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ProVise Management Group

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

Top 5 stock holdings are DGRO, BRK.B, MSFT, IGIB, SPDW, and represent 17.59% of ProVise Management Group's stock portfolio.
Added to shares of these 10 stocks: DGRO, IGIB, BDX, AMAT, BSCT, STIP, ELV, COP, MDT, SPDW.
Started 5 new stock positions in IEFA, SYY, CCI, MTN, AMAT.
Reduced shares in these 10 stocks: LMT, BSCP, JPST, SDY, SCHM, PM, SCHG, V, CL, AAPL.
Sold out of its positions in ALKT, Blackrock Muni Intermediate Drtn Fnd, BA, AVGO, CAT, DEO, GIS, IWR, IWM, O. SEE, TSI, TFC, VTI.
ProVise Management Group was a net buyer of stock by $14M.
ProVise Management Group has $1.2B in assets under management (AUM), dropping by 1.02%.
Central Index Key (CIK): 0001305707

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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

ProVise Management Group 2025 Q1 filed May 8, 2025
ProVise Management Group 2024 Q4 filed Feb. 11, 2025
ProVise Management Group 2024 Q3 filed Nov. 12, 2024
ProVise Management Group 2024 Q2 filed Aug. 12, 2024
ProVise Management Group 2024 Q1 filed May 9, 2024
ProVise Management Group 2023 Q4 filed Feb. 9, 2024
ProVise Management Group 2023 Q3 filed Nov. 8, 2023
ProVise Management Group 2023 Q2 restated filed Aug. 24, 2023
ProVise Management Group 2023 Q2 filed Aug. 3, 2023
ProVise Management Group 2023 Q1 filed May 8, 2023
ProVise Management Group 2022 Q4 filed Feb. 10, 2023
ProVise Management Group 2022 Q3 filed Nov. 9, 2022
ProVise Management Group 2022 Q2 filed Aug. 8, 2022
ProVise Management Group 2022 Q1 filed April 27, 2022
ProVise Management Group 2021 Q4 filed Jan. 18, 2022
ProVise Management Group 2021 Q3 filed Oct. 20, 2021

View all past filings

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