 $2.1M NEW 15k 145.12
 View chart
Invesco Van Kampen Bond Fund (VBF) 0.2 $2.0M 132k 15.46
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.9M -2% 7.9k 244.63
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.9M -8% 4.0k 468.89
 View chart
Texas Instruments Incorporated (TXN) 0.2 $1.9M +6% 10k 179.70
 View chart
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.7M -2% 75k 23.16
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.7M 14k 121.12
 View chart
Johnson & Johnson (JNJ) 0.1 $1.7M -5% 10k 165.85
 View chart
Aon Shs Cl A (AON) 0.1 $1.7M -12% 4.3k 399.09
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.6M 2.00 798441.50
 View chart
Western Asset Premier Bd Shs Ben Int (WEA) 0.1 $1.5M 131k 11.21
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.4M -4% 8.2k 173.23
 View chart
Select Sector Spdr Tr Technology (XLK) 0.1 $1.4M -7% 6.8k 206.48
 View chart
Ishares Tr National Mun Etf (MUB) 0.1 $1.4M -5% 13k 105.44
 View chart
Mainstay Definedterm Mn Opp (MMD) 0.1 $1.4M +3% 92k 15.08
 View chart
Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $1.4M -17% 50k 27.39
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.4M -6% 17k 81.73
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.4M 7.3k 186.29
 View chart
Tesla Motors (TSLA) 0.1 $1.4M +3% 5.2k 259.16
 View chart
salesforce (CRM) 0.1 $1.4M -2% 5.1k 268.38
 View chart
Wal-Mart Stores (WMT) 0.1 $1.3M -8% 15k 87.79
 View chart
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.1 $1.3M +2% 121k 10.85
 View chart
Lockheed Martin Corporation (LMT) 0.1 $1.3M -77% 2.9k 446.71
 View chart
Colgate-Palmolive Company (CL) 0.1 $1.3M -36% 14k 93.70
 View chart
NVIDIA Corporation (NVDA) 0.1 $1.2M +11% 11k 108.38
 View chart
Msci (MSCI) 0.1 $1.2M -3% 2.1k 565.50
 View chart
Huntington Ingalls Inds (HII) 0.1 $1.2M +17% 5.9k 204.04
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.2M 20k 60.66
 View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $1.0M +22% 18k 58.54
 View chart
Home Depot (HD) 0.1 $1.0M -2% 2.8k 366.49
 View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.1 $1.0M 99k 10.26
 View chart
McDonald's Corporation (MCD) 0.1 $995k -3% 3.2k 312.34
 View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $974k 42k 23.04
 View chart
O'reilly Automotive (ORLY) 0.1 $924k -32% 645.00 1432.58
 View chart
At&t (T) 0.1 $900k 32k 28.28
 View chart
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $899k 16k 58.15
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $879k -2% 9.4k 93.66
 View chart
CVS Caremark Corporation (CVS) 0.1 $871k -27% 13k 67.75
 View chart
Welltower Inc Com reit (WELL) 0.1 $847k -23% 5.5k 153.21
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $837k 14k 62.10
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $835k -28% 11k 78.94
 View chart
Eli Lilly & Co. (LLY) 0.1 $799k -11% 968.00 825.86
 View chart
Schwab Strategic Tr Internl Divid (SCHY) 0.1 $798k -2% 31k 25.38
 View chart
Chevron Corporation (CVX) 0.1 $793k +5% 4.7k 167.29
 View chart
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $789k -26% 10k 78.28
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.1 $787k +4% 1.4k 561.95
 View chart
Lowe's Companies (LOW) 0.1 $768k 3.3k 233.22
 View chart
Southern Company (SO) 0.1 $713k -6% 7.8k 91.95
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $712k 7.7k 92.83
 View chart
Merck & Co (MRK) 0.1 $709k 7.9k 89.76
 View chart
AmerisourceBergen (COR) 0.1 $708k -11% 2.5k 278.09
 View chart
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $684k -8% 14k 48.31
 View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $684k -14% 7.8k 88.00
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $643k 2.2k 288.14
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $615k 7.4k 83.28
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $606k 2.4k 251.77
 View chart
Kkr & Co (KKR) 0.0 $588k -4% 5.1k 115.61
 View chart
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $577k -3% 5.0k 114.87
 View chart
BlackRock Floating Rate Income Trust (BGT) 0.0 $570k -2% 46k 12.42
 View chart
Procter & Gamble Company (PG) 0.0 $559k -11% 3.3k 170.42
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $554k +3% 10k 54.76
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $549k 4.3k 128.95
 View chart
South State Corporation (SSB) 0.0 $542k 5.8k 92.82
 View chart
Apollo Global Mgmt (APO) 0.0 $514k -3% 3.8k 136.94
 View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.0 $501k +2% 9.4k 53.01
 View chart
Wec Energy Group (WEC) 0.0 $494k +17% 4.5k 108.98
 View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB) 0.0 $489k +3% 46k 10.57
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $472k 8.0k 58.69
 View chart
Abbott Laboratories (ABT) 0.0 $464k -8% 3.5k 132.63
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $461k +8% 13k 36.29
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $443k -12% 2.0k 221.75
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $439k +2% 5.5k 80.37
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $429k 3.2k 134.29
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $406k -2% 4.5k 90.54
 View chart
Iqvia Holdings (IQV) 0.0 $406k 2.3k 176.30
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $402k -3% 3.9k 102.18
 View chart
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $402k 11k 37.49
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $397k 801.00 495.27
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.0 $395k -14% 1.3k 308.88
 View chart
Federated Premier Municipal Income (FMN) 0.0 $395k +2% 36k 10.86
 View chart
Ge Aerospace Com New (GE) 0.0 $394k 2.0k 200.16
 View chart
International Business Machines (IBM) 0.0 $385k -3% 1.5k 248.66
 View chart
Qualcomm (QCOM) 0.0 $375k +21% 2.4k 153.61
 View chart
Capital One Financial (COF) 0.0 $370k -30% 2.1k 179.30
 View chart
Emerson Electric (EMR) 0.0 $370k -15% 3.4k 109.64
 View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $369k -3% 4.8k 77.05
 View chart
Dbx Etf Tr Xtrack Msci Euro (DBEZ) 0.0 $365k +6% 7.3k 49.93
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $364k -3% 17k 22.08
 View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.0 $362k +3% 25k 14.37
 View chart
Vanguard World Industrial Etf (VIS) 0.0 $358k -3% 1.4k 247.55
 View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $358k -3% 25k 14.28
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $356k 3.3k 108.69
 View chart
American Intl Group Com New (AIG) 0.0 $352k +40% 4.0k 86.94
 View chart
Rockwell Automation (ROK) 0.0 $348k -6% 1.3k 258.38
 View chart
BlackRock Floating Rate Income Strat. Fn (FRA) 0.0 $347k -8% 27k 12.92
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $341k -13% 663.00 514.27
 View chart
Valero Energy Corporation (VLO) 0.0 $340k -52% 2.6k 132.07
 View chart
Cisco Systems (CSCO) 0.0 $337k 5.5k 61.71
 View chart
SYSCO Corporation (SYY) 0.0 $331k NEW 4.4k 75.04
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $328k 1.7k 190.58
 View chart
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $321k -9% 10k 30.73
 View chart
General Motors Company (GM) 0.0 $321k -7% 6.8k 47.03
 View chart
Bristol Myers Squibb (BMY) 0.0 $317k 5.2k 60.99
 View chart
Paychex (PAYX) 0.0 $314k -11% 2.0k 154.28
 View chart
BlackRock MuniHoldings Fund (MHD) 0.0 $313k -9% 27k 11.74
 View chart
PNC Financial Services (PNC) 0.0 $309k +39% 1.8k 175.77
 View chart
Paycom Software (PAYC) 0.0 $303k -30% 1.4k 218.48
 View chart
Cbre Group Cl A (CBRE) 0.0 $299k -12% 2.3k 130.78
 View chart
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $296k 3.1k 95.75
 View chart
Honeywell International (HON) 0.0 $296k +11% 1.4k 211.72
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $292k -9% 1.4k 211.47
 View chart
Vail Resorts (MTN) 0.0 $292k NEW 1.8k 160.02
 View chart
Phillips 66 (PSX) 0.0 $288k +11% 2.3k 123.46
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $283k -2% 3.6k 78.89
 View chart
Vanguard World Health Car Etf (VHT) 0.0 $279k 1.1k 264.73
 View chart
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) 0.0 $279k 26k 10.86
 View chart
Walt Disney Company (DIS) 0.0 $269k 2.7k 98.69
 View chart
Ishares Tr Tips Bd Etf (TIP) 0.0 $265k -15% 2.4k 111.09
 View chart
Netflix (NFLX) 0.0 $263k -3% 282.00 932.53
 View chart
Costco Wholesale Corporation (COST) 0.0 $262k 277.00 946.09
 View chart
EOG Resources (EOG) 0.0 $262k -5% 2.0k 128.24
 View chart
Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $262k -8% 3.1k 85.05
 View chart
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $261k 1.3k 202.13
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $260k +4% 479.00 542.38
 View chart
Intercontinental Exchange (ICE) 0.0 $260k -36% 1.5k 172.50
 View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.0 $256k -89% 12k 20.68
 View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $256k 5.6k 45.66
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $248k -15% 1.5k 166.00
 View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $242k -4% 5.0k 48.82
 View chart
BP Sponsored Adr (BP) 0.0 $241k 7.1k 33.79
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $236k -6% 3.6k 65.76
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.0 $236k NEW 3.1k 75.65
 View chart
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $235k 4.4k 53.23
 View chart
Interpublic Group of Companies (IPG) 0.0 $232k -8% 8.5k 27.16
 View chart
Palo Alto Networks (PANW) 0.0 $232k -13% 1.4k 170.64
 View chart
UnitedHealth (UNH) 0.0 $227k -26% 434.00 523.69
 View chart
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $218k -16% 3.6k 59.84
 View chart
Morgan Stanley Com New (MS) 0.0 $214k 1.8k 116.70
 View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $213k -5% 17k 12.23
 View chart
Crown Castle Intl (CCI) 0.0 $210k NEW 2.0k 104.23
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $205k 2.5k 81.77
 View chart
Blackrock Ltd Duration Incom Com Shs (BLW) 0.0 $195k -3% 14k 14.14
 View chart
Warner Bros Discovery Com Ser A (WBD) 0.0 $169k -8% 16k 10.73
 View chart
Eaton Vance Limited Duration Income Fund (EVV) 0.0 $167k -2% 17k 9.98
 View chart
F.N.B. Corporation (FNB) 0.0 $138k 10k 13.45
 View chart
BlackRock Credit All Inc Trust IV (BTZ) 0.0 $130k -3% 12k 10.72
 View chart
Nuveen Floating Rate Income Fund (JFR) 0.0 $129k 15k 8.47
 View chart
Ford Motor Company (F) 0.0 $108k 11k 10.03
 View chart
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $94k 25k 3.82
 View chart
Western Asset Intm Muni Fd I (SBI) 0.0 $84k 11k 7.80
 View chart
Apyx Medical Corporation (APYX) 0.0 $19k 14k 1.37
 View chart

Past Filings by ProVise Management Group

SEC 13F filings are viewable for ProVise Management Group going back to 2010

View all past filings